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.
The upcoming SpaceX IPO, expected around mid-June with a $135 share price, could pull about $50 billion from retail investors reallocating funds from crypto and semiconductor stocks like Bitcoin and AMD. BNP Paribas analysts suggest retail investors ...
AMD announced a $2.7 billion investment in the UK over the next five years to boost AI research, supercomputing, and nuclear fusion projects. Key initiatives include funding two AI supercomputers at the University of Cambridge—Zenith for scientific r...
US stock indices including Nasdaq 100, Dow Jones 30, and S&P 500 surged in early trading following a slight drop in US interest rates. The Nasdaq 100 is expected to test the 30,000 level, supported by a strong 28,500 level, while the Dow Jones is con...
US stock futures showed mixed performance with the Nasdaq 100 and S&P 500 gaining slightly while the Dow Jones fell, following recent market declines and amid rising geopolitical tensions between Israel and Iran. Investors are closely monitoring upco...
Demand for AI infrastructure remains strong, leading major tech companies to increase capital spending despite bottlenecks in CPUs, memory, and energy supply. Analyst Uttam Dey highlights AMD, Micron, and GE Vernova as key stocks positioned for growt...
