Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Intel shares showed signs of renewed investor interest as the company’s push to increase semiconductor production and expand its AI foundry ambitions intersects with broader demand for computing and deeper strategic positioning against rivals such as Nvidia and … Read more
Intel ( INTC ) stock climbed more than 5% on Tuesday as investment firm KeyBanc upgraded the shares to Overweight from Sector Weight, citing the chipmaker’s advances in its manufacturing business and demand for its chips from AI data centers. Analyst John Vinh said in a note to clients on Tuesday that Big Tech’s demand … Read more
Micron recently boosted its outlook for server shipments. Micron sells both HBM memory for AI chips and standard server DRAM, both of which are in short supply. Intel is struggling to keep up with demand for server CPUs, although capacity constraints are expected to ease later in 2026. 10 stocks we like better than Micron … Read more
AMD has seen significant success following the launch of its MI300 and MI400 series GPUs. Intel’s data center business showed inconsistent results. AMD continues to win deals with hyperscalers, while Intel seeks to reinvent itself. 10 stocks we like better than Advanced Micro Devices › Perhaps the most important piece of technology powering generative AI … Read more