# Advanced Micro Devices (NASDAQ:AMD) stock enjoyed a huge bounce last week, and in a somewhat ironic twist, can thank Intel, its rival in the AI chip market.

*semiconductor · news · 2026-04-26 · Markets Insider*

## Key points

- Intel's strong Q1 2026 results boosted expectations for AMD's AI-related CPU demand.
- Investor Yiannis Zourmpanos forecasts the CPU-to-GPU ratio could shift from 1:4–1:8 to 1:1–1:2.
- AMD's current 40% server CPU market share could realistically reach 50% within a year.
- Despite rallying, AMD's share price is seen as not fully reflecting expanded CPU market opportunities.

**Companies:** Advanced Micro Devices, Intel

[Read the full story on Markets Insider](https://markets.businessinsider.com/news/stocks/it-s-a-key-moment-says-top-investor-about-amd-stock-1036063234)

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