Investor's Business Daily on MSN
AMD, Arm, Intel get price-target hikes on 'CPU renaissance'
Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance." ...
UBS says AMD and Arm benefit as agentic AI boosts standalone CPU racks; higher price targets and x86/ARM split signal ...
Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The ...
Tom's Hardware on MSN
Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86
Arm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they ...
Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. It takes a significant market disruption to bring fierce competitors like Intel and AMD ...
17don MSN
Nvidia Is Doubling Down on the CPU Market. That's Bad News for AMD and Intel Stock Investors
Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.
There's Intel and AMD on the x86 side, with Apple and Qualcomm making Arm-based processors on the other. We break down the advantages and drawbacks of each to help you pick the right chip for your ...
The selloff is valuation-driven, but the upgrades focus on a real catalyst: Arm’s internal CPU revenue ramp (not material ...
Intel’s AI comeback case now has a $170 billion hook.
Use left and right arrow keys to seek audio. Intel has been in hot water for quite some time now, and the problems were particularly exacerbated when it broke consumer trust with the sloppy response ...
These days, Nvidia primarily sells AI data center products, and its traditional consumer devices feel like more of a side ...
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