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Reuters13d agoneutral

Arm shares slide on smartphone market weakness, AI chip supply concerns

Arm shares tumbled on Thursday after the company warned of smartphone market softness and challenges in securing supply for its ‌new artificial intelligence chip to meet growing demand. The stock fell 5% ‌to $225.43, with the drop set to erase more than $12 billion from the company's market valuation of $252 billion. The British chip designer's shares have more than doubled in value this year, outperforming other chip majors.

MarketBeat14d agoneutral

Lantronix Q3 Earnings Call Highlights

Lantronix (NASDAQ:LTRX) reported fiscal third-quarter results that were in line with management’s outlook, as the company pointed to continued momentum in embedded compute—particularly its unmanned systems initiatives—and an increasing contribution from software and services. Revenue for the quarte

The Wall Street Journal15d agoneutral

Chip Makers Push Nasdaq, S&P 500 to Fresh Highs

The semiconductor index has risen 54% since the end of March, its best performance over a 25-day period since March 2000. Chip makers are racing to meet surging demand for the specialized devices that are pivotal to powering artificial intelligence. Tuesday’s rally powered Intel to a 13% gain and a market capitalization of about $544 billion, surpassing Oracle and Johnson & Johnson Shares of Sandisk Micron and Qualcomm all added more than 10%, lifting the tech-heavy Nasdaq composite up 1%.

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Yahoo Finance Video15d agoneutralVIDEO

AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

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Reuters16d agoneutral

Intel appoints Qualcomm executive to lead PC and physical AI business

May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit.

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Zacks16d agoneutral

Cirrus Logic to Release Q4 Earnings: Here's What to Expect

CRUS gears up for Q4 FY26 earnings with rising revenue and EPS estimates, driven by strong demand in mobile, PCs and growing mixed-signal momentum.

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Yahoo Finance Video16d agoneutralVIDEO

Palantir to report Q1 earnings after Monday's close: What to expect

AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.

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Bloomberg17d agoneutral

Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

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Bloomberg19d agoneutral

Meta Acquires Robotics AI Company to Help Build Humanoid Technology

(Bloomberg) -- Meta Platforms Inc. has acquired Assured Robot Intelligence, a startup developing artificial intelligence models for robots, as part of a major initiative to build humanoid technology. Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeTwo NJ Malls Separated by Just Four M

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MarketBeat20d agoneutral

Apple Q2 Earnings Call Highlights

Apple (NASDAQ:AAPL) used its fiscal second-quarter 2026 earnings call to report double-digit growth, record March-quarter revenue, and provide more detail on supply constraints and rising memory costs, while also highlighting a major leadership transition set for later this year. Leadership transit

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