When Intel (NASDAQ:INTC) released its Q1 2026 earnings last week, the semiconductor sector got a clear signal: the AI demand story holds firm, and it’s expanding beyond GPUs into CPUs. Intel’s overall ...

Intel Corporation is downgraded to Hold, as shares now trade at a fully valued 18.3x EV/EBITDA, limiting near-term upside.

Intel’s latest earnings call highlighted a major shift in AI infrastructure from GPU-heavy training to CPU-driven inference, with demand already pushing CPU prices higher. The company reported ...

CPU prices are on the rise, according to Intel, due to AI demand as data centers shift their focus from training AI to ...

With up to 288MB of L3 cache, compared to just 96MB in the AMD Ryzen 7 9850X3D, the new Intel Core Ultra 400 lineup is finally shaping up.

CPU shortages continue as Intel, AMD, and MediaTek boost production, but rising AI demand keeps prices climbing across global ...

Intel says AI data centers are adjusting their CPU-to-GPU ratios as workloads move from training to inference, especially for agentic AI. This change coincides with new efficiency-focused hardware, ...

Arm Holdings (NASDAQ:ARM), or Advanced Micro Devices (NASDAQ:AMD)? The leaderboard just got reshuffled this morning. Intel ...

Shares of three of 2026’s hottest CPU names are cratering at the open. Arm Holdings (NASDAQ:ARM) stock is down 8% to $198.76, Advanced Micro Devices (NASDAQ:AMD) shares are off 5% to $316.59, and ...