UBS says AMD and Arm benefit as agentic AI boosts standalone CPU racks; higher price targets and x86/ARM split signal ...

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance." ...

Arm shares have surged about 231% in 2026 so far, but Son believes this is just the beginning. ・He credited Arm’s success to its decision to begin manufacturing its own chips, while also noting that ...

Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The ...

The selloff is valuation-driven, but the upgrades focus on a real catalyst: Arm’s internal CPU revenue ramp (not material ...

Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.

There's Intel and AMD on the x86 side, with Apple and Qualcomm making Arm-based processors on the other. We break down the advantages and drawbacks of each to help you pick the right chip for your ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Arm Holdings announced its first chip product, the Arm AGI CPU. The new data center ...

Use left and right arrow keys to seek audio. Intel has been in hot water for quite some time now, and the problems were particularly exacerbated when it broke consumer trust with the sloppy response ...

These days, Nvidia primarily sells AI data center products, and its traditional consumer devices feel like more of a side ...

Intel Corp (NASDAQ:INTC, XETRA:INL) scored a double upgrade to Buy from Underperform by Bank of America, which raised its price objective to $135 from $96 on higher confidence in the chipmaker's ...