On May 13, 2026, Bank of America raised its price target for AMD to $500, citing a $1.7 trillion AI data center market opportunity and strong product momentum. Meanwhile, Daiwa downgraded AMD from Buy to Outperform due to valuation concerns after a 150% price surge in 60 days, despite raising its target to $500. AMD reported strong Q1 FY2026 results with 38% revenue growth and robust AI-related sales. Investors should weigh the solid AI-driven fundamentals against the stock's steep recent rally and high price multiples when considering entry timing and position size.
AMD disclosed a $6.5 million stake in Marvell Technology that has surged about 66% to an estimated $10.8 million, reflecting strong gains in AI-related semiconductor stocks. This investment underscores AMD's strategic exposure to key players in AI ha...
Cerebras Systems, an AI chip maker known for its wafer-scale engine technology, is set to debut on Nasdaq under ticker CBRS, marking the first IPO from TSG Invest's Venture 50 Index. The company raised its IPO price range to $150-$160 per share due t...
Representative Cleo Fields of Louisiana made significant gains from his technology stock investments, notably a 91.67% return on Micron shares bought in early February, and an 81.43% increase on AMD shares purchased the same day. These rapid gains hi...
US export controls aimed at restricting technology flow to China have not stopped Chinese AI advances, exemplified by DeepSeek's AI running on Huawei chips. These controls, driven by political motives, have stunted growth opportunities for US compani...
Intel's stock has soared over 250% year-to-date, driven by strong headline revenue and earnings beats and AI optimism. However, deeper analysis reveals Intel's turnaround relies heavily on shareholder cash, with significant losses and negative free c...
