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Investing.com57d agoneutral
BofA lifts targets on AMD and ARM, raises CPU TAM to $170bn

Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.

Here Are Thursday’s Best Wall Street Analyst Research Calls: Callaway Golf, Chewy, CME Group, Danaher, General Dynamics, Intel, SpaceX, Rocket Lab, Toast, and More
24/7 Wall St.57d agoneutral
Here Are Thursday’s Best Wall Street Analyst Research Calls: Callaway Golf, Chewy, CME Group, Danaher, General Dynamics, Intel, SpaceX, Rocket Lab, Toast, and More

Pre-Market Stock Futures: Futures are trading higher after a dreadful day on Wall Street, when all the major indices traded lower, and we saw the same pattern that has developed over the last week. The “Buy the Dip” traders come in, briefly get an uptick, and a move higher, and the sellers swarm in to ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Callaway Golf, Chewy, CME Group, Danaher, General Dynamics, Intel, SpaceX, Rocket Lab, Toast, and More