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AMD Upgrade on Hyperscaler Demand, OKTA Upgrade Ahead of Earnings

AMD Upgrade on Hyperscaler Demand, OKTA Upgrade Ahead of Earnings

Schwab Network · Schwab Network

August 26, 20258m 25s

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Show Notes

AMD Inc. (AMD) got more bullish momentum from Truist after the firm upgraded the stock on expectations hyperscaler demand will add to its revenue stream. Jenny Horne talks about how AMD has long lingered in Nvidia's (NVDA) shadow and how this note signals the start of a turnaround story. She also notes Okta Inc.'s (OKTA) upgrade from Canaccord ahead of the cybersecurity company's earnings after the Tuesday's closing bell.


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