AI agents fuel surging CPU demand! Mizuho anticipates a market size of $209 billions by 2030, raises target prices for AMD (AMD.US), Intel (INTC.US), and others
智通财经2026/10/06 15:51According to Zhitong Finance APP, Mizuho stated that with the rapid increase in AI agent application scenarios, server CPU demand is expected to see significant growth, further driving demand for DRAM, NAND, and server equipment. Based on the latest forecasts for AI agent infrastructure demand, Mizuho has raised the target prices for AMD (AMD.US), Intel (INTC.US), Dell (DELL.US), SanDisk (SNDK.US), and Super Micro Computer (SMCI.US), while reiterating its bullish outlook on NVIDIA (NVDA.US) and Micron Technology (MU.US).
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Nymex US crude oil futures main contract breaks above $90 per barrel
The main Nymex US crude oil futures contract has just surpassed the $90.00 per barrel mark, now quoted at $90.01 per barrel, up 0.64% on the day.
Hot Review: Market Confusion Intensifies, IEA to Finalize Diesel Reserve Release Details Next Week
(1) The G7 agreed last week to release 100 million barrels of reserves, and the IEA Council is expected to discuss details of the reserve release on October 14-15. (2) The EU's Oil Coordination Group will meet on Wednesday to determine the EU's position. According to sources, Western energy watchdog agencies will meet next week to finalize details regarding the release of diesel reserves. The market is becoming increasingly confused, as it remains unclear how much inventory Europe and the US plan to release to alleviate supply shortages and record-high prices. (3) A source said that G7 member Italy will participate in this reserve release. A spokesperson for the European Commission stated on Tuesday that the EU Oil Coordination Group will meet on Wednesday. The White House did not immediately respond to a request for clarification on the details of this reserve release.
BHP evaluates options for disposal of Western Australia nickel assets, decision expected by February 2027
Sources report that BHP (BHP.US) is evaluating multiple options for divesting its Western Australia nickel assets, including an asset spin-off sale. The related operations remain temporarily suspended, and the company expects to complete this strategic review by February 2027.
Apple (AAPL.US) reportedly partners with LG to enter the smart home market: doorbells, thermostats, cameras, and other accessories will carry the LG brand
According to sources cited by Zhitong Finance APP, Apple (AAPL.US) is set to expand its lineup of smart home devices, including doorbells, thermostats, and other accessories, through an unusual partnership with LG Electronics. These products will be incorporated into an ecosystem of devices that work seamlessly with Apple's new smart home hub and will also be compatible with the upgraded HomePod mini and new TV set-top box. Apple's new in-house devices are scheduled to be launched on October 13.
Crypto prices
More
