Northland Downgrades AMD (AMD) to Market Perform, 'we expect AI infrastructure spending to decline in CY27'

These are the best AI networking stocks: BofA

Investing.com -- A new wave of concern has hit the semiconductor sector after Google unveiled its TurboQuant technology, which dramatically reduces memory usage in artificial intelligence (AI) systems, according to a research note from Bank of America.

The breakthroughcapable of cutting key-value (KV) cache memory requirements by up to six timessparked fears that demand for high-bandwidth memory (HBM) chips could weaken, sending memory stocks lower.

However, analysts argue that these concerns may be overstated. Despite efficiency gains, major tech companies continue to ramp up spending on AI infrastructure. Googles... More

AMD (AMD) call put ratio 1.3 calls to 1 put as share price up 13.2%

AMD (NASDAQ: AMD) 30-day option implied volatility is at 72; compared to its 52-week range of 39 to 74. Call put ratio 1.3 calls to 1 put as share price up 13.2%.

DA Davidson lifts AMD rating, says CPU demand entering ‘unprecedented’ phase

Investing.com -- Advanced Micro Devices (AMD) has been upgraded by DA Davidson on Friday, with the firm raising its rating to Buy from Neutral and lifting the price target to $375 from $220.

Analyst Gil Luria cited what they called a structural increase in CPU... More

AMD and Arm stocks rally: How shifting CPU-to-GPU ratios are reshaping AI markets

Investing.com -- Advanced Micro Devices (NASDAQ: AMD) shares rose 12% Friday, while Arm Holdings (NASDAQ: ARM) gained 8%, following growing anticipation that the artificial intelligence boom for CPUs has arrived.

CPUs, or central processing units, serve as the main processors in computers and servers, handling general computing tasks. This contrasts with GPUs, or... More

DA Davidson Upgrades AMD (AMD) to Buy, 'If Even INTC Stretched, Upside Must be Big'

(Updated - April 24, 2026 7:46 AM EDT)

DA Davidson analyst Gil Luria upgraded AMD (NASDAQ: AMD) from Neutral to Buy with a price target of $375.00 (from $220.00).

The analyst comments "We are upgrading shares of AMD to BUY from Neutral and raising our price target to $375 from $220 based on a structural increase in CPU demand on top of much improved visibility into AMD's role in the great data center buildout. We believe that given the magnitude of Intel's beat, there is meaningful upside to AMD's estimates, starting with the March... More

After-hours movers: INTC, AMD, ARM, MXL, NEM, APPF, FIX, EW

After-hours movers:

Intel (NASDAQ: INTC) rose 13% after strong quarterly results and guidance. First-quarter revenue was $13.6 billion, up 7% year-over-year. Intel sees second quarter revenue of $13.8-14.8 billion, versus the consensus of $13.04 billion.