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AI accelerators receive the headlines, but nearly every expanding computing system still pays Arm for architecture.

Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand.

Arm Holdings targets 21% revenue and 23% adjusted EPS growth, but its 93X-plus earnings multiple leaves little room for execution missteps.

IBM is integrating ARM Holdings' architecture into its mainframes, enabling native dual-execution without emulation, as shares trade near $231 amid a 22% year-to-date decline.

International Business Machines' dual-architecture processor will bring ARM-native apps to future Z and LinuxONE systems, expanding software choices for critical workloads.

Advanced Micro Devices received a bullish vote of confidence as Raymond James upgraded AMD stock to strong buy from outperform.

Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand.

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]

Arm Holdings has delivered a very strong year to date return of 112.1%, yet the stock now screens as expensive on Simply Wall St's valuation checks and carries an overvalued market multiple tag. After that kind of run up, investors are weighing solid business momentum against a low value score that suggests the current price builds in a lot of optimism. Year to date, Arm Holdings is up 112.1%, which sets a high bar for any further upside to be supported by fundamentals. Recent focus on Arm's...

AMD's revenue has climbed steadily for eight straight quarters, while ARM's growth pattern tells a starkly different story.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.38% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.09%. E-mini S&P futures (ESU26 ) are up +0.37%, and September E-mini...

Talks with Rebellions could include an investment, partnership or acquisition.

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...

Arm's CEO just doubled a key pipeline figure in a single quarter, and the stock is already priced like the bet pays off. Here is what the numbers say about whether bulls chasing a $428 target are visionaries or latecomers.

U.S. stocks were struggling, with the Nasdaq down sharply amid renewed tensions in the Middle East.

U.S. futures slipped and chip stocks were on track to open lower, with Micron Technology and Applied Materials both down more than 3% premarket.

During an interview with The Information, CFO Jason Child said that Arm is likely to stick to acquisitions, such as the networking startup DreamBig, as it expands its focus.

Stanley Druckenmiller opened three brand-new semiconductor positions in a single quarter, and the names he chose reveal a calculated bet that the AI infrastructure boom has room to grow far beyond the obvious winner.

After a steep sell-off last month, investors are chipping in again. Chip stocks were some of the biggest gainers in the S&P 500 and Nasdaq Thursday, a day when markets rose broadly.

Arm stock could be the biggest beneficiary of a shift to CPU sales for AI.

Arm just posted its third straight year of 20-plus percent revenue growth with the AI era's dominant compute platform, yet the stock sits 33% below its recent peak and Wall Street's upside calls look surprisingly timid given what the AGI CPU pipeline could actually deliver.

Breakwave’s Tanker Shipping ETF has more than twice the year-to-date returns of anything else on the market.

One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

In the past quarter, Arm Holdings reported first-quarter 2026 revenue of US$1.29 billion and net income of US$270 million, while Alif Semiconductor announced it had licensed Arm Keil MDK to equip customers with professional tools for Arm-based microcontrollers and fusion processors. Beyond the headline numbers, Arm’s deeper integration into embedded AI workflows through Keil MDK and the SDS Framework highlights its role in unifying software and hardware for edge and IoT AI...

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

The retail investor tide may be turning on SpaceX after 59 days in the public markets.

Arista has posted eight straight quarters of revenue gains while Arm battled volatility and federal scrutiny.

Arm Holdings continues to benefit from accelerating AI adoption and growing demand for its chip architecture across multiple end markets.