Intel shares plummet following disappointing guidance, while rival AMD is poised to add to an eight-day winning streak.

And Intel says AMD is 'selling ancient silicon'.

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.

Intel and AMD shares surged Tuesday after KeyBanc analysts upgraded the stocks, pointing to signs of strong AI demand. The analysts said their checks suggest both chipmakers have nearly sold out of their expected 2026 capacity for server CPUs, and are considering raising prices.

Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server CPUs for 2026 due to surging data center and artificial intelligence demand.

Though as memory constraints hit our hobby hard, Intel confirms it is also constrained for supply. During the earnings call, one analyst from Morgan Stanley, Joseph Moore (fitting name), asks the company's CFO if they can shift more supply to meet large datacenter demand. Thankfully, Intel doesn't flatly oblige.

Intel executive Nish Neelalojanan accused AMD of using "ancient silicon" in its handheld gaming PC APUs during an interview at CES this week. He also argued

By Arsheeya Bajwa Jan 21 (Reuters) - Intel shareholders are optimistic about the company's results like they have not been for many quarters, betting the turnaround CEO Lip-Bu Tan promised was taking root and that rapid data center build outs were fueling strong demand for its traditional server chips.

Multiple reports have indicated that Apple is turning to Intel for future iPhone chips. Now, analyst Jeff Pu is

According to recent data from Mercury Research and Bernstein Research obtained by Citrini Research, Apple's laptop CPU market share has reached approximately 20%, matching AMD's. Combined,

Advanced Micro Devices (NASDAQ: AMD stock) rose roughly 4% on Friday as investors repositioned into the chipmaker following Intel’s disappointing fourth-quarter guidance. The move underscores a critical market dynamic: when Intel can’t supply the chips customers demand,