Pulse

AMD price targets raised after Advancing AI event

19 sourcesUpdated Jul 26, 2026

Amid AMD’s Advancing AI 2026 events, multiple analysts have boosted price targets, reflecting growing confidence in the company’s AI strategy and partnerships. RBC Capital reiterates a Sector Perform rating with a $540 target, while noting insider selling and a high GF Score amid questions about fair value. Roth raises its target to $650 as investors respond to the Helios AI push and the promise of the upcoming MI500 chip, with shares edging higher in premarket trading. Benchmark upped its target to $685 and Jefferies to $640 after AMD unveiled new AI chips and marquee collaborations with Anthropic, OpenAI, Meta, Cerebras, AT&T and Cisco, signaling stronger AI leadership. UBS lifts its target to $730, aligning with expectations of server CPU growth, data center GPU opportunities, and potential EPS expansion by 2028. Analysts collectively view AMD as well-positioned to capitalize on AI infrastructure demand, with earnings anticipated around early August 2026.

In this story:

More on this story

Back to Pulse

Photo: Erik Mclean / Wikimedia Commons (Pexels)

Walmart Faces Valuation Test With New Brands

Walmart’s valuation remains hotly debated: a DCF view flags its shares as overvalued relative to the latest cash flow outlook, while other analyses imply fair or higher fair value driven by a transformation into a higher-margin, omni-channel powerhouse with expanding drone deliveries and a growing marketplace. The bull case is tempered by recalls and food-safety concerns, but supporters emphasize accelerating margins, e-commerce profitability toward 2030, and multiple paths to a higher fair value than today.

11 sources

Photo: Peter Bond / Wikimedia Commons (CC BY-SA 2.0)

Oil Tops $100 as Middle East Tensions Rise

Brent crude prices near $97–$100 amid West Asia tensions are fueling volatility in Indian markets and raising concerns that sustained higher oil costs will widen India’s current account deficit and lift inflation, given the country’s heavy crude imports. Analysts warn the oil shock could keep rupee pressures, push up the import bill, and weigh growth unless supply and geopolitical risks ease.

See every side of every story.

Create a free account for your Daily Brief, bias dashboard, and stories outside your bubble. No card needed.

Get started free

Other

18

Total sources19

Last updatedJul 26, 2026

Does this breakdown look right?

How it spread

Broke pluang.com · Jul 24, 12:00 AMCenter +13h18 sources +3d on

Claim check

What each side asserts, disputes — or leaves out entirely.

Analyzing the coverage…

Where do you land?

Whose framing of this story rings truest to you?

Coverage

Watcher.GuruCenterAMD Stock Price Target Raised After New AI Chip Revelation

tipranks.comOtherSLB price target raised to $66 from $65 at Jefferies

myrtlebeachonline.comOtherBank of America raises AMD stock price target for 2026

Comments

Ask this story anything:

Free account · your comment posts right after signup

290 sources

FDIG Short Interest Surges 54,816% in July

Several ETFs and stocks saw dramatic July increases in short interest, signaling rising bearish bets on these names. Notably, GIAX surged to 138,603 shares with about 2% short, FDIG jumped to 53,818 shares, SFRGY rose to 582 shares, and GLFGF increased to 10,388 shares, reflecting broad spikes in short positions across these issuers.

489 sources