Bank of America has raised its 2030 AI datacenter total addressable market forecast to $1.7 trillion from $1.4 trillion, reflecting confidence in sector growth. The bank also sharply upgraded stock price targets for ServiceNow and Micron, indicating a favorable outlook for technology investments. Additionally, a new price target of $120 was established for Rocket Lab, while calls for buying ON Semiconductor demonstrate a proactive stance amid evolving market conditions.
“Bank of America · raised their 2030 AI datacenter TAM forecast to · $1.7 trillion · up from $1.4 trillion previously”
“Bank of America · upgraded · ServiceNow stock price target sharply”
“Bank of America · says · buy ON Semiconductor stock · even if it might be ‘a tad early’”
“Bank of America · raised price target · Alphabet shares · $280”
“Bank of America · lowered price target · Alphabet shares · $252”
“Bank of America · maintained rating · Alphabet shares · buy”
“Bank of America Securities · reiterates rating · GOOGL · Buy”
“Bank of America · has upgraded · ServiceNow stock price target · sharply”
“Bank of America · doubles · Micron stock price target · true”
“Micron · stock price target · doubles · by Bank of America”
“Bank of America · doubles · Micron stock price target · after surge”
“BofA Securities · has buy rating with price target · 950.00 · +39.39%”
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