Bullish Rerating Extends

its chance, of the story’s futures

+0.2%on the S&P 500, if it happens

Investors treat the Oppenheimer upgrade as confirmation that AMD’s OpenAI and Meta deals can translate into a step-change in 2027 revenue. The stock extends its post-earnings rally as buy-side models move closer to management’s 80%+ growth outlook.

What it moves

Technology+0.6%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Bullish Rerating Extends

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