Mizuho has increased its price target for Advanced Micro Devices (AMD) from $415 to $515 while maintaining an Outperform rating, driven by strong demand for AI-related server infrastructure. The firm highlights AMD's dual role in agentic AI workloads, with EPYC CPUs managing orchestration and Instinct accelerators handling inference tasks. AMD's recent Q1 2026 results showed robust revenue growth, especially in its Data Center segment, supporting expectations of a rapidly expanding server CPU market. Investors should watch AMD's ability to gain market share against Intel and successfully scale its AI accelerator products amid competition and sector risks.
The global automotive microcontrollers market is projected to grow from USD 15.49 billion in 2025 to USD 34.31 billion by 2035, at a CAGR of 8.28%. Growth is fueled by increasing adoption of advanced driver-assistance systems (ADAS), vehicle electrif...
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
The FTSE 100 index fell slightly, dragged down by mining stocks reacting to China's slower GDP growth of 4.3% in Q2, its weakest in three years. Despite this, oil prices remained steady amid US-Iran tensions. PayPal shares jumped over 14% following r...
TappAlpha introduced the TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF (TMGN), which offers exposure to the Cboe Magnificent 10 Index featuring leading tech companies like Nvidia, Microsoft, and Apple. This ETF applies TappAlpha's options-b...
In Q2 2026, AMD's stock surged 182.4%, driven by growth in AI workloads linked to large language models. CrowdStrike also saw strong gains of 95.6% due to a positive shift in the AI investment narrative. Conversely, Netflix's stock declined after bea...
