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“Wall Street Goes All-In on AMD After Game-Changing OpenAI Deal” 🚨🚨🚨

In just 24 hours, Wall Street analysts have gone into overdrive, rushing to upgrade Advanced Micro Devices (AMD) after the chipmaker announced a major new partnership with OpenAI. The deal, which could reshape the AI hardware landscape, has analysts projecting explosive long-term growth for AMD’s AI chip business.

According to The Information and multiple analyst notes, OpenAI’s move to adopt AMD’s chips is being seen as a massive vote of confidence—and a signal to the broader industry that AMD is ready to seriously challenge Nvidia’s dominance in the AI space.

Bank of America’s Vivek Arya described OpenAI as “the most disruptive GenAI customer in the world,” estimating the deal’s potential value could top $100 billion over the next four to six years. He also noted that OpenAI’s success could act as a “force multiplier” for AI infrastructure spending across cloud and LLM providers—benefiting the entire semiconductor supply chain.

Since the news broke, at least 22 major firms have raised their price targets on AMD stock—some dramatically. Jefferies, Melius, and Barclays now see shares hitting $300, while Wells Fargo, Argus, and Cantor Fitzgerald boosted their targets to around $275. Even more conservative names like Goldman Sachs and Deutsche Bank raised their targets significantly.

Bloomberg data shows this wave of upgrades marks one of the largest two-day upward revisions in price targets for any company in nearly 20 years.

With AI demand booming and OpenAI’s backing, AMD’s momentum could signal a new phase in the AI chip wars—and Wall Street doesn’t want to be left behind.