Quick Read – AMD’s Meta partnership anchors its MI450 GPU ramp toward $700, while Micron’s 5x forward P/E makes a $1,600 price target surprisingly defensible. – Marvell set an all-time design-win record in FY2026, with Data Center now 76% of revenue and CEO Matt Murphy raising…
s FY2028 outlook. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn’t make the cut. Grab the names FREE today
The AI infrastructure buildout has re-rated an entire tier of semiconductor names in 2026, and three stand out as candidates for a fresh leg higher into 2027. AMD (NASDAQ: AMD) is up 122.33% year to date, Micron Technology (NASDAQ: MU) has gained 188.55%, and Marvell Technology (NASDAQ: MRVL) has climbed 121.03%. After a summer pullback, I want to walk through what it would take for each to notch another round-number milestone in 2027.
AMD: The Path to $700 Lisa Su told investors AMD is seeing “accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth”. Q1 revenue hit $10.253 billion (up 37.9% YoY), and Q2 guidance calls for $11.20 billion, implying roughly 46% YoY growth. The Meta partnership covering up to 6 gigawatts of Instinct GPUs anchors the MI450/Helios ramp.