INTC and AMD Related Headlines
Go Back- Nvidia's new RTX Spark PC chip moves chipmakers and tech stocks
- Wolfe Research sees AI driving 30% CPU market growth through 2028
- This chipmaker is well positioned on CoWoS supply growth and strong demand: BofA
- Nvidia reports Q1 earnings today: Here are key themes analysts are focused on
- Citi lifts price targets on Intel and AMD, sees CPU TAM of $132B by 2030
- Citi forecasts server CPU market to hit $132B by 2030
- New report shows AMD and ARM continue server share gains at Intel’s expense
- Evercore positive on AMD and ARM citing market share report
- Why you missed the Micron rally: The ’invisible’ catalyst behind MU’s 90% surge
- Lynx Equity: 'Even if labor negotiations were to conclude successfully, we doubt if memory prices are likely to give up gains'
- Lynx Equity: 'We continue to prefer INTC over AMD'
- Stocks pull back, oil choppy as US-Iran peace deal remains in flux
- OpenAI partners with AMD, Broadcom, Intel, Microsoft, and Nvidia to launch MRC networking protocol
- 3 CPU stocks to buy amid booming AI demand: UBS
- UBS: Agentic AI shift signals massive expansion for server CPU market
- AMD (AMD) PT Raised to $325 at RBC Capital, '"We expect a beat/raise although by a lesser magnitude than INTC'
- DA Davidson lifts AMD rating, says CPU demand entering ‘unprecedented’ phase
- AMD and Arm stocks rally: How shifting CPU-to-GPU ratios are reshaping AI markets
- DA Davidson Upgrades AMD (AMD) to Buy, 'If Even INTC Stretched, Upside Must be Big'
- After-hours movers: INTC, AMD, ARM, MXL, NEM, APPF, FIX, EW
- Investing.com’s stocks of the week
- Raymond James: 'Smartphone sales remain fairly resilient'
- Northland: 'We are incrementally more positive on AMBA, INTC, NXT, TYGO, SPWR, and ENPH'
- Intel stock jumps on report of CPU price hikes
- Supply crunch in Intel, AMD CPUs deals fresh blow to PC and server makers - Nikkei
- Bernstein: 'Own Both NVDA and AVGO'
- Nvidia's CEO prepares investors for a renewed battle with Intel, AMD
- D.A. Davidson starts coverage of AMD, INTC, AVGO and TSMC. Only 1 is Buy rated
- AMD (AMD) Reiterated at Overweight by Cantor Fitzgerald: Expecting Modest Beat
- RBC launches semiconductor coverage, urges selective exposure as AI momentum cools
- KeyBanc upgrades Intel and AMD on surging hyperscaler demand
- Intel, AMD Accused Of Failing To Block Chips In Russia Missiles - Bloomberg
- Are Intel and AMD next as Trump lifts export controls on Nvidia?
- Analyst bumps price targets on Nvidia and Broadcom on AI strength across the board
- Strong Earnings Highlight Growing Investor Confidence in Hospitality Automation
- AMD and ARM continue to gain share over INTC in CPU wars
- UBS Previews AMD (AMD) Earnings
- UBS on AMD (AMD): 'see upward bias'
- Cantor Fitzgerald Reiterates Intel (INTC) at Neutral: Wants to See 'Improvement in Fundamentals'
- AMD not fabbing at Intel, says SemiAccurate; shares retreat
- Intel (INTC) on Watch Following Chatter AMD (AMD) Deal Unlikely
- Bernstein ‘somewhat skeptical’ on rumors Intel will add AMD as a foundry customer
- Intel spikes on reports of potential AMD manufacturing deal
- Intel (INTC) in early talks to add AMD as foundry client - Semafor
- These 2 AI stocks stand out as supply chain winners, says KeyBanc
- Bernstein on Semiconductors: 'Own Both NVDA and AVGO; Donald Trump Wants Intel To Go Up?'
- Seaport ups Intel on near-term catalysts, remains cautious on long-term prospects
- Intel distractions could actually be a positive for AMD stock, says BofA
- William Blair on NVIDIA (NVDA): 'We see room for Nvidia to maintain robust growth, underpinned by continued hyperscaler spending'
- Stifel on NVDA and INTC: 'We view the collaboration positively'
- DA Davidson: 'NVIDIA continues to accelerate momentum around the AI ecosystem while supporting the only viable leading-edge domestic foundry'
- Intel–Nvidia pact leaves these stocks behind
- Lynx Equity: 'The INTC- NVDA deal announced today is clearly a negative for AMD'
- Chipmakers rally as Nvidia invests $5B in Intel, sector sees broad gains
- Taiwan Semiconductor stock falls after Intel-Nvidia partnership announcement
- AMD stock falls after Nvidia-Intel collaboration announcement
- AMD (AMD) Falls 3% Following NVIDIA (NVDA), Intel (INTC) Pact
- Chip stocks fall with Nvidia after data center rev disappointment
- Trump Administration Weighs Plan To Reallocate $2 Bln In Chips Act Funding For Critical Minerals, Sources Say - Reuters
- Intel: BofA breaks down pros and cons of a potential U.S. government stake
- AMD is gaining more share in the CPU market, Bernstein says
- Intel shares jump as SoftBank Group agrees to invest $2bln in chipmaker
- AMD/ARM continue to gain share over INTC - report
- Under fire from Trump over China ties, Intel’s Tan counters resignation calls
- Trump: Tariff of 100% on chips and semiconductors, unless building in U.S.
- Buy earnings selloff in AMD stock: Wells Fargo
- Here’s why Intel is in a catch-22 situation: Loop Capital
- Intel shares could squeeze higher during earnings, analyst says
- Intel stock: Is it still too early to underwrite a full turnaround?
- KeyBanc's Asia Takeaways for Semiconductors: Most Positive for AMD, AVGO, MPWR
- Truist's Semi CyclePath Update: 'Stay Long the AI Companies - Focusing on NVDA & AVGO'
- Chip stock targets raised at Mizuho following recent rally
- Melius upgrades AMD shares to Buy, says the stock ’has a lot more to go’
