#美银给芯片股画三条路 Are compute tokens keeping up?
Bank of America has mapped out three scenarios for U.S. chip stocks, and its conclusion is straightforward: the AI computing boom isn’t over yet. It named Nvidia, Broadcom, and Lam Research as its three top picks for 2026, saying their valuations still have room to rise, though gains will be a bit slower than in 2025.
I took a look at the market: U.S. chip stocks are slowly recovering, but the three AI cryptos are barely moving today. $RNDR is trading at 7.03 USDT, up 2.58% over 24 hours—the only one showing a response. $FET is trading at 0.144 USDT, down 0.55%, while $TAO is at 225.3 USDT, essentially flat, up 0.09%.
Put simply, compute tokens are decoupled from U.S. chip stocks. They’re talking fundamentals over there; over here, everyone’s still waiting for capital to flow in. Bank of America says the AI boom isn’t over—but which of these crypto tokens tagged as AI computing plays is actually spending money on chips?
Can this rally in chip stocks lift compute tokens too, or will they each go their own way?
Bank of America has mapped out three scenarios for U.S. chip stocks, and its conclusion is straightforward: the AI computing boom isn’t over yet. It named Nvidia, Broadcom, and Lam Research as its three top picks for 2026, saying their valuations still have room to rise, though gains will be a bit slower than in 2025.
I took a look at the market: U.S. chip stocks are slowly recovering, but the three AI cryptos are barely moving today. $RNDR is trading at 7.03 USDT, up 2.58% over 24 hours—the only one showing a response. $FET is trading at 0.144 USDT, down 0.55%, while $TAO is at 225.3 USDT, essentially flat, up 0.09%.
Put simply, compute tokens are decoupled from U.S. chip stocks. They’re talking fundamentals over there; over here, everyone’s still waiting for capital to flow in. Bank of America says the AI boom isn’t over—but which of these crypto tokens tagged as AI computing plays is actually spending money on chips?
Can this rally in chip stocks lift compute tokens too, or will they each go their own way?