Top Analyst Says AMD's 2026 Success Depends On These 3 Factors— And It Doesn't 'Need To Beat' Nvidia - Advanced Micro Devices (NASDAQ:AMD), Meta Platforms (NASDAQ:META)
Benzinga·2026-01-15 12:02

Shay Boloor, the Chief Market Strategist at Futurum Equities, has highlighted three key factors that could determine the success of Advanced Micro Devices Inc. (NASDAQ:AMD) in 2026.In a post on X on Tuesday, Boloor began by emphasizing the importance of AMD’s CPUs, which he described as the company’s “cash engine.” He said that these data center CPUs will be a key growth driver for AMD, benefiting from tight supply, strong hyperscaler demand, possible price hikes, and over 50% server CPU growth, providing o ...