Intel (INTC) and AMD (AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server CPUs for 2026 due to surging data center and artificial intelligence demand.

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 ...

If Microsoft repeats this again next year with 2024 Windows 12 how would you react that they limit it to 2020 Intel & 2021 AMD chips? Assuming Microsoft does not this and instead make 7yo Intel 8th ...

The man who once crushed AMD's dreams in China now works for them. Ian Yang, Intel China's former president dubbed the "AMD killer" for his ruthless campaign against the rival chipmaker, has made one ...