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We are raising our fair value estimate for no-moat Intel INTC to $90 from $60. Server processor demand is poised to grow faster than our prior expectations, which bodes well for Intel over the next ...

Advanced Micro Devices AMD reported first-quarter revenue of $10.25 billion, up 38% year over year and above the high end of guidance. AMD expects June-quarter revenue to be $11.2 billion at the ...

Intel has recently issued a warning to major cloud service providers in China that, due to a surge in demand for AI infrastructure and slower-than-expected yield ramp-up for its 18A process, server ...

Microsoft has released out-of-band (OOB) updates to fix issues affecting Windows Server systems after installing the April 2026 security updates. As Microsoft confirmed last week, some admins may ...

For Intel, the company is increasing pricing for both its server and client CPUs, analyst John Vinh said, after conducting recent channel checks in Asia. The company is also benefiting as yields on ...

A worsening supply constraint in central processing units made by Intel (INTC) and Advanced Micro Devices (AMD) is impacting PC and server makers who are already affected by the memory chip shortage, ...

Affinity Partners — the investment firm Jared Kushner runs with money gathered from government-backed funds across the Middle East — saw assets jump nearly 30% last year, according to a regulatory ...

Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand and intensifying ...

Christian Bognar is a Writer at DualShockers with over three years of experience covering the gaming industry. Since 2022, he has written guides and reviews for publications including DualShockers, ...

Intel still leads the server CPU market, but the company has been facing a couple of headwinds over the past few years. First, AMD has become far more competitive, stealing market share with its EPYC ...