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

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

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The intense rivalry between Intel (INTC) and AMD ...

The tech sector can continue outperforming the S&P 500 over the long term.

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.

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 ...

Intel has outperformed AMD over the past year, but the future could be different.

AMD is getting ahead of an expected RTX Spark launch later this week with a few benchmarks for its flagship Gorgon Halo chip, ...

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 ...

Intel and AMD stocks fell sharply on Monday as rising oil prices and Treasury yields put pressure on broader markets, with ...

Each AMD entry point produced a wildly different outcome, and the gaps reveal something most milestone headlines bury.

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 ...