Blair upgraded AMD to Outperform, citing potential share gains amid Nvidia leadership turmoi
AMD expands quantum-computing infrastructure partnership with PsiQuantum to co-design systems and plans an equity investment
- CoreWeave expects $9 billion in customer prepayments and contract-backed financing.
- CoreWeave raised its 2026 revenue and profit outlook, easing concerns about demand for AI infrastructure chips.
- BofA raised AMD’s price target to $700 from $650, reiterating AMD as its top CPU pick.
- William Blair upgraded AMD to Outperform, citing potential share gains amid Nvidia leadership turmoil.
- Bloomberg reported Nvidia's board was preparing to oust CEO Jensen Huang; Reuters reported it considered ousting Huang.
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