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Bank of America lifts its AI data center market forecast to $2.2 trillion and names five chip stocks as must-own positions for Q4.

Macro market sizing by major investment bank confirms sustained trillion-plus datacenter capex trajectory; anchors analyst consensus on chip vendor bullishness.
Trade pressSlicast · October 1, 2026 at 12:55 UTC · US · Source: finance.biggo.com
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Bank of America lifts its AI data center… · Slicast