Latest market news, earnings coverage, and analysis for Intel (INTC) from KAHROS.
Intel Corporation is joining Musk’s TeraFab effort with Tesla, SpaceX, and xAI. Here’s why it matters for Intel’s credibility and the AI chip race.
AMD’s AI narrative is maturing in 2026: real scale, tougher competition, and an earnings season that will test whether demand is repeatable.
AMD’s 2026 story hinges on scaling Instinct, building an AI rack platform, and navigating export limits—without losing its CPU and PC momentum.
AMD’s long-term Meta partnership targets up to 6GW of Instinct GPUs starting H2 2026, adding credibility—and raising the execution bar.
AMD’s Meta AI infrastructure deal and strong Q4 2025 results put it closer to the center of the AI buildout—now execution into 2H 2026 matters most.
