Arm's latest quarterly results suggest it is profiting from a renewed CPU demand, expanding its licensing model and partnerships to carve a lucrative path in a crowded market beyond mobile devices.
AMD jumped over 12% after Intel’s stronger-than-expected CPU demand outlook and guidance, prompting upgrades and higher price targets for AMD from analysts (e.g., D.A. Davidson's Gil Luria raising to Buy with a $375 target, about 22% upside). Citi and Roth also lifted views on AI infrastructure demand, suggesting CPUs are reasserting their role in the AI era and could lift AMD and peers as data-center growth accelerates.
TD Cowen says Intel could benefit from rising CPU demand tied to AI workloads as hyperscale data centers lean toward CPU orchestration, but maintains a Hold due to execution risks and a rich valuation. Intel’s in-house server roadmap and the Fab 34 buyback signal an improved demand picture, though near-term competitive headwinds remain. The stock trades at a premium versus peers like Nvidia, with the overall consensus target in the low-to-mid $50s and a Hold rating.
AMD confirms the Ryzen 9 9950X3D2 Dual Edition will cost $899 and go on sale April 22, featuring two dies with 3D V-Cache for a 16-core design and 206 MB of total cache. The price under early rumors of around $990–$1,000 positions it to benefit workloads that leverage the extra cache, compared with the ~$699 Ryzen 9 9950X.
Leaks show Intel's Core Ultra 9 290K Plus, the Arrow Lake Refresh flagship, delivering a 10% higher single-core and 11% higher multi-core Geekbench 6 score than the 285K (24 cores/24 threads, base 3.7 GHz, boosts up to 5.8/4.8 GHz, 36 MB L3 / 40 MB L2, DDR5-7200, 125W/250W); gaming is expected to be similar to the 285K. Against AMD’s Ryzen 9 9950X3D it’s 4% faster in single-core and 13% faster in multi-core. The lineup looks to clear 800-series inventory before Nova Lake-S (LGA 1954), with a $589 price listed.
AMD’s Ryzen 7 9850X3D is an eight‑core Zen 5 chip with 3D V‑Cache that offers a mild boost over the 9800X3D, mainly in single‑thread tasks, while consuming more power in games (roughly 25–30W) and costing $499. The upgrade distance is short: the 9800X3D is nearly as fast, cooler, and cheaper, and the 9700X offers a better value path for most builders. In practice, the 9850X3D mainly appeals to bragging‑rights enthusiasts who want the newest X3D badge, rather than those chasing a strong performance-per‑dollar upgrade, especially as GPU and RAM prices remain high and games are often GPU‑bound at higher resolutions.
Early Reddit benchmarks suggest the Ryzen 7 9850X3D achieves similar Cinebench 2026 single-core performance to the 9800X3D on stock BIOS with PBO, implying comparable overall performance; some users report 900+ FPS in Counter-Strike 2 with a high-end GPU, though results vary and newer BIOS updates are expected to improve boosts and compatibility ahead of the Jan 29 launch at $499.
AMD announced the Ryzen 7 9850X3D flagship CPU with a $499 MSRP and a January 29, 2026 release date, a move that lifted AMD stock and aligns with bullish analyst sentiment.
AMD has announced the Ryzen 7 9850X3D, an 8-core/16-thread CPU that uses 3D V-cache to pack 104MB of L2/L3 cache, a 120W TDP, and a boost up to 5.6GHz. It will be available January 29 for $499 and, AMD claims, delivers about 27% faster gaming performance than Intel's Core Ultra 9 285k, making it a more affordable alternative to higher-end X3D models (like the $700 9950X3D).
AMD has announced the Ryzen 7 9850X3D, an 8-core/16-thread upgrade with a 400MHz higher boost clock and the same 120W TDP, arriving January 29 at $499. It’s a better-binned version of the 9800X3D, and while the boost should improve frequency-sensitive games—especially esports—the exact gains vary and availability will depend on stock.
Intel is developing a custom version of its new Panther Lake CPUs specifically for handheld gaming devices, aiming to improve performance and competitiveness in the gaming handheld market amid rising competition from Qualcomm and AMD.
AMD announced the Ryzen 7 9850X3D at CES 2026, offering a modest 2-3% performance boost over the 9800X3D with a higher boost clock of 5.6GHz, while focusing heavily on AI capabilities and new Ryzen AI APUs for laptops and desktops. No major new GPU announcements were made.
AMD's stock price surged following a leak revealing the pricing details of their Ryzen CPUs, which has generated significant market interest and speculation.
The upcoming AMD Ryzen 7 9850X3D is expected to be priced around $500 based on recent listings, with a boost clock of 5.6 GHz and 96 MB of L3 cache, making it a slightly more expensive refresh of the Ryzen 7 9800X3D. The official price will be announced at CES 2026, but current leaks suggest minimal price increase.
AMD's upcoming Zen 6 processors are expected to feature significantly larger 3D V-Cache capacities, with up to 288 MB in dual-CCD configurations, and will utilize advanced manufacturing nodes and instruction extensions to boost performance, positioning them as strong competitors to Intel's upcoming processors.