The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Cerebras reportedly rejected a preliminary acquisition approach weeks before its expected IPO pricing.
Arm Holdings and SoftBank Group made an approach to acquire Cerebras Systems weeks before its expected initial public offering, which was rebuffed. Bailey Lipschultz has more on "Bloomberg Deals."
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...
ARM hits strong quarterly revenues as AI cloud demand, AGI CPU traction and rising royalty growth strengthen its AI infrastructure push.
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, ...
Investing.com -- Qualcomm Inc. (NASDAQ:QCOM) shares rose 6% Friday morning after Daiwa Securities analyst Louis Miscioscia upgraded the chipmaker from Neutral to Outperform with a price target of $225.
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
The chip designer reported fourth-quarter profit of $313 million, up from $210 million a year earlier, but stock fell on supply concerns
Arm Holdings (NASDAQ:ARM) reported quarterly earnings and guidance that surpassed Wall Street expectations, while highlighting strong customer demand for its recently launched artificial intelligence-focused data center processor. Despite the upbeat results, U.
Arm beats expectations, Apple stock hits a record, gasoline prices could weigh on consumer spending, and more news to start your day.
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.
Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial intelligence compute. The company expects quarterly revenue of $1.26 billion, compared with estimates of $1.25 billion, according to data compiled by LSEG. Arm generates revenue by licensing its technology to companies such as Nvidia and Apple, collecting royalty payments for every product built using its designs.
U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.
The chipmaker's data center segment brought in $5.8 billion, up 57% year over year, as AMD raised its second-quarter revenue outlook to $11.2 billion
Arm Holdings is due to release its results after markets close Wednesday, and traders are pricing in the likelihood of a big move in the chip designer's stock following the report.
Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.
May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit.
ARM heads into fiscal Q4 earnings with 18% revenue growth expected, but the model signals mixed odds for a beat despite strong royalty and licensing momentum.