NVIDIA Corporation

Broadcom Inc.

Advanced Micro Devices, Inc.

The semiconductor sector is entering the phase of the "game of musical chairs", believes Bank of America analyst Vivek Arya, <a href="https://finance.yahoo.com/news/bofa-says-the-chip-reshuffle-makes-nvidia-a-compelling-value-play-203403961.html">writes</a> Yahoo Finance. But the most obvious market participants can win in this game, the expert believes.

BofA named favorites in a game of "musical chairs" in semiconductor field

Lumentum Holdings Inc.

Mizuho Securities analyst Vijay Rakesh presented a list of top favorites in the semiconductor sector for 2026. The list includes Nvidia, Broadcom and Lumentum Holdings, a company that supplies optical solutions for data centers, which is little known to a wide range of investors, MarketWatch <a href="https://www.marketwatch.com/story/this-quietly-dominant-stock-plus-nvidia-and-broadcom-are-mizuhos-top-chip-picks-4b3181cd">writes</a>. Lumentum's shares have quadrupled over the past year, outperforming both Nvidia and Broadcom.

Mizuho has named 3 stocks to invest in AI infrastructure. Among them is a little-known

Taiwan Semiconductor Manufacturing Company Limited

The Boeing Company

Sable Offshore Corp.

Tesla, Inc.

Axsome Therapeutics, Inc.

Ondas Inc.

Corcept Therapeutics Incorporated

Hyatt Hotels Corporation

Daily review and forecast of events on the US stock market by Mikhail Denislavov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Stock market players capitalize on post-holiday momentum

Micron Technology, Inc.

Analog Devices, Inc.


The bank recognizes that concerns about the AI bubble will persist, but believes the sector will outperform 

JPMorgan named the favorites for 2026 among chipmakers. Who made it to the top?

ASML Holding N.V.

Bank of America reiterated a "buy" recommendation for semiconductor equipment maker ASML and called it its top pick in the chip sector and a key favorite for 2026, CNBC <a href="https://www.cnbc.com/2025/12/03/bank-of-america-says-asml-is-its-top-semiconductor-stock-pick-heading-into-2026.html">writes</a>.

BofA expects ASML stock to rise 20%. Why did he call it a favorite for 2026?

November collapse of AMD quotations is considered unfair by TD Cowen investment bank analysts

Analyst calls rival Nvidia the best bet in the chip sector - after a 16% slump

Credo Technology Group Holding Ltd

Wall Street analysts <a href="http://cnbc.com/2025/12/02/analysts-lift-their-price-targets-for-this-little-known-ai-company-after-an-earnings-beat.html">raised their</a> target prices on shares of small semiconductor company Credo after its results and profit forecasts exceeded experts' expectations for the second fiscal quarter, CNBC reports. Against this backdrop, Credo shares soared 15%.

Wall Street expects up to 40% growth from a little-known AI company. What's its potential?

Morgan Stanley reiterated its recommendation to buy shares of semiconductor manufacturer Micron with an "above market" rating (Overweight), believing that the company's profits may reach new, previously unattainable highs, CNBC <a href="https://www.cnbc.com/2025/11/13/morgan-stanley-names-micron-a-top-pick-cites-memory-shortage-leading-to-new-earnings-highs.html">writes</a>.

Micron shares soared 190%. Why does Morgan Stanley expect them to grow by another 33%?

Amphenol Corporation

Arista Networks, Inc.

Coherent Corp.

Which stocks could become an alternative to semiconductors amid the AI boom

Nvidia's deal with Nokia hints: Mizuho names 10 stocks to invest in optical networks

Since the beginning of the year, the securities have already risen 141%

Micron's stock is one of the best performers in the S&amp;P 500. UBS and Citi expect them to grow by another quarter

QUALCOMM Incorporated

Beijing steps up pressure on key chip maker ahead of meeting between U.S. and Chinese presidents

Qualcomm has come under antitrust investigation in China. Shares fell

Intel Corporation

A "breakthrough" that could strengthen Intel's position as a key chip maker in the U.S., or a "goodwill gesture" and a political move by Apple to curry favor with the authorities? Wall Street analysts are divided on Apple's potential deal at Intel. On Wednesday, September 24, Bloomberg sources <a href="https://oninvest.com/article/intel-predlozil-apple-investirovat-v-svoe-proizvodstvo-bloomberg-akcii-podskocili">reported</a> that Intel has approached the iPhone maker with an investment proposal, but talks are at an early stage and may not result in a deal.

Semiconductors