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 ...

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

AI agents fuel fresh optimism around semiconductor demand.

When it comes to agentic AI semiconductor stocks, the one stock I would buy right now is AMD. The company is a leader in the ...

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

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 ...

Advanced Micro Devices (AMD) shares gained in early morning trade on Friday, on track to hit a fresh record high, after the ...

A forthcoming wave of agentic AI-powered applications is thus expected to drive demand for CPUs sharply higher in the coming ...

On September 21, 2026, semiconductor stocks surged across the board in the U.S. stock market. Arm rose over 13% (briefly over 17%) in pre-market and trading, Intel rose 12%, and AMD rose about 10%, ...

During an interview with Windows Central, Microsoft's CVP for Surface devices, Brett Ostrum, was asked why the company ...

The third is scale, and it cuts both ways. Nvidia did rise. At $5.49 trillion, its 2.33% added roughly $128 billion in a ...