Intel: Raising Our Fair Value Estimate on Increased Server CPU Optimism

We are raising our fair value estimate for no-moat Intel INTC to $90 from $60. Server processor demand is poised to grow ...

Intel’s comeback story is even wilder than it seems

Intel's stock has risen a stunning 490% over the past year, a bet by Wall Street that may be running well ahead of the ...

Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags

Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next ...
Ars Technica

AMD intros Ryzen AI 300 chips with Zen 5, better GPU, and hugely improved NPU

AMD’s next-generation laptop processors are coming later this year, joining new Ryzen 9000 desktop processors and ushering in yet another revamp to the way AMD does laptop CPU model numbers. But the ...
PCMag

Intel Reportedly Planning 4 New CPU Lines Through 2028: Here's What to Expect

Intel is on track to launch Nova Lake desktop CPUs with up to 52 cores in 2026, with Razer Lake next year. Mobile and ...