HSBC upgraded AMD to Buy based on its AI GPU pipeline, while analysts noted AMD's strong pricing power.

The entities involved

• AMD →

  American multinational semiconductor company

  • AMD reported its third-quarter earnings on the exchange on November 1, 2026.04:38
  • Quarterly results are scheduled for Apple, Circle, and AMD in late October and early November.03:07
• HSBC →

  British multinational bank

  • RBI policy decisions are influencing global banking forecasts, affecting HSBC and Bank of Baroda.Sun 20:51
  • Lloyds Banking Group and HSBC are reported to be charging fees for shares and ETFs.Sun 13:52

Related events

• OpenAI and Meta secured new AI infrastructure deals with both AMD and Nvidia, while leadership discussed product scaling.Jul 25
• AMD is leveraging partnerships with OpenAI, Meta, and Anthropic to drive revenue growth and challenge Nvidia's market dominance in the AI sector.Aug 19
• AMD is gaining significant market share in the AI infrastructure race through major GPU commitments from OpenAI and Meta, supported by partners like ZT Systems.Jul 10
• AMD, Nvidia, and Intel are navigating the AI market, relying on Taiwanese partners and seeking leadership alongside Nvidia.Jun 7
• AMD announced an AI inference partnership with Cerebras, while also publicly challenging Nvidia in the AI infrastructure market.Jul 24