Micron surge is bullish for these other stocks, says Bank of America
Micron's recent surge, driven by AI-driven memory demand, is creating a semiconductor supercycle that benefits not only Micron but also key semiconductor equipment manufacturers. Bank of America predicts strong growth for these related stocks in 2026, highlighting Lam Research, KLA Tencor, and Applied Materials as top picks due to increased capital expenditures and technological upgrades needed for AI infrastructure. The bank has raised price targets for these companies, expecting continued outperformance.
https://www.thestreet.com/investing/stocks/micron-surge-is-bullish-for-these-other-stocks-says-bank-of-america