Intel and AMD shares surged Tuesday after KeyBanc analysts upgraded the stocks, pointing to signs of strong AI demand. The ...
The world’s leading chip companies came to CES 2026 this week with some major announcements that will give channel partners a ...
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Nvidia’s stock is cheaper than Intel’s and AMD’s. Here’s where I see it in 2026
Quick Read Nvidia trades at 25x forward earnings compared to Intel at 61x and AMD at 33x despite superior margins and growth. The company reports $275B in backlog for 2026 with analysts expecting up ...
Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...
Intel claims that the top-tier Panther Lake chip trounces AMD's HX 370 by more than 80% in gaming, and that it can go toe-to-toe with Nvidia 's discrete RTX 4050 mobile graphics chip. While real-world ...
AI-driven memory and storage shortages may push DRAM up 50%+ in 2026, aiding Micron, Sandisk, Nvidia and more while ...
AMD's Strix Halo, Strix Point, and upcoming Gorgon Point AI 400 series chips are still using the RDNA 3.5 architecture, and, ...
The arrival of CES always marks a definitive end to the holidays—the big annual trade show is where we get our first hints of ...
TL;DR: AMD remains confident in its disruptive roadmap despite Intel and NVIDIA's recent partnership to integrate GeForce RTX GPU chiplets into Intel processors. Highlighting its advanced Strix Halo ...
TL;DR: NVIDIA and Intel announced a $5 billion partnership to develop the first x86 system-on-chip combining Intel CPUs with NVIDIA GeForce RTX graphics and NVLink technology. This collaboration ...
On Thursday, Intel (NASDAQ: INTC) and Nvidia (NASDAQ: NVDA) announced a shocking deal that will pair the two companies' technologies in PC and data center central processing units (CPUs). This news ...
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Intel hires former Qualcomm and AMD GPU architect Eric Demers: Read his ‘two fun memories’ post
Intel has strengthened its team of executives by hiring a high-profile veteran chip architect as company aims to challenge ...
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