AMD’s First Analyst Day Event Draws Wall Street Attention for AI Roadmap Clarity
Advanced Micro Devices Inc. prepares for its inaugural analyst day as investors seek updates on financial targets and artificial intelligence strategy. The chipmaker's shares rose 5% ahead of the event, buoyed by broader market Optimism and anticipation around CEO Lisa Su's disclosures.
Bank of America, Citi, and Jefferies analysts highlight potential stock catalysts, including revised total addressable market projections fueled by AI demand. AMD's recent partnerships—notably with OpenAI—have already propelled its year-to-date performance, though muted reactions to last week's earnings suggest lingering market skepticism about AI-sector valuations.