BUZZ-Benchmark raises AMD PT on Azure, Anthropic deals

Microsoft Corporation
Advanced Micro Devices, Inc.

Microsoft Corporation

MSFT

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Advanced Micro Devices, Inc.

AMD

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** Brokerage Benchmark raises chip-designer AMD's AMD.O PT to $685 from $485

** New PT implies about 24% upside from last close

** Cites Microsoft's MSFT.O expanded Azure partnership with AMD, and Anthropic's commitment to using AMD chips in large-scale AI computing buildout starting H1 2027

** Microsoft and Anthropic "materially improve AMD's AI infrastructure visibility" - brokerage

** 45 of 54 brokerages rate the stock "buy" or higher, and nine "hold"; median PT is $540 - data compiled by LSEG

** Shares of AMD fall 1.3% to $545.5

** Including session moves, stock has risen ~155% this year


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