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Analysts Remain Bullish on AI Chip Stocks Despite Recent Pullback

Analysts Remain Bullish on AI Chip Stocks Despite Recent Pullback

Author:

Global Cryptocurrency

Published:

2025-12-21 15:07:01

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BTCCSquare news:

Bank of America and Jefferies analysts maintain Optimism for semiconductor stocks through 2026, citing sustained data center investments as the AI boom continues. The sector has recently faced pressure amid bubble concerns, with Nvidia shares dropping over 12% from peaks, yet institutional confidence persists.

Cloud computing giants' relentless hardware demand positions chipmakers as primary beneficiaries. Both banks identify overlapping picks in large-cap semiconductor names that have significantly outperformed the S&P 500 this year, suggesting these gains may extend into 2026.

By:

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