AMD is doing better in AI than Wall Street thinks, this analyst says - MarketWatch
1. AMD's forecast dip raised Wall Street skepticism on AI chips. 2. Benchmark's Cody Acree maintains a buy rating with a $170 price target. 3. AMD accelerates MI350 AI chip launch to mid-2025, closing competitive gap. 4. Market share gains in servers and PCs bolster AMD's outlook despite concerns. 5. No signs of excessive inventory buildup before potential tariffs, unlike Intel.