Intel shares plummet following disappointing guidance, while rival AMD is poised to add to an eight-day winning streak.

Thanks to its hugely powerful new integrated Xe3 GPU, the Intel Panther Lake laptop CPU series has stolen a surprise victory for frame rates.

And Intel says AMD is 'selling ancient silicon'.

Intel and AMD shares surged Tuesday after KeyBanc analysts upgraded the stocks, pointing to signs of strong AI demand. The analysts said their checks suggest both chipmakers have nearly sold out of their expected 2026 capacity for server CPUs, and are considering raising prices.

KeyBanc Capital Markets has upgraded Intel and AMD to Overweight, citing stronger-than-expected data-center demand and tightening memory supply across the semiconductor industry.

Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server CPUs for 2026 due to surging data center and artificial intelligence demand.

Intel executive Nish Neelalojanan accused AMD of using "ancient silicon" in its handheld gaming PC APUs during an interview at CES this week. He also argued

Intel ( INTC) is set to report earnings after the bell Thursday, and its financial results could either solidify or rattle the chip stock’s 47% gain over the past month amid growing Wall Street optimism over the company’s long-awaited turnaround.

By Arsheeya Bajwa Jan 21 (Reuters) - Intel shareholders are optimistic about the company's results like they have not been for many quarters, betting the turnaround CEO Lip-Bu Tan promised was taking root and that rapid data center build outs were fueling strong demand for its traditional server chips.

During Intel's fourth-quarter 2025 earnings call, CEO Lip-Bu Tan confirmed the company plans to introduce Nova Lake desktop processors – presumably labeled Core Ultra 400 –

Just ahead of the launch of Intel's Panther Lake CPUs, AMD has released two slides showing how its Ryzen AI processors are superior.