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.

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

Advanced Micro Devices (NASDAQ: AMD stock) rose roughly 4% on Friday as investors repositioned into the chipmaker following Intel’s disappointing fourth-quarter guidance. The move underscores a critical market dynamic: when Intel can’t supply the chips customers demand,

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,

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.

Advanced Micro Devices (NASDAQ: AMD stock) continued the rally on Thursday after Wall Street’s most bullish analysts unleashed fresh upgrades focused on extraordinary demand for the chipmaker’s server processors.

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.

AMD's new Ryzen 7 9850X3D, which is the company's latest flagship CPU for PC gaming is set to launch next week at a very reasonable price.

Thanks to its hugely powerful new integrated Xe3 GPU, the Intel Panther Lake laptop CPU series has stolen a surprise victory for frame rates.

Just ahead of the launch of Intel's Panther Lake CPUs, AMD has released two slides showing how its Ryzen AI processors are superior.