INVC News & Analysis
2 articles
Market Mood
QCOM Upgrade: Daiwa Raises Price Target to $225 Amid AI Shift
Daiwa upgraded Qualcomm (QCOM) from Neutral to Outperform on May 8, 2026, increasing its price target from $140 to $225. This $85 increase is among the highest of the year, driven by Qualcomm's transition towards AI infrastructure and data center solutions. The company reported Q2 FY2026 revenue of $10.599 billion, a 3% decline year-over-year, with EPS of $2.65 exceeding expectations. CEO Cristiano Amon noted a forthcoming custom silicon engagement with a leading hyperscaler, supporting the positive outlook for QCOM ahead of the June 24 Investor Day.
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AMD (AMD) Q4 2025 Revenue Hits $10.27B, Beats Estimates by $550M
AMD (AMD) reported Q4 2025 revenue of $10.27B, surpassing estimates by $550M, with record data center revenue of $5.38B, up 39% year-over-year. Free cash flow surged to $2.08B, a 90.83% increase. A partnership with OpenAI for a 6-gigawatt GPU deployment is set to begin in H2 2026, while Oracle’s supercluster will utilize 50,000 AMD GPUs by Q3 2026. The stock price is currently $245.04, with a 12-month price target of $284.67, indicating a potential 16.17% upside.
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