In our article last week (Why Intel Is Ripping Higher: 18A Proof Meets the CPU Shortage Trade) analyzing the logic behind Intel's stock surge, we suggested that the market is beginning to focus on the surging demand for CPUs in the AI inference era, which could lead to storage-like shortages in server CPUs. This week, this issue has started to attract Wall Street's attention.
What's Behind the Surge in Intel and AMD Stock Prices?
Wall Stree...