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New rivals could weaken one of Dell's biggest growth engines
AMD Wins Fresh AI Vote of Confidence as Top Analysts Lift Price Targets
GF Securities expects AMD to narrow, and potentially surpass, Nvidia's AI hardware lead with its upcoming Instinct accelerators while unveiling Anthropic as a major new customer at its flagship event.
Qualcomm shares have fallen over 30% since May despite a bullish Investor Day pivot toward data centers, with the July 29 earnings report seen as key to resolving the analyst divide.
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