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

Explore the fierce rivalry between AMD and Intel, the two giants dominating the PC processor market. Discover their historical competition and market impacts.

KeyBanc Capital Markets has upgraded Intel and AMD to Overweight, citing stronger-than-expected data-center demand and tightening memory supply across the semiconductor industry.

And Intel says AMD is 'selling ancient silicon'.

Intel and AMD shares surged Tuesday after KeyBanc analysts upgraded the stocks, pointing to signs of strong AI demand. The analysts said their checks suggest both chipmakers have nearly sold out of their expected 2026 capacity for server CPUs, and are considering raising prices.

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.

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.

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

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,

By Kanchana Chakravarty Jan 23 (Reuters) - Intel's shares plunged 14% on Friday after the company struggled to meet strong artificial intelligence-driven demand for data-center chips due to supply constraints,