Wall Street Watch: AMD’s AI Runway, Lyft’s Tier 2 Surge, and Bitcoin’s Risk Rally

AMD: Middle East Partnerships Fuel GPU Momentum

Upgrade Alert: Melius Research upgraded AMD (NASDAQ:AMD) to Buy with a $175 price target.
Why It Matters:
Strategic partnerships in the Middle East—specifically with Saudi Arabia's HUMAIN and UAE's G42—signal aggressive AI infrastructure investments. HUMAIN's $10B initiative and G42's early adoption of AMD's MI355 GPU (boasting 35x faster inference) open multi-billion-dollar avenues for growth.

Projections:

• $6.6B in GPU sales expected for 2025

• $13.1B forecast by 2027

• EPS could exceed $9 by 2028 if AMD captures 5% of the accelerator market

Lyft: Riding High in Tier 2 Cities

Upgrade Alert: TD Cowen upgraded Lyft (NASDAQ:LYFT) to Buy with a $21 target.
Why It Matters:
While the rideshare market remains Uber-dominant, Lyft is expanding smartly—driven by 30% YoY growth in Tier 2 U.S. cities and the FREENOW acquisition, opening a €1B European opportunity.

Growth Drivers:

• Price Lock feature enhances rider stickiness

• Canada revenue surged triple digits in 2024

• Collaborations with players like DoorDash broaden reach

Bitcoin: Support Builds on Trade and Regulatory Optimism

Market Movement: Bitcoin edged 1% higher to $108,358, marking its third straight monthly gain.
Tailwinds:

• Canada scrapped digital service tax, reviving U.S. trade talks

• U.S.-China and U.S.-UK deals improved macro sentiment

• Stablecoin legislation progress and crypto-friendly signals from Washington boosted investor appetite

Institutional Moves:
Freddie Mac and Fannie Mae considering crypto collateral for mortgages signals mainstream validation.

Featured APIs

1. Cryptocurrency Daily API

Delivers real-time daily metrics on cryptocurrencies including price, volume, and percent change. Ideal for tracking breakout trends and confirming sentiment shifts across Bitcoin and altcoins.
See API details

2. Company Rating API

Offers analyst sentiment ratings, fundamental scores, and upgrade/downgrade signals. Valuable for tracking changes like AMD's, Lyft's, or Duke Energy's recent rating shifts.
Explore API documentation

Let me know if you want a short-form version for Instagram or LinkedIn next.