AMD, Intel Pop After a Pair of Upgrades. Here’s Why One Wall Street Bull Likes the Stocks

Intel and AMD shares surged Tuesday after KeyBanc analysts upgraded the stocks, pointing to signs of strong AI demand. The ...
Morningstar

Is AMD in trouble as Nvidia and Intel pair up? Not so fast, analysts say.

Analysts note that even with Nvidia's help, Intel has its challenges. And they see AMD as poised to benefit from an evolving AI landscape. AMD's shares fell more than 5% Thursday morning, but mostly ...
AOL

Nvidia’s Stock Is Cheaper Than Intel’s and AMD’s. Here’s Where I See It in 2026

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 to $412.5B ...

Nvidia resets the economics of AI factories, again

At CES 2026, Nvidia Corp. Chief Executive Jensen Huang once again reset the economics of artificial intelligence factories.
CRN

CES 2026: 8 Big Chip Announcements By Intel, Nvidia, AMD And Qualcomm

The world’s leading chip companies came to CES 2026 this week with some major announcements that will give channel partners a ...
Seeking Alpha

Nvidia And Intel: More Than Just Strategic Messaging, Why Both Need It

Wow, wow! Intel (INTC) and Nvidia (NVDA) just did what? Well, I'm not going to bore with another repeat of yesterday's headlines on Nvidia's decision to strike what CEO Jensen Huang highlighted as an ...

This is the GPU I’m most excited for in 2026 — and it’s not by AMD or Nvidia

Every year, the GPU market seems to follow a familiar script. Nvidia continues to set the pace at the high end, AMD responds where it can, and the loudest headlines are dominated by flagship ...