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Piper Sandler initiated AMD with an Overweight rating and a $600 price target, forecasting 50% revenue CAGR through 2030 driven by AI infrastructure. CLSA and Raymond James also boosted targets amid …
Impax Asset Management highlighted AMD as a key contributor in its Q2 2026 letter, citing rapid adoption of AI-optimized GPUs, major cloud partnerships, and ongoing market share gains in AI accelerat…
Impax US Sustainable Economy Fund highlighted Advanced Micro Devices (AMD) as a key contributor in its Q2 2026 letter, citing accelerating adoption of AI-optimized GPUs, strong data center processor …
Broadcom faces pressure from narrowing gross margins, supply constraints, and high customer concentration despite explosive AI revenue growth. With shares trading at a valuation premium over peers li…
Broadcom delivered blockbuster Q3 results with revenue surging 86% year-over-year to $29.6 billion, powered by a 221% jump in AI semiconductor sales. The company issued strong Q4 revenue guidance of …
Aristotle Capital highlights surging AI infrastructure spending and a historic DRAM/HBM memory shortage driven by AI accelerator demand. The severe supply bottleneck and soaring contract pricing rein…
Cerebras shares fell 14% despite beating Q2 revenue estimates and lifting full-year guidance. An elevated net loss of $450.53 million and high market expectations weighed on investor sentiment despit…
AMD stock down 22% from highs ahead of Q2 earnings on Aug. 4, but fundamentals remain strong with AI accelerator demand, server CPU growth, and expected EPS of $1.35 vs $0.48 last year.
D.A. Davidson says Alphabet's TPUs and DeepMind could unlock massive value, citing strong adoption and upcoming Ironwood chips; Nvidia remains dominant but faces emerging competition in AI accelerato…