AMD and Arm are both chasing the next wave of AI CPU demand, but one stock looks better positioned today.

Bernstein’s calls highlight growing confidence in AI-driven server demand and next-generation CPU opportunities across the ...

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance." ...

ARM stock is climbing to fresh highs after Jefferies argued Nvidia’s Vera CPU momentum could dramatically accelerate Arm’s long-term royalty growth in AI infrastructure.

These days, Nvidia primarily sells AI data center products, and its traditional consumer devices feel like more of a side ...

Shares of Arm (NASDAQ:ARM | ARM Price Prediction) are up 11% in midday trading on Friday, June 12, changing hands near $379.

CNBC got an exclusive first look at Arm's first ever in-house chip, the AGI CPU, purpose-built for running AI inference in data centers. Meta is the first official customer for the new chip, with ...

This is a beast with 88 cores (176 threads) and up to 1.2TB/s bandwidth with 1.5TB of LPDDR5X RAM. Nvidia just announced the RTX Spark – this is AI ...

The Orange Pi 6 is a single-board computer that measures 90 x 90mm (3.54″ x 3.54″) and features a high-performance 12-core Arm-based processor that delivers up to 45 TOPS of on-device AI processing ...

ByteDance and Oracle have purchased unspecified quantities of Arm’s data center AGI CPU. The revelation was made by Arm CEO ...

Bernstein has raised the price targets on the shares of Advanced Micro Devices (AMD), Arm (ARM), and Intel (INTC), while increasing its server CPU total addressable market to $223B from $137B in 2030.