CPUs still have a lot of growth potential even with weakness in PCs.

The US jobs report and US semiconductor earnings will make for a week that tests the stock market following its sharp decline ...

A Delaware jury just handed Arm a damaging verdict in its licensing battle with Qualcomm, and with a second ruling on its newest chip designs due next week, the pressure on the entire semiconductor ...

Advanced Micro Devices (AMD) and Arm Holdings Plc (ARM) have spent the past year at the expense of one company, Intel (INTC), by shrinking its server business. Both have taken chunks out of the ...

In addition to its agentic AI opportunity with its CPUs, AMD is also benefiting from the surging inference market with its GPUs. Its acquisition of memory optimization company MEXT, whose chiplet ...

AMD and Arm both just posted earnings that position them as the backbone of agentic AI computing, but their paths into the same data center could not be more different. One is booking record revenue ...

ARM and AMD are strong AI picks with solid growth, but AMD offers more direct exposure to generative AI and trades at a cheaper valuation. ARM has higher profit margins due to its royalty model, but ...

Arm Holdings could be the biggest winner of the AI-fueled server CPU boom.

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Some of the best Arm processors come from companies like Apple and Qualcomm, which license Arm’s processor instruction set but create their own custom or semi-custom CPU designs. But Arm continues to ...

AMD remains a top long-term AI infrastructure play, leveraging disaggregated inference architecture and superior tokenomics to challenge Nvidia’s GPU dominance. AMD’s bullish rating is justified by ...

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