September 29, 2026
Analyst Bio:
Nvidia NVDA and Advanced Micro Devices AMD are at the center of the AI boom, but their recent developments highlight different ways the chipmakers are expanding their AI capabilities. Rosenblatt Securities analyst Kevin Cassidy shared positive views on both companies following the announcements.
Cassidy reiterated his Buy rating on NVDA with a $390 price target, implying 69.6% upside potential. He also maintained his Buy rating on AMD with a $700 price target, suggesting 15.4% upside.
