Akamai, Atlas Energy Solutions, People And Other Big Stocks Moving Higher On Friday
U.S. stocks rose Friday; Akamai jumped 8.1% on an $11.6B Anthropic cloud deal, while Atlas Energy, Almonty and others posted strong gains.
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Everyone Bought Nvidia for AI: Now AMD Could Win the $211 Billion CPU Race, Bank Of America Says
Bank of America lifts its AMD target to $720, arguing AI agents will drive server CPU sales to $211 billion by 2030. Nvidia and Intel stay Buy.
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AMD Just Joined Nvidia in the $1 Trillion Club. At $614, Wall Street Is Paying Too Much for a Distant No. 2.
AMD reached a $1 trillion market cap, joining Nvidia in an exclusive club. However, the article argues AMD is overvalued as a distant second in the AI accelerator market. While AMD has secured major deals with OpenAI, Meta, Anthropic, Oracle, and Microsoft, its data center revenue ($6.7B quarterly) significantly lags Nvidia's ($89B quarterly). AMD trades at a P/E of 158 (forward: 81) versus Nvidia's 28 (forward: 24), suggesting investors are paying a premium for inferior market position and thinner margins.