How Schwab Network’s view on $AMD changed

Channel profile →This channel has 11 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, CEO, Citizens, JP Morgan Chase, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal8 entries
2026-09-25Bullish
“The Big 3: AMD, USDE, META”
AMD is a strong buy ('absolutely love') as a 'baby Nvidia'; bullish on 650 calls for next week contingent on pullback or holding near 630.

So, let's talk about your first pick today. You've brought AMD to us, trading higher on the session. We're up about a half a percent, but BFA upping the price target because of that Okami anthropic deal.

And at the end of the day, you know, a AMD, I hate to put them down, it's just kind of a baby Nvidia. I mean, it's the same sector. They make very similar products. They just don't have, you know, quite the star power of Jensen Wang. So, absolutely love AMD.

2026-09-25Bullish
“Friday's First Moves: AMD Price Target Hike, TWLO & NKE Downgrades”Bank of America
BofA raises AMD PT to $720 (from $620) and reaffirms Buy, citing increased demand for CPU-intensive cloud infrastructure driven by AI workloads.

Let's take a look at AMD first, Lisa Su was here this week, wasn't she? You were on the platform with Melania and the " Women in Business" panel that was held here.

Our focus has shifted to AMD. We have a positive recommendation, or rather a positive confirmation and price target increase from Bank of America for AMD today. The stocks are now up by nearly 9/10 of a percent, gaining some momentum in early trading.

2026-09-25Bullish
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2026-09-23Bullish
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2026-09-21Bullish
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2026-09-14Bullish
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2026-09-10Bullish
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2026-09-04Bullish
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