Bernstein Predicts Bullish US Chip Stocks for 2026
ByAinvest
Monday, Jan 12, 2026 10:42 am ET1min read
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Bernstein has reiterated its bullish stance on major US semiconductor names, citing strong AI spending trends and rising prospects for wafer-fab equipment demand. The firm highlights Nvidia and Broadcom as top picks, with AI spending showing no signs of slowing and valuations appearing attractive. Bernstein also recommends Applied Materials and Lam Research, while maintaining a cautious view on analog chipmakers and Intel.
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