$Apple(AAPL)$  I don't think the price action was really about the new product reveals. Macro conditions were rough for AI and semis, and tech overall. Meanwhile, Apple is still a revenue and cash flow monster with relatively little CapEx.

$Advanced Micro Devices(AMD)$ Piper Sandler has initiated coverage on Advanced Micro Devices with an Overweight rating and a $600 price target.

$Apple(AAPL)$  This should move into the green once the new iPhone announcement lands.

$Apple(AAPL)$  Honestly, I do like the stock, though I'm still with Samsung. Once that foldable iPhone comes out, I'll make the switch and go with the, the, the uh... miniature geese?

$Advanced Micro Devices(AMD)$ I bought the dip when it hit the bottom band, but I'm not selling here. Eventually it should break out, and if it pulls back around obvious resistance I'll just add again.

$Apple(AAPL)$ HSBC is staying with a Buy on Apple into the iPhone launch event. Analyst Nicolas Cote-Colisson keeps a Buy rating and a $366 price target. The firm expects an iPhone 18 Pro and Pro Max, the iPhone Ultra, and a new Apple Watch. The iPhone Ultra would be Apple's first book-style foldable, a segment Samsung currently leads. HSBC also expects iPhone prices to go up by at least $100 because of the extra memory costs, and points out that Apple's brand commands high pricing power.

$Advanced Micro Devices(AMD)$ US data center construction spending jumped 57% year over year in July, reaching a record annualized rate of $75 billion. That follows a 46% YoY increase in June and marks the largest YoY gain since mid-2025. Since the start of 2021, US data center construction spending has kept climbing. And yet there are still people out there trying to short AMD.

$Advanced Micro Devices(AMD)$  In the second quarter, Druckenmiller opened a position in Nvidia rival Advanced Micro Devices (NASDAQ:AMD), buying 72,900 shares for a 0.8% portfolio weight. It's clearly not his biggest bet, but it does show some interest in getting exposure to a chip specialist during this phase of the AI story.

$SUPER MICRO COMPUTER INC(SMCI)$ Dell just gave the AI infrastructure space another major signal of validation. Q2 EPS printed at $7.04 versus $4.91 expected, revenue about $47B against $44.9B expected, and the stock moved up roughly 8%. The beat is clearly being driven by AI demand. Barron's even pointed out that Dell's server business is booming on AI infrastructure demand, that SMCI already posted better-than-expected Q4 earnings with a positive full-year outlook, and that Cisco also put up solid numbers tied to AI hardware. This is starting to look like more than a one-company story. It is shaping up as a full AI hardware capex supercycle. If Dell gets rewarded for explosive AI server demand, the market has a weaker case to keep ignoring

$Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Broadcom(AVGO)$ Even if Nvidia has the powerful GPUs, AMD holds the industry's widest high-performance computing portfolio, spanning x86, ARM, FPGA, and GPU. Landing Google's custom ASIC is only a matter of time for AMD, because FPGA will scale into mainstream high-performance computing.

$Advanced Micro Devices(AMD)$ Helios vs. NVDA Vera Rubin, but SMCI could win either way. The AI battle is moving beyond individual GPUs. The next frontier is complete rack-scale AI infrastructure: GPUs + CPUs + networking + power + liquid cooling + software. NVIDIA Vera Rubin: 72-GPU rack-scale architecture, Vera CPUs, NVLink and the massive CUDA ecosystem. NVIDIA remains the platform to beat. AMD Helios: 72-GPU rack architecture built around Instinct accelerators, EPYC, ROCm and open infrastructure. AMD doesn't need to dethrone NVIDIA. Capturing even 10-20% of future hyperscale deployments could be massive. And this is why I'm especially bullish on SuperMicro. Whether customers choose AMD or NVIDIA, somebody has to turn those chips into dense

$Apple(AAPL)$ Sharp drops like this one very often get bought right back up with Apple. I'm expecting a push back toward 315 to 317.

$Advanced Micro Devices(AMD)$ Lotto calls. Not just because of this level and the potential inverse head and shoulders setup, or the tendency for 11%/12% moves, but also because I'm betting it won't close red for five straight days in a week.

$Apple(AAPL)$  BofA Securities reiterated Apple at Buy with a $380 price target, pointing to edge AI and new product optionality. They remain bullish on the name, with ecosystem strength, edge AI, and new product opportunities seen as drivers of long-term upside.

$Apple(AAPL)$  While plenty of other tech companies are burning money trying to push AI onto their customers, Apple is preparing a slate of new products over the next couple of years that seem designed to put AI to practical use. And they didn't need to go broke building data centres to do it.

$Advanced Micro Devices(AMD)$ AMD looks set to push toward the $505-506 area, right around where the 50-day average sits. We bounced off the 100-day moving average today, and the stock has been trading in a range this week. By the end of this week, $520-530 seems within reach. And with $NVIDIA(NVDA)$  earnings coming up next week, there's a chance AMD gets back to the $570-580 range.

$Advanced Micro Devices(AMD)$  Not too bad for us longs. AMD down 4%, NVDA down 5%, INTC down 7%. If the noise from the current administration would settle down, things could recover.

$Qualcomm(QCOM)$ Fun fact: AMD has almost the same EPS numbers and roughly the same revenue as QCOM. Yet AMD's market cap is 834 billion, while QCOM's is 174 billion. The difference is that AMD is growing and Qualcomm is shrinking. That said, once Qualcomm starts growing again, the share price could conceivably quadruple to $640 a share.

$Apple(AAPL)$ Rothschild & Co Redburn upgraded Apple to Buy from Neutral, with analyst Timm Schulze-Melander setting a $400 price target, up from $260. The firm sees iPhone sales growing 12% annually, or up to 14% above consensus expectations, through fiscal 2030, driven by Apple's entry into the premium foldable market with the iPhone Ultra. Stronger than consensus iPhone earnings and a "strategic reset" to Apple Intelligence leave Rothschild's estimates 18% above fiscal 2030 consensus. They also have confidence that Apple's relative valuation multiple is "well supported," and believe Apple may be able to "assert itself as the gatekeeper of consumer AI, delegating AI workloads to a subservient fleet of open-source models, monetized via A

$Advanced Micro Devices(AMD)$  USAEquityResearch Up 514.39 (+6.50%) Trend: Bullish RSI (14): 53.5 — neutral territory MACD: bullish, above signal line and rising Volume: normal Key Levels Resistance: 552.33 Support: 429.56 20-MA: 494.24 | 50-MA: 510.40 Educational content only. Not financial advice.