Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server CPUs for 2026 due to surging data center and artificial intelligence demand.

Advanced Micro Devices, Inc (NASDAQ:AMD) claims it holds a 33% share in the server CPU market as it prepares to launch its next-gen “Turin” processors and unveils a GPU roadmap following the MI300 ...

AMD’s x86 CPU share gains against Intel in the desktop and server segments were due in part to ‘surprisingly strong’ shipments of the company’s Ryzen 5000 processors as well as its 4 th - Gen EPYC ...

AMD has been kicking ass in the CPU market for years now, with another great quarter enjoyed by the company for Q2 2024... recording the highest server CPU market share in DECADES. In a new report ...

Intel’s (INTC) latest earnings report disappointed investors, but the market’s reaction could be creating an unexpected ...

Shares jumped 7.7% on analyst upgrades citing server CPU shortage for 2026 and potential 15% price increases before Feb. 3 ...

AMD has shared some data on its CPU shipments courtesy of Mercury Research's first quarter (Q1 2024) report. And it's good news for Ryzen and AMD's growing server market, with Unit Share and Revenue ...

In a nutshell: AMD managed to claw some market share away from Intel during the first quarter of the year as Team Red's client and server CPU sales increased, thanks to the popularity of the Ryzen ...