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Arm earns royalties every time a chip uses its architecture, while Sandisk has locked in billions in guaranteed revenue from the world's largest cloud companies.

Paying off one enormous loan may give Masayoshi Son room for another move.

The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...

American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”. The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback […]

Find insight on SoftBank Group, Apple, Meta and more in the latest Market Talks covering Technology, Media and Telecom.

More than 80 partners expand Arm's reach, but ecosystem spending does not automatically become royalty revenue.

By Niket Nishant and Tharuniyaa Lakshmi Sept 9 (Reuters) - The main U.S. stock indexes fell on Wednesday as oil prices soared past $100 a barrel and Treasury yields rose, putting pressure on equities

Arm's smartphone empire built one of tech's most recognizable businesses, but the company's next billion-dollar bet is pointing somewhere else entirely, and the valuation debate it has sparked puts bulls and bears in direct conflict.

Arm Holdings PLC CEO Rene Haas said artificial intelligence could help find a cure for cancer within our lifetime, but warned that chip shortages are limiting the expansion of AI infrastructure. Haas said AI could eventually solve complex problems in...

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

Chip designer Arm previewed new innovations in its AI compute portfolio spanning data centers to edge devices.

Arm's new Samsung chip deal looks like a data center breakthrough, but the business investors are actually paying 298 times earnings for operates on completely different terrain from where this partnership lands.

Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here. Global Growth seeks the best growth businesses worldwide, leveraging a research team that explores both developed and emerging markets for sustainable competitive advantages. In the quarter, global equities rebounded strongly, driven […]

AI silicon stocks are splitting sharply on Friday, with one beaten-down chip designer surging while a larger rival barely moves. The divergence reveals something important about which companies actually benefit when hyperscaler spending accelerates.

INTC's estimate revisions point higher as AI demand, manufacturing gains and expanding custom silicon offset supply and competition risks.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

Nvidia’s portfolio and product roadmap appear to be sending opposite messages about Arm. NVIDIA Corporation (NASDAQ:NVDA) disclosed that it sold its entire position in Arm Holdings plc (NASDAQ:ARM) by the end of 2025. Yet Nvidia’s Grace CPU uses the Arm architecture, and its Vera processor does too. The apparent contradiction disappears once investors separate owning […]

Arm Holdings' AGI CPU push could create about $15B in revenues by FY'31, with meaningful sales starting in FY'28 and no expected hit to its IP and CSS businesses.

Sandisk's revenue has nearly tripled in just two years, while ARM has grown more modestly.

Bond markets in Europe have recently pushed government yields to multi year highs, which puts pressure on companies that rely heavily on cheap debt for growth. That backdrop makes cash generative automation leaders look more interesting. Robots and intelligent machines can help businesses tackle labor shortages without leaning on aggressive borrowing. This article walks through three stocks from our automation shortlist that many investors are watching closely. The three stocks below are a...

An insider sale gave investors pause, but the devil's in the details.

Arm's $800 Million CEO Pay Plan Draws Opposition From Key Shareholder Advisers

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Conference appearance puts Arm Holdings in focus for AI infrastructure investors Arm Holdings (NasdaqGS:ARM) is set to present at the 5th TestMu Conference on August 19, 2026, with Head of Developer Relations Prashant Sharma discussing the company’s developer ecosystem and AI focused infrastructure push. This conference appearance highlights how Arm Holdings is engaging directly with software and testing professionals as it rolls out its AGI CPU and expands deeper into cloud infrastructure...

NVIDIA's faster growth, integrated AI platform, strong cash generation and lower valuation make it the stronger investment choice over Arm Holdings.

Arm has quietly captured the CPU backbone of the AI data center buildout, yet its current price tells a strikingly different story than its growth numbers do. Here is what Wall Street keeps missing.

On August 24, International Business Machines Corporation (NYSE:IBM) introduced its next-generation dual-architecture processor for IBM Z and LinuxONE, the first processor milestone to emerge from a relationship with Arm Holdings plc (NASDAQ:ARM) announced in April. The new chip will enable companies to run operating systems and applications on both IBM’s custom compute platform and the […]

Arm Holdings' AI opportunity spans data centers, devices and custom silicon, supported by its royalty model and energy-efficient processor architecture.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...