Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from ...

AMD just posted its fifth straight record quarter for server CPUs, yet a quiet structural shift in the cloud threatens to cap ...

AMD and Arm both just posted earnings that position them as the backbone of agentic AI computing, but their paths into the ...

Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the ...

AMD is a leader in the data center CPU space, having consistently taken share away from Intel over the past few years. The company has strong technology and has developed high-core CPUs designed ...

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ARM and AMD are strong AI picks with solid growth, but AMD offers more direct exposure to generative AI and trades at a cheaper valuation. ARM has higher profit margins due to its royalty model, but ...

AMD (AMD) and Arm (ARM) are both poised to take advantage of higher demand for standalone CPU racks as agentic AI continues to accelerate, according to UBS. Intel (INTC) can play a role as well with ...

Intel rose +3.9% in the U.S. market on Thursday. Since SOXX was +0.1% and SMH was -0.1%, it was a day where Intel saw ...

The semiconductor sector is a great market for investors thanks to its strong growth opportunities. Computer chips are increasingly in demand in a wide range of industries, such as robotics, ...

AI agents fuel fresh optimism around semiconductor demand.

In its announcement, Arm specifically mentions PC and console games as the inspiration for creating its upscaling tool for mobile devices and mobile games. With Arm ASR, it aims to address the ...