Earlier this month, Microsoft announced two new Surface computers with ARM processors from Qualcomm: the Surface Pro 12-inch and the Surface Laptop 13-inch. These two PCs joined the rest of the ...
Advanced Micro Devices, Inc. stock has doubled since May; Q1 beat low bars, but risks remain. Click for this AMD earnings ...
Intel (INTC) and AMD (AMD) are staring down a new competitor in the PC market: Arm (ARM). The UK-based chip designer is making a fresh push into the space via Qualcomm (QCOM) and its Arm-based ...
Arm Holdings (NASDAQ:ARM), or Advanced Micro Devices (NASDAQ:AMD)? The leaderboard just got reshuffled this morning. Intel stock gapped up +24.89% at the open after a blowout Q1 report, vaulting the ...
Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. It takes a significant market disruption to bring fierce competitors like Intel and AMD ...
It’s called the Arm AGI CPU, and it’s said to provide more than twice as much performance per server rack as Intel Corp.’s ...
Judging by AMD's (AMD) results and guidance, it's an agentic artificial intelligence world, and we're all just living in it. The Dr. Lisa Su-led company is one of the primary beneficiaries of the rise ...
Investment bank UBS reckons agentic AI will send CPU demand soaring, with Arm and AMD best placed to grab the spoils. UBS analysts believe the growth of agentic AI software will drive strong demand ...
Shares of three of 2026’s hottest CPU names are cratering at the open. Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock is down 8% to $198.76, Advanced Micro Devices (NASDAQ:AMD) shares are off ...
U.S. chip demand is increasingly shifting toward Advanced Micro Devices, Inc (NASDAQ: AMD) and Arm Holdings plc (NASDAQ: ARM), with new market data showing both outpacing Intel Corp (NASDAQ: INTC) in ...
Intel (INTC), and Qualcomm (QCOM) are likely to be among the big beneficiaries due to the ongoing “server CPU super cycle,” investment firm GF Securities said. “As the orchestration core of AI ...
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