Intel’s competitors, AMD and ARM, will also have their earnings releases soon, with AMD reporting Q4 on February 3 and ARM reporting Q3 on February 4. Bank of America analyst Vivek Arya and his team ...

The data center CPU market is projected to grow from $7.42 billion in 2024 to $8.35 billion in 2025, with Arm’s success potentially boosting its revenue to $3.3–3.4 billion and market cap to as much ...

U.S. chip demand is increasingly shifting toward Advanced Micro Devices, Inc (NASDAQ: AMD) and Arm Holdings plc (NASDAQ: ARM), with new market data showing both outpacing Intel Corp (NASDAQ: INTC) in ...

BofA downgraded the rating of British chip architecture designer Arm (ARM) to Neutral from Buy and lowered the price target ...

Data centers are often seen as battlegrounds among the three major CPU architectures (x86, Arm, RISC-V) and GPUs from Nvidia, AMD, and specialized ASIC vendors. The Arm architecture has already ...

One of the largest investing stories over the last several years is the decline of the PC and the rise of mobile computing. One of the companies with the most to lose is Intel which controls 85.2% of ...

2026 will bring new chips and further software improvements. But competition is heating up too. 2026 will bring new chips and further software improvements. But competition is heating up too. is a ...

Discussions about CPUs often frame one instruction set architecture (ISA) against another—x86 vs. Arm, Arm vs. RISC-V, and so on. However, it’s common to use multiple CPU architectures in a single ...