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

Cantor Fitzgerald calls for a dip-buy in Intel, targeting $150 by year-end. The selloff is being driven more by positioning ...

AMD took away more share from Intel in the server CPU market in the first quarter of 2026. AMD's stronger revenue share of server CPUs suggests that customers are willing to pay a premium for its ...

According to McKinsey, inference will account for more than half of AI computing capacity in data centers by 2030, surpassing the training phase. This explains why demand for central processing units ...