How Schwab Network’s view on $AMD changed

Channel profile →This channel has 17 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, Bird (analyst firm), CEO, Citigroup, Citizens, Goldman Sachs, JP Morgan Chase, JPMorgan, Jefferies, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal, Wells Fargo10 entries

2026-09-25Bullish

“Mark Gibbens on AMD, ARM, INTC Emerging as AI Leaders; HPQ "Margin Story"”

AMD is preferred as a CPU winner in both cloud and local AI deployment scenarios.

but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?

Yes, I think you mentioned AMD and on semi, so what is the third? It's AMD, ARM, and Intel, that's our position.

Watch the source01:44

2026-09-25Bullish

“Bull v. Bear: AMD's All-Time High Surge, CPU Demand Drives Stock Rally”Bank of America

Bank of America maintains a buy rating on AMD with a $720 price target, anticipating ~14% upside from AI-driven CPU demand.

Bank of America has a positive outlook for AMD (AMD) stock, reaffirming its " buy" rating and raising its target price to 720. This figure is higher than 620 and indicates a potential rise of approximately 14% from yesterday's closing levels.

Bank of America says that artificial intelligence opportunities are not limited to graphics processing units (GPUs), but that central processing units (CPUs) are a key part of the equation, and this is where AMD's role comes in .

Watch the source00:06

2026-09-25Bullish