April 14 – Bank of America remains bullish on top semiconductor names following the U.S. government’s move to delay new tariffs on electronics, including chips and smartphones.
Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO) are among the firm’s favored stocks, with analysts highlighting the temporary tariff pause as a positive that allows further discussion on key tech supply chains. Semiconductors account for roughly half of global electronics demand, the note said.
The delay is…
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