These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says
The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America analyst Vivek Arya contends. While AI skeptics have pointed to eye-popping valuations as a reason to run, Arya said the industry is only at the "midpoint" of a decade-long transformation, and it's being led by Nvidia (/ In a report titled "2026 Year Ahead: choppy, still cheerful," Arya forecast a 30% year-over-year surge in global semiconductor sales that will finally push the sector past a historic $1 trillion annual sales milestone in 2026. Arya ...
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