AMD

Spread of the virus "could start to impact normal travel and functioning of supply chains in PC, Server, handsets, and Memory.”

The return to record levels is just the latest move higher for AMD, which spiked almost 150% over the course of 2019, making it the biggest gainer in S&P 500.

Still, its total revenue is about one-third of its top rival Intel's profit.

Claims second-gen Epyc server chips are up to two times more powerful than top-of-the-line Xeon

Azure putting EPYC into production might be just what AMD needs to spark data center adoption of its Zen-based processors.

The ProLiant DL385 Gen10 server running AMD's EPYC chips is scheduled to be available in December.

Critical Thinking: The chipmaker has a tiny share of the data center market but has ambitious plans for growth that also includes working with data center infrastructure management suppliers.