{"id":72517,"date":"2026-10-02T09:12:22","date_gmt":"2026-10-02T13:12:22","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/brokerratingssemiconductor-and-ai-infrastructure-stocks-surge-as-analysts-signal-strong-buy-momentum\/72517\/"},"modified":"2026-10-02T09:12:22","modified_gmt":"2026-10-02T13:12:22","slug":"brokerratingssemiconductor-and-ai-infrastructure-stocks-surge-as-analysts-signal-strong-buy-momentum","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/brokerratingssemiconductor-and-ai-infrastructure-stocks-surge-as-analysts-signal-strong-buy-momentum\/72517\/","title":{"rendered":"[BrokerRatings]Semiconductor and AI Infrastructure Stocks Surge as Analysts Signal Strong Buy Momentum"},"content":{"rendered":"<p>Semiconductors lead the charge with 5 stocks (<a href=\"\/stock\/NVDA\">NVDA<\/a>, <a href=\"\/stock\/INTC\">INTC<\/a>, <a href=\"\/stock\/LRCX\">LRCX<\/a>, <a href=\"\/stock\/FORM\">FORM<\/a>, <a href=\"\/stock\/ON\">ON<\/a>) recently rated strong buy by analysts as of <strong>Tuesday<\/strong>, August 5th. AI infrastructure also gains traction with upgrades to <a href=\"\/stock\/VRT\">VRT<\/a> and <a href=\"\/stock\/HWM\">HWM<\/a>. Average target upside of 20% suggests momentum continues into late 2025. However, potential memory shortages and high valuations in mega-cap tech signal caution for growth-focused portfolios.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Semiconductors lead the charge with 5 stocks (NVDA, INTC, LRCX, FORM, ON) recently rated strong buy by analysts as of 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