https://www.cnbc.com/2018/01/04/intels-chip-problem-may-be-a-tailwind-for-amd-nvidia-sales-analyst.html

AMD and Nvidia will benefit from Intel's chip security vulnerability and related performance issues, according to one Wall Street firm. The British tech website Register reported Tuesday that some Intel processors have a "fundamental design flaw" and security vulnerability, which spurred the company to confirm the exploit later in the day. Shares of AMD and Nvidia were up 5.2 percent and up 6.6 percent respectively on Wednesday, while Intel's stock declined 3.4 percent.

Mizuho Securities told its clients Wednesday Intel's chip security issue will be used by its competitors.