Intel shares plummet following disappointing guidance, while rival AMD is poised to add to an eight-day winning streak.

After Intel (INTC) filed its annual 10-K report with its fourth-quarter results, some notable findings include the semiconductor giant's external foundry revenue and possible benefits for AMD (AMD), Wells Fargo said.

According to recent data from Mercury Research and Bernstein Research obtained by Citrini Research, Apple's laptop CPU market share has reached approximately 20%, matching AMD's. Combined,

And Intel says AMD is 'selling ancient silicon'.

Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server CPUs for 2026 due to surging data center and artificial intelligence demand.

Multiple reports have indicated that Apple is turning to Intel for future iPhone chips. Now, analyst Jeff Pu is

Though as memory constraints hit our hobby hard, Intel confirms it is also constrained for supply. During the earnings call, one analyst from Morgan Stanley, Joseph Moore (fitting name), asks the company's CFO if they can shift more supply to meet large datacenter demand. Thankfully, Intel doesn't flatly oblige.

Intel (INTC) reported earnings yesterday afternoon, and while results beat expectations on both the top and bottom line, the headline numbers mask the deeper debate surrounding the stock. Earnings rose 15% year over year and revenue declined 4%,

By Arsheeya Bajwa Jan 21 (Reuters) - Intel shareholders are optimistic about the company's results like they have not been for many quarters, betting the turnaround CEO Lip-Bu Tan promised was taking root and that rapid data center build outs were fueling strong demand for its traditional server chips.

A new report out of Taiwan claims that NVIDIA and its partners are launching the machines sooner rather than later.