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

With a one-month return of 337.59%, Rackspace Technology, Inc. (NASDAQ:RXT) is among the 8 Best Rising Tech Stocks to Buy According to Hedge Funds. On May 12, BMO Capital raised its price target on Rackspace Technology, Inc. (NASDAQ:RXT) to $5 from $2 while maintaining a Market Perform rating following the company’s first-quarter results. According to the analyst, […]

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips ‌can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their ‌own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is ​much larger, but also more contested.

The AI chipmaker's stock surged on its open day of trading last week, and it's still well above its IPO price.

Rising geopolitical tensions with China have sharpened focus on the risk of a potential blockade of Taiwan. Such a move could severely disrupt Taiwan Semiconductor Manufacturing’s chip production and shipments for key clients including Nvidia, AMD, Broadcom, and Apple. Investors are assessing how a prolonged disruption could affect global supply chains in technology, autos, and energy, while possibly shifting demand toward non Taiwanese chipmakers and shipping companies. Taiwan...

Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor index or weight in the S&P 500 was 2%. Today it’s 18%,” she said, adding that “that 18% is more than double what ... Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.

The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...

President Donald Trump's first-quarter 2026 ethics filing reads less like a disclosure form and more like a trading floor transcript. A newly released Office of Government Ethics (OGE) filing shows Trump’s portfolio executed 3,642 securities transactions in Q1 — roughly...

Leopold Aschenbrenner is putting serious money against AI leaders. The former safety researcher, who was fired from OpenAI in 2024, has revealed in the latest 13F filing that his fund Situational Awareness LP has more than doubled its disclosed equity exposure in the first quarter of ...

Today, May 18, 2026, investors are weighing fresh AI bubble warnings against upbeat analyst calls and new institutional interest in Intel.

Stocks, especially the AI chip sellers, got a dose of reality on Monday, losing value for a second straight day after an incredible rally this year. The Nasdaq finished down 0.5% but pared steeper losses.

Ahead of its Q1 report on Wednesday, May 20, Nvidia stock has pulled back roughly 6% from its recent record high of $236 a share (post-split basis),

​Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 13, Evercore ISI reiterated an Outperform rating on Advanced Micro Devices, Inc. (NASDAQ:AMD), Arm Holdings, and Intel. ​The firm noted that the positive rating comes after the Q1 2026 server CPU market share […]

AMD's server CPU revenue could take off substantially over the next five years.

Advanced Micro Devices Inc. disclosed a new position in Marvell Technology Inc. in its latest 13F filing, revealing a stake that appears to have already delivered a sharp paper gain. AMD Bets on MRVL According to the filing, AMD reported...

The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.

Citi analyst Atif Malik expects the size of the central processing unit market to expand 35% a year to $132 billion by 2030.

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be watching. The crowded chip trade already prices in every bullish scenario investors can dream up. Retail money piles in on every dip, options ... Forget Hyperscalers, These Stocks Are The New AI Plays

The semiconductor rally has taken a hiatus. The iShares Semiconductor exchange-traded fund--a common fund that invests in a bucket of stocks like Advanced Micro Devices and Nvidia--is down 6.34% over the last two trading days.

Advanced Micro Devices just disclosed an equity position in Marvell Technology.

Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.

SoundHound AI and Aurora Innovation both have to execute on turning opportunity into revenue.

Citi just made a bold reassessment of the CPU story in the AI era. Analyst Atif Malik raised the firm’s price target on Intel to $130 from $95 and kept a Buy rating on Intel (NASDAQ:INTC), citing an entirely new total addressable market framework built around agentic CPU workloads. For long-term investors, the call reframes ... Citi Hikes Intel Price Target to $130: The Agentic CPU Boom Reshapes the Story

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 13, 2026, BofA raised the firm’s price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $500 from $450 while maintaining a Buy rating on the shares. The firm updated its 2030 AI data center systems […]

An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD), yet stopped short of telling clients to buy. Citi raised its price target on AMD to $460 from $358 while keeping a Neutral rating, anchored to a sweeping new CPU forecast that pegs the market at $132 billion by 2030. ... AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?

Intel (NASDAQ:INTC) has more than tripled this year on a turnaround story that is real, and that is precisely the problem for anyone trying to put fresh money to work today. Intel makes the x86 CPUs that run most of the world’s PCs and servers, and under CEO Lip-Bu Tan it has become a contract ... Buy, Hold or Sell Intel at Over $100?

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

NVIDIA heads into earnings with strong AI-driven demand, while Intel, AMD and Broadcom continue rallying in semiconductors.

Citi analyst Atif Malik expects the size of the central processing unit market to expand 35% a year to $132 billion by 2030.