Bank of America analysts highlight manufacturing clarity as crucial for Intel's stock, maintaining a neutral rating with a $25 target, amid reports of a potential U.S. government stake and concerns over manufacturing and customer risks, especially in China.
Despite AMD's strong stock rally this year and positive outlook in CPU and GPU markets, concerns remain among analysts due to declining AI/data center revenue, impact of U.S. export restrictions, and high operating expenses. While some analysts see growth potential, others are cautious, leading to a moderate buy consensus with limited upside potential.
Despite being forced to reassure investors with a $54 billion bailout, Credit Suisse analysts sent out a research note to clients declaring they were bullish on shares of Charles Schwab, raising its rating on the stock to "outperform." This move has been criticized by some as Credit Suisse should focus on its own balance sheets instead of opining on the need for liquidity at other banks.