RBC Capital Markets rates nine semiconductor stocks as "Outperform", including Nvidia $NVDA (+1,25%) Micron Technology $MU (+3,67%) , Marvell Technology $MRVL (+3,89%) Arm Holdings $ARM (+3,49%) , Astera Labs $ALAB (+4,36%) , ASML Holding $ASML (+1,63%) , Applied Materials $AMAT (+2,65%) , Lam Research $LRCX (+3,22%) and Lattice Semiconductor $LSCC (+2,23%) .
The bank justifies this with different exposure to AI infrastructure, memory markets and advanced semiconductor manufacturing.
