Motley Fool52d agoneutral
Why Arm Stock Is Surging TodayInvestors are buying back into chip stocks, and Arm just delivered a promising quarterly report.
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24/7 Wall St.52d agoneutral
This AI Company Could Be the Biggest Winner You Aren’t WatchingArm sits 34% below its 52-week high after a brutal month, yet hyperscalers are quietly handing it control of their AI infrastructure. The question is whether this pullback is a warning or an opening.
24/7 Wall St.52d agoneutral
Can Nvidia Reclaim $5 Trillion? Jensen Huang’s Bullish AI Call Says YesJensen Huang just called AI infrastructure the largest expansion in human history, yet NVIDIA shares sit $20 below a $5 trillion market cap. Here is what would need to go right and what could blow it all up.
Proactive52d agobullish
Arm shares jump after Q1 revenue, profit beat estimatesArm Holdings PLC (NASDAQ:ARM) beat first-quarter revenue and profit estimates and issued upbeat second-quarter guidance, sending its shares up 6.1% in early Thursday trading. The chip design company reported revenue of $1.29 billion for the quarter, ahead of analyst estimates of $1.26...
Zacks52d agoneutral
ARM Q1 Earnings Call Highlights AI CPU Demand and Data Center GrowthArm Holdings' record fiscal Q1 highlights surging AI CPU demand, data center growth and customer momentum as it scales its compute platform across AI infrastructure and edge devices.
Quartz52d agobullish
Arm Holdings Q1 FY2027 earnings beat estimates on AI demandThe chip designer beat analyst estimates on revenue and earnings, but Arm stock dropped more than 8% after the results
GuruFocus.com52d agobearish
Memory Prices Hit Arm's Royalties as Stock Falls 4%Second-quarter royalty growth guided to 13% on smartphone weakness
InvestorsHub52d agobullish
Arm Holdings Tops First-Quarter Forecasts, but Shares Extend DeclineArm Holdings (NASDAQ:ARM) reported first-quarter results that exceeded Wall Street expectations for both earnings and revenue, yet the chip designer’s shares continued to slide as investors remained cautious despite an upbeat outlook. The company posted earnings per share of $0.
GuruFocus.com52d agoneutral
ARM Holdings PLC (ARM) (Q1 2027) Earnings Call Highlights: Record Revenue and AI Growth Amid ...ARM reports record Q1 revenue of $1.29 billion, driven by a doubling of data center royalty revenue and surging demand for its AGI CPU, while navigating smartphone market weakness.
MarketBeat52d agoneutral
ARM Q1 Earnings Call HighlightsARM (NASDAQ:ARM) reported record first-quarter fiscal 2027 results, with revenue rising 22% year over year to $1.29 billion as demand for its computing platform expanded across cloud AI infrastructure, edge devices and physical AI applications. Chief Executive Officer Rene Haas said the company del
Bloomberg52d agoneutralVIDEO
Qualcomm and Arm Forecasts Fail to Impress InvestorsJay Goldberg, Seaport Research Partners senior analyst, semiconductors and electronics, reacts to Qualcomm's weak profit forecast for the current quarter and Arm Holdings Plc's sales outlook that also failed to impress investors. He speaks on "Bloomberg The Close."
Yahoo Finance Video52d agoneutralVIDEO
Robinhood, Arm, Carvana: Stocks moving on earnings in after-hoursAsking for a Trend Host Josh Lipton eyes several stocks making moves in after-hours trading, including Robinhood Markets (HOOD), Arm Holdings (ARM), and Carvana (CVNA) after reporting their latest earnings results.
Investing.com52d agobullish
Arm Holdings beats Q1 estimates, shares fall in after-hoursInvesting.com -- Arm Holdings reported first-quarter earnings per share of $0.45, surpassing analyst expectations of $0.4 by $0.05. The company posted revenue of $1.29 billion for the quarter, beating the consensus estimate of $1.27 billion.
The Wall Street Journal52d agoneutral
Arm Posts Higher Revenue, Profit as AI Demand Drives GrowthThe company reported a higher first-quarter profit of $270 million as demand for its chip designs exceeded expectations.
Reuters52d agoneutral
Arm forecasts quarterly revenue above estimates on AI-driven chip demandArm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers. Demand for Arm's chip architecture has surged as companies like Alphabet and Amazon.com build custom AI chips, boosting the company's licensing revenue and royalties as more complex chips are shipped to data centers. Revenue from royalties, which Arm collects on each chip shipped using its technology, rose 22% to $715 million in the first quarter, while licensing revenue grew 23% to $574 million.
Barchart53d agoneutral
Stocks Pressured by Renewed US-Iran HostilitiesThe S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
Proactive53d agobearish
Dow and Nasdaq stock set for another mixed open ahead of Fed decisionUS market liveblog: stocks set for mixed open ahead of Fed decision US stocks are set for a mixed open on Wednesday as investors look ahead to the Federal Reserve's latest interest-rate decision, while renewed tensions in the Middle East and continued pressure on semiconductor stocks cloud...
The Wall Street Journal53d agoneutral
Tech Earnings, Fed Meeting: What to Watch the Rest of the WeekToday Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.
24/7 Wall St.54d agobearish
AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIAChip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
The Wall Street Journal54d agoneutral
Tech Earnings, Fed Rate Decision: What to Watch This WeekToday Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
Simply Wall St.54d agoneutral
Arm Holdings (ARM) Could Be 40% Undervalued As Earnings NearArm Holdings (NasdaqGS:ARM) is back in focus as investors look ahead to its first quarter fiscal 2027 earnings report on July 29, a key moment in a packed tech earnings week. See our latest analysis for Arm Holdings. After a sharp run earlier in the year, Arm Holdings’ share price has recently cooled, with a 1 day share price return of down 8.14% and a 30 day share price return of down 22.22%, although the year to date share price return of 126.63% and 1 year total shareholder return of...
Motley Fool55d agobullish
Arm Holdings' Next Earnings Report on July 29 Could Send the Stock Soaring. Here's Why.Arm could make a big move after its earnings report Wednesday.
24/7 Wall St.55d agoneutral
Arm Holdings Has Fallen 28% in the Past Month. Should You Buy Before July 29 Earnings?Arm stock has shed nearly a third of its value in just one month, yet the company's AI data center pipeline tells a very different story heading into Wednesday's earnings report.