Themes Generative Artificial Intelligence ETF(WISE.US)

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Themes Generative Artificial Intelligence ETF
WISE.US
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Investors should buy AMD's stock now: This analyst explains why he changed his mind

KeyBanc analyst John Vinh has upgraded AMD's stock to overweight, citing strong demand for its server CPUs and AI chips, projecting revenue of $14-$15 billion by 2026. AMD is nearly sold out of server CPUs and may raise prices by 10-15%. The stock surged 7% following the upgrade, which comes after a previous downgrade due to demand concerns. Vinh expects significant growth in AMD's server CPU business and a favorable gross margin mix despite underperformance in personal-computer chips due to rising memory prices.

Dow Jones·
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AMD
+1.72%
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AMDL
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Dow Jones·
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AMD
+1.72%
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AMDL
+3.28%

A Google-backed space stock is up 600% in a year. Here's why it could go even higher.

Planet Labs' stock has surged 588% over the past year, driven by optimism over its government contracts and new satellite technology. Wedbush analyst Dan Ives raised the price target to $28, citing strong demand for its services. The company recently secured a multiyear deal with Sweden's military worth over $500 million, adding to its existing contracts with the U.S. Planet Labs aims to launch advanced satellites capable of delivering AI-analyzed images within an hour. Google, a major investor, is collaborating on Project Suncatcher to develop solar-powered satellite constellations.

Dow Jones·
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GOOG
-0.85%
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GOOGL
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PL
+1.77%
Dow Jones·
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GOOG
-0.85%
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GOOGL
-0.84%
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PL
+1.77%

AMD, Intel Stocks Jump After KeyBanc Upgrades On Strong AI Server Demand

AMD and Intel stocks rose after KeyBanc upgraded both companies, citing strong demand for AI servers. Despite a 2% month-over-month decline in traditional server instances, year-over-year growth remains positive. KeyBanc analyst John Vinh favored Intel for near-term momentum, upgrading its rating to Overweight with a $60 price target, while AMD was also upgraded to Overweight with a $270 target. AMD shares increased by 6.14% to $220.30, and Intel shares rose by 3.15%.

benzinga_article·
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INTC
-2.81%
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AMD
+1.72%
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AMDL
+3.28%
benzinga_article·
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INTC
-2.81%
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AMD
+1.72%
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AMDL
+3.28%

Amazon Devices Climate Tech Accelerator Opens Applications for 2026 Program

Amazon has opened applications for its 2026 Devices Climate Tech Accelerator, aimed at companies developing technologies to reduce the carbon impact of Amazon devices. The program, launched in 2025, offers support from Amazon technical leaders and focuses on various technology categories, including energy efficiency and low-carbon materials. Participants will engage in workshops and receive mentorship, culminating in a pitch to Amazon leadership in Fall 2026. The program also provides up to $100K in AWS Activate Credits for eligible participants.

Press Releases·
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AMZN
+0.39%
Press Releases·
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AMZN
+0.39%

Apple-Google AI Pact Sidelines OpenAI, Cementing Gemini’s Ecosystem Lead

Apple has partnered with Google for a multi-year collaboration, utilizing Google's Gemini models and cloud technology to enhance Siri. This partnership is expected to improve Siri's capabilities and solidify Google's position in the AI ecosystem, pushing its market value past $4 trillion. The collaboration marks a shift in Apple's AI strategy, moving away from OpenAI, which may face challenges as Apple develops its own AI solutions. Analysts predict that Apple will launch AI-driven subscription services, potentially impacting ChatGPT's user base.

TradingKey·
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GOOGL
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AAPL
-1.04%
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GOOG
-0.85%
TradingKey·
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GOOGL
-0.84%
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AAPL
-1.04%
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GOOG
-0.85%
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