http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 23 Feb 2026 06:56:23 -0500 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/These+2+chip+stocks+are+new+Top+Picks+at+Citi/26038992.html <p>Investing.com -- Citi has moved Texas Instruments (NASDAQ:TXN) and Monolithic Power Systems (NASDAQ:MPWR) to its top Buy-rated analog semiconductor picks following the latest earnings season, saying the group has entered a more favorable phase of the cycle.</p><p>"We believe the group is in Phase 2 of our cyclical framework where stocks with product cycles or self-help stories generally outperform the group," analyst Atif Malik said in a Monday note. </p><p>For Texas Instruments, Malik highlighted gross margin upside as capital spending moderates and the company increases its focus on data-center-related research and development.</p><p>Monolithic Power Systems, meanwhile, is favored as he expects the http://www.streetinsider.com/Investing/These+2+chip+stocks+are+new+Top+Picks+at+Citi/26038992.html Mon, 23 Feb 2026 06:56:23 -0500 MPWR SOXX TXN http://www.streetinsider.com/Investing/These+2+chip+stocks+are+new+Top+Picks+at+Citi/26038992.html <p>Investing.com -- Citi has moved Texas Instruments (NASDAQ:TXN) and Monolithic Power Systems (NASDAQ:MPWR) to its top Buy-rated analog semiconductor picks following the latest earnings season, saying the group has entered a more favorable phase of the cycle.</p><p>"We believe the group is in Phase 2 of our cyclical framework where stocks with product cycles or self-help stories generally outperform the group," analyst Atif Malik said in a Monday note. </p><p>For Texas Instruments, Malik highlighted gross margin upside as capital spending moderates and the company increases its focus on data-center-related research and development.</p><p>Monolithic Power Systems, meanwhile, is favored as he expects the http://www.streetinsider.com/Investing/These+2+chip+stocks+are+new+Top+Picks+at+Citi/26038992.html Mon, 23 Feb 2026 06:56:23 -0500 MPWR SOXX TXN http://www.streetinsider.com/Investing/These+2+chip+stocks+are+new+Top+Picks+at+Citi/26038992.html <p>Investing.com -- Citi has moved Texas Instruments (NASDAQ:TXN) and Monolithic Power Systems (NASDAQ:MPWR) to its top Buy-rated analog semiconductor picks following the latest earnings season, saying the group has entered a more favorable phase of the cycle.</p><p>"We believe the group is in Phase 2 of our cyclical framework where stocks with product cycles or self-help stories generally outperform the group," analyst Atif Malik said in a Monday note. </p><p>For Texas Instruments, Malik highlighted gross margin upside as capital spending moderates and the company increases its focus on data-center-related research and development.</p><p>Monolithic Power Systems, meanwhile, is favored as he expects the http://www.streetinsider.com/Investing/These+2+chip+stocks+are+new+Top+Picks+at+Citi/26038992.html Mon, 23 Feb 2026 06:56:23 -0500 MPWR SOXX TXN http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html <p>The analog semiconductor cycle is recovering, with industrial and data center demand leading while autos remain more subdued, Bank of America analysts say, citing data from the latest earnings reports in the sector.</p><p>"The recovery is progressing well across the subsector with estimates increasing in aggregate … by 2%/2% in CY26/27E,” analysts led by Vivek Arya note, while distribution channels appear clear of excess inventory and key cyclical indicators such as bookings, backlog and lead times are “flashing green."</p><p>Product-cycle drivers and “strategic AI/A&D revenue” are contributing to above-seasonal growth, analysts say, adding that the macro backdrop for industrial “seems to be http://www.streetinsider.com/Hot+List+Pro/2+best+analog+chip+stocks+to+buy+in+2026%3A+BofA/25966094.html Mon, 09 Feb 2026 10:00:00 -0500 ADI ALGM MCHP MTSI NXPI ON SOXX TXN http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html <p>Cantor Fitzgerald analyst C.J. Muse is out with a note on the firm's outlook on Semiconductors in 2026, highlighting that the capacity-driven upcycle for semis is here.</p><p>The analyst commented, "We look for the SOX to outperform once again in CY26, led by excellent demand from AI Compute and sustained supply constraints across DRAM, NAND, and HDDs, all of which are expected to support a capacity-driven upcycle and meaningful upside to Semi Cap estimates. Our Top Picks are NVDA and AVGO in AI Compute, MU in DRAM, WDC and STX in Storage, ASML,AMAT, LRCX, KLAC, and MKSI in Semi Cap, and http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html Mon, 05 Jan 2026 07:51:58 -0500 AMAT ASML AVGO FORM KLAC LRCX MKSI MU NVDA SOXX STX TER WDC http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html <p>Cantor Fitzgerald analyst C.J. Muse is out with a note on the firm's outlook on Semiconductors in 2026, highlighting that the capacity-driven upcycle for semis is here.</p><p>The analyst commented, "We look for the SOX to outperform once again in CY26, led by excellent demand from AI Compute and sustained supply constraints across DRAM, NAND, and HDDs, all of which are expected to support a capacity-driven upcycle and meaningful upside to Semi Cap estimates. Our Top Picks are NVDA and AVGO in AI Compute, MU in DRAM, WDC and STX in Storage, ASML,AMAT, LRCX, KLAC, and MKSI in Semi Cap, and http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html Mon, 05 Jan 2026 07:51:58 -0500 AMAT ASML AVGO FORM KLAC LRCX MKSI MU NVDA SOXX STX TER WDC http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html <p>Cantor Fitzgerald analyst C.J. Muse is out with a note on the firm's outlook on Semiconductors in 2026, highlighting that the capacity-driven upcycle for semis is here.</p><p>The analyst commented, "We look for the SOX to outperform once again in CY26, led by excellent demand from AI Compute and sustained supply constraints across DRAM, NAND, and HDDs, all of which are expected to support a capacity-driven upcycle and meaningful upside to Semi Cap estimates. Our Top Picks are NVDA and AVGO in AI Compute, MU in DRAM, WDC and STX in Storage, ASML,AMAT, LRCX, KLAC, and MKSI in Semi Cap, and http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html Mon, 05 Jan 2026 07:51:58 -0500 AMAT ASML AVGO FORM KLAC LRCX MKSI MU NVDA SOXX STX TER WDC http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html <p>Cantor Fitzgerald analyst C.J. Muse is out with a note on the firm's outlook on Semiconductors in 2026, highlighting that the capacity-driven upcycle for semis is here.</p><p>The analyst commented, "We look for the SOX to outperform once again in CY26, led by excellent demand from AI Compute and sustained supply constraints across DRAM, NAND, and HDDs, all of which are expected to support a capacity-driven upcycle and meaningful upside to Semi Cap estimates. Our Top Picks are NVDA and AVGO in AI Compute, MU in DRAM, WDC and STX in Storage, ASML,AMAT, LRCX, KLAC, and MKSI in Semi Cap, and http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html Mon, 05 Jan 2026 07:51:58 -0500 AMAT ASML AVGO FORM KLAC LRCX MKSI MU NVDA SOXX STX TER WDC http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html <p>Cantor Fitzgerald analyst C.J. Muse is out with a note on the firm's outlook on Semiconductors in 2026, highlighting that the capacity-driven upcycle for semis is here.</p><p>The analyst commented, "We look for the SOX to outperform once again in CY26, led by excellent demand from AI Compute and sustained supply constraints across DRAM, NAND, and HDDs, all of which are expected to support a capacity-driven upcycle and meaningful upside to Semi Cap estimates. Our Top Picks are NVDA and AVGO in AI Compute, MU in DRAM, WDC and STX in Storage, ASML,AMAT, LRCX, KLAC, and MKSI in Semi Cap, and http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html Mon, 05 Jan 2026 07:51:58 -0500 AMAT ASML AVGO FORM KLAC LRCX MKSI MU NVDA SOXX STX TER WDC http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html <p>Cantor Fitzgerald analyst C.J. Muse is out with a note on the firm's outlook on Semiconductors in 2026, highlighting that the capacity-driven upcycle for semis is here.</p><p>The analyst commented, "We look for the SOX to outperform once again in CY26, led by excellent demand from AI Compute and sustained supply constraints across DRAM, NAND, and HDDs, all of which are expected to support a capacity-driven upcycle and meaningful upside to Semi Cap estimates. Our Top Picks are NVDA and AVGO in AI Compute, MU in DRAM, WDC and STX in Storage, ASML,AMAT, LRCX, KLAC, and MKSI in Semi Cap, and http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald%3A+We+expect+Semiconductors+to+Outperform+in+2026./25801401.html Mon, 05 Jan 2026 07:51:58 -0500 AMAT ASML AVGO FORM KLAC LRCX MKSI MU NVDA SOXX STX TER WDC