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." ...

The CPU is set to play a major role in agentic AI.

Forbes contributors publish independent expert analyses and insights. Analyzing tech stocks through the prism of cultural change. This voice experience is generated by AI. Learn more. This voice ...

Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the ...

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 ...

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 ...

Nvidia's announced entry into the PC chip market sent shares of AMD, Intel and Qualcomm lower on Monday as Wall Street recognized the threat. Jensen Huang, Nvidia's CEO, signaled his intent to ...