Intel’s competitors, AMD and ARM, will also have their earnings releases soon, with AMD reporting Q4 on February 3 and ARM reporting Q3 on February 4. Bank of America analyst Vivek Arya and his team ...
Intel's stock has recently witnessed a remarkable surge, climbing over 7% following an upgrade by investment firm KeyBanc. This upgrade was primarily driven by the chipmaker's advancements in ...
BofA downgraded the rating of British chip architecture designer Arm (ARM) to Neutral from Buy and lowered the price target ...
Arm has historically been a close partner of Nvidia. Nvidia is now teaming with Arm rival Intel. Arm is moving into chip design, competing directly with Nvidia for the first time. As of 10:10 a.m. ET, ...
U.S. chip demand is increasingly shifting toward Advanced Micro Devices, Inc (NASDAQ: AMD) and Arm Holdings plc (NASDAQ: ARM), with new market data showing both outpacing Intel Corp (NASDAQ: INTC) in ...
The data center CPU market is projected to grow from $7.42 billion in 2024 to $8.35 billion in 2025, with Arm’s success potentially boosting its revenue to $3.3–3.4 billion and market cap to as much ...
Data centers are often seen as battlegrounds among the three major CPU architectures (x86, Arm, RISC-V) and GPUs from Nvidia, AMD, and specialized ASIC vendors. The Arm architecture has already ...
2026 will bring new chips and further software improvements. But competition is heating up too. 2026 will bring new chips and further software improvements. But competition is heating up too. is a ...
Shares of Arm Holdings (NASDAQ: ARM) were pulling back on the blockbuster news that Nvidia (NASDAQ: NVDA) had invested $5 billion in Intel (NASDAQ: INTC). While the deal doesn't have direct ...
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