The KeyBanc analyst argued AMD’s revenue from server CPUs is set to grow at least 50% this year, with similar price increases ...
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What’s driving Intel’s latest rally? A fresh bull case from KeyBanc
The firm suggested that major cloud operators are placing heavy orders for Intel’s latest server processors. ・On January 5, ...
Investing.com -- KeyBanc Capital Markets has upgraded Intel and AMD to Overweight, citing stronger-than-expected data-center ...
Investors could get an early peek into the outlook for travel demand this year as major airlines start reporting earnings ...
Investing.com -- Bernstein has reiterated its bullish stance on several major U.S. semiconductor names in 2026, arguing that the sector remains supported by strong AI spending trends and rising ...
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