AMD raised its long-term server CPU growth outlook to 35% (from 18%), and investors are rotating from GPU-only to x86 server ...

AMD reportedly selects Samsung’s 2nm process for Venice and Verano CPUs as TSMC capacity constraints continue through 2028 ...

Arm Holdings has drawn renewed interest from KeyBanc as the firm sees robust AI and data center demand accelerating licensing growth. The stock is twelfth on our list of 12 AI Stocks Wall Street Is ...

The author Damnang2 has penned an authoritative piece on Substack about the hill Intel has to climb to catch TSMC. Here it is: In Q4 2025, Intel Foundry posted revenue of $4.5 billion alongside an ...

Inference era arrives: AI workloads are shifting from training to large-scale inference, demanding new infrastructure, governance, and operational integration. CPU demand surges: AMD and Intel lead ...

We're only four months out from the launch of Apple's premium next-generation smartphone lineup, and while we're not ...

Intel stock looks overvalued after a 520% surge. Click to see INTC's GAAP losses, analyst targets, and a 92% gap-fill ...

As AI models get larger, more memory will be needed to improve them, therefore creating ongoing demand, one analyst says Micron's stock was climbing on Monday morning. The memory industry is ...

Every meaningful AI model trained this year runs on hardware that passed through TSMC’s fabs. While investor attention has rotated toward memory and CPU suppliers, the foundry that enables them all ...

As AI models get larger, more memory will be needed to improve them, therefore creating ongoing demand, one analyst says.

Companies like Datadog and Snowflake are adapting, integrating AI capabilities. Read why I am not adding to DDOG but see SNOW ...

Discover the 10 easiest crypto to mine in 2026 for beginners and pros. Earn digital assets with minimal setup and high ...