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AI spending will fuel wins for Micron, Nvidia, Intel, and other chip stocks: BofA analyst - Yahoo Finance
finance.yahoo.com
2026-10-01
Yahoo Finance
Entities
Companies:
Micron
Nvidia
Intel
Marvell
Lam Research
AMD
Applied Materials
Analog Devices
On Semiconductor
Broadcom
Bank of America
People:
Vivek Arya
Brian Sozzi
Technologies:
AI Data Center
Agentic AI
Inference Chips
XPU
HBM
Foundry
SOX Index
Tags
AI Data Center
Chip Stocks
BofA Rating
Nvidia
Intel
Micron
Marvell
Lam Research
AI Capex
Inference Chips
Semiconductor Valuation
Agentic AI
SOX Index
Buyback
Foundry
News Summary
BofA semiconductor analyst Vivek Arya has issued a notably bullish year-ahead call on AI chip equities, raising his CY26-30 AI data center systems TAM estimate by 22% to $2.2 trillion, implying a 40% ...
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