Can Intel's plants win back what AMD took one server chip at a time?

While interim Intel co-CEO Michelle Johnston Holthaus says ‘this year is all about improving’ Xeon’s competitive position ‘as we fight to close the gap to competition,’ the semiconductor giant is ...

Semiconductor stocks have shrugged off rising yields, higher oil prices and fresh AI doubts, and investors now look to Micron's results for the next read on demand.

Nvidia, AMD and Intel stocks moved higher before Thursday’s opening bell after Micron Technology delivered an earnings beat, ...

The rally rests on an agent-CPU thesis. Meta’s Muse AI agent has traders betting on much higher server CPU demand.

Both Intel INTC and AMD stocks were up by 8% on Monday. AMD stock hit its 52-week high of $609.5, and its valuation came closer to the $1 trillion mark.

Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the ...

AMD and Intel are rallying on a CPU-centric AI narrative tied to inference and agentic AI deployment growth. AMD’s revisions are supported by stronger execution, while Intel’s rerating relies more ...

While Intel's Xeon comeback validates the server CPU tailwind beneficial to EPYC, it also signals intensifying x86 competition against Advanced Micro Devices, Inc., as Intel regains relevance in AI ...

CES doesn’t just introduce the world to a new generation of consumer electronics, but new PC hardware as well. CES 2025 should be the opportunity for both Intel and AMD to launch new mobile processors ...

Nvidia is making a $12 billion move.

CPU stocks, including AMD, Arm, and Intel, all soared in the middle of September on signs that Muse could become the next ...