Bank of America says analog chipmakers are emerging beneficiaries of the AI infrastructure boom, with AI-related sales across the group expected to grow 50% to more than 100% this year. Analyst Vivek …
Nvidia's stock has lost nearly $1 trillion in market value since May 14, trading at its cheapest since early 2019, which could prompt the company to aggressively increase share buybacks. Citi analysts…
Bank of America reiterated its Buy rating on Nvidia stock with a $350 price target, calling it a compelling buying opportunity at a seven-year low valuation. Analyst Vivek Arya argued that the market …
Nvidia's stock has lost roughly $1 trillion in market value in less than two months, now trading at 18 times forward earnings, its cheapest since early 2019. Analysts like Jessica Inskip and Vivek Ary…
Bank of America raised its price target for Micron Technology to $1,500, citing the stock's low valuation relative to its AI-driven earnings growth. The chipmaker trades at 8.3x estimated 2026 earning…
Bank of America raised its global server CPU market forecast to over $170 billion by 2030, citing agentic AI as the primary demand driver. The revision triggered a semiconductor rally on June 11, with…
Bank of America upgraded Intel from Underperform to Buy on June 11, raising its price target from $96 to $135, after the stock surged more than 200% year-to-date from roughly $20 in May 2025 to nearly…
Intel shares surged 5.2% after Bank of America issued a double rating upgrade, raising Intel to "buy" from "underperform" and boosting its price target to $135 from $96. Analyst Vivek Arya cited Intel…
Bank of America double-upgraded Intel to "buy" from "underperform," raising its price target to $135 per share, citing the company's opportunity to address industry constraints in leading-edge wafers …