Tag: subindustries

BofA says chip stocks won’t peak until mid-2026, and that these 3 sub-industries will thrive until then

Nvidia’s stellar second quarter earnings report still doesn’t justify its current stock price, according to David Trainer.Sam Yeh/AFP/Getty Images The semiconductor bull run will persist until mid-2026, based on previous cycles, Bank of America said. This will benefit three major industry themes: cloud computing, cars, and complexity. Nvidia, Broadcom, NXP Semiconductors, and KLA Corporation are […]