Nvidia earnings preview: Goldman reiterates Buy on solid AI infrastructure demand

Citi Out Positive on NVIDIA (NVDA): 'We expect Street estimates to go higher'

Citi analyst Atif Malik reiterated a Buy rating and $150.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "NVDA reports Jul-Q after market close on 8/28. We model in-line Jul-Q total/data center (DC) sales or $28.5B/$24.8B and see... More

Stifel Reiterates Buy Rating on NVIDIA (NVDA)

Stifel analyst Ruben Roy reiterated a Buy rating and $165.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "NVDA reports its F2Q25 (July) results after market on Wednesday, 8/28. While we are cognizant of recent concerns regarding near-term production targets for certain Blackwell series... More

Piper Sandler Reiterates Overweight Rating on AMD (AMD), 'remains our top large-cap pick'

Piper Sandler analyst Harsh Kumar reiterated an Overweight rating and $175.00 price target on AMD (NASDAQ: AMD)

The analyst comments "This morning, AMD filled a major gap in its system level offering with the announcement of the proposed acquisition of ZT... More

Edward Jones Starts AMD (AMD) at Buy, Adds to Stock Focus List

Edward Jones analyst Logan Purk initiates coverage on AMD (NASDAQ: AMD) with a Buy rating.

The analyst comments "We are initiating coverage of AMD with a Buy rating and adding shares to the Stock Focus List. We believe the company should deliver outsized... More

Roth/MKM Reiterates Buy Rating on AMD (AMD)

Roth/MKM analyst Suji Desilva reiterated a Buy rating and $200.00 price target on AMD (NASDAQ: AMD)

The analyst comments "We believe AMDs announced ZT Systems acquisition provides an experienced hyperscaler-focused AI infrastructure engineering team that can accelerate deployment of the companys... More

NVIDIA (NVDA) builds new AI weather model - Axios

According to Axios, NVIDIA (NASDAQ: NVDA) Research has unveiled a new generative AI weather model that significantly enhances the accuracy of short-range weather forecasts, with the potential to predict extreme weather events such as flash floods and tornado outbreaks.

Nvidia shared with Axios that this model is the first AI system capable of improving simulations of severe... More

Wolfe Research Reiterates Outperform Rating on AMD (AMD)

Wolfe Research analyst Chris Caso reiterated an Outperform rating and $210.00 price target on AMD (NASDAQ: AMD).

The analyst comments "Key Takeaways. At first glance, AMD's acquisition of ZT Systems allows the company to more easily design fully integrated solutions such NVDA GB200 NVL rack systems.... More

Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) PT Raised to $220 at Bernstein SocGen Group

Bernstein SocGen Group analyst Mark Li raised the price target on Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) to $220.00 (from $200.00) while maintaining a Outperform rating.

The analyst comments "Valuation is attractive, esp. as TSMC can fare better in a recession.... More

AMD to acquire ZT Systems in $4.9bn deal

AMD (NASDAQ: AMD) has announced Monday that it has signed an agreement to acquire ZT Systems, a leading provider of AI infrastructure, in a cash and stock transaction valued at $4.9 billion.

This strategic acquisition aims to bolster AMD's capabilities in data center AI systems, addressing the growing $400 billion data center AI accelerator opportunity expected by 2027.

ZT Systems, based in... More

Goldman Sachs Reiterates Conviction Buy Rating on NVIDIA (NVDA), 'set-up for NVDA is constructive'

Goldman Sachs analyst Toshiya Hari reiterated a Conviction Buy rating and $135.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "

We reiterate our Buy rating on NVDA (also on the Conviction List) ahead of FY2Q (July) results scheduled for August 28 (post... More