Micron, Nvidia and Lam Research Removed From BofA's Top Stock List Faizan Farooque Tue, November 10, 2026 at 10:07 AM EST 1 min read MU -1.36% LRCX +1.43% NVDA -3.98% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Bank of America withdrew Micron Technology Inc. (MU, Financials), Nvidia, and Lam Research off its US 1 stock selections Tuesday, although maintaining Buy ratings on all three semiconductor firms.The company did not explain why it removed the equities from its watchlist.Chipmakers' decision comes amid investor uncertainty over artificial intelligence expenditure and pricing volatility.Before Tuesday's bell, all three stocks fell. Micron dipped 3.84% to $705 premarket after rising 6.25% Monday to $733.15.Nvidia fell 1.88% to $175.31 after falling 4.27% the day before. Lam Research fell 3.21% to $214.21 after rising 10.41% Monday.After a wide semiconductor share bounce, Tuesday's dip reversed some of those gains.Being removed from US 1 is not a degradation. Bank of America maintains its strong investment recommendations for the three firms.Still, the revisions may interest investors who follow the firm's most confident stock picks.No reason is given for the deletions, which may be due to value issues, investment priorities, or other factors.For further information on Bank of America's semiconductor forecast, investors will examine corporate performance and bank commentary.
