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Business
from24/7 Wall St.
1 hour ago

Wall Street Splits on AMD: BofA Hikes Price Target to $500, Daiwa Downgrades on Valuation

AMD faces a valuation-versus-timing split despite strong AI-driven fundamentals and raised price targets from multiple firms.
Business
from24/7 Wall St.
1 hour ago

Wall Street Splits on AMD: BofA Hikes Price Target to $500, Daiwa Downgrades on Valuation

AMD faces a valuation-versus-timing split despite strong AI-driven fundamentals and raised price targets from multiple firms.
more#amd
Tech industry
from24/7 Wall St.
23 hours ago

AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI's Next Phase

AI agentic and inference workloads are expected to increase CPU demand, shifting CPU-to-GPU configurations toward 1:1 and expanding server CPU market growth.
Artificial intelligence
from24/7 Wall St.
1 day ago

Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case

Agentic AI is expected to expand server CPU and accelerator demand, driving a higher AMD price target and reinforcing an Outperform view.
Business
from24/7 Wall St.
2 days ago

Prediction: Arm's 117% Rally Has Run Too Far

Arm shares surged on strong fiscal results and AI data center demand, but valuation is viewed as outpacing fundamentals, leading to a sell view.
Tech industry
from24/7 Wall St.
3 months ago

Sold-Out AI Chips and Growing Foundry Buzz: Is Intel's Rally Just Getting Started?

Intel's operational improvements, rising 18A yields, and surging AI-driven server CPU demand are driving a strong stock rally and potential pricing power amid tight 2026 capacity.
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