Investing.com -- 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.

The catalyst for this change was a high-profile meeting at the White House on January 8, 2026. President Trump publicly endorsed CEO Lip-Bu Tan, emphasizing Intel's pivotal role in securing U.S.

The KeyBanc analyst argued AMD’s revenue from server CPUs is set to grow at least 50% this year, with similar price increases ...

The firm suggested that major cloud operators are placing heavy orders for Intel’s latest server processors. ・On January 5, ...

President Donald Trump praises Intel and its chief executive Lip-Bu Tan. The US government's stake in INTC stock is now worth ...

Intel shares rose after President Trump praised the company and highlighted the U.S. government’s $8.9 billion investment.

Following a comprehensive showcase of new artificial intelligence products at CES 2026, Advanced Micro Devices (AMD) is ...

Chiplets enable scalability but dramatically raise interconnect complexity and risk. Silicon-proven NoC technology is the key ...

The world’s leading chip companies came to CES 2026 this week with some major announcements that will give channel partners a ...

Qualcomm has unveiled the Snapdragon X2 Plus at CES 2026, delivering 3.5x Intel's efficiency with 80 TOPS NPU. First devices ...

Certainly, there are winners and also-rans in the hyper-competitive world of artificial intelligence (AI) chips. Some chip ...

Intel stock increased +6.5% on strong volume following the CES 2026 introduction of its Core Ultra Series 3 “Panther Lake” ...