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GuruFocus.com1d agoneutral

Citi raises AMD stock price target to $460 on AI demand boom

Why Citi Thinks AMD is a Key Winner in the AI CPU Race

24/7 Wall St.8d agoneutral

Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

Mizuho raised its price target on Intel (NASDAQ:INTC) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive server demand. The revision is part of a broader semiconductor and AI infrastructure estimate hike across multiple names. For long-term investors, the move signals that even cautious ... Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

24/7 Wall St.16d agoneutral

HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

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Simply Wall St.18d agobullish

Assessing ASML Holding’s Valuation After Upgraded 2026 Revenue Outlook On Strong AI And Memory Demand

ASML Holding (ENXTAM:ASML) raised its 2026 revenue projections on strong AI infrastructure and memory chip demand, as large orders from SK Hynix and Samsung offset timing uncertainty from TSMC’s delayed high NA EUV adoption. See our latest analysis for ASML Holding. The share price has moved with recent news, with a 2.5% 1-day share price return and 5.29% 30-day share price return, while the 1-year total shareholder return of 102.36% highlights strong longer-term momentum. If strong AI demand...

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