Browse Category

Semiconductors 23 January 2026 - 25 January 2026

Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

KeyBanc maintained its Overweight rating on Advanced Micro Devices, signaling expectations the stock will outperform, and held firm on a $270 price target ahead of the chipmaker’s Feb. 3 earnings. The firm noted hyperscalers—the massive cloud providers—are already securing capacity through 2026, leaving AMD nearly sold out of server CPUs well into that year. This tight demand could drive 10%-15% price hikes. KeyBanc also forecasted 2026 AI GPU revenue between $14 billion and $15 billion. AMD shares rose 1.6% to $253.73 in after-hours trading, notching roughly a 90% gain over the past year.
1 31 32 33 34 35 55
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
View full portfolio
Editorial model selection. Not personalised advice.