Investors are searching for the next Nvidia in AI chips. Broadcom, Marvell, AMD and Intel each offer a different route to the ...

The semiconductor sector is selling off at the open on Friday, with all three major U.S.-listed chipmakers giving back a ...

AMD (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) both reported Q1 fiscal 2026 results within two weeks of each other, and the contrast is striking. AMD posted $10.25 billion in revenue ...

AMD reached 27.4% unit share of the server processor market in Q1 2026. The gain came at the expense of Intel and reflects a ...

Mercury Research's Q1 2026 numbers show AMD reaching 46.2% of x86 server CPU revenue, a new record for the company. Its ...

GF Securities sees AMD, Intel & Qualcomm as key AI infrastructure winners, with TAM projected to hit $135B by 2030—read more.

AMD now commands 38.1% of total x86 CPU revenue share, skyrockets past 46.2% x86 server CPU market share, according to ...

AMD reached a record 46.2% of x86 server CPU revenue share in Q1 2026. According to Mercury Research data, the report showed ...

It announced the ARM AGI CPU on March 24, noting that it is the first time in its 35-year history that it will produce its ...

UBS said that in the first quarter, Arm and AMD gained server CPU share at the expense of Intel quarter-over-quarter.

Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are trading at $115 in midday action Thursday, down 4% on the session.

The rise of agentic AI seems to have turbocharged Intel's turnaround, as it has always been a leader in CPU design. In the ...