Overview

• An SEC filing shows Advisors Capital Management raised its AMD position by 5.7% in Q1 to 53,503 shares valued at $5,497,000.
• A Yahoo Finance analysis characterizes AMD as a high‑growth mega‑cap and projects 50% to 100% potential upside over the next year, while citing a reported 70% planned price increase for MI350 chips and noting slower AI chip demand and stiff competition from Nvidia and Broadcom.
• Jim Cramer said there is room for both AMD and Nvidia, called CEO Lisa Su “terrific,” and acknowledged he missed earlier gains in AMD after choosing Broadcom for his club’s portfolio.
• HSBC cut its AMD price target to $185 from $200 but kept a Buy rating, reduced its MI355 ASP estimate to $23,000 from $25,000, and lowered 2026 AI GPU revenue forecasts to $13.9 billion, which it said remains about 20% above consensus.
• The updates highlight active debate over AMD’s AI accelerator pricing power and demand trajectory as the company advances its MI‑series strategy in data centers.