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Analysts highlight Adobe and Credo Technology as top stock picks for the week of December 15, 2025, citing generative AI integration and strong earnings revisions as key bullish drivers.
The widespread build-out of AI infrastructure is fueling a secondary boom for specialized semiconductor companies that provide essential connectivity and manufacturing capabilities. Firms like Credo Technology, Lam Research, and TSMC are experiencing surging demand, though the sector also faces volatility and significant risks.
Credo Technology (CRDO) has been upgraded to a "Buy" rating, reflecting its commanding 88% market share in the Active Electrical Cable (AEC) market and strong financial performance. The company is a key beneficiary of the ongoing AI infrastructure buildout.