AMD, Texas Instruments in focus as Citi reiterates Buy ratings

Citi reiterated Buy ratings on AMD and Texas Instruments, keeping a constructive view on semiconductors tied to an ongoing analog recovery. The bank said industrial demand is growing 30%-35% year over year, while automotive and personal electronics trends remain part of the broader improvement narrative. For AMD, the note adds to positive sentiment around the chip sector, suggesting investors are focusing on cyclical recovery and stronger end-market demand rather than near-term macro noise. The article appears to be an analyst-call driven stock catalyst rather than a fundamental company announcement, so the market impact is mainly supportive for semiconductor shares, especially AMD and TXN. AMD shares were already under mild pressure in premarket trading, but Citi’s Buy reiteration may help stabilize sentiment.