Dom Rizzo, global tech fund portfolio manager at T. Rowe Price, joins 'Squawk on the Street' to discuss SK Hynix's earnings results, the broader artificial intelligence trade, and more.
Choosing between AMD and Intel involves more than gaming benchmarks. Some lesser-known considerations could make a big ...
Intel Nova Lake-S leaks a 5,210 single-thread PassMark score, beating current flagships, but its multi-thread result trails ...
NVIDIA's Vera CPU is already shipping to hyperscalers and management expects CPU revenue to more than double, putting AMD and ...
Advanced Micro Devices ($AMD) and Intel ($INTC) head into earnings with different ratings from Bernstein analyst Stacy Rasgon. Rasgon rates AMD Outperform with a ...
Key TakeawaysAMD stock is up 170% in 2026, carried by two record data center quarters and Meta’s deal for up to 6 gigawatts of its AI chips. Intel ran nearly as far on demand for server chips, while ...
They are both profiting from the AI boom, but one of them looks more attractive right now.
Intel stock plunges 17% after its fourth-quarter forecast misses estimates. Data-centre and AI revenue jumps 78% to $7.3 ...
Microsoft's DirectX 12 Agility SDK 1.722 enhances ray tracing efficiency with up to 66x performance improvements and new ...
A Wall Street analyst just slapped a Buy rating on Intel days before its earnings report, citing a server CPU shortage that ...
Microsoft has released a DirectX feature that helps game developers understand why graphics cards crash during gameplay. AMD ...
Intel CEO Lip-Bu Tan says agentic AI could push the server CPU market past $200 billion within five years as Intel meets only ...
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