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Broadcom shares fell Thursday despite a better-than-expected earnings report, leading other chip stocks lower.
Arm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export to China of CPUs that are useful for AI because of their widespread use and as it would be difficult to block only AI CPUs. "CPUs are kind of like oil relative to the application space," Haas said in an interview with Reuters. Banning artificial intelligence CPUs would be nearly impossible because of the challenge of establishing specific performance thresholds and memory bandwidth limits as is possible with the graphics processing units (GPUs) made by Nvidia, Haas said.
The world’s only $5 trillion company can sell the concept that AI computing won’t be confined to data centers.
(Bloomberg) -- Arm Holdings Plc may achieve its target of $15 billion in sales of its own chips earlier than anticipated, its chief executive officer said, reflecting stronger-than-projected demand from the AI boom.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found
Wall Street has always had a language problem. Analysts write dense, 40-page reports full of "EPS revisions" and "addressable market assumptions" that most investors never finish. Then someone like Jim Cramer shows up and says four words that cut through all of it. That's the thing about the AI ...
Cerebras Systems stock exploded after its IPO debut as investors rushed into the company's massive growth and $24.6 billion backlog story.
June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...
AI chipmaker priced shares above range as IPO demand exceeded available shares more than 20 times.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...
The success of the Cerebras IPO, and particularly in the last-minute attempt by Arm to acquire the company prior to its debut, highlights just how strategic it is.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...
Bank of America raised its price objective on Arm Holdings after the chip-design company posted a stronger March quarter, but the firm stopped short of turning more bullish on the stock as investors continue to price in a larger artificial-intelligence opportunity. In the Bank of America note, ...
Rene Haas: Thank you, Jeff, and welcome, everyone. Arm delivered a record quarter and record fiscal year. Licensing revenue grew 29% year-over-year to $819 million, driven by strong demand for the Arm platform.
Arm Holdings sinks as memory becomes expensive for smartphones
Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli
↘️ Arm Holdings (ARM): The British semiconductor design company said it was seeing rampant demand for its new computer chips. Shares were volatile afterhours, recently falling more than 7%, after rising 14% during regular trading hours.
(Bloomberg) -- Arm Holdings Plc warned of sluggishness in the smartphone industry, crimping a vital source of the chip company’s revenue, while promising that AI data center growth would more than offset the slump. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitDOJ Plans Intervention in Trump Supreme Court Carroll AppealAnthropic Unveils AI Agents to Field Financial Services TasksIran Evaluating US
The semiconductor design company said it now has more than $2 billion of demand across fiscal 2027 and 2028 for its new Arm AGI CPUs.