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Wall Street Analysts Just Upgraded These Five Stocks: AMZN, WMT, AMD, META, PANW
OpenAI's purchase of up to 6 gigawatts of AMD GPUs over five years includes warrants for 160 million shares, diluting shareholders by nearly 10%, analysts say.
- On Oct 6, 2025, OpenAI agreed to buy up to 150 billion of AMD's Instinct MI450X GPUs over five years, and AMD granted warrants for about 160 million shares.
- AMD's shipping MI300X GPUs while aiming to challenge Nvidia, with its market capitalization now on the order of $320-330/billion, as CEO Lisa Su pushes an open‑software strategy.
- Investors pushed AMD shares higher, as AMD stock surged 38% on Monday and analysts estimate the deal could generate over $100 billion, while Brad Gerstner warned `This is a bet-the-farm bet by Lisa Su`.
- Following the deal, Jefferies and Barclays boosted their AMD targets, with Jefferies upgrading to Buy at $300 and Barclays raising its target by $100 to $300, while Mizuho also increased optimism.
- Some analysts project long-term upside, noting AMD could join the $1 trillion valuation club if it signs more big AI customers, but Nvidia's dominance remains formidable and U.S.-China export curbs may shave about $1.5B this year.
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11 Articles
Wall Street Analysts Just Upgraded These Five Stocks: AMZN, WMT, AMD, META, PANW
Key Points Just this morning, analysts at Mizuho reiterated an outperform rating on Advanced Micro Devices. Analysts at Barclays also raised their price target on AMD by $100 to $300. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; learn more he…
Will AMD Stock Hit $600 Thanks to OpenAI? @themotleyfool #stocks $AMD
In today's video, I discuss recent updates affecting Advanced Micro Devices (NASDAQ: AMD) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the market prices of Oct. 6, 2025. The video was published on Oct. 6, 2025.Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy r…
Altimeter Capital CEO Brad Gerstner Breaks Down AMD-OpenAI GPU Bet, Says Lisa Su Is Betting The Farm To Catch Up To Rival Nvidia - Advanced Micro Devices (NASDAQ:AMD)
Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA). Gerstener Calls AMD's Move A High-Risk, High-Reward Gamble Speaking on The All-In Podcast, Gerstner said Su's decision to grant OpenAI war…
HPC News Bytes 20251013: AMD’s Big OpenAI Deal, Intel’s New 2nm Server CPU from Fab 52, SC25 Coming Up
A good mid-October day to you! As news weeks go in the HPC-AI world last week was quite something, led by what may come to be regarded as one of the biggest news .... The post HPC News Bytes 20251013: AMD’s Big OpenAI Deal, Intel’s New 2nm Server CPU from Fab 52, SC25 Coming Up appeared first on Inside HPC & AI News | High-Performance Computing & Artificial Intelligence.
AMD Just Pulled a Power Move That Has Nvidia Sweating
Remember when AMD was basically the scrappy underdog getting dunked on by Nvidia in the AI chip game? Well, plot twist: they just landed a deal that has Silicon Valley doing double-takes and Nvidia probably stress-eating in their break room. AMD stock absolutely exploded 38% on Monday after announcing they’re now OpenAI’s new BFF in the chip department. We’re talking a jump to $226.71 that had traders frantically googling “is this real life?” Th…
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