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Taiwan chip exports hit a record $30.8 billion as AMD and Micron break out of the triangles that capped them since July.

Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play

Intel has staged one of the most dramatic stock reversals in recent memory, but our proprietary model says the rally has outrun reality. Here is what needs to happen for the thesis to actually work.

Intel just staged one of its fastest rallies in years, but the analyst who called the price target before the surge thinks the move is still missing its most important catalyst.

Iren stock is double upgraded and J.P. Morgan sees 48% with business momentum continuing for the burgeoning neocloud company.

Hewlett Packard Enterprise stock is downgraded as a Wall Street firm doesn’t believe there’s much more upside.

The top of the chip designer's 2030 market forecast grew by as much as a trillion dollars in one conference appearance. How much of it was already in the stock price?

Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for NVIDIA, which sits on both sides of this trade, are stranger than they appear.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company’s GPU business.

On August 13, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) launched a four-part bond offering that could raise between $4 billion and $5 billion. The firm joined a broader wave of tech-sector fundraising for AI investment just days after rival Intel Corporation (NASDAQ:INTC) raised $20 billion in an upsized stock offering. Why This Matters Both chip […]

AMD is riding the next wave of AI chip demand.

Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand.

Advanced Micro Devices received a bullish vote of confidence as Raymond James upgraded AMD stock to strong buy from outperform.

Two chip stocks are each up 3% Tuesday for reasons that have nothing to do with each other, and the gap between those catalysts reveals something important about what is actually moving semiconductor prices right now.

Investing.com -- Raymond James upgraded Advanced Micro Devices (NASDAQ: AMD) to Strong Buy from Outperform in a note Tuesday, extending its AI Factory framework to the server CPU market and forecasting an expansion driven by agentic workloads.

Advanced Micro Devices (NASDAQ:AMD) shares gained 2. 5% in pre-market trading after Raymond James upgraded the semiconductor company from Outperform to Strong Buy and lifted its price target to $641 from $565.

AMD Lands Bullish BMO Call as Meta, OpenAI and Anthropic Deals Fuel AI Ambitions

Moderna upgraded, Baidu downgraded: Wall Street's top analyst calls

JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating. The bank said in an Aug. 17 research note that Riot is "building momentum," pointing to a ...

Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from $385 recently, according to a research note ...

AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.

The bank valued Core Scientific’s contracted portfolio at about $23 per share and assigned additional option value to 384 MW of interconnection-backed expansion capacity.

Humana upgraded, Las Vegas Sands downgraded: Wall Street's top analyst calls

A Chinese IPO just torched the entire memory sector in a single session, and one analyst is doubling down on a price target that implies 168% gains from here. The bull and bear cases for Micron have never been further apart.

Needham and Canaccord raised their price targets on CORZ stock, while reiterating ‘Buy’ ratings following the company's AMD infrastructure partnership.

The firm cited strong demand for upcoming AI chips and expanding market opportunities.

The AI chipmaker has 41 buy ratings. But the consensus target isn't much higher than the stock's price today.

For years, the AI chip conversation has had one dominant name and a long list of challengers trying to close the gap. Most of them haven't. One of them is starting to look different, and Bank of America just made that case in writing. Bank of America analyst Vivek Arya, who covers semiconductors ...