BUZZ-AMD falls after brokerage Mizuho cuts PT on AI chip supply concerns

Like
Comment
Favorite

BUZZ-AMD falls after brokerage Mizuho cuts PT on AI chip supply concerns

Reuters01-10

BUZZ-AMD falls after brokerage Mizuho cuts PT on AI chip supply concerns

** Chipmaker AMD's AMD.O shares fall 5.2% to $115.34

** Brokerage Mizuho cuts price target to $160 from $180

** Larger AI chip rival Nvidia's NVDA.O production ramp-up of its latest chips could limit AMD's ability to secure capacity for advanced packaging — a key bottleneck in AI chip supply chains, Mizuho says

** New PT represents a 31% upside to stock's last close

** Goldman Sachs downgrades AMD to "neutral" from "buy", according to TheFly.com

** 41 of 54 brokerages rate the stock "buy" or higher, 12 "hold" and 1 "sell"; median PT is $180 - data compiled by LSEG

** AMD fell ~18% in 2024, compared with NVDA's ~171% gain

(Reporting by Arsheeya Bajwa in Bengaluru)

((ArsheeyaSingh.Bajwa@thomsonreuters.com; +91 8510015800;))

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2502893917?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-01-10 23:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2502893917","market":"us","top_or_hot":-1,"title":"BUZZ-AMD falls after brokerage Mizuho cuts PT on AI chip supply concerns","media":"Reuters","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-AMD falls after brokerage Mizuho cuts PT on AI chip supply concerns</title></head><body><p>** Chipmaker AMD's <span>AMD.O</span> shares fall 5.2% to $115.34 </p><p>** Brokerage Mizuho cuts price target to $160 from $180</p><p>** Larger AI chip rival Nvidia's <span>NVDA.O</span> production ramp-up of its latest chips could limit AMD's ability to secure capacity for advanced packaging — a key bottleneck in AI chip supply chains, Mizuho says</p><p>** New PT represents a 31% upside to stock's last close</p><p>** Goldman Sachs downgrades AMD to \"neutral\" from \"buy\", according to TheFly.com</p><p>** 41 of 54 brokerages rate the stock \"buy\" or higher, 12 \"hold\" and 1 \"sell\"; median PT is $180 - data compiled by LSEG</p><p>** AMD fell ~18% in 2024, compared with NVDA's ~171% gain </p><p> (Reporting by Arsheeya Bajwa in Bengaluru)</p><p> ((ArsheeyaSingh.Bajwa@thomsonreuters.com; +91 8510015800;))</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-AMD falls after brokerage Mizuho cuts PT on AI chip supply concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-AMD falls after brokerage Mizuho cuts PT on AI chip supply concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-10 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250110:nL4N3O617W:1><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BUZZ-AMD falls after brokerage Mizuho cuts PT on AI chip supply concerns** Chipmaker AMD's AMD.O shares fall 5.2% to $115.34 ** Brokerage Mizuho cuts price target to $160 from $180** Larger AI chip ...</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250110:nL4N3O617W:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1069344957.HKD","symbol_name":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250110:nL4N3O617W:1","article_id":"2502893917","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2502893917","pubTimestamp":1736523430,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-AMD falls after brokerage Mizuho cuts PT on AI chip supply concerns** Chipmaker AMD's AMD.O shares fall 5.2% to $115.34 ** Brokerage Mizuho cuts price target to $160 from $180** Larger AI chip ri","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","NVIW.SI":"NVDA 3xLongSG261006","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","NVD2.UK":"2X NVIDIA ETP","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","NVD3.UK":"LS 3X NVIDIA","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4534":"瑞士信贷持仓","NVDS.UK":"LS -1X NVIDIA","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","NVDA":"英伟达","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AMD":"美国超微公司","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0238689110.USD":"贝莱德环球动力股票基金","NVD":"GraniteShares 2x Short NVDA Daily ETF","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC"},"translate_title":"BUZZ-AMD因人工智能芯片供应担忧而削减PT后股价下跌","themeId":"8735bd675bf90133c08eb8ef6e57bede","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":0.9,"NVDA":0.9,"NVD3.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"BUZZ-AMD falls after brokerage Mizuho cuts PT on AI chip supply concerns** Chipmaker AMD's AMD.O shares fall 5.2% to $115.34 ** Brokerage Mizuho cuts price target to $160 from $180** Larger AI chip rival Nvidia's NVDA.O production ramp-up of its latest chips could limit AMD's ability to secure capacity for advanced packaging — a key bottleneck in AI chip supply chains, Mizuho says** New PT represents a 31% upside to stock's last close** Goldman Sachs downgrades AMD to \"neutral\" from \"buy\", according to TheFly.com** 41 of 54 brokerages rate the stock \"buy\" or higher, 12 \"hold\" and 1 \"sell\"; median PT is $180 - data compiled by LSEG** AMD fell ~18% in 2024, compared with NVDA's ~171% gain  (Reporting by Arsheeya Bajwa in Bengaluru) ((ArsheeyaSingh.Bajwa@thomsonreuters.com; +91 8510015800;))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}