The rally rests on an agent-CPU thesis. Meta’s Muse AI agent has traders betting on much higher server CPU demand.

The demand for Intel's server CPUs is exceeding supply by a big margin.

Intel and AMD stocks fell sharply on Monday as rising oil prices and Treasury yields put pressure on broader markets, with ...

Intel rose +3.9% in the U.S. market on Thursday. Since SOXX was +0.1% and SMH was -0.1%, it was a day where Intel saw ...

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and other hardware companies surged on Monday amid strong investor demand ...

Meta's new AI agent rocketed to the top of the App Store in just ten days, and the computing resources it consumes behind the ...

Nvidia is looking to extend its dominance in AI chips at the expense of Intel and AMD.

It has been a running story over the past months: AMD CPUs are outselling Intel chips by huge margins. According to data shared by TechEpiphany for CPU sales on Mindfactory for the 29th week of 2025, ...

Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the ...

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Microsoft explains why AMD Surface PCs are missing from the current lineup and whether AMD processors could return in the ...