AMD and Arm are both chasing the next wave of AI CPU demand, but one stock looks better positioned today.

Bernstein has raised the price targets on the shares of Advanced Micro Devices (AMD), Arm (ARM), and Intel (INTC), while increasing its server CPU total addressable market to $223B from $137B in 2030.

AMD, INTC, ARM, NVDA and QCOM are ramping AI server CPU efforts as agentic AI fuels a market projected to exceed $170 billion ...

James Ratcliff joined Game Rant in 2022 as a Gaming News Writer. In 2023, James was offered a chance to become an occasional feature writer for different games and then a Senior Author in 2025. He is ...