BofA raises AMD price target to $720, citing tripling server CPU market
BofA Securities raised its price target on Advanced Micro Devices to $720 from $620, keeping a Buy rating and naming…
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Wall Street splits on megacap tech: Nvidia sell stands, AMD target jumps to $720
Seaport reiterated its sell rating on Nvidia on Friday, citing TSMC capacity limits, while Bank of America raised its Advanced…
Goldman Sachs Raises AI Capex Forecast to $1.4 Trillion by 2027
Goldman Sachs has raised its forecast for US hyperscaler AI capital spending to as much as $1.4 trillion by 2027,…
SpaceX paid $250 billion for xAI. The unit now carries a $26.5 trillion addressable market
SpaceX bought xAI earlier this year for $250 billion, yet the company now assigns that division a total addressable market…
Berkshire Hathaway Adds $212 Million of Lennar Stock in Three Days as Stake Jumps 81%
Berkshire Hathaway bought more than $212 million of Lennar stock over three trading days after the homebuilder's shares sold off…
