BofA tracks the semiconductor equipment sector, monitoring the AI chip market cycle using Benzinga data.

The entities involved

• Bank of America →

  American multinational banking and financial services corporation

  • Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Bank of America are competing in the global investment banking sector.Mon 17:24
  • Both Bank of America and Deloitte have addressed current treasury management trends.Mon 14:26
• Lam Research →

  American company

  • Lam Research received a rating upgrade from Cantor Fitzgerald, which reaffirmed Buy status and raised the price target for Speed.Sun 03:36
  • The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.Fri 12:12
• Applied Materials →

  American company

  • Insider transactions disclosed in legal filings with the SEC involving Applied Materials.Mon 12:02
  • EssilorLuxottica and Applied Materials signed a joint development agreement for smart eyewear.Mon 06:41

Related events

• Bank of America analysts covered Micron Technology, raising price targets after the company beat EPS estimates and forecasting HBM market growth.Jul 21
• Meta and Tesla faced scrutiny after spending reports, while BofA maintained a Buy rating on Meta stock.Jul 28