SANTA CLARA, Calif. & WOKING, England-- (BUSINESS WIRE)--May 14, 2026-- ...
UBS said that in the first quarter, Arm and AMD gained server CPU share at the expense of Intel quarter-over-quarter.
Intel and AMD have published over two dozen advisories describing 70 vulnerabilities patched across their product portfolios.
Mizuho just turned more bullish on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction), raising its price target to $515 from $415 while keeping an Outperform rating. The firm cited agentic AI ...
During a recent earnings call for the fourth quarter of fiscal year 2026, Arm executives shared some interesting insights into the company's outlook on the future ...
Microsoft has heard your complaints about Windows 11, and it wants to make things better. That has been the messaging out of ...
Arm Holdings has the potential to become one of the most important chip companies in AI inference. The company's energy-efficient processor designs are already in strong demand, and its move into ...
Intel stock hit record highs as investors embrace its turnaround story. US backing and NVIDIA ’s $5B investment boosted ...
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AMD and Intel surge as AI shifts from GPUs to CPUs
GPU era wanes: AI's shift from training to inference is moving demand away from GPUs and toward CPUs for orchestration tasks. AMD's bullish forecast: AMD projects the server CPU market will exceed ...
AMD raised its long-term server CPU growth outlook to 35% (from 18%), and investors are rotating from GPU-only to x86 server ...
As TechPowerUp notes, Intel and Nvidia are expected to developer integrated third-party graphics for x86 SOCs. Codenamed ...
Intel (NASDAQ: INTC) stock remains one of the emerging winners on Wall Street, though analysts are projecting a more cautious outlook for the semiconductor giant over the next 12 months. Notably, ...
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