By Piero Cingari
Publication Date: 2026-01-22 22:58:00
For investors weary of chasing incremental upside in already high-flying chip giants like NVIDIA Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO) and Advanced Micro Devices Inc. (NASDAQ:AMD), a quieter corner of the semiconductor market may offer a more attractive setup in 2026.
• Credo Technology Group stock is trading in a tight range. What’s next for CRDO stock?
A select group of small- and mid-cap chip stocks is emerging as a potential next leg of outperformance, fueled by continued AI infrastructure spending, rising chip complexity, and strengthening aerospace and defense demand.
In a note published Thursday, Bank of America semiconductor analyst Vivek Arya pointed to five small- and mid-cap semiconductor names that are well positioned to benefit from a market rotation toward under-owned stocks with above-average growth potential.
CRDO: The AI Connectivity Leader
Credo Technology Group Holding Ltd (NASDAQ:CRDO) stands out as the fastest-growing name in the group. The…
