Vultr and AMD Support the University of Cambridge's TESSERA AI Project to Accelerate Global Environmental Monitoring

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KeyBanc says these 3 chip stocks offer favorable risk-reward into earnings

July 22, 2026 4:00 PM EDT

KeyBanc Capital Markets flagged three companies it believes offer favorable risk-reward ahead of second-quarter results, citing robust AI and server CPU demand as the primary earnings drivers across all three names.

Intel (NASDAQ: INTC), AMD (NASDAQ: AMD), and Monolithic Power Systems (NASDAQ: MPWR)... More