RBC Capital Markets rates nine semiconductor stocks as "Outperform", including Nvidia $NVDA (-0,92%) Micron Technology $MU (-1,11%) , Marvell Technology $MRVL (-0,87%) Arm Holdings $ARM (-1,17%) , Astera Labs $ALAB (-1,4%) , ASML Holding $ASML (-0,98%) , Applied Materials $AMAT (-0,43%) , Lam Research $LRCX (-0,29%) and Lattice Semiconductor $LSCC (-0,46%) .
The bank justifies this with different exposure to AI infrastructure, memory markets and advanced semiconductor manufacturing.
