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Bank of America semiconductor analyst Vivek Arya said Monday's AI-driven sell-off is noise within a secular bull market for semiconductors. He said AI capex could top $3 trillion by 2030 and remained bullish on semis despite near-term volatility.
U.S. stock futures fell Tuesday, while Brent crude rose 4.46% to $92.31 a barrel after Trump threatened further strikes against Iran and ruled out nuclear action.
Nvidia is reportedly accelerating development of its next-generation Feynman AI platform, and the report says TSMC is fast-tracking advanced chipmaking and packaging capacity ahead of an expected 2028 launch.
The July semiconductor selloff was built around one uncomfortable question: What happens when Big Tech finally slows its artificial-intelligence spending? So far, the opposite is happening. Bank of America now expects hyperscaler capital expenditures to top $1.2 trillion over the next 12 months, according to semiconduc
Micron reports $41.46B quarterly revenue, beating estimates, and expects tight supply to persist beyond 2027 due to AI demand
Bank of America recommends Nvidia as top AI compute stock despite YTD underperformance, citing strong growth prospects. Nvidia's AI-focused business drives growth.