BofA sees server CPU TAM hitting $170bn by 2030 as NVIDIA takes on AMD
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KeyBanc says these 3 chip stocks offer favorable risk-reward into earnings
July 22, 2026 4:00 PM EDTKeyBanc 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
