Notícias

The Wall Street debate over Advanced Micro Devices (NASDAQ:AMD) crystallized on May 13, 2026, when two major firms reached opposite conclusions on the same stock. Bank of America‘s (NYSE:BAC) Vivek Arya raised his price target to $500 from $450 while reiterating a Buy rating, while Daiwa downgraded AMD stock to Outperform from Buy, even as ... Wall Street Splits on AMD: BofA Hikes Price Target to $500, Daiwa Downgrades on Valuation

One of Wall Street’s top semiconductor analysts just made one of the most aggressive price-target revisions in this AI cycle. Bank of America analyst Vivek Arya nearly doubled its price target on Micron Technology Inc. (NASDAQ:MU), lifting it from $500 to $950 on Wednesday. The move arrived alongside higher targets on four other AI hardware names and a third upward revision in eleven months to the firm’s 2030 forecast for artificial intelligence infrastructure spending. Bank of America now sees

AMD, Under Armour downgraded: Wall Street's top analyst calls

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

Mizuho just turned more bullish on Advanced Micro Devices (NASDAQ:AMD), raising its price target to $515 from $415 while keeping an Outperform rating. The firm cited agentic AI continuing to drive server demand as the catalyst behind the call. The price target raise is a sign that Wall Street views AMD as a primary beneficiary ... Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case

Mizuho raised its price target on Dell Technologies (NYSE:DELL) to $300 from $260, maintaining an Outperform rating and pointing to agentic AI workloads as a durable driver of server demand. The price target raise to $300 lands as part of a broader semiconductor and AI infrastructure estimate hike following the March quarter earnings season. For ... Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case

Tesla shares stayed active as investors reacted to a fresh Wall Street rating update.

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

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer noted how the analyst downgrade of the stock was wrong, as he stated: In November, she (CEO, Lisa Su) thought that her CPU market would grow at about an 18% clip. […]

Daiwa upgraded Qualcomm (NASDAQ:QCOM) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is shifting from smartphone chip supplier to broader AI infrastructure participant, and that the market is undervaluing the transition. The $85 price target raised by a single firm ... Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

Advanced Micro Devices, Inc. (NASDAQ:AMD) was one of the stocks Jim Cramer looked at during Mad Money’s episode. Cramer highlighted the increase in demand due to the data centers, as he stated: The CPU companies are similar. For a long time, we had a CPU glut that constantly weighed on Intel and AMD, the two […]

AMD (AMD) stock is tearing higher on Wednesday after the company's first quarter earnings and revenue results beat analysts' estimates. The semiconductor manufacturer also topped forecasts for its second quarter guidance. Yahoo Finance Senior Business Reporter Ines Ferré chats with Yahoo Finance Senior Reporter Brooke DiPalma about the earnings results and the stock's multiple upgrades on Wall Street.

AMD upgraded, Reddit downgraded: Wall Street's top analyst calls

Investing.com -- Advanced Micro Devices received upgrades from both Goldman Sachs and Bernstein after the chipmaker reported stronger-than-expected first-quarter results and provided a robust second-quarter outlook, with analysts pointing to agentic AI as a key driver of the company’s accelerating growth.

Few stocks have captured the Artificial Intelligence (AI) moment quite like Advanced Micro Devices. Advanced Micro Devices, Inc. (AMD) has climbed 59% year to date, and the one year return stands at 245%, according to Yahoo Finance. Those numbers reflect a market that has decided AMD is no longer a ...

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?

Airbnb upgraded, Zscaler downgraded: Wall Street's top analyst calls