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View: AMD's AI, Server Momentum Boosts Confidence in Growth Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2680031652","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2680031652?lang=en_us&edition=fundamental","pubTime":"2026-11-04 17:55","pubTimestamp":1793786131,"startTime":"0","endTime":"0","summary":"BUZZ-Street View: AMD's AI, server momentum boosts confidence in growth outlook** AMDAMD.Oforecast robust 2027 growth on rapid data center expansion helping narrow gap with NvidiaNVDA.O** Stock jumps 6.7% premarketAI BET KEEPS PAYING OFF** Morgan Stanley  says AMD's strong server CPU momentum, early Helios traction driving FY growth expectations, helping offset PC weakness** Raymond James  says stronger servers growth, continued AI chips momentum likely to more than offset client business weakness, drive server market share gain** Jefferies  says strong server processors demand continues to support; AI chip adoption gains momentum as deployments expand** J.P. Morgan  says benefit continues from strong AI infra spend, rollout of MI455X \"Helios\" AI platform and robust demand for server processors driven by agentic AI 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Palantir said it struck deals worth $2.9 billion in the quarter, down from $3.4 billion in the prior quarter.\"We believe the debate is increasingly about sustaining acceleration against a larger base, rather than whether underlying demand remains strong,\" said Jefferies analyst Brent Thill.---GraphicPackaging SoarsA beaten-down stock is bouncing back on better-than-expected earnings. The report, from Graphic Packaging, tripped up traders who were positioned for more bad news from the paper-packaging giant.Graphic topped Wall Street's sales and profit expectations and signaled that a cascade of worrying news might be reversing. Shares shot up 21% in response.Graphic's stock remains more than 25% lower than it was a year ago, when bad news began to pile up for the firm.The construction budget ballooned by more than 60% at its recycled-boxboard plant in Waco, Texas. 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