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Bernstein says AMD could benefit as AI demand expands beyond GPUs Getty Images News Advanced Micro Devices (AMD)’s AI story might be getting a lot bigger in a place investors haven’t been watching ...

There was once a time that Advanced Micro Devices, Inc. (AMD) was viewed as a forgotten AI story. Those days are long gone, with the stock being one of the strongest performing names in the market ...

Advanced Micro Devices (AMD)’s AI story might be getting a lot bigger in a place investors haven’t been watching closely enough. According to TheFly, Bernstein’s latest note on the AI chip giant goes ...

Citi analyst spent months staying cautious on AMD while the stock kept climbing. His new note explains exactly what changed his mind, and the math behind it ...

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Advanced Micro Devices (AMD)'s AI story might be getting a lot bigger in a place investors haven't been watching closely enough. According to TheFly, Bernstein's latest note on the AI chip giant goes ...

Thu, June 11, 2026 at 2:18 PM UTC The catalyst is a bullish Bank of America research note projecting the total addressable market for server CPUs could expand to roughly $170 billion by 2030, fueled ...

Bank of America double-upgraded Intel and raised AMD's target, projecting the server CPU market reaches $170 billion by 2030 on agentic AI demand. Intel's consensus analyst target of $92 sits well ...

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You read that right: the latest leak claims that AMD's next-generation Zen 6 architecture could push Ryzen clock speeds beyond 6.5GHz while significantly increasing core counts across desktop and ...