Investors have priced a ton of expectations into the stocks of Intel and AMD.

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

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, ...

AMD's and Intel's earnings are expected to grow significantly in 2026. A close look at their businesses reveals that one of them is outperforming the other financially. Comparing their valuations will ...

My last analysis on Advanced Micro Devices, Inc. (AMD) stock was published on Mar 18. The article was triggered by AMD’s then-new deals with Meta (META) and OpenAI (OPENAI) and rated the stock as a ...

Intel's CPU performance in desktop and notebook computers outperforms AMD, but server performance is where AMD's huge advantage really shows. AMD’s data center expansion, robust product roadmap, and ...

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 ...

Facing unexpectedly high demand for server CPUs, Intel has prioritized production of such products over client CPUs, particularly low-end models, due to supply constraints. CPU-tracking firm Mercury ...