The rally rests on an agent-CPU thesis. Meta’s Muse AI agent has traders betting on much higher server CPU demand.
The demand for Intel's server CPUs is exceeding supply by a big margin.
Intel and AMD stocks fell sharply on Monday as rising oil prices and Treasury yields put pressure on broader markets, with ...
AMD briefly crossed $1 trillion in market value on Sept. 21, 2026 before falling back.
I wanted to just sit and discuss a perspective on the next-generation AMD EPYC “Venice” CPUs in the era of Agentic AI. We ...
AMD and Micron could reach $2 trillion market caps on CPU and memory demand, per an analyst, after both crossed $1 trillion ...
We may receive a commission on purchases made from links. Gaming can be a fun hobby, but it isn't necessarily a cheap one, especially if you're a PC gamer. Between modern GPUs with terrible ...
There's Intel and AMD on the x86 side, with Apple and Qualcomm making Arm-based processors on the other. We break down the advantages and drawbacks of each to help you pick the right chip for your ...
Meta's new AI agent rocketed to the top of the App Store in just ten days, and the computing resources it consumes behind the ...
I have been interested in science and technology for as long as I can remember, spurred on by a fondness for video games. I learned to work in Windows and manipulate files to get buggy games to work, ...
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AMD, INTC stocks extend rally as Meta's Muse fuels bets on an AI-agent CPU boom
Agentic AI is reshaping expectations for chip infrastructure and CPU demand.
GIGABYTE launches B450M H ARGB for $63, B550 X EAGLE for $123, and AORUS B760M ARI for $170 in Japan, supporting DDR4 memory.
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