Intel's new "bLLC" tech matches AMD's 3D V-Cache, but may still fail to defeat its rival.

Meta Muse is putting AMD and Intel back in focus as AI agents reshape demand for CPUs, creating a new dynamic in the ...

Meta's new AI agent rocketed to the top of the App Store in just ten days, and the computing resources it consumes behind the scenes reveal a quiet battle reshaping which semiconductor companies ...

Learn more Meta's Muse AI agent is fueling expectations of stronger CPU demand, lifting Intel, AMD and Arm shares sharply this week. AMD's market capitalization crossed $1 trillion as chip stocks ...

The figures in this article were confirmed as of October 10, 2026. Financial performance is based on filings with the U.S.

Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the biggest moves share almost nothing in common except a suddenly crowded bull ...

AI success depends on whether enterprise data is ready, reachable, and close enough to the workloads that need it. In this eSpeaks episode, Dell Technologies’ Vrashank Jain explains why fragmented ...

The selloff is mostly macro (oil up, 10Y yield ~5.3%) plus noise around Intel/Terafab, while AMD has a clear supply ramp: ...

AMD’s share in the desktop CPU market continued to increase during the third quarter, a market researcher reported, while Intel’s decision to pull back in the low end of the mobile market left the two ...

Intel and AMD stocks fell sharply on Monday as rising oil prices and Treasury yields put pressure on broader markets, with ...

Meta's Muse AI agent runs on AMD EPYC CPUs, helping push AMD past a $1 trillion market cap as Intel and Arm shares also ...

IntroductionDid you know that when PC manufacturers develop new computers, they perform many different types of security tests?For example, suppose you develop a laptop equipped with an Intel CPU.You ...