Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...

KeyBanc estimates AMD’s server CPU and AI GPU business to demonstrate strong growth, driven by hypersaler demand and a ramp ...

A new report suggests server processor pricing could move upward in 2026, with Intel and AMD reportedly considering increases of up to 15%. The claim is tied to sustained data center demand and the ...

Advanced Micro Devices, Inc (NASDAQ:AMD) claims it holds a 33% share in the server CPU market as it prepares to launch its next-gen “Turin” processors and unveils a GPU roadmap following the MI300 ...

AMD’s x86 CPU share gains against Intel in the desktop and server segments were due in part to ‘surprisingly strong’ shipments of the company’s Ryzen 5000 processors as well as its 4 th - Gen EPYC ...

Advanced Micro Devices (NASDAQ: AMD stock) jumped approximately 7% in midday trading on Tuesday after KeyBanc analyst John Vinh upgraded the chipmaker to Overweight from Sector Weight. The analyst ...

AMD has been kicking ass in the CPU market for years now, with another great quarter enjoyed by the company for Q2 2024... recording the highest server CPU market share in DECADES. In a new report ...

Fix landed in July, but OEM firmware updates are required If you use virtual machines, there's reason to feel less-than-Zen ...

Shares rise 6% on KeyBanc upgrade to $270 and TCS partnership. Hyperscalers exhaust 2026 server CPU inventory as AI demand ...

Advanced Micro Devices and Intel compete fiercely in CPU market for PCs and servers, with Intel leading desktops and AMD leading servers. AMD has gained market share in desktop and server CPUs, but ...