UBS says AMD and Arm benefit as agentic AI boosts standalone CPU racks; higher price targets and x86/ARM split signal ...

AMD and Arm are both chasing the next wave of AI CPU demand, but one stock looks better positioned today.

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance." ...

Nvidia Just Went After Intel And AMD’s Most Profitable Business. Nvidia’s New Arm CPU Could Change The Future Of AI Data Centers ...

Intel has begun risk production of chips based on a new process node, which could help it prevent further market share losses ...

AMD and Intel have now published a full technical specification for ACE — AI Compute Extensions — the most significant overhaul to x86 AI compute in the architecture's history, co-authored by eight ...

AMD's Q1 2026 revenue soared 36% to $7.4B with strong data center growth, while Intel's 7% increase signals stability but not ...

Bernstein has raised the price targets on the shares of Advanced Micro Devices (AMD), Arm (ARM), and Intel (INTC), while increasing its server CPU total addressable market to $223B from $137B in 2030.

This is exactly what is happening with Nvidia Corporation ( NVDA) and Intel Corporation ( INTC) stock. In NVDA's case, we're ...

For three decades, Arm sold blueprints, not chips. The British company designed the CPU architectures that power nearly every smartphone on earth and licensed them to others — Apple, Qualcomm, Nvidia, ...

Intel says its new Wildcat Lake Core 3 Series chip family is built for affordable laptops. My first wave of tests shows ...