AMD is preferred as a CPU winner in both cloud and local AI deployment scenarios.
Bullish
“Mark Gibbens on AMD, ARM, INTC Emerging as AI Leaders; HPQ "Margin Story"”
Schwab NetworkPublished Sep 25 · 2 passages
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but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?
Yes, I think you mentioned AMD and on semi, so what is the third? It's AMD, ARM, and Intel, that's our position.
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Schwab Network has 10 calls on this stock; only the adjacent ones are shown.
2026-09-25BullishThis one
but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?
2026-09-25Bullish
Bank of America has a positive outlook for AMD (AMD) stock, reaffirming its " buy" rating and raising its target price to 720.
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