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26.02.26 - 01:18
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AMD Strikes $100 Billion Blow To Nvidia, Massive Meta Deal Could Crown New AI King: Analyst (Benzinga)
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AMD just locked in a historic deal to power Meta's AI supercomputers with custom chips. While the $100 billion revenue potential is huge, a "10% ownership" catch has Wall Street divided. See why this is the biggest shift in the AI war yet.
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:
2
read more...
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25.02.26 - 20:54
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PayPal Attracting Takeover Interest, Meta to Spend Billions on AMD Gear | Bloomberg Deals 2/25/2026 (Bloomberg)
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Lightspeed Venture Partners Partner, Co-Founder Ravi Mhatre, Partner EQT Partners Jan Vesely, Lead Analyst US Mult-Industry Sector Barclays Julian Mitchell, Brookings Institution Visting Fellow Bill Baer, and Paul Weiss Global Chair of M&A Robert Kindler. (Source: Bloomberg)...
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25.02.26 - 18:54
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AMD Aktie: Milliardenpotenzial durch Meta - 20 USD EPS im Fokus (Aktiencheck)
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New York (www.aktiencheck.de) - AMD-Aktienanalyse von Jefferies & Co:
Die Analysten von Jefferies bewerten die Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD) mit "buy" und sehen das Kursziel bei 300 USD.
AMD habe eine Vereinbarung mit Meta (META) über 6 Gigawatt geschlossen. [mehr]...
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25.02.26 - 18:12
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Treasury calls in Blair thinktank to advise on using AI across public services (The Guardian)
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Tech equity campaigners compare move to 'inviting in foxes to consult on the future of the henhouse'Ministers have called in Tony Blair's thinktank and private tech companies to guide them on deploying AI across the UK government in a move campaigners compared to “inviting in foxes to consult on the future of the henhouse”.James Murray, chief secretary to the Treasury, chaired a meeting on Wednesday with the director of AI at the Tony Blair Institute for Global Change (TBI), the chair of IBM and senior executives at AI companies including Faculty AI, now part of Accenture, and Dex Hunter-Torricke, a former communications adviser at Google, Facebook and Elon Musk's Space X. Continue reading......
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25.02.26 - 15:12
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AMD Aktie: Meta-Deal stärkt KI-Rolle - Kursziel bei 300 USD (Aktiencheck)
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Newport Beach (www.aktiencheck.de) - AMD-Aktienanalyse von Roth MKM:
Die Analysten von Roth MKMstufen die Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD) mit "buy" ein und sehen das Kursziel bei 300 USD.
Die Ausweitung der Beziehung von AMD zu Meta festige nach der im Oktober 2025 geschlossenen ähnlichen Vereinbarung mit OpenAI die Rolle des Unternehmens als Anbieter großskaliger KI-Infrastruktur weiter. [mehr]...
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