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Bloomberg63d agobullish
AI Stock Rally Is in Boom Phase Not Euphoria, BofA Survey Shows

(Bloomberg) -- The boom in artificial-intelligence stocks looks set to run further, according to a Bank of America Corp. survey, which found the majority of investors believe that the fear of missing out is continuing to drive the trade.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at

Intel gets a $170 billion AI reason to matter again
TheStreet63d agoneutral
Intel gets a $170 billion AI reason to matter again

For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...

Investing.com63d agoneutral
This analyst sees Intel reaching a $5 trillion valuation

Chowdhry's thesis rests on a simple but far-reaching claim: the AI boom that enriched Nvidia is giving way to a different era. "Ai Training is the Past - Ai Inference is the Present - Ai Applications is the Future, i.e., GPUs is the Past, CPUs is the Future," he wrote, framing 2026 and beyond as the era of Intel's 18A Xeon server chips and 18A Panther Lake laptop processors, in direct contrast to 2025 and prior being Nvidia's GPU moment.

AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner
24/7 Wall St.63d agoneutral
AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner

Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 2026 results that reframe how investors should think about the AI compute race. AMD posted a clean acceleration story powered by its Instinct and EPYC franchises. Intel delivered a noisy but improving turnaround quarter under CEO Lip-Bu Tan, with foundry traction and a surprise non-GAAP ... AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner