Wells Fargo Lifts Meta Target to $796 as Muse Sparks Chip Rally
Muse launched Sept. 8 and hit the U.S. iPhone free chart. Wells Fargo now sees a story for Meta Connect—and chipmakers are moving too.
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#AMD↓
Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
AMD Climbs as CFO Raises AI Chip Outlook Toward $3 Trillion by 2030
AMD expects data-center sales to more than double next year and will keep TSMC as its main foundry.
Intel Reportedly Planning Another 10% CPU Price Hike in October
Intel may raise some CPU prices another 10% in October after earlier 2026 hikes, focusing on margins as PC demand slips. AMD launches follow in mid-2027.
Raymond James Lifts AMD Price Target to $641, Forecasts $201 Billion Revenue by 2030
Raymond James upgrades AMD to Strong Buy, citing 44% annual growth and $201 billion in revenue by 2030, implying ~40% upside.
Fermi’s Project Matador Lands First Major Tenant in Landmark AI Power Deal
Fermi announces binding $6.5B lease with TensorWave for 222 MW AI data center at Project Matador. Expansion to 650 MW possible.