Dow Jones Index Hits Record Highs Over 50,000 Points
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 09 2026
0mins
Should l Buy AMD?
Source: Benzinga
- Dow Jones Surge: On Friday, the Dow Jones index surged over 1,200 points during trading, closing at 50,115.67, marking a historic high that signifies a strong market recovery and may attract more investors.
- Strong Performance of S&P 500 and Nasdaq: The S&P 500 rose by 1.97% to close at 6,932.30, while the Nasdaq Composite jumped 2.18% to 23,031.21, indicating a robust rebound in tech and large-cap stocks, further boosting market confidence.
- Analyst Rating Discrepancies: Despite daily new stock picks from Wall Street analysts, the wide variance in analyst ratings and price targets leaves investors confused about which analyst opinions to trust, potentially impacting the effectiveness of investment decisions.
- Market Sentiment Recovery: The Dow's milestone of surpassing 50,000 points reflects optimistic expectations for economic recovery, which could lead to increased capital inflow into the stock market, thereby driving further overall market gains.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 203.080
Low
210.00
Averages
289.13
High
377.00
Current: 203.080
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, GPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Margin Improvement: AMD anticipates a non-GAAP gross margin of 55% in the current quarter, up 2 percentage points from last year, primarily driven by the launch of its latest AI data center processors, reflecting successful positioning in high-margin product lines.
- Market Reaction Analysis: Although AMD's earnings and outlook exceeded Wall Street expectations, the stock fell 4.8% as investors took profits, creating an opportunity for new investors to enter at a relatively attractive valuation with a current P/E ratio of 31, indicating potential investment value.
- Future Growth Potential: Analysts forecast a 60% increase in AMD's earnings for both 2026 and 2027, significantly above the S&P 500 average, and if AMD trades at 22 times earnings in three years, its stock price could reach $309, representing a 51% increase from current levels, showcasing strong long-term growth potential.
See More
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- Share Acquisition: On February 17, 2026, Cantor Fitzgerald disclosed to the SEC the acquisition of an additional 3,333,423 shares of IREN, with an estimated transaction value of $171.96 million, indicating strong confidence in the company's future prospects.
- Market Value Increase: This acquisition led to a $124.65 million increase in IREN's quarter-end value, reflecting the dual impact of new purchases and price changes, thereby solidifying Cantor Fitzgerald's investment strategy in the digital asset sector.
- Portfolio Adjustment: Following this transaction, IREN now represents 1.99% of Cantor Fitzgerald's 13F AUM, while the firm drastically reduced its stake in CoreWeave by 86%, highlighting its focus on IREN's growth potential.
- Market Performance: As of February 17, 2026, IREN shares were priced at $40.97, up 215.9% year-over-year, significantly outperforming the S&P 500 by 203 percentage points, showcasing its robust performance in the data center and Bitcoin mining sectors.
See More
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- Share Acquisition Details: On February 17, 2026, Cantor Fitzgerald disclosed the acquisition of an additional 3,333,423 shares of IREN, with an estimated transaction value of $171.96 million based on the quarterly average price, indicating strong confidence in the company.
- Value Increase: The quarter-end value of IREN's position rose by $124.65 million, reflecting both new purchases and stock price movements, suggesting Cantor Fitzgerald's optimistic outlook on IREN's future growth.
- Market Position Analysis: With a market capitalization of $13.59 billion, IREN represents only 1.99% of Cantor Fitzgerald's 13F AUM, yet its growth potential has drawn investor interest, particularly given its dependency on a contract with Microsoft.
- Investment Strategy Shift: Cantor Fitzgerald significantly increased its investment in IREN while reducing its stake in CoreWeave during Q4, indicating a belief that IREN may offer higher return potential moving forward.
See More
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- Market Confidence Revived: Meta's commitment to invest billions in Nvidia chips not only provides a much-needed financial boost to Nvidia but also has the potential to reshape market perceptions of its technological advantages, thereby enhancing its stock performance.
- Competitive Landscape Shift: With Meta's investment, Nvidia is likely to regain investor attention, prompting a reassessment of its core position in the AI sector, especially in light of competitive threats from companies like Google.
- Product Portfolio Advantage: Meta plans to utilize not only Nvidia's GPUs but also deploy its CPUs independently, indicating the significant value of Nvidia's product portfolio in meeting Meta's growing computational demands.
- Long-Term Value Consideration: CEO Mark Zuckerberg emphasizes the importance of evaluating the
See More
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- Hedge Fund Activity: Appaloosa, led by billionaire David Tepper, made significant changes to its tech portfolio in Q4 2025.
- Increased Investments: The fund increased its investments in Micron and Alphabet.
- Reduced Holdings: Appaloosa reduced its stakes in AMD, Alibaba, and Uber.
- Market Strategy: These adjustments reflect the fund's strategic approach to navigating the tech sector.
See More
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- AMD Performance Fluctuations: Despite AMD's quarterly revenue rising 34% to $10.3 billion, driven by 39% growth in data center and 37% in client segments, the stock has dropped 24% in a month due to disappointing guidance, indicating market concerns about future performance.
- Broadcom Growth Potential: Broadcom's stock has retreated 20% from its December peak, yet after a revenue growth slowdown from 44% to 24% in fiscal 2025, analysts expect a rebound to 52% in fiscal 2026, alongside a dividend that has increased for 15 consecutive years, highlighting its long-term investment appeal.
- Coinbase Market Pressure: Coinbase's shares have plummeted 63% since last summer's peak, with total revenue and transaction revenue showing sequential declines, and early guidance for subscription and services revenue suggests an 18% drop, reflecting significant market challenges ahead.
- Unchanged Investment Strategy: Despite market challenges, Cathie Wood remains committed to her investment style, continuing to add shares of AMD, Broadcom, and Coinbase, demonstrating confidence in the long-term growth potential of these tech stocks.
See More
