These chip stocks are surging due to sky-high CPU demand. UBS sees more gains ahead ⊕⊕
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31 days ago
Advanced Micro Devices and ARM Holdings could see their shares appreciate further as hyperscalers order more CPUs to power their AI models, according to UBS.
43 days ago
Buy AMD shares as graphics chip sales boost earnings, says Citi ⊕⊕
The bank thinks Advanced Micro Devices is set to see an improving AI outlook, with both a stronger GPU business and increasing demand for CPUs.
44 days ago
Bank of America buys into agentic AI trade, double upgrades this stock ○
The bank thinks a growing market for CPUs will be a boon to the chipmaker that has surged more than 60% since its first quarter earnings report release.
54 days ago
How 'Agentic AI' is reviving classic tech stocks like Dell and Intel ⊕
Sustained demand for CPUs is proving one of the hallmarks of the agentic phase of systems design, a frequent point in Wall Street analyst commentary.
79 days ago
This chip stock is tumbling. Bullish Evercore ISI thinks it will be worth $1 trillion one day ⊕
Demand for memory, storage and CPUs are bolstering chip makers thanks to the artificial intelligence buildout.
4 months ago
Alibaba reveals new AI chip designed for 'agents' ⊕
While much of the attention has focused on GPUs, an area Nvidia dominates, CPUs are seen as key for AI inferencing and agents.
Nvidia's GTC will mark an AI chip pivot. Here's why the CPU is taking center stage ⊕
Nvidia and AMD are seeing huge demand for CPUs and Jensen Huang is poised to unveil details for processors specialized for agentic AI at the GTC conference.
5 months ago
Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs ⊕
Meta expands partnership with Nvidia in a deal likely worth tens of billions, for deploying millions of GPUs and new standalone CPUs in AI data centers
AMD’s Lisa Su says demand for advanced chips is still accelerating, as stock plummets 16% ○
The CEO said that the data center business has risen from the fourth to first quarter and demand for the company's CPUs is "going gangbusters."
6 months ago
Intel's stock jumps 11% to highest since early 2022 ahead of earnings ⊕
Intel has gotten a boost due to optimism around its latest server CPUs and following investments from the U.S. government and Nvidia.