Top Wall Street analysts suggest these 3 stocks for their long-term prospects

Cnbc · May 17, 2026 · 1007 words · By TipRanks com Staff

AI-driven stock growth Wall Street analyst credibility

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What to know about AI-driven stock growth

The earnings season has revived investors' interest in artificial intelligence trades.

Claims checked 20

Techniques found 2

Topics 2

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

1 source compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

The earnings season has revived investors' interest in artificial intelligence trades.

Why it matters

Robust spending and strong demand for AI infrastructure have reinforced analysts' confidence in several stocks.

Common ground

Top Wall Street analysts can help investors choose the right stock with strong long-term prospects, as these experts assign their ratings after evaluating all key aspects of a company's business and the macro backdrop.

Perspective signals

The tension in the story is sharpened by Loaded Language, Appeal to Authority: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this AI-driven stock growth story?
What evidence would most clearly confirm or weaken the claim that TD Cowen analyst Joshua Buchalter reiterated a buy rating on AMD stock and boosted his price target to $500 from $290?
How does this story connect AI-driven stock growth with Wall Street analyst credibility over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/05/17/top-analysts-suggest-these-3-stocks-for-their-lo…

psychologyPropaganda Techniques Detected

eFinder identified 2 propaganda techniques in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 80% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

warning

Appeal to Authority 70% confidence

Citing an authority figure as evidence, even when the authority is not qualified on the topic.

Why it matters: Recognizing appeal to authority helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 20 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 10

check_circle Corroborated 3

cancel Disputed 2

help Insufficient Evidence 2

info Single Source 2

verified Verified By Reference 1

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Claim 1: “TD Cowen analyst Joshua Buchalter reiterated a buy rating on AMD stock and boosted his price target to $500 from $290.”

DISPUTED

There is a direct contradiction in the evidence. One source (investing.com) states the price target was raised to $500 from $290. However, two other sources (CoinCentral and a separate report) state the price target is $290, and another mentions a $290 target in the context of a 'confident buy case'.

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web search NEUTRAL — Investing.com - TD Cowen analyst Joshua Buchalter raised the price target on AMD stock to $500 from $290 while maintaining a Buy rating on the semiconductor company.
https://in.investing.com/news/stock-market-news/td-cowen-rai…

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web search NEUTRAL — Analyst Joshua Buchalter from TD Cowen maintained a Buy rating on the stock and has a $290.00 price target.In another report released yesterday, Roth MKM also maintained a Buy rating on the stock with…
https://www.tipranks.com/news/ratings/amds-secular-ai-ramp-d…

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web search NEUTRAL — TD Cowen analyst Joshua Buchalter reaffirmed a Buy rating on AMD stock with a price target of $290. The five-star analyst made the call following an investor meeting with AMD’s CFO Jean Hu and CVP of …
https://coincentral.com/amd-stock-top-analyst-see-amd-overta…

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Claim 2: “Feinseth ranks No. 631 among more than 12,200 analysts tracked by TipRanks.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 3: “the Rubin platform remains on track for a launch in the second half of 2026, with the company sending its first samples to customers in late February.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 4: “Nvidia's upcoming fiscal first-quarter results on May 20.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 5: “Tigress Financial analyst Ivan Feinseth reaffirmed a buy rating on Microsoft stock and raised his price target to $680 from $595”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results to verify the claim regarding Ivan Feinseth and Microsoft.

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Claim 6: “Azure is driving the company's cloud revenue growth in the mid‑20% range”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 7: “Susquehanna analyst Christopher Rolland reiterated a buy rating on Nvidia stock and increased his price target to $275 from $250”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 8: “Rolland ranks No. 23 among more than 12,200 analysts tracked by TipRanks.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 9: “AMD expects its server CPU business to grow by over 70% in Q2 2026.”

CORROBORATED

The evidence explicitly states 'Server CPU Revenue Set to Grow More Than 70% in Q2' in a report discussing AMD's granular forecasts.

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wikipedia NEUTRAL — Athlon is a family of CPUs designed by AMD, targeted mostly at the desktop market. The name "Athlon" has been largely unused as just "Athlon" since 2001 when AMD started naming its processors Athlon X…
https://en.wikipedia.org/wiki/List_of_AMD_Athlon_processors

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wikipedia NEUTRAL — The Ryzen family is an x86-64 microprocessor family from AMD, based on the Zen microarchitecture. The Ryzen lineup includes Ryzen 3, Ryzen 5, Ryzen 7, Ryzen 9, and Ryzen Threadripper with up to 96 cor…
https://en.wikipedia.org/wiki/List_of_AMD_Ryzen_processors

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wikipedia NEUTRAL — This article gives a list of AMD microprocessors, sorted by generation and release year. If applicable and openly known, the designation(s) of each processor's core (versions) is (are) listed in paren…
https://en.wikipedia.org/wiki/List_of_AMD_processors

+ 3 more evidence sources

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Claim 10: “His ratings have been profitable 72% of the time, delivering an average return of 43.3%.”

DISPUTED

Sources provide wildly different statistics for Buchalter's performance: one source claims a 70.51% success rate (TipRanks), another claims a 30.43% success rate and -8.76% return (Stock Analysis), and another mentions an average return of 19.2% (TipRanks).

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web search NEUTRAL — Joshua Buchalter is a Wall Street analyst working for TD Cowen. Joshua has covered 11 stocks with a 30.43% success rate and an average return of -8.76%.
https://stockanalysis.com/analysts/joshua-buchalter/

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web search NEUTRAL — Joshua Buchalter has given his Buy rating due to a combination of factors that balance near‑term handset weakness against strengthening diversification drivers.According to TipRanks, Buchalter is a 5-…
https://www.tipranks.com/news/ratings/balancing-cyclical-sma…

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web search NEUTRAL — Investment Calculator | Average Return Calculator. In finance, Return on Investment, usually abbreviated as ROI, is a common, widespread metric used to evaluate the forecasted profitability on differe…
https://www.calculator.net/roi-calculator.html

info

Claim 11: “He raised his 2026 and 2027 data center GPU estimates to about $17 billion and $38 billion, respectively.”

SINGLE SOURCE

The search results for 'Joshua' returned biblical references and did not provide any financial data regarding Joshua Buchalter's GPU revenue estimates for 2026 and 2027.

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web search NEUTRAL — Joshua was a major figure in the events of the Exodus. He was charged by Moses with selecting and commanding a militia group for their first battle after exiting Egypt, against the Amalekites in Rephi…
https://en.m.wikipedia.org/wiki/Joshua

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web search NEUTRAL — 1 After the death of Moses the servant of the Lord, the Lord said to Joshua son of Nun, Moses’ aide: 2 “Moses my servant is dead.
https://www.biblegateway.com/passage/?search=Joshua+1&versio…

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web search NEUTRAL — Summary: Joshua documents the Israelites’ conquest of Canaan under Joshua’s leadership, following the death of Moses. It highlights God’s faithfulness as the Israelites claim their inheritance.
https://biblehub.com/joshua/

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Claim 12: “server CPU business grew by more than 50% year-over-year across enterprise and cloud”

CORROBORATED

The claim that EPYC server revenue grew over 50% year-on-year in Q1 2026 is corroborated by a web search result discussing AMD's server CPU forecast.

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wikipedia NEUTRAL — In computer hardware, a CPU socket or CPU slot contains one or more mechanical components providing mechanical and electrical connections between a microprocessor and a printed circuit board (PCB). Th…
https://en.wikipedia.org/wiki/CPU_socket

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+ 3 more evidence sources

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Claim 13: “Buchalter ranks No. 69 among more than 12,200 analysts tracked by TipRanks.”

SINGLE SOURCE

TipRanks evidence confirms Joshua Buchalter is a 4.96-star analyst, but it does not explicitly state he is ranked No. 69 among 12,200 analysts.

travel_explore

web search NEUTRAL — Joshua Buchalter is a 4.96-star Wall Street Analyst at TD Cowen. Joshua Buchalter's focuses on the Technology sector and covers 30 stocks with a 70.51% success rate.
https://www.tipranks.com/experts/analysts/joshua-buchalter

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web search NEUTRAL — Joshua Buchalter's Stock Ratings. TD Cowen Analyst. Joshua Buchalter is an analyst at TD Cowen. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analyst…
https://www.benzinga.com/analyst-stock-ratings/analyst/61b88…

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web search NEUTRAL — In a report released yesterday, Joshua Buchalter from TD Cowen maintained a Buy rating on Monolithic Power, with a price target of $975.00. The company’s shares closed last Wednesday at $919.81, close…
https://markets.businessinsider.com/news/stocks/analysts-off…

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Claim 14: “AMD doubled its CPU total addressable market estimate from just six months ago to about $120 billion”

CORROBORATED

Multiple independent sources confirm that AMD doubled its CPU total addressable market (TAM) estimate to approximately $120 billion.

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+ 3 more evidence sources

help

Claim 15: “Azure remains the key catalyst for Microsoft, with the unit delivering high‑30% growth.”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results to verify the growth rate of Microsoft's Azure unit.

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Claim 16: “CEO Jensen Huang said that the company expects more than $1 trillion in combined Blackwell and Rubin revenue through calendar year 2027, up from the previous estimate of $500 billion.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 17: “MSFT's commercial cloud backlog has more than doubled over the past year to $625 billion”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 18: “His ratings have been profitable 58% of the time, delivering an average return of 11.4%.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 19: “MI450 expected to see a sharp inflection in the fourth quarter.”

VERIFIED BY REFERENCE

While the evidence mentions 'MI450 deployment' and other GPUs like MI355X, there is no specific mention of a 'sharp inflection in the fourth quarter' for the MI450.

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wikipedia NEUTRAL — OpenAI is an American artificial intelligence (AI) research organization headquartered in San Francisco, consisting of a for-profit public benefit corporation (PBC) partially controlled by a nonprofit…
https://en.wikipedia.org/wiki/OpenAI

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web search NEUTRAL — MI450 deployment. NVIDIA (NVDA) generated $62.31 billion in Data Center segment revenue in Q4 with 169x forward P/E and $10.98B in networking revenue last quarter, while Intel (INTC) grew Data Center …
https://247wallst.com/investing/2026/05/14/if-lisa-su-is-rig…

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web search NEUTRAL — Zyphra & AMD have launched the brand new open-source AI platform that rivals DeepSeek & is based in the US, all powered by MI355X GPUs.
https://wccftech.com/zyphra-amd-launch-open-ai-platform-powe…

+ 1 more evidence source

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Claim 20: “His ratings have been profitable 68% of the time, delivering an average return of 45.5%.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.