---
title: "BUZZ-Chip stocks gain; BofA sees AI infrastructure capex nearing $1.5 trillion by 2027"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/291823397.md"
datetime: "2026-07-06T15:32:20.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/291823397.md)
  - [en](https://longbridge.com/en/news/291823397.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/291823397.md)
---

# BUZZ-Chip stocks gain; BofA sees AI infrastructure capex nearing $1.5 trillion by 2027

Shares of Marvell Technology (MRVL.O) rise 4.1% to $255.32, while those of Broadcom (AVGO.O) up 4.1% at $375.16

Micron Technology (MU.O) rises 2.5% to $999.67; Advanced Micro Devices (AMD.O) jumps 9% to $564.35 BofA expects global cloud and AI infrastructure capex to reach $1.5 trillion by 2027, up 40%-50% YoY, supported by token growth, AI agent adoption and supply-constrained infrastructure All four U.S. tech giants signal AI spending will not slow, with combined 2026 capex expected to exceed $700 billion, up from about $600 billion previously anticipated

Brokerage says lower-cost Chinese AI models should accelerate AI adoption and boost demand for compute, memory, networking and power infrastructure

Up to last close, Philadelphia SE Semiconductor Index (.SOX) had risen ~78% this year

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