Top Wall Street analysts have boosted price targets and outlooks on major AI-related stocks this week, signaling growing confidence in the sector’s growth trajectory.
Wedbush’s Daniel Ives raised Microsoft’s (NASDAQ:MSFT) price target to $600, citing rapid enterprise AI adoption and strong momentum for Copilot and Azure. He predicts over 70% of Microsoft’s enterprise customers will adopt AI features by 2026, with Copilot alone generating up to $25 billion annually.
JPMorgan reaffirmed Amazon (NASDAQ:AMZN) as a “Best Idea,” highlighting its expanding Prime ecosystem, now delivering $1,430 in annual value per U.S. member. The bank sees room for a price hike by 2026 and predicts global Prime users will hit 350 million next year, with growth driven by logistics, Alexa, and Prime Video engagement.
Benchmark boosted Tesla’s (NASDAQ:TSLA) target to $475 following its robotaxi rollout in Austin. The analyst praised Tesla’s scalable, cost-effective camera-based autonomous driving approach and sees the company evolving into a high-tech robotics firm.
HSBC upgraded Broadcom (NASDAQ:AVGO) to Buy, setting a $400 target on rising demand for custom ASIC chips. Analysts expect ASIC revenues to exceed consensus by over 40% in 2026, with hyperscaler demand and ASP growth driving valuation.
Melius Research lifted AMD (NASDAQ:AMD) to Buy, hiking its target to $175. AMD’s growing traction in the AI GPU space, strong partnerships with Amazon, OpenAI, and Saudi Arabia’s HUMAIN, and new server chips like “Venice” and “Helios” are seen as long-term growth catalysts. EPS estimates were raised, with analysts predicting potential multi-billion-dollar gains from GPU sales if AMD reaches 5% share in the accelerator market.
These upgrades reflect intensifying competition and massive upside potential in AI-driven cloud, chip, and autonomous sectors.


Dollar Near Two-Week High as Stock Rout, AI Concerns and Global Events Drive Market Volatility
India–U.S. Interim Trade Pact Cuts Auto Tariffs but Leaves Tesla Out
Thailand Inflation Remains Negative for 10th Straight Month in January
U.S.-India Trade Framework Signals Major Shift in Tariffs, Energy, and Supply Chains
Gold Prices Slide Below $5,000 as Strong Dollar and Central Bank Outlook Weigh on Metals
Global Markets Slide as AI, Crypto, and Precious Metals Face Heightened Volatility
Gold and Silver Prices Rebound After Volatile Week Triggered by Fed Nomination
Singapore Budget 2026 Set for Fiscal Prudence as Growth Remains Resilient
Dow Hits 50,000 as U.S. Stocks Stage Strong Rebound Amid AI Volatility
China Extends Gold Buying Streak as Reserves Surge Despite Volatile Prices
Fed Governor Lisa Cook Warns Inflation Risks Remain as Rates Stay Steady
Japanese Pharmaceutical Stocks Slide as TrumpRx.gov Launch Sparks Market Concerns
Trump Lifts 25% Tariff on Indian Goods in Strategic U.S.–India Trade and Energy Deal
Trump’s Inflation Claims Clash With Voters’ Cost-of-Living Reality
Japan Economy Poised for Q4 2025 Growth as Investment and Consumption Hold Firm
South Korea’s Weak Won Struggles as Retail Investors Pour Money Into U.S. Stocks
RBI Holds Repo Rate at 5.25% as India’s Growth Outlook Strengthens After U.S. Trade Deal 



