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?

Advanced Micro Devices, Inc.

NVIDIA Corporation

Broadcom Inc.

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?

Micron Technology, Inc.

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.

A breakthrough or a goodwill gesture? What Wall Street is saying about a possible Intel-Apple deal

Intel's $5bn deal with Nvidia is "symbolic in nature", says Financial Times

Intel stock got a downgrade from Citi. Partnership with Nvidia won't help?

Bank of America believes that shares of Dutch chip equipment manufacturer ASML may become the main beneficiary of the deal between Nvidia and Intel for $5 billion. The bank's analyst raised the target price of the company's securities and retained the advice to buy them. BofA is convinced: strengthening of Intel's positions in the market of data centers and PCs will be a favorable factor for companies producing equipment for chip production.

BofA names the beneficiary of the Intel and Nvidia deal. Why could its stock rise 16%?

The main party affected by the deal could be contract chipmaker TSMC if Nvidia shifts some orders to Intel's factories

AMD investors have changed their minds to panic over Nvidia and Intel alliance. What risks does it bring?

PHLX semiconductor index shows a 22% return relative to the beginning of 2025

Semiconductors