{"id":"tp-47080","type":"article-newspaper","title":"Bank of America Says Slower AI Spending Could Extend Chip Earnings Cycle","author":"Token Post","publisher":"TOKENPOST Inc.","url":"https://www.tokenpost.com/news/insights/47080","datePublished":"2026-11-03T00:21:18.000Z","dateModified":"2026-11-03T00:21:18.000Z","language":"en","abstract":"The bank’s analysts argue that resilient demand could support chipmakers even as capacity growth slows. They cite $2.5 trillion in long-term contracted backlogs and rising cloud growth.","section":"Insights & Views","references":[]}