Intel’s Q1 2026 revenue and profit exceeded expectations, driven by surging AI-related CPU demand, higher prices, and improved manufacturing yields. The company capitalized on tight supply by selling ...

Susquehanna’s note ties the rally to a real near-term catalyst (Instinct MI350 ramp) plus a bigger Q4 inflection as ...

With one-year EPS and revenue growth estimates of 32.89% and 21.40%, respectively, Super Micro Computer, Inc. (NASDAQ:SMCI) ...

The latest Tensor G6 leak points to a CPU upgrade for Pixel 11 paired with an older GPU design, hinting at mixed performance improvements this generation.

Enterprise GPU fleets average 5% utilization — not from misconfiguration, but a procurement loop where the shortage driving ...

Intel (INTC) stock surges to 52-week highs after crushing Q1 earnings. CEO emphasizes CPUs as essential AI infrastructure ...

Susquehanna analyst Christopher Rolland raised his price target on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) ...

Global tech markets rarely run in straight lines, but every so often demand gets so distorted that the rules themselves start ...

The chipmaker's multiyear turnaround plan is beginning to pay off, and its long-time strengths are becoming more valuable.

Apple’s launch of the MacBook Neo – and especially the incredible price/performance balance – sent shockwaves through the ...

New Google Tensor G6 leak reveals upgraded ARM CPU cores and efficiency gains, but the gaming performance might still lag behind the competition.

Macworld analyzes Intel’s new Wildcat Lake Core Series 3 CPU against Apple’s A18 Pro chip in the affordable MacBook Neo ...