CPU makers including INTC are preferred as AI leaders because CPUs win in both cloud and local deployment.
Bullish
“Mark Gibbens on AMD, ARM, INTC Emerging as AI Leaders; HPQ "Margin Story"”
Schwab NetworkPublished Sep 25 · 3 passages
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but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?
It's AMD, ARM, and Intel, that's our position.
In general, when we think about all these companies I mentioned, such as Intel benefiting from the AI-powered server CPU market, I think about the outlook , how much these companies need to prove given the huge capital expenditure, and where the return on investment is, right?
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2026-09-25BullishThis one
but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?
2026-09-21Bullish
So um if we could advance to the next uh chart in our grid here, we would be able to see that AMD second place here out of some of these more specialized names here uh behind Intel which was for quite a while a lagard in the group here.
Quote at 01:58 ›