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Today Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
Arm Holdings (NasdaqGS:ARM) is back in focus as investors look ahead to its first quarter fiscal 2027 earnings report on July 29, a key moment in a packed tech earnings week. See our latest analysis for Arm Holdings. After a sharp run earlier in the year, Arm Holdings’ share price has recently cooled, with a 1 day share price return of down 8.14% and a 30 day share price return of down 22.22%, although the year to date share price return of 126.63% and 1 year total shareholder return of...
Arm could make a big move after its earnings report Wednesday.
Arm stock has shed nearly a third of its value in just one month, yet the company's AI data center pipeline tells a very different story heading into Wednesday's earnings report.
ARM Holdings reports fiscal Q1 earnings soon, with expectations for double-digit growth, but a soaring share price and premium valuation may leave little room for disappointment.
In the upcoming Q1 earnings, the spotlight will be on whether Arm's AI CPU strategy is becoming its next major growth engine.
The chief investment strategist at Concurrent Asset Management shares her top investment picks right now.
Arm now leads x86 in AI servers and collects royalties from every chipmaker, including the ones it competes with.
Arm just scored a major AI server win, strengthening its long-term growth story and putting ARM stock back in focus.
Arm Holdings is a critical designer for AI infrastructure.
In recent days, Arm Holdings has seen its processor architecture surpass x86 systems as the leading platform for rack-scale AI GPU servers, while sector sentiment improved after Intel reported its strongest revenue growth in nearly 15 years. This combination of architectural gains in accelerated computing and a healthier backdrop for semiconductors has sharpened investor focus on Arm’s role in powering energy-efficient AI infrastructure. Now we’ll consider how Arm’s rising share in...
The print, which also included adjusted EPS of $0.42 against a consensus of $0.21, represented Intel's fastest revenue growth in nearly 15 years and triggered an immediate halo effect across the semiconductor space. Advanced Micro Devices (NASDAQ: AMD) and Arm Holdings (NASDAQ: ARM) are direct beneficiaries: both compete and, in AMD's case, increasingly cooperate with Intel in the server CPU market that is driving the current demand surge, and a strong Intel quarter raises the revenue ceiling fo
Arm Holdings' AI opportunity extends beyond hype as its architecture, royalty model and expanding markets support long-term growth potential.
Super Micro's stock surged after the AI server maker nearly doubled its margin outlook and revealed a record $60 billion order backlog.
A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.
A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.
IDC sees AI infrastructure market approaching $500 billion this year
According to TheFly, Wells Fargo lowered the price target for Arm to $350 from $410 while maintaining an ‘Overweight’ rating on the stock.
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