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Citigroup raised its AMD price target to $800 from $575 and lifted its 2030 CPU market forecast to $300 billion, pointing to Meta's Muse and other AI agents as a new source of CPU demand, sending AMD to
Goldman Sachs CEO David Solomon declared the industry is "in the middle of an AI capex super cycle," as investment banks rake in massive fees from AI-related deals including SK Hynix's $26.5 billion ADR
