June 26, 2025

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AMD $175 Target, Nvidia Tesla Bots, Microsoft $100B AI

The AI sector is buzzing with activity, from analyst upgrades to IPO plans and ambitious revenue forecasts. AMD is in the spotlight, with one analyst predicting its stock could jump to $175 due to AI growth, particularly in GPUs between 2026 and 2028. TSMC and Oracle are also benefiting from the AI boom, with TSMC investing heavily in U.S. facilities and Oracle seeing cloud-computing revenue surge. Meanwhile, the Nasdaq 100 hit a record high, fueled by AI stocks like Palantir and Nvidia. However, not all AI stocks are viewed favorably, as analysts predict potential drops for Palantir, Upstart, and CoreWeave. Microsoft is making significant strides in enterprise AI, leading Truist to reaffirm a Buy rating and Wells Fargo forecasting its AI business could reach $100 billion in revenue by fiscal year 2029, with Copilot playing a key role. Nvidia's CEO sees Tesla's humanoid robots as a trillion-dollar opportunity. In other news, Nebius Group N.V., an AI company providing hardware and software, is being acquired after NVIDIA was sold. Chinese GPU makers are also planning IPOs amid U.S. sanctions and the AI boom. Finally, Sahi, an AI trading platform in India, secured $10.5 million in Series A funding to further develop its AI-driven tools.

Key Takeaways

  • Melius Research upgraded AMD stock to "Buy" with a price target of $175, anticipating a 36.5% increase due to AI growth in GPUs from 2026-2028.
  • Jim Cramer reported Nebius Group N.V., an AI hardware and software provider, is being bought after NVIDIA was sold.
  • Truist Securities reaffirmed a Buy rating for Microsoft with a $600 price target, citing the company's progress in enterprise AI.
  • Several blacklisted Chinese GPU and CPU makers, including Biren, Moore Threads, and MetaX, are planning IPOs to fund product development amid U.S. sanctions.
  • Oracle's cloud-computing revenue grew by 52% due to high demand for AI computing, while TSMC's revenue increased by over 42% as it manufactures AI chips for companies like Nvidia and AMD.
  • The Nasdaq 100 reached an all-time high, driven by gains in AI stocks like Palantir and Nvidia.
  • Sahi, an AI-led trading platform in India, raised $10.5 million in Series A funding to enhance its AI-driven tools.
  • Analysts predict potential drops for AI stocks Palantir, Upstart, and CoreWeave due to valuation concerns and market sensitivity.
  • Nvidia's CEO Jensen Huang believes Tesla's Optimus robots represent a multi-trillion dollar opportunity in humanoid robotics.
  • Wells Fargo forecasts Microsoft's AI business could reach $100 billion in revenue by fiscal year 2029, with Copilot contributing $12 billion in annual recurring revenue.

Analyst says AMD stock could jump to $175 amid AI growth

Melius Research analyst Ben Reitzes upgraded AMD stock to "Buy" with a price target of $175. Reitzes believes AMD stock could increase by 36.5% due to growing opportunities in graphics processing units from 2026 to 2028. The firm expects AMD's AI business to keep growing, potentially pushing its earnings per share to $8 within two years. AMD's platform is becoming more appealing for hyperscalers and governments.

Analyst says AMD stock could jump to $175 amid AI growth

Melius Research analyst Ben Reitzes upgraded AMD stock to "Buy" with a price target of $175. Reitzes believes AMD stock could increase by 36.5% due to growing opportunities in graphics processing units from 2026 to 2028. The firm expects AMD's AI business to keep growing, potentially pushing its earnings per share to $8 within two years. AMD's platform is becoming more appealing for hyperscalers and governments.

Jim Cramer says Nebius Group N.V. bought after NVIDIA sale

Jim Cramer mentioned Nebius Group N.V. as a company being bought after NVIDIA was sold. Nebius Group N.V. is an AI company providing hardware and software for businesses to create and use AI applications. It used to be the holding company for the Russian search engine platform Nebius Group N.V.

Truist reaffirms buy rating for Microsoft, sees big AI potential

Truist Securities analyst Joel P. Fishbein Jr. reaffirmed a Buy rating for Microsoft stock with a $600.00 price target. Microsoft is making significant progress in AI for enterprise solutions. Truist believes Microsoft is maintaining its lead in the enterprise AI market.

Chinese GPU makers seek IPOs amid US sanctions, AI boom

Several blacklisted Chinese GPU and CPU makers are planning IPOs. This comes as AI grows and U.S. sanctions impact China's semiconductor industry. Companies like Innosilicon, Moore Threads, and Zhaoxin focus on gaming GPUs, while others like Biren, DenglinAI, and MetaX develop AI and supercomputer processors. Biren Technology, Moore Threads, and MetaX are seeking IPOs to fund product development and compete with companies like Nvidia.

Oracle and TSMC stocks benefit from the AI boom

Oracle and Taiwan Semiconductor Manufacturing (TSMC) are benefiting from the rise of AI. Oracle's cloud-computing revenue grew by 52% because of high demand for AI computing. TSMC, which makes AI chips for companies like Nvidia and AMD, saw its revenue increase by over 42%. TSMC is investing $165 billion in U.S. facilities to support its advanced chip-making technologies.

Nasdaq 100 hits record high as AI stocks surge

The Nasdaq 100 reached an all-time high of $22,329 due to the surge in AI stocks. Stocks like Palantir and Micron have seen significant gains this year. Chip leaders Nvidia and Broadcom are also performing well and are expected to reach new highs. Non-AI stocks like Netflix and CrowdStrike have also contributed to the Nasdaq's growth.

AI trading platform Sahi raises $10.5M in Series A funding

Sahi, an AI-led trading platform in India, raised $10.5 million in Series A funding led by Accel and Elevation Capital. Founded by Dale Vaz and Manish Jain, Sahi aims to modernize personal trading with AI-driven tools. The funds will support product innovation in automation and AI, and expand the company's team. Sahi has gained over 200,000 app downloads in six months, with a high trade frequency among its users.

Analysts predict big drops for AI stocks Palantir, Upstart, CoreWeave

Some Wall Street analysts predict that AI stocks like Palantir Technologies, Upstart Holdings, and CoreWeave could fall significantly. Palantir's high valuation is a concern, with RBC Capital Markets giving it a 71% potential downside. Goldman Sachs projects a 72% drop for Upstart due to its unproven track record and sensitivity to interest rates. D.A. Davidson forecasts an 80% decline for CoreWeave, citing the potential for its assets to depreciate quickly.

Nvidia CEO sees Tesla's humanoid robots as trillion-dollar opportunity

Nvidia CEO Jensen Huang believes Tesla's Optimus robots could be a huge opportunity. Huang thinks humanoid robotics could become a multi-trillion dollar industry. Tesla plans to use Optimus robots in its factories and sell them to other industries. While Tesla's robotaxi program gets more attention, Optimus could be even more valuable in the future.

Wells Fargo forecasts Microsoft's AI business could reach $100B in revenue

Wells Fargo predicts Microsoft's AI business could generate $100 billion in revenue by fiscal year 2029. They have an "overweight" rating on Microsoft, raising the stock price target to $585. Microsoft's AI business has quickly grown to $13 billion in annual recurring revenue. Wells Fargo expects Microsoft's AI assistant, Copilot, to reach critical mass and contribute $12 billion in annual recurring revenue.

Sources

AMD AI Graphics Processing Units Hyperscalers Governments NVIDIA Nebius Group N.V. Microsoft Enterprise AI Chinese GPU Makers US Sanctions Innosilicon Moore Threads Zhaoxin Biren Technology DenglinAI MetaX Oracle TSMC Cloud Computing Nasdaq 100 Palantir Micron Broadcom Netflix CrowdStrike Sahi AI Trading Platform Accel Elevation Capital Upstart CoreWeave Tesla Optimus Robots Humanoid Robotics AI Assistant Copilot