--- title: "AMD & Arm Rally While Intel (INTC) Falls on a New UBS Server Processor Report" type: "News" locale: "en" url: "https://longbridge.com/en/news/286446613.md" description: "AMD's stock rose nearly 0.5% following a UBS report indicating its server processor market share increased to 27.4%. Arm also saw gains, with its market share rising to 17.7%. In contrast, Intel's market share fell to 54.9%, leading to a 2.78% drop in its stock. Year-to-date, AMD and Arm have gained 109.3% and 103.94%, respectively, while Intel remains up 216.94%. Analysts favor AMD and Arm with Strong Buy ratings, while Intel holds a Hold rating." datetime: "2026-05-14T16:48:46.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286446613.md) - [en](https://longbridge.com/en/news/286446613.md) - [zh-HK](https://longbridge.com/zh-HK/news/286446613.md) --- # AMD & Arm Rally While Intel (INTC) Falls on a New UBS Server Processor Report Advanced Micro Devices (AMD) stock was up on Thursday alongside a new UBS report concerning the server processor market. According to this report, AMD increased its market share of server processors to 27.4% from the 24.1% reported in Q1 2025. ### Claim 55% Off TipRanks - Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions - Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The latest report from UBS also highlighted the performance of Arm (ARM) and Intel (INTC) in the server processor market. It noted that Arm increased its server market share to 17.7% from 11.5% year-over-year. On the other hand, Intel saw its server market share drop to 54.9% from 64.4%. UBS analyst Timothy Arcuri said, "While all CPU architectures will benefit from increasing AI demand near-term, we see strong hyperscaler adoption of ARM for head nodes and other applications in light of its power-efficient architecture, while AMD is well positioned with industry-leading core count combined with multithreading capabilities allowing to serve agentic workloads with multiple sub-agents on one device." ## **AMD, ARM, and INTC Stock Movements Today** AMD, Arm, and Intel saw mixed stock movements following the UBS report. - AMD stock was up nearly half a percent on Thursday, extending a 109.3% year-to-date gain. The shares have also rallied 287.42% over the past 12 months. - ARM stock was up 0.78% today, building on a 103.94% year-to-date rally. The shares have also increased 66.24% over the past 12 months. - Intel stock fell 2.78% today, but was still up 216.94% year-to-date and 458.19% over the past 12 months. ## **AMD vs. ARM vs. INTC: Which Chip Stock Do Analysts Favor?** Turning to the TipRanks stock comparison tool, traders can see which of these stocks analysts have the most faith in. AMD and ARM both have consensus Strong Buy ratings, compared to a Hold rating for INTC. Arm has the highest upside potential at 13.61%, compared to a 0.25% upside for AMD, and a 29.63% downside for Intel. ### Related Stocks - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [ARM.US](https://longbridge.com/en/quote/ARM.US.md) - [INTW.US](https://longbridge.com/en/quote/INTW.US.md) - [ARMW.US](https://longbridge.com/en/quote/ARMW.US.md) - [ARMG.US](https://longbridge.com/en/quote/ARMG.US.md) - [ARMU.US](https://longbridge.com/en/quote/ARMU.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [UBS.US](https://longbridge.com/en/quote/UBS.US.md) ## Related News & Research - [Is AMD a top artificial intelligence (AI) stock to buy?](https://longbridge.com/en/news/286649712.md) - [Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm](https://longbridge.com/en/news/286646639.md) - [AMD set to benefit from agentic AI CPU demand surge](https://longbridge.com/en/news/286655054.md) - [What's Going On With AMD Stock Tuesday?](https://longbridge.com/en/news/286113769.md) - [Ark Invest Again Sells AMD, This Time As Stock Hits 52-Week High While Snapping Up Tempus AI And Circle](https://longbridge.com/en/news/286033572.md)