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19.06.26 - 19:42
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Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives. (24/7 Wall St.)
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D.A. Davidson's head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors ... Analyst Warns Intel Valuation 'Doesn't Make Sense.' Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives....
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19.06.26 - 17:36
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Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips (24/7 Wall St.)
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The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA), whose GPUs became the gold standard for training and running ... Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips...
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18.06.26 - 18:48
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UP 280% YTD, Will AMD’s Rally Continue? (24/7 Wall St.)
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The 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $561.83 over the next 12 months. With AMD trading at $507.29 after a brutal 7.3% single-day reset on June 16, our proprietary model still points to roughly 10.75% of upside from here. Our recommendation is buy, with a confidence level of 90%. The ... UP 280% YTD, Will AMD's Rally Continue?...
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18.06.26 - 12:57
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Why Is AMD Stock Gaining Thursday? (Benzinga)
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AMD stock rises premarket as Bernstein lifts its price target to $600, citing strong AI infrastructure and server market demand.
Latest Ratings for AMD
DateFirmActionFromTo Feb 2022BernsteinUpgradesMarket PerformOutperform Feb 2022Daiwa CapitalUpgradesOutperformBuy Feb 2022MizuhoMaintainsBuy
View More Analyst Ratings for AMD
View the Latest Analyst Ratings
Importance Rank:
1
read more...
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