Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...

On Jan. 13, 2026, a bullish analyst call and sold-out AI server capacity reframed this chip giant’s turnaround potential.

The KeyBanc analyst argued AMD’s revenue from server CPUs is set to grow at least 50% this year, with similar price increases ...

Intel shares climbed 4% and AMD rose 3.7% Tuesday following the note. KeyBanc analysts said Intel is considering a 1015% ...

Intel stock upgraded to Overweight at KeyBanc on sold-out server CPU supply and 10-15% price hike potential from AI ...

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 6.2% in the morning session after Keybanc upgraded the stock's ...

Investing.com -- KeyBanc Capital Markets has upgraded Intel and AMD to Overweight, citing stronger-than-expected data-center ...

Intel saw its server CPU sales drop again in 2024, continuing a slide that began in 2022. As Sravan Kundojjala of SemiAnalysis points out on X (formerly Twitter), this is the second year in a row that ...

Intel (NASDAQ: INTC) has fallen behind rival Advanced Micro Devices in the lucrative server CPU market over the past few years. It still has a leading market share, but AMD's server chips have been ...

Intel (NASDAQ: INTC) made significant progress last year in its server central processing unit (CPU) business. The company has been losing market share to AMD for years, partly because it was stuck on ...

AMD’s x86 CPU share gains against Intel in the desktop and server segments were due in part to ‘surprisingly strong’ shipments of the company’s Ryzen 5000 processors as well as its 4 th - Gen EPYC ...