BofA sees AMD set for a beat-and-raise on EPYC/AI demand, lifts PT to $620; Intel margins steady, Arm faces phone headwinds.

The news reframes AI demand: agentic AI needs far more CPU orchestration than GPU-only training. AMD is structurally built ...

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

AMD shows 57% Data Center growth with strong analyst ratings, while Intel pursues a risky turnaround. Compare which chip ...

The growth of AI inference workloads in data centers is boosting demand for server CPUs, a market that's dominated by AMD and Intel.

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

AMD also has fresh upside catalysts (Wells Fargo target bump and a design win with Turing), which should keep earnings ...

A milestone that was unthinkable a few years ago has reshuffled the case for two chip giants.

After years of testing investors' patience, Intel (INTC) is finally showing signs of progress. Under CEO Lip-Bu Tan, the ...

Advanced Micro Devices is rated a buy, driven by robust fundamentals and a compelling dual-engine growth thesis in both GPUs and CPUs. AMD's AI GPU position is strengthened by hyperscaler ...

AMD stock has risen 259% over the past 12 months but new Intel products could limit future gains.

Chip stocks are catching a strong risk-on bid at midday Tuesday, with mega-cap semiconductors leading the broader tape higher. Intel (NASDAQ:INTC | INTC Price Prediction) stock is up 7% to $140.56, ...