Hello,

Welcome to our flagship newsletter, MarketBeat Daily Ratings.

We'll deliver the latest "Buy" and "Sell" ratings from Wall Street's top-rated analysts directly to your inbox each morning.

But first, we need you to do two quick things:

1. Hit reply, and send a simple "Yes." Just one word. This tells Google (and other emails providers) that you actually want to get our newsletter.

2. After that, this link to confirm your subscription. That will tell us that you received our welcome email and that we should start sending your daily report. 

Confirm your subscription here.

After you have completed these two steps, we would like to gift you a free copy of one of our most popular investing reports: 7 Stocks to Buy and Hold Forever. You can download the report with this link.

Thank you again for subscribing. We look forward to being an important part of your investing journey

Matthew Paulson
Founder and CEO, MarketBeat.

P.S. If you didn’t intend to subscribe, no problem—you can unsubscribe with this link.

(ARReply-161)

AMD’s AI Bubble Could Burst Into Explosive Upside

Reported by Thomas Hughes. First Published: 7/27/2026.

Advanced Micro Devices (NASDAQ: AMD) is in the midst of a rapidly expanding AI bubble that may be nearing a burst. However, that bubble could be just the first in a series of explosive events that send this stock price significantly higher in the coming quarters. The primary driver is growth underpinned by AI and edge computing, and the outlook continues to expand. All else aside, AMD CEO Lisa Su’s total addressable market (TAM) forecasts say it all. Known for conservative estimates and periodic improvements, the July 2026 updates nearly doubled the outlook for CPUs, added 40% to the AI accelerator market and doubled the total opportunity, including edge, industrial and computing markets.

The robust outlook being priced into the market was affirmed, leaving the stock at a deep value. Long-term estimates suggest the stock trades at just 14 times the 2030 earnings estimate, well below the S&P 500 average and setting the stage for at least 50% upside over the coming quarter. The critical detail, however, is that long-term estimates are likely too low, meaning more significant gains could follow over time. Advanced Micro Devices is pivoting into an AI-critical infrastructure provider and appears poised to unleash substantial growth.

Advanced Micro Devices Chart Points to 65% Upside in the Second Half

Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better.

This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.

Get the stock name and ticker symbol free of charge today

Advanced Micro Devices' stock price action is bullish ahead of its Q2 earnings release in early August. While the stock consolidated in June and July, that move capped a solid rally and suggests a continuation pattern is developing. Signs of strength include a bullish MACD convergence, indicating that new highs may be ahead.

The trigger for traders is an upside move, with the critical target near $570. A move to new highs would confirm the existing uptrend and projections for the subsequent price movement. In this case, the target move is worth approximately $320 to $360, equal to the rally that preceded it, or about 65% upside from the breakout point. That move could occur within a few months.

Analysts' sentiment trends were strengthened by the TAM updates, fueling AMD’s market momentum. The updates triggered numerous target reaffirmations, new coverage and price-target increases, including a new high of $1,250. While the consensus assumes the stock is trading near fair value at $500, that figure represents a nearly 250% gain on a trailing 12-month (TTM) basis. The high-end target of $1,250 would more than double it again.

The key takeaway from the analysts' commentary is that AMD’s deal volume confirms its full-stack AI pivot, positioning the company for accelerating strength in the current and future quarters. Given its recent deals and the upcoming MI450 launch, AMD will likely continue to outperform, raise guidance and sustain bullish analyst activity through year-end and into the following year. Until then, institutions are limiting risk. The group took profits in Q2 2026, but the impact was limited. More important are the high-level 71% ownership rate and Q3 accumulation. That activity aligns with the TTM trend and helps limit downside risk for investors.

AMD’s Q2 Results Are the Catalyst: Deal Volume Points to Explosive Growth

CPU demand should support strong Q2 results from Advanced Micro Devices, but guidance will drive the market’s reaction. Management should provide Q3 and second-half guidance, including commentary on MI450 and Helios rack sales. As it stands, analysts are modeling only incremental sequential growth, which appears disconnected from the deal pipeline.

The recently announced deal with Anthropic is estimated to be worth more than $27 billion, equal to more than 50% of the fiscal year 2026 consensus forecast, with deployments expected as soon as Q3. Other deals, including those with OpenAI, Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT), are worth significantly more and also have deployments slated to begin as soon as Q3. In this scenario, AMD’s outperformance appears highly likely, and revenue could grow by triple digits sequentially as early as Q4, if not sooner.

Advanced Micro Devices Faces Execution Risk

The biggest risk facing AMD is execution. With so much expectation built into the market, even strong results could have a limited impact, while delays could spark price corrections. However, the company has invested in its stack and supply chain for years, working to secure capacity while developing technology that differs from its competitors. Crucial differences include manufacturing cost and complexity, with AMD’s process producing lower costs and fewer defects. The trade-off is that its products are better suited to inference than training, but that may not be a disadvantage. Inference is the far larger segment of the AI market, with potentially exponential demand compared with pure AI training.