David Tepper is widely seen as one of Wall Street’s true heavyweights. He co-founded Appaloosa Management back in 1993, built ...
AMD and Intel are both vying for incremental share of the data center market currently dominated by Nvidia.
Intel Corporation’s stock has reached a new 52-week high, hitting 42.51 USD. This milestone reflects a significant upward trajectory for the company, marking a notable recovery and growth phase over ...
Tepper's recent picks signal some of the most durable and high-potential opportunities in the AI infrastructure space.
In a sign of AMD’s growing channel prominence, the chip designer beat Intel in CRN’s 2025 Annual Report Card for the first time since the feature introduced a processor category 22 years ago. The ...
I believe the whole bull case on Intel Corporation hinges on Intel Foundry winning credible tier-one external customers. Read ...
More than 30 percent of x86 processors sold between July and September were supplied by AMD. Last year, this figure was only 25 percent.
Intel has been the beneficiary of recent financial investments, but a report indicates it's in talks to book AMD as a manufacturing customer Intel's stock was up 7.1% on Wednesday after a report that ...
Intel has also gotten a number of high-powered backers including from the US government, which has become the company's ...
In context: Former CEO Pat Gelsinger openly called for Intel to produce chips for all major tech players, including competitors. Intel's current chief executive, Lip-Bu Tan, has said the company might ...