On Jan. 20, 2026, Wall Street's AI server growth upgrades put this legacy chipmaker's turnaround narrative under a brighter ...
CPUs are still necessary, though, and that fact is now buoying Intel's server CPU business. According to Vinh, Intel is ...
HSBC upgraded Intel to Hold from Reduce and raised its price target to $50 from $26, pointing to a rebound in server CPU ...
Intel Corporation (NASDAQ:INTC) is one of the Trending AI Stocks on Wall Street. On January 13, KeyBanc analyst John Vinh ...
Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...
On Jan. 13, 2026, a bullish analyst call and sold-out AI server capacity reframed this chip giant’s turnaround potential.
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 ...
TL;DR: AMD's server CPU market share surged to 39.4% in Q1 2025, with projections to exceed 40% by year-end and reach 50% in 2026, challenging Intel's dominance. Strong growth in desktop and notebook ...
AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and ...