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TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealLounging in your favorite outdoor furniture is one of the simple pleasures of summertime. That’s easier said than done if you don’t have a comfy patio set to make it happen. While it’s not always easy to find a good deal on patio furniture, it’s far easier at Walmart than almost anywhere else. In fact, we found one that’s currently on sale, and it can be yours for well under $100. That’s a small price to pay for outdoor comfort, plus having comfortable furniture on your patio will likely be a motivator for you to utilize the space way more. Ultimately, you’re paying to increase the usable square footage of your house. The Best Choice Products Outdoor Wicker Conversation Set is on sale for only $75 at the moment. That’s 62% off the original price of $200. If ever there was a time to take advantage of a great deal on outdoor furniture, this is it. Especially considering this set is a bestseller and already a popular pick among shoppers. Best Choice Products Outdoor Wicker Conversation Set, $75 (was $200) at Walmart

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Shop at WalmartWhy do shoppers love it?This patio set offers the perfect balance between size, comfort, and aesthetics. It includes two large armchairs and a mid-sized bistro table. The set could serve as a foundational piece on a small balcony or as a complimentary set next to a larger combination. Either way, its size is ideal for almost any use. The chairs are large enough to offer spacious seating while the table is small enough to not waste any valuable square footage unnecessarily. It’s in the Goldilocks zone for modern patio sets.As for comfort, the set is a delightful pick for anyone who values softness and support. The medium-thickness seat pillows are just right for providing the perfect amount of cushion without being too “squishy”. Each cushion has a zipper enclosure, which allows you to remove it and machine wash it whenever needed. The high-back design of the chairs offers ample lumbar support, which is great for anyone who has lower back issues. There are armrests as well, which allow you to keep your arms in a relaxed position for long periods of time, though some reviewers would have liked them to be wider. Aesthetically, this table and chairs have it all. The hand-woven wicker that covers the powder-coated frames gives a rustic yet refined look. A shatter-resistant tempered glass top covers the bistro table, and there is a small cubby underneath. While the cubby doesn’t have a door, it’s large enough for books, towels, or other small items. It gives the entire set an additional texture that adds to its visual appeal. The set is available in 27 color variants, so you certainly won’t be at a loss for variety.Related: Amazon has a cushioned 3-piece patio set for just $50Pros and cons of the Best Choice Products Outdoor Wicker Conversation SetProsCushions: Each cushion is machine washable. Tabletop: The table is covered with a shatter-resistant tempered glass panel.Color options: There are 27 colorways from which to choose.Cons Armrests: The thin design of the armrests may not be as comfortable as some may wish.Glass attachment: The tempered glass tabletop is not permanently attached to the table, which means it could potentially slide in some cases.Walmart shoppers enjoyed this set as much as we did. One buyer said they were “absolutely in love with the patio set.” Many reviewers touted the comfort and ease of assembly of the set. Shop more deals Gymax 3-Piece Patio Set, $180 (was $319) at WalmartCostway 3-Piece Acacia Patio Set, $205 at WalmartMF Studio Wicker Patio Set, $255 (was $510) at WalmartIf you’re looking for patio furniture that can serve just about any purpose, then the Best Choice Products Outdoor Wicker Conversation Set is perfect for you. This set is a steal at just $75, so don’t hesitate if you’re interested.

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Everyone loves having their tech close at hand 24 hours a day. Whether it’s listening to music on earbuds during the morning bus ride or checking their steps with a fitness tracker while out shopping, people love portable technology. One of the most popular pieces of technology to take on the go is a laptop computer. The whole purpose of this device is to enjoy it just about anywhere, whether that’s for work or for play. A laptop gives you the freedom to take it with you wherever you may go. However, that portability brings with it another challenge: How should you store and transport your laptop to keep it safe at all times? With electronics becoming more expensive as of late, longevity is of the utmost importance.While some people choose to utilize a dedicated laptop case for their computer, these briefcase-style bags aren’t necessarily the most practical. They have handles or long straps for taking them with you on the go, and unfortunately, the handles don’t allow for hands-free transport. Plus, it can be uncomfortable, especially if you’re going a great distance. While you can use a standard backpack that may have a dedicated laptop sleeve, this is more of an afterthought than a way to truly protect your machine in the way that it deserves. That’s why specialized laptop backpacks are becoming so popular.What is a laptop backpack?A laptop backpack is a specially-designed bag with shoulder straps for storing and transporting your laptop computer. Unlike standard backpacks, these bags were designed exclusively for holding a computer, and little else. They’re intended to be as convenient as possible for those who take their laptops out of the home on a regular basis. If a backpack can be intuitive, then laptop backpacks are just that. They take into account how the owner might use them based on the primary cargo, and have small quirks and design features that make usage convenient and hassle free. Essentially, a laptop backpack is the ultimate bag for the ultimate electronic device. Lenovo B210 Laptop Backpack

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Check price at AmazonCheck price at WalmartThe Lenovo B210 Laptop Backpack is an amazing example of what happens when a brand that’s intimately familiar with a product develops an accessory for that same product. It was created as the perfect companion to a laptop computer, Lenovo or otherwise. This bag includes tech protection elements, a slim compartmentalized layout, and a protective shell, all of which combine for one of the simplest yet brilliant laptop bag designs ever.As mentioned above, this bag was designed primarily to protect your computer from external dangers. The primary method of doing this is through padding that’s all-encompassing, rather than sparse, which is what’s usually found in standard backpacks. The padded laptop compartment can fit up to a 16-inch laptop. While most backpacks have a single padded panel at the front of the sleeve for a computer, the B210 incorporates 360-degree padding on every interior surface. That includes the bottom of the bag, which is often a forgotten zone on standard backpacks. You can feel confident that your laptop will be able to take plenty of bangs and dings in this bag.As for layout, the backpack is perfect for toting a laptop and associated accessories without a lot of extraneous open space. While the computer sleeve fits a laptop perfectly, there is a thin main compartment that’s just right for anything else you may need for working off-site. Inside are multiple structured compartments for keeping power cords, pens, and other small electronics organized. There’s also plenty of space in the open portion for notepads, folders, etc. On the outside, there is a single zipper compartment for keys, phone, or any other last-minute items that you may need to grab in a hurry. Finally, the outer shell of the bag is the last layer of protection. It’s made from a polyester snow yarn. That means it’s water repellent, making it safe for walking outside when a light shower might come up in a hurry. After all, the last thing you want your laptop to suffer is water damage, as that’s something that many computers will never come back from. Overall, this backpack is the ultimate in laptop storage, and the price warrants serious consideration.More laptop backpacksIf the Lenovo B210 Laptop Backpack is the right choice for you, it doesn’t mean that all is lost. Amazon and Walmart both have a number of laptop backpacks to choose from, and most are available for a reasonable price. Check out the following options to see if any of them suit your personal laptop needs.Maxtop Deep Storage Laptop Backpack

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Check price at AmazonLixlin Lightweight Laptop Backpack

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Check price at AmazonAisboks Anti-Theft Travel Laptop Backpack

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Check price at WalmartLovelook Laptop Backpack

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Check price at WalmartTheStreet Shopping is your guide for shopping insights and advice. We look beyond the price tag to find the best value in home, tech, and wellness gear based on product features and real-world use. Read more about our Editorial Standards and How We Choose Our Shopping Deals.

GE Vernova (GEV) told investors on July 22 that it plans to build more gas turbines than it had ever promised.After the announcement, the stock fell.Shares dropped 6.4% on the day of the news, even though the company raised full-year revenue and cash flow guidance and posted record orders.Morgan Stanley looked at the same quarter and moved in the opposite direction, raising its price target on the stock from $1,250 to $1,350 while keeping an Overweight rating.The stock recovered sharply on July 23, trading around $1,028.86, up 4.45% on the session and up 51.40% from the start of the year.What Morgan Stanley saw that sellers did notMorgan Stanley analyst David Arcaro called the drop a knee-jerk reaction and a significant overreaction. His July 23 note put the decline at roughly 9%.His reasoning centers on one line item that spooked the market: GE Vernova said it is taking steps to reach 30 GW of annual gas turbine manufacturing capacity by 2030.That’s up from its previous 24 GW target for 2028.Some investors interpret a capacity increase as a warning about future oversupply. That means too many turbines chasing too few buyers, which usually affects prices.Arcaro read it as the opposite. He argued the demand signals in the quarter push the oversupply debate out by several years, to 2032 or beyond.

GE Vernova CEO Scott Strazik said the company now expects at least 125 GW of gas equipment under contract by the end of 2026.A_Columbo / Getty Images

The order book behind the capacity callThe gap between those two calls comes down to demand. Most of that future capacity is already under contract.According to GE Vernova, the company signed 20 GW of new gas equipment contracts in the second quarter, above its 10 GW to 15 GW guidance.Morgan Stanley calculates that GE Vernova has signed 77 GW of new gas contracts over the last twelve months, a book-to-bill ratio of about 2.5 times. Book-to-bill compares new orders to shipments, so 2.5 means the company is signing two and a half times more work than it is delivering.Arcaro’s note lays out where that capacity stands today:The higher 2029 turbine capacity is already sold outMost of 2030 capacity is expected to be sold out by year-endAbout half of 2031 capacity is already committed at the new 30 GW levelSlot reservations are now pricing near $3,000 per kilowatt of implied combined cycle plant pricing, above last quarterSelling out 2029 before building 2030 capacity is not the profile of a company heading toward an oversupply.The earnings miss that drove the selloffGE Vernova posted earnings per share of $2.47 against the expected $3.17. That’s a miss of about 22%, as LevelFields reported. The company’s revenue rose 22% to $11.1 billion, beating estimates.Wind, on the other hand, was the drag. Segment EBITDAlosses widened to $275 million from $165 million a year earlier, and wind orders fell about 40%, according to the company’s SEC filing.William Blair analyst Jed Dorsheimer said that investors had expected another EBITDA beat with margin expansion, and not getting one likely contributed to the selling, Reuters noted.That’s the tension in this stock. Gas turbines are compounding, wind keeps losing money, and each quarter, the market picks which one it cares about more.Where the raised guidance actually shows upGE Vernova’s management responded to the quarter by lifting its outlook for the second consecutive time this year.Full-year revenue guidance moved up by $1 billion at the midpoint. It is now $45.5 billion to $46.5 billion. Free cash flow guidance nearly doubled, from a prior range of $6.5 billion to $7.5 billion up to $11.5 billion to $12.5 billion.That free cash flow raise is the number worth analyzing, because it nearly doubled in a single quarter.More Energy Stocks:Jim Cramer makes bold buy call on one booming energy stockA big shift in the U.S. energy market is about to happenLouis Navellier reveals best tech, energy stocks to buy nowCustomers reserving turbine slots for 2030 and 2031 are paying deposits now, which showed up as $5.1 billion of free cash flow in the quarter alone.That’s more than the company generated in all of 2025.Morgan Stanley raised its revenue and EBITDA projections by $8 billion and $2 billion against its prior model.It now assumes 30 GW of shipments in 2030 at a price of roughly $900 per kilowatt.Not every analyst agreedNot every analyst agreed with Morgan Stanley’s call.Citi analyst Andrew Kaplowitzcut his target on GE Vernova to $1,125 from $1,219 and kept a Neutral rating.The difference between a $1,125 and $1,350 target is huge. Related: Goldman Sachs sees an oil glut coming, but don’t expect much relief at the pumpCiti and Morgan Stanley are looking at the same 2030 capacity and reaching opposite conclusions.Options pricing suggests the market leans toward Citi’s caution. Morgan Stanley itself puts the odds of the stock actually reaching $1,350 within a year at just 13%.What the data center story addsElectrification is where GE Vernova touches the AI buildout most directly.Data center orders reached more than $5 billion from the start of the year, more than double the total for all of 2025, GE Vernova confirmed. Electrification revenue grew 29% organically to $3.6 billion.That intersection is not limited to GE Vernova. Rising power demand from data centers is reshaping the market for natural gas itself, which is on track to pass oil as the top U.S. energy source by 2030.Second-quarter electrification orders of $6.3 billion came in slightly below consensus, though large orders in that segment tend to land unevenly across quarters.What has to go right from hereSeveral things still need to happen before GE Vernova grows into a $1,350 valuation.Wind losses have to narrow rather than widen further, since the segment offset much of the strength elsewhere this quarterThe company has to physically build 30 GW of capacity by 2030 without cost overrunsBacklog has to convert to shipped revenue on schedulePricing above $3,000 per kilowatt has to hold as capacity expandsTariff costs, currently guided at $100 million to $200 million for 2026, have to stay containedGE Vernova’s December analyst day is the next scheduled checkpoint, where its management is expected to refresh 2028 and 2030 guidance.What this means for investorsAnyone buying GE Vernova today is paying for turbines that will ship in 2030 and 2031, and the deposits already collected on those slots are the strongest evidence that the orders are real.The risk is not that demand disappears. It is that execution slips or that wind losses keep eating the profits the equipment business generates.At about $1,029, the stock trades below both price targets. It is closer to Citi’s more cautious $1,125 than to Morgan Stanley’s $1,350. Investors who want confirmation before committing capital can wait for third-quarter results to show whether wind losses narrow and whether the 2030 order book fills as GE Vernova projects.Related: JPMorgan resets oil price target for rest of 2026

Rising traffic in the fried chicken dining sector, which rose 3% industrywide in 2025 according to Circana, wasn’t enough to prevent Popeyes franchisee Sailormen’s financial distress and bankruptcy filing in January 2026.Sailormen’s economic issues prompted it to divest of all of its restaurant locations.Bankrupt Popeyes Louisiana Kitchen franchisee Sailormen Inc., which operated 136 fried chicken locations when it filed for bankruptcy, won approval to sell its 23 Orlando area stores a second time after its first sale fell through.

Popeyes franchisee Sailormen Inc. has divested all 136 of its locations by sales or closings.Shutterstock

Popeyes sells Orlando area locationsJudge Robert A. Mark of the U.S. Bankruptcy Court for the Southern District of Florida in Miami signed an order on July 23 approving Sailormen’s sale of its 23 Orlando region Popeyes restaurants to SBH Foods PLK LLC for $2.67 million.Sailormen had already won approval from Mark on June 23, 2026, to sell 97 of its restaurants, which included a sale of 5 Savannah, Ga., locations to SBH Foods PLK for $650,000. The debtor also won approval in the deal to sell the 23 Orlando-area restaurants to RFI Ventures LLC for $2.5 million.Buyer didn’t close the saleRFI Ventures, however, failed to close on the acquisition of the 23 Orlando locations by its July 12 deadline, which led to SBH Foods PLK agreeing to purchase the restaurants, according to a July 17 court motion.Sailormen’s sale of the 97 Popeyes locations included 50 units sold to Pulse Restaurant Group LLC for $2.69 million, 16 Miami-area stores sold to Popeyes Louisiana Kitchen Inc. for $9.6 million, and 3 West Palm Beach, Fla.-area restaurants sold to 61 Biscuits LLC for $1.11 million, according to court orders.Franchisee closed 39 locationsThe Miami, Fla.-based wholly owned subsidiary of Interfoods of America Inc. also closed 39 locations that it could not sell.Sailormen filed for Chapter 11 protection after a failed sale of certain locations, a default on credit facilities, and a series of lawsuits and store closings caused the company financial distress.Popeyes Louisiana Chicken Inc., the parent company of the worldwide chain, did not file for bankruptcy. The bankruptcy involved Sailormen Inc., a major franchisee of the chain.The debtor submitted a motion in January in the U.S. Bankruptcy Court for the Southern District of Florida to reject 17 leases retroactively to Jan. 15 after closing eight locations on Jan. 19, five locations on Jan. 20, and four locations on Jan. 22, according to court papers.The debtor asserted that the leases should be rejected as of the petition date, since the restaurants were closed within one week of the petition date and before the hearing on the debtor’s first-day motions.Closing locations could save $1 millionSailormen believed that closing the 17 unprofitable locations would reduce its expenses by over $1 million annually.The debtor had won approval to reject 18 restaurant leases, consisting of 15 locations in Florida and 3 in Georgia, on June 24.Mark approved an amended motion on June 27 to add four lease rejections, which amounted to 19 leases for properties in Florida and 3 leases for Georgia locations.The franchisee, which was founded in 1987 with 10 locations, was one of the largest domestic Popeyes franchisees in the company’s system, with 136 locations in Florida and Georgia before it began closing and selling locations. It employed about 2,900 workers before the closures.Popeyes Louisiana Kitchen Inc., which was founded in 1972, operates over 2,700 restaurants worldwide, according to its website.Related: 97-year-old aerospace manufacturer files Chapter 11 bankruptcy

Samsung Electronics and SK Hynix are preparing to unveil major supply agreements with American technology companies during President Lee Jae Myung’s visit to Silicon Valley.The negotiations behind these deals have been running for months. What changed is the venue, and that detail says something about how Seoul wants this relationship read going forward.Chief Presidential Secretary for Policy Kim Yong-beom told reporters on Thursday, July 23, that the agreements would likely include new long-term memory chip supply deals, strategic investment partnerships, and memorandums of understanding, according to Bloomberg.He declined to disclose the value of the deals ahead of company announcements. Kim called the July 24-25 presidential trip a catalyst that helped close talks, which had dragged on between Korean firms and their U.S. counterparts, Reuters noted.What Seoul actually confirmedLee began the trip in San Francisco on Friday, July 24, where he attended an AI summit and held separate meetings with Nvidia’s Jensen Huang, OpenAI’s Sam Altman, Anthropic’s Dario Amodei, and Broadcom’s Hock Tan.Samsung Executive Chairman Jay Y. Lee and SK Group Chairman Chey Tae-won also attended, alongside Hyundai Motor’s Euisun Chung and Naver founder Lee Hae-jin.Kim said the deals build on an investment plan Seoul revealed last month, worth at least $880 billion and backed by Samsung, SK Group, and Naver.The initiative aims to cement South Korea’s position in the global AI supply chain by building a massive domestic mega-cluster for memory chip manufacturing and AI data centers. He added that American technology companies already account for 80% to 90% of the underlying orders driving that expansion.That figure explains why this trip reads more like a formalization exercise than a new courtship, especially after Commerce Secretary Howard Lutnick urged Samsung and SK Hynix earlier this month to expand memory production on U.S. soil, according to Bloomberg.

Samsung and SK Hynix are set to announce major U.S. memory chip supply deals during President Lee Jae Myung’s Silicon Valley trip.JUNG YEON-JE / Getty Images

The timing lines up with SK Hynix’s Nasdaq debutHere’s the part that other coverage of the trip has mostly skipped: The announcement lands two weeks after SK Hynix completed a $26.5 billion American depositary receipt offering, the largest first-time U.S. share sale by a foreign company.The listing gave American investors direct access to the world’s leading producer of high-bandwidth memory chips for the first time.Related: After beating Samsung, tech titan files for IPOBefore July, buying SK Hynix meant trading on the Korea Exchange during Seoul hours.That access changes how this week’s news will land. A Silicon Valley supply deal used to be a story that mostly moved Korean trading screens overnight. Now it moves a Nasdaq-listed stock that American fund managers can buy the moment the headline crosses.July 24 trading shows how fast that sensitivity has becomeSamsung and SK Hynix (SKHY) shares swung sharply through the session. Both stocks opened lower after an overnight Wall Street sell-off tied to renewed Middle East tensions dragged the Kospi down nearly 5%, triggering a temporary halt on program selling, according to Seoul Economic Daily.More Tech:Microsoft cuts thousands as Xbox faces rude awakeningSpectrum makes significant decision as customer losses mountGiant troubled satellite TV company files Chapter 11 bankruptcyBy the close, Samsung had climbed 7.51% and SK Hynix had gained 8.53%, according to Bloomberg market data, as the deal news overtook the earlier macro jitters.That reversal is the real story for investors. Korean memory stocks used to trade mostly on domestic sentiment and U.S. chip earnings. They now move on South Korean diplomacy too, with a meaningful slice of that ownership sitting in American hands for the first time.The structural shift investors should trackWashington has spent months pushing Samsung and SK Hynix toward deeper U.S. manufacturing commitments, and Seoul has spent that same stretch insisting its expansion was demand-driven rather than coerced.The Silicon Valley trip narrows that gap into paperwork. It also marks the first time a Korean chip diplomacy story and a Nasdaq listed equity story are the same trade, which means future announcements like this one will move markets in Seoul and New York at the same moment, not on a delay.Related: SK Hynix denies Intel Ohio fab deal, but the market didn’t care

For years, the AI chip conversation has had one dominant name and a long list of challengers trying to close the gap. Most of them haven’t. One of them is starting to look different, and Bank of America just made that case in writing.Bank of America analyst Vivek Arya, who covers semiconductors for the firm, spent July 23 in San Francisco watching AMD make its most ambitious AI pitch to date. By the following morning, he had a new price objective and a significantly expanded view of how large AMD’s AI market opportunity could become. The bank raised its price objective on AMD to $620 from $560, reiterating a buy rating, with AMD shares trading at $554.23 on July 24. But the more significant part of the note isn’t the number. It’s how the bank is now describing AMD’s place in the AI market.How Bank of America is reframing AMD’s AI market positionThe language Bank of America used in the note is worth paying attention to. The bank said AMD has “successfully transitioned from a merchant GPU vendor to a full-stack, rack-scale accelerator systems supplier.” That’s a meaningful distinction. AMD is no longer being compared only to Nvidia on chip-by-chip specifications. It’s being evaluated as a systems-level competitor with an integrated hardware and software offering.More Bank of America:Bank of America warns America now has 2 economiesBank of America answers a tough stock market questionBank of America gives stock market investors a summer reality checkAnalyst Vivek Arya set the $620 price objective at 47 times the bank’s 2027 estimated non-GAAP earnings per share, toward the middle to upper range of AMD’s historical 13x-to-58x multiple. He said that multiple is supported by AMD’s potential for 50% or higher annual EPS growth and its share gains in AI CPUs and GPUs.AMD also updated its total addressable market forecasts at the event. The company now targets a total compute market of more than $2 trillion by 2030, up from a prior estimate of $1 trillion. Its AI accelerator TAM estimate rose to $1.4 trillion from $500 billion, and its server CPU TAM target increased to $220 billion from $120 billion earlier this year, Investing.com reported.Why AMD’s Helios rack is central to the Bank of America thesisThe product at the center of the upgraded thesis is AMD’s Helios rack, which the bank said is now in full production with deployments beginning in the third quarter and ramping into the fourth. Each rack integrates 72 MI455X GPUs with 18 EPYC Venice CPUs, Pensando networking chips, and ROCm software support. AMD’s shift into full rack-scale AI systems has been building all year, as TheStreet reported.The specs are notable. Each Helios rack delivers roughly 2.9 exaflops of FP4 compute, 1.4 exaflops of FP8, and 31 terabytes of HBM4 memory. Against Nvidia’s Vera Rubin NVL72, AMD says Helios offers about 15% more FP4 compute for training, 50% more HBM capacity, and up to 30% more tokens per dollar on memory bandwidth, all at a rack price of around $5 million, compared to $6 to $7 million for Nvidia’s system.

The product at the center of the upgraded thesis is AMD’s Helios rack.David/Getty Images

Why AMD’s customer pipeline is what investors should track most closelyThe customer announcements are what give the Bank of America note its momentum. Anthropic will deploy up to 2 gigawatts of Helios, with the first gigawatt beginning in the first half of 2027. AMD is also investing up to $5 billion in Anthropic as part of the deal, CNBC reported. Because Anthropic already runs AMD’s MI355X chips, the bank views this as the start of a multi-generational relationship extending through the MI500 and MI600 product cycles rather than a one-time win. The Meta relationship follows a similar pattern, with a six-gigawatt, four-year AI infrastructure partnership already in place, as TheStreet reported.OpenAI and Meta each appeared at the AMD event with initial contractual deployments of 1 gigawatt set to begin in the second half of 2026, out of 6-gigawatt total agreements, respectively. Bank of America’s view is that AMD does not expect any customer to go through the design-in effort for a single generation of systems. If that holds, these wins could become recurring infrastructure relationships across multiple product cycles.The roadmap underpinning those relationships now extends through 2028. MI450 begins shipping in the second half of 2026. MI500 arrives in 2027, paired with the Verano CPU. MI600 follows in 2028 with the Zen 7 Ferrara CPU and the next generation of Helios.What the software picture means for AMD’s long-term competitivenessHardware specs alone won’t close the gap with Nvidia. Bank of America acknowledged that and pointed to AMD’s ROCm software ecosystem as an increasingly important part of the investment case. AMD introduced ROCm.ai at the event, an AI-native developer experience built on ROCm 7, which delivers roughly 3.5 times the inference performance and 3 times the training performance compared to ROCm 6.Third-party validation from SemiAnalysis and InferenceX showed AMD’s MI355X achieving up to 40% lower cost-per-token than Nvidia’s B200 on the SGLang FP8 framework. That kind of independent confirmation matters. It shifts the software conversation from a narrative about catching up to a data point about competing on economics.Bank of America’s $620 target reflects a view that AMD’s combination of hardware, software, and customer relationships is becoming more durable than the market has historically assumed. The bank still lists execution risk on its first rack-scale product among the key downside risks, along with reliance on a single manufacturing partner. But the overall tone of the note is that AMD’s AI window is opening wider, and the bank thinks the market is underestimating how quickly that’s happening.Related: Wells Fargo doubles down on AMD stock after Anthropic deal