Wall Street analysts have issued a fresh batch of research notes covering major technology names, with semiconductor giants Nvidia and AMD taking center stage.
The coverage arrives at a critical juncture for the sector, as investors weigh recent supply-chain disruptions against long-term demand trends.
Handelsavisen previously noted that UBS lifted its price target for AMD in late June, citing a surge in CPU demand that validates the company’s growth outlook.
The renewed analyst attention comes after reports that Nvidia’s Kyber AI rack system has been delayed to 2028 due to manufacturing bottlenecks, a development that has weighed on sentiment across AI-related equities.
AMD, meanwhile, remains in the spotlight as investors assess its competitive positioning in the data-center CPU market.
Handelsavisen previously noted that UBS lifted its price target for AMD in late June, citing a surge in CPU demand that validates the company’s growth outlook. That bullish stance contrasts with the broader sector caution triggered by Nvidia’s production delays, highlighting a divergence in how analysts view the two chipmakers’ near-term trajectories.
The latest research notes underscore the market’s focus on execution risk and supply-chain resilience.