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AMD’s Helios Launch Could Create Winners Beyond AMD Stock
Author: Thomas Hughes. Originally Published: 8/11/2026.
Key Points
- AMD's Helios rack-scale systems are set for initial deliveries this quarter, potentially driving AI capacity growth that could exceed NVIDIA's prior surge.
- Key ecosystem partners, including Broadcom, Hewlett Packard Enterprise, Astera Labs, and Core Scientific, are positioned to benefit alongside AMD from Helios deployments.
- Analysts maintain Moderate Buy ratings with notable upside potential across these partner stocks, supported by strong institutional accumulation and rising price targets.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Advanced Micro Devices (NASDAQ: AMD) is on the cusp of unlocking another wave of AI investment. The release of its Helios rack-scale solutions addresses numerous AI bottlenecks, enabling greater GPU capacity to meet hyperscale demand. The result will be accelerated data center deployments and expanded capacity, and AMD isn’t the only potential winner. Like NVIDIA (NASDAQ: NVDA), it has an ecosystem of partners helping make it all work, and they are similarly well-positioned to benefit. The critical detail is that Helios is on track for initial deliveries this quarter, followed by a ramp in subsequent quarters, potentially exceeding NVIDIA’s AI surge by a wide margin at its peak.
While NVIDIA’s AI accelerators are well-known for their raw power and computing capabilities, Advanced Micro Devices has taken a slightly different route. Focused more on efficiency, the MI450 GPUs offer superior memory capacity and are well-suited for inference. Inference will be the larger market—far larger than model training and advanced computing—as people globally adopt AI. Everything from search to virtual assistance is shifting toward AI, not to mention automation. All of these applications require inference to operate, and they are growing at an exponential rate. Cloudflare (NYSE: NET), a proxy for as much as 20% of Internet traffic, says agentic and non-human traffic are core growth drivers and account for more than 50% of the net.
Broadcom Is the Fabric of Helios Rack-Scale Systems
How one AI fund pays investors every Thursday (Ad)
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling shares or trading options, but simply by holding the fund and letting it pay out cash every Thursday.
That works out to a 34% annualized distribution rate, even though the underlying AI stocks pay no dividends themselves.
Tim Plaehn, Chief Income Strategist at Investors Alley, breaks down exactly how the fund generates these weekly payouts.
Watch the free presentation to see how the payouts workBroadcom (NASDAQ: AVGO) is a critical component of the Helios system, having worked closely with AMD and Hewlett Packard Enterprise (NYSE: HPE) on its custom scale-up switches. These efforts, along with Broadcom’s support of Ultra Accelerator Link (UALink), set the stage for Helios’ Ethernet fabric, which is critical for optimal performance. The Ethernet fabric is the nervous system that binds the GPUs together, enabling thousands of them to act as a single supercomputer. Its critical functions include data routing and GPU optimization.
Analyst trends are solid for this stock. MarketBeat tracks 32 analysts, rating AVGO as a consensus Moderate Buy with an 87% Buy-side bias. The consensus price target offers only modest upside from current levels, but the target trend continues to move higher, signaling that analysts are still revising expectations upward as AI infrastructure demand builds.
Hewlett Packard Enterprise Provides Global Manufacturing Power
Hewlett Packard Enterprise is critical for numerous reasons, including its role in the Ethernet fabric, but its primary function is that of an original equipment manufacturer (OEM). While Advanced Micro Devices provides the Helios system architecture, HPE assembles the pieces, relieving end users of that burden. HPE is equipped to deliver racks at scale globally, as well as provide the support and services needed to keep them running.
HPE growth forecasts project a significant acceleration over the next two years, though they may prove overly cautious. Analysts rate HPE as a consensus Moderate Buy with roughly 26% upside relative to early August highs. Sentiment is strengthening ahead of the fall earnings release, and a strong technical signal suggests the consensus target near $69 could be reached easily.
Astera Labs Is Critical to Connectivity and Signal Integrity
As unexciting as connectivity and signal integrity may be, they are critical to AI, enabling data to get where it needs to go quickly and without latency or degradation. Astera Labs (NASDAQ: ALAB) is essential for AI scale-up and scale-out, providing signal retimers to help connect MI450 GPUs within servers, along with products that connect servers and racks.
Astera Labs’ revenue growth slowed in 2026 but remains at a triple-digit pace and is likely to accelerate in upcoming quarters as Helios deployments scale. Its analyst and institutional profiles remain constructive, though not without risks. MarketBeat currently lists ALAB with a Moderate Buy consensus rating, based on 13 Buy ratings and 10 Hold ratings. Institutional activity adds another positive signal, with buyers outpacing sellers over the trailing 12-month period and in early Q3.
Core Scientific: Doorway to Helios Capacity
Core Scientific (NASDAQ: CORZ) is an important ecosystem partner committed to deploying 2.5 GW of AI capacity. Its benefit to the ecosystem cannot be overstated: It provides the physical data centers needed to house the GPUs. The company is well-positioned to monetize Helios’ capacity quickly, generating substantial recurring revenue from multiyear hyperscale contracts.
Its contracts are underpinned by CoreWeave (NASDAQ: CRWV), which ultimately provides its own hardware, reducing risk for CORZ investors. Analysts rate Core Scientific as a Moderate Buy with a bullish bias, forecasting more than 60% upside from early August lows. Institutional investment is also solid, suggesting downside may be limited with shares trading near $19.
Cardinal Health Earnings: Can Perfection Get Priced In Twice?
Reported by Chris Markoch. First Published: 8/12/2026.
Key Points
- Cardinal Health posted mixed fiscal fourth-quarter results, including a 2.2% revenue miss and declining Global Medical Products and Distribution segment revenue, yet the stock hit a new all-time high.
- The company is expanding its high-margin cell-and-gene-therapy logistics business, now exclusively serving nearly half of that market, which could grow to $106 billion by 2033.
- Analysts have raised price targets and maintained a consensus above the current share price, while Cardinal Health continues a 29-year streak of dividend increases as a dividend aristocrat.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Cardinal Health (NYSE: CAH) has been one of the best-performing stocks in one of the market’s best-performing sectors in 2026. Heading into the company’s fourth-quarter earnings report for fiscal year (FY) 2026, CAH was up more than 40% over the last 12 months. Despite mixed results, including a 2.2% revenue miss, the stock may soon reach a new 52-week high.
The only significant negative in the report came from the company’s Global Medical Products and Distribution (GMPD) unit. Revenue was down 2% year over year (YOY), and approximately 31 cents of earnings resulted from a one-time net benefit related to IEEPA tariff refunds.
How one AI fund pays investors every Thursday (Ad)
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling shares or trading options, but simply by holding the fund and letting it pay out cash every Thursday.
That works out to a 34% annualized distribution rate, even though the underlying AI stocks pay no dividends themselves.
Tim Plaehn, Chief Income Strategist at Investors Alley, breaks down exactly how the fund generates these weekly payouts.
Watch the free presentation to see how the payouts workThe company also said a number of factors could limit full-year profit for that business to the lower end of its FY2027 range.
CAH Was Priced for Perfection Before Earnings
CAH stock was up nearly 30% in the three months before the report. Institutional investors were doing the heavy lifting. During the quarter, institutions bought more than $7.2 billion of the stock and sold only about $8 million. That contributed to the perception that Cardinal Health was priced for perfection.
That said, Cardinal Health was still below its 52-week high heading into earnings. The concern then—as it is now—was valuation. Many conventional metrics show that Cardinal Health is overvalued. That’s not new for the stock, and investors have made it clear so far that it isn’t a concern.
But is this the right time for new money to get involved with CAH? To help answer that question, it’s important to understand Cardinal Health’s role in the healthcare sector. That role shows why a stock that’s well known to income and value investors may also be a growth play for the rest of 2026 and beyond.
Cardinal Health’s Healthcare Supply Chain Role Supports Growth
Cardinal Health is a healthcare services and products company that sits at the center of the healthcare supply chain, connecting patients, providers, payers, pharmacists, and manufacturers to support integrated care coordination and better patient management. Cardinal Health is one of the "Big Three" U.S. drug distributors, alongside McKesson (NYSE: MCK) and Cencora (NYSE: COR).
The company operates through two primary segments:
Pharmaceutical and Specialty Solutions: distributes branded and generic pharmaceuticals, specialty pharmaceuticals, and over-the-counter healthcare and consumer products. This is by far the largest segment of the business, generating $204.6 billion in revenue in fiscal 2025.
Global Medical Products and Distribution (GMPD): manufactures, sources, and allocates Cardinal Health–branded medical, surgical, and laboratory products, serving customers across the United States, Europe, Canada, Asia, and other international markets.
Cardinal Health Finds a High-Margin Niche in Gene Therapy
But there’s a third part of the business to consider: the company’s NPHS, at-Home Solutions, and OptiFreight businesses. This unit delivered one of the report’s headline takeaways.
Cardinal has been a leader in handling the complex logistics of the cell-and-gene therapy (CGT) business. The company announced that it had secured two additional gene therapy commercialization agreements through its third-party logistics business.
With those wins, the company now exclusively serves nearly half of the cell-and-gene therapy market and about three-quarters of the broader market. That market, while still relatively small, is a high-margin niche relative to the company’s core commodity drug distribution business. However, it’s expected to become a $106 billion market for Cardinal by 2033.
Analyst Price Targets and Dividend Growth Support CAH Stock
The Cardinal Health analyst forecasts on MarketBeat give CAH a consensus price target of $251.73. However, in late July, four analysts raised their price targets on the stock to levels 3% to 10% above its price as of this writing. That’s in addition to the gain of over 15% in 2026 and the gain of over 360% in the last five years.
Along with stock price growth, CAH has rewarded buy-and-hold investors with a modest but growing dividend. Cardinal Health is a dividend aristocrat that has increased its dividend for 29 consecutive years.
CAH Holds Its Uptrend Despite Post-Earnings Pullback
When the market opened after Cardinal Health reported results, CAH hit a new all-time high of $258.30. Sellers quickly stepped in, perhaps led by high-speed trading programs, and sent the stock lower. However, by the end of the session, CAH was up about 1%.
CAH closed at $240.08 on Aug. 11, up $2.90, on volume of 2.24 million shares, slightly above the average daily volume. The stock's 50-day simple moving average was $226.92 and had been rising steadily since May, with the price holding comfortably above it. That’s a sign the broader uptrend remains intact even after the post-earnings whipsaw.
The MACD line reads 3.04, above its signal line at 2.41, with the histogram at 0.63—suggesting momentum has cooled from its July peak but remains net positive. In other words, the pullback from the all-time high looks more like profit-taking after a "priced for perfection" report than a trend reversal.
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