AI & Silicon Stocks Get a Lift: MSFT to $600, AMZN Best Idea, TSLA $475, AVGO $400 & AMD $175

This week saw a wave of bullish broker calls across technology and semiconductor names:

• Wedbush raises Microsoft (NASDAQ: MSFT) price target to $600 on enterprise AI adoption

• JPMorgan reaffirms Amazon (NASDAQ: AMZN) as a Best Idea thanks to Prime’s strong value proposition

• Benchmark bumps Tesla (NASDAQ: TSLA) to $475 after the Austin robotaxi launch

• HSBC upgrades Broadcom (NASDAQ: AVGO) to Buy with a $400 target on ASIC momentum

• Melius lifts AMD (NASDAQ: AMD) to Buy and $175 PT on AI‑GPU traction

Here’s what’s driving the optimism—and how

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Microsoft: Wedbush to $600 on Enterprise AI Acceleration

Wedbush’s Daniel Ives calls FY26 “the true inflection year” as Copilot and Azure AI deal conversions accelerate across financials, government, and retail. With $80 billion capex backing cloud‑AI infrastructure and Copilot set to generate $25 billion by FY26, MSFT is in its “shining moment.”

Track this upgrade in real time via the Up‑Down Grades by Company API, which logs Daniel Ives’s MSFT upgrade alongside others as soon as they hit the tape.

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Amazon: JPMorgan’s Best Idea on Prime Value Surge

JPMorgan’s Doug Anmuth estimates U.S. Prime delivers $1,430 in annual value—ten times the $139 fee—and anticipates a $20 price hike in 2026 worth $3 billion net sales. With 350 million global members and robust ecosystem engagement (Alexa, Prime Video, Amazon Business), AMZN remains a top pick.

financialmodelingprep.com/developer/docs#key-metrics-ttm-statement-analysis">Key Metrics TTM Statement Analysis API, where you can follow revenue growth rates, margins, and subscription metrics over the trailing 12 months.

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Tesla: Benchmark Returns to $475 on Robotaxi Rollout

Benchmark’s Mickey Legg calls Tesla’s Texas robotaxi launch a “controlled and safety‑first approach,” reinstating a $475 target. He sees scalable AI‑driven automation, a future robotics push, and product refreshes driving growth, even as TSLA trades 33% below its December peak.

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Broadcom: HSBC Sees $400 on ASIC Pipeline Visibility

HSBC’s Frank Lee cites a booming ASIC revenue outlook—$28.4 billion in FY26 and $42.8 billion by FY27—and sustained wireless exposure via Apple. Upgrading AVGO to Buy with a $400 target (32× FY27 EPS) reflects a 48% upside on chip ASPs and hyperscaler demand.

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AMD: Melius Lifts to $175 on AI GPU Momentum

Melius Research’s Ben Reitzes notes surging demand for MI300/MI350 GPUs and early traction for MI400, predicting a continued move upward for AMD. Partnerships with Amazon, OpenAI, Meta, and improved PC‑market conditions underpin an upgrade to $175, up from $110.

By combining broker upgrades with inline API‑driven insights, you’ll capture the fastest‑moving tech and AI plays—positioned perfectly for the next wave of enterprise and semiconductor growth.