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Morgan Stanley and Piper Sandler report that agentic AI is accelerating server CPU demand amid tight supply through 2030. While highly bullish for server chipmakers like AMD and Intel, Piper initiate…
AMD expects its data-center business to double next year, driven by the MI450 accelerator ramp and Helios deployments with Meta and OpenAI. The company raised its 2030 AI addressable market to $2 tri…
Raymond James upgraded AMD to Strong Buy, citing agentic AI as a major growth driver for server CPUs. The firm projects agentic workloads to reach $85 billion by 2030, significantly expanding AMD's d…
AMD surged after Raymond James upgraded the chipmaker to Strong Buy with a $641 price target. The analyst cited AMD's robust positioning to capture outsized market share in the booming server CPU mar…
Raymond James upgraded AMD to Strong Buy from Outperform, citing surging demand for server CPUs needed to run emerging agentic AI computing workloads.
Meta Platforms and AMD are positioned to surge from the agentic AI wave. Meta leverages personalized AI agents to boost user engagement and advertising revenue, while AMD captures massive data center…
Guinness Global Innovators Fund initiated a position in Advanced Micro Devices (AMD), highlighting its AI infrastructure momentum. The fund cited AMD's Helios rack-scale systems, strong EPYC server m…
Bank of America raised its 2030 server CPU market forecast to over $210 billion, projecting a 36% CAGR fueled by AI compute demand. The bank named AMD its top CPU pick due to its dual leadership in f…
AMD surges over 6% following bullish updates on its AI data center and server CPU growth. Strong customer demand for upcoming Venice and Helios architectures, multi-gigawatt AI commitments, and ROCm …
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.
Bernstein raised price targets for AMD, ARM, and Intel, citing strong AI opportunities and robust server CPU demand. AMD's target increased to $600, reflecting continued strength in the server market.
Citi upgraded AMD to Buy, raising its price target to $575. The bank argues that investors underestimate AMD’s AI GPU growth potential, highlighted by a major partnership with Meta Platforms, alongsi…
Bank of America analysts project a $170 billion AI-driven server CPU market by 2030. The brokerage raised price targets for AMD and Arm, while reiterating Nvidia as their top pick in the sector, citi…
BofA bullishly increased price targets for AMD and NVDA, citing the massive growth potential of agentic AI. The firm projects the server CPU market to reach $170 billion by 2030, positioning these ch…
AMD reported strong Data Center growth, with revenues up 57% year-over-year. Robust demand for EPYC processors and Instinct AI accelerators positions the company for long-term expansion in AI infrast…
Wolfe Research projects AMD will be a primary beneficiary of the agentic AI wave, forecasting a significant expansion in server CPU demand. The firm anticipates AMD's earnings power to climb substant…
Intel's stock rallies ahead of earnings with optimism on server CPU demand and new chip launches, while Apple is speculated as a potential customer, adding positive sentiment for AAPL shares.
AMD plans to launch competitive AI accelerators and rack-scale solutions in 2026, challenging Nvidia's dominance. While AMD's products are improving, Nvidia still leads in AI functionality. AMD’s gro…