Advanced Micro Devices' (AMD) Advancing AI 2026 event in San Francisco on July 22 gave investors a clearer look at the company's forward direction. The main focus was Helios, AMD’s rack-scale AI system, which is becoming a big part of its push into AI hardware.
Wedbush thinks that could be the catalyst for the stock’s next move. The firm sees Microsoft's (MSFT) deal with AMD as the start of a much bigger rollout, not just a single win.
