The rally rests on an agent-CPU thesis. Meta’s Muse AI agent has traders betting on much higher server CPU demand.

AMD and Micron could reach $2 trillion market caps on CPU and memory demand, per an analyst, after both crossed $1 trillion ...

AMD EPYC Venice server CPUs are sold out for 2027 according to channel checks, with orders now booking for 2028 delivery at ...

Intel has outperformed AMD over the past year, but the future could be different.

If you're looking for the best CPUs for gaming or one of the best budget CPUs, there are only two choices: AMD and Intel. That fact has spawned an almost religious following for both camps, and the ...

Intel is the cleanest way to own the “agentic AI” demand wave without paying Nvidia-style peak multiples. The article flags ...

I wanted to just sit and discuss a perspective on the next-generation AMD EPYC “Venice” CPUs in the era of Agentic AI. We ...

Both Intel INTC and AMD stocks were up by 8% on Monday. AMD stock hit its 52-week high of $609.5, and its valuation came closer to the $1 trillion mark.

Advanced Micro Devices, Inc.’s Venice CPUs and Helios platform aim to drive near-term growth and challenge Nvidia. Click for ...

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"Intel or AMD?" is still one of the first questions that most users ask when trying to figure out which processor is better for a new PC. However, the answer to this question is not as straightforward ...