Intel's better-than-expected results prompted analysts to upgrade AMD, its main CPU rival, citing surging demand from agentic AI workloads

INTC shares jumped 22% in the overnight session following its Q1 report on Thursday, with AMD and ARM stocks rising in tandem. ・Data center builders are lapping up CPUs and other data center hardware from Intel.

The Ryzen 7 9800X3D still leads the charts, with the rest of the top spots dominated by X3D chips, while Intel's best offering sits at 12th.

There’s essentially no competition for AMD’s best gaming CPU, the Ryzen 7 9850X3D. That may finally change. New leaks of Intel’s Nova Lake desktop CPUs may hold the key to better future gaming PCs. Or,

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 chipmaker to the top of the 2026 podium and dragging the entire semiconductor complex higher.

AMD was upgraded at D.A. Davidson on Friday, as the investment firm cited a “structural increase” in CPU demand, due to agentic artificial intelligence. Shares of t

Alphabet is enjoying strong demand for the AI processors it designed in-house.

The chip sector is rallying Wednesday morning, with Intel (NASDAQ:INTC) shares up 8% and Advanced Micro Devices (NASDAQ:AMD) stock rising 3% in early trading. The two moves reflect distinct catalysts,

DA Davidson said that its coverage reflected its optimism for Advanced Micro Devices Inc.’s (NASDAQ:AMD) increasing role in the accelerating data center buildout, citing a “structural increase in

By Aditya Soni and Rashika Singh April 24 (Reuters) - Demand for Intel's central processors from firms offering AI services was so strong in the first quarter that it sold even chips it had originally written off,

Intel’s rumored Core G3 handheld chip could finally test AMD’s lead in gaming PCs, but battery life, thermals, and 15W to 20W performance will decide it.