BREAKING: Bank of America says, these 6 stocks will lead the $1 trillion chip surge in 2026:

1. Nvidia (NVDA)

2. Broadcom (AVGO)

3. Lam Research (LRCX)

4. KLA (KLAC)

5. Analog Devices (ADI)

6. Cadence Design Systems (CDNS)

In a report titled "2026 Year Ahead: choppy, still cheerful," Bank of America analyst Vivek Arya forecast a 30% year-over-year surge in global semiconductor sales that will finally push the sector past a historic $1 trillion annual sales milestone in 2026.

Arya noted a strong belief in companies with "moats that are quantified by their margin structure."

FACTBOX-What to expect in 2026: Brokerage forecasts for S&P 500, global GDP

FACTBOX-What to expect in 2026: Brokerage forecasts for S&P 500, global GDPRecasts paragraph 1; changes headline. Dec 24 - Top brokerages expect the benchmark S&P 500 index .SPX to extend its rally in 2026, as investors pile into artificial intelligence plays and bet on reduced borrowing costs to sustain the momentum.The benchmark index will rise nearly 12% to 7,490 by end-2026, marking a fourth straight year of advances if 2025 closes higher, according to a Reuters poll.
FACTBOX-What to expect in 2026: Brokerage forecasts for S&P 500, global GDP

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