On April 21, analyst Frank Lee upgraded the stock from Hold to “Buy” and raised the price target to $95 from $50.

Intel has already raised its prices twice this year, while AMD is reportedly planning two price hikes for its server chips – ...

Q1 earnings preview: analyst upgrades cite strong server CPU demand and AI catalyst vs. foundry losses and margins.

Intel will report its Q1 2026 earnings with analysts expecting modest revenue and profit declines year over year, but rising server CPU demand driven by AI adoption. The company’s Data Center and AI ...

Intel's first server CPU aimed at maximizing core density has officially launched. Sierra Forest goes up to 144 cores, and a version with 288 cores is set for next year. The next-gen Clearwater Forest ...

TL;DR: AMD's server CPU market share surged to 39.4% in Q1 2025, with projections to exceed 40% by year-end and reach 50% in 2026, challenging Intel's dominance. Strong growth in desktop and notebook ...

Advanced Micro Devices, Inc (NASDAQ:AMD) claims it holds a 33% share in the server CPU market as it prepares to launch its next-gen “Turin” processors and unveils a GPU roadmap following the MI300 ...

AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and ...

Server demand is stretching lead times, and gaming rigs are set to take the hit. The broader tech supply chain is under serious pressure thanks to the infrastructure buildout, and shortages in DRAM, ...

Arm's new chip could be a powerful but efficient conductor for real-world use of agentic AIs.

AMD is being yanked towards server CPUs by customers who suddenly realised AI boxes need more than GPUs. AMD chief executive Lisa Su is seeing ‘unexpected’ volume for EPYC-class server CPUs, with ...

In April 2026, Rebellions announced a collaboration with SK Telecom and Arm to build AI inference infrastructure that ...