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Faisal Humayun Khan

AMD Is Getting Ready to Launch Helios. Wall Street Thinks You Should Buy AMD Stock First.

AMD TD Cowen Advanced Micro Devices Semiconductor

With AI as the driving force, semiconductor stocks have been trending higher in 2025. Advanced Micro Devices (AMD) is no exception, with the stock having surged by almost 80% year-to-date (YTD). 

However, even after the big rally, analysts have remained bullish on AMD stock. Recently, TD Cowen named AMD as one of its best ideas for 2026. A key reason for this bull thesis is AMD’s rollout of the Helios rack and MI450 accelerator in mid-2026.

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