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NASDAQ:AMD 27 February 2026 - 23 April 2026

AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

Advanced Micro Devices slipped Monday, cooling a bit after its record-breaking surge last week. Still, analysts at Bank of America and Stifel bumped up their price targets, keeping the spotlight on the chipmaker’s AI infrastructure story. Late in the New York morning, AMD traded at $274.61, off 1.4% from Friday’s $278.39 close.
Nvidia Stock Faces a $20 Billion AI Chip Test as Cerebras Heads for IPO

Nvidia Stock Faces a $20 Billion AI Chip Test as Cerebras Heads for IPO

Nvidia Corp’s dominance in AI chips faced a fresh market check on Friday, when Cerebras Systems—a direct rival in the AI processor space—unveiled plans for a U.S. IPO and filed for a Nasdaq debut with the ticker “CBRS.” Cerebras’ numbers for 2025 jumped out: revenue climbed to $510 million, up from $290.3 million, and the company flipped to a profit, posting $1.38 per share after last year’s $9.90-per-share loss, according to Reuters.
AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

Bernstein bumped up its price targets for both Advanced Micro Devices and Intel on Thursday, pointing to stronger demand for AI data center server chips even as PC sales lagged. By late morning in New York, AMD shares had surged 5.8% to $273.19, while Intel climbed 4.1% to $67.57—both now trading above Bernstein’s revised targets.
Intel Stock Price Jumps After 18A PC Launch Gives Wall Street Fresh Turnaround Proof

Intel Stock Price Jumps After 18A PC Launch Gives Wall Street Fresh Turnaround Proof

Intel finished Wednesday up 7.1% at $47.18 after unveiling its Core Ultra Series 3 business PCs, the first to use its 18A manufacturing process. The new lineup is set to power over 125 different designs, with shipments kicking off March 31. Along with that, Intel introduced its Arc Pro B70 and B65 graphics cards. David Feng, a vice president in the client computing group, described this as Intel’s “most expansive and capable commercial portfolio” yet. Executive Anil Nanduri pointed to the Arc Pro range as built for “AI builders at scale.”
Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Platforms closed out last week at $644.86, slipping 2.4% from the previous close. The dip followed news that Meta will open WhatsApp to competing AI chatbots in Europe for a year, a move meant to stave off interim antitrust measures. The EU’s ongoing review remains unresolved, so investors face another regulatory milepost as markets prepare to reopen Monday, March 9.
Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

U.S. regulators are considering a fresh set of export rules for artificial-intelligence chips, a move that might extend licensing requirements to Advanced Micro Devices. Under the proposal, foreign governments seeking to buy substantial quantities of AI chips could be required to invest in U.S. data centers or provide security assurances. Such changes would put the spotlight back on a business AMD has been eager to grow.
AMD CEO Lisa Su says MI450 ramp has “enough CoWoS” as investors watch AI chip supply

AMD CEO Lisa Su says MI450 ramp has “enough CoWoS” as investors watch AI chip supply

On Tuesday, Advanced Micro Devices CEO Lisa Su said the company’s CoWoS capacity will be sufficient to support high-volume rack-scale AI system shipments in the back half of the year. That’s when AMD sees its MI450 product line ramping sharply. CoWoS is the advanced chip packaging technology linking processors to high-bandwidth memory. AMD stock traded up 3.1% at $196.91 during morning hours.
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