• AEIS
• AMBA
• AVGO
• CDNS
• COHR
• CRNT
• LRCX
• MCHP
• MRVL
• MTSI
• NVDA
• ON
• SOX

'In AI we trust': Bank of America highlights 6 key chip stocks to own for 2025

Bank of America forecasts a 15% increase in semiconductor sales for 2025, recommending six stocks, including NVIDIA and Broadcom, while suggesting market shifts and rating changes.

• AAPL
• ANET
• CIEN
• COHR

This stock remains a 'core AI holding' says Citi

Citi recommends Arista Networks stock as a core holding despite lowering its ranking due to expensive valuation, while highlighting strong demand in AI-driven networking opportunities.

• COHR

Jefferies starts Coherent with 'buy' on optimism around new CEO

Jefferies rates Coherent Inc as a buy, predicting earnings growth through restructuring and market demand, targeting $135 per share amid operational improvements.

• COHR
• WOLF

Wolfspeed shares drop after Mizuho downgrade to sell