Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance." ...

Cantor Fitzgerald calls for a dip-buy in Intel, targeting $150 by year-end. The selloff is being driven more by positioning ...

Bernstein has raised the price targets on the shares of Advanced Micro Devices (AMD), Arm (ARM), and Intel (INTC), while increasing its server CPU total addressable market to $223B from $137B in 2030.

UBS says AMD and Arm benefit as agentic AI boosts standalone CPU racks; higher price targets and x86/ARM split signal ...

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 ...

UBS said first quarter server CPU shipments of Arm (ARM) and Advanced Micro Devices (AMD) outgrew and continued to gain at the expense of Intel (INTC) quarter-over-quarter. "Total server CPU shipments ...

Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the ...

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Analysts at Bank of America expect the global server central processing unit (CPU) market to grow almost fivefold to over $170 billion by 2030, driven by a forthcoming boom in agentic AI applications.