BofA Picks Nvidia As Top Pick; Expresses Bullishness on Marvell, AMD, ON Semiconductor

An Nvidia logo is shown on a screen during a keynote address by Nvidia Founder, President and CEO Jen-Hsun Huang at CES 2017 at The Venetian Las Vegas in Las Vegas, Nevada on Jan. 4, 2017. Ethan Miller/Getty Images

BofA analyst Vivek Arya believes chipmaker Nvidia Corp could benefit from growth in several areas.

Arya chose Nvidia as his top large-cap sector pick.