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BofA names Nvidia its top semiconductor pick as agentic AI broadens data-center demand beyond GPUs. Server CPU market forecast raised to $210B by 2030, with CPU-to-GPU ratio potentially shifting to 1…
Bank of America raised its server CPU market forecast to $210B by 2030, citing AI agent growth. AMD named top CPU pick, while Nvidia earned BofA's top overall semiconductor ranking amid booming AI in…
BofA sees semiconductor sector as attractively valued after an 18% SOX underperformance, citing strong fundamentals and a $250B WFE spending forecast by 2028. Broadcom's Samsung foundry deal undersco…