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BofA raised price targets on Nvidia (NVDA) and AMD Inc. (AMD) after both companies inked deals with Saudi Arabia. That, on top of Supermicro's (SMCI) $20 billion partnership with the nation, is something Alex Coffey attributes to A.I. retaking market leadership. He later turns to a UnitedHealth (UNH) double downgrade from Raymond James.

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NVDA & AMD Price Target Raises, SMCI Soaring Shows A.I. Retaking Leadership

Schwab Network

NVDA & AMD Price Target Raises, SMCI Soaring Shows A.I. Retaking Leadership