
AI infrastructure demand keeps KLA (KLAC) and semiconductor sector on top for 2026

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Bank of America raised KLA Corporation's (NASDAQ:KLAC) price target to $1,450 from $1,400, maintaining a Buy rating. KLA is one of the best performing S&P 500 stocks in 2025. BofA is adjusting price targets across the US semiconductor sector, indicating strong demand for AI infrastructure in 2026.

