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The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...
The artificial intelligence boom is being held back by what the industry cannot build rather than what customers will not buy, according to Rene Haas, chief executive of Arm Holdings PLC (NASDAQ:ARM), the chip designer. Haas told CNBC that demand for chips, data centres, energy and skilled...
Arm Holdings has surged 141.4% year to date, yet its valuation checks flag the stock as expensive rather than a clear bargain. This creates a sharp tension between recent share price momentum and the current pricing of its fundamentals. The 141.4% year to date gain sets a high bar for what Arm Holdings needs to deliver to justify the current valuation. Investor focus on potential growth in server and AI related chips may support elevated expectations, while concerns around smartphone demand,...
Arm shares have shed nearly a third of their value since mid-June, and investors now face a fork in the road between a bargain and a value trap. Our proprietary model points firmly in one direction.
Arm Holdings (NasdaqGS:ARM) CEO commented on US export restrictions for AI capable CPUs to China and highlighted complexity in enforcing potential bans. The CEO pointed to stronger demand for Arm's AGI CPU, with customers such as ByteDance and Oracle now using the product. Arm is working with partners including TSMC, Oracle and Microsoft to secure key components across its supply chain for next generation chips. Arm Holdings enters this news cycle with a current share price of $277.01 and...
Arm Holdings' expanding royalty opportunities and AI-focused chip strategy are strengthening its long-term growth potential.
European equities traded in the US as American depositary receipts were slightly lower on Thursday m
Shares slipped 2.5% to $132.72 in recent trading. Over the past month they have edged lower; even SpaceX’s addition to the Nasdaq-100 index didn’t boost them. SpaceX is hardly the first big IPO to struggle in early days or weeks of trading.
Arm stock in focus as HSBC analyst downgrades the chip designer to "Hold." Here’s why Frank Lee recommends at least some caution in playing ARM shares.
Arm Holdings plc (NASDAQ:ARM) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On June 2, Arm Holdings plc (NASDAQ:ARM) CEO Rene Haas told Reuters that the US would struggle to ban exports of AI-capable CPUs to China. This is because the chips serve a broad range […]
CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very different stories...
A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a much bigger risk lurking beneath a historic rally.
US stocks are set for a weaker start to the week after last week finished on a positive note, with technology shares expected to come under the most pressure as investors balanced renewed geopolitical tensions against a busy week for inflation data and the start of bank earnings...
Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.
While investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that Wall Street models still can't keep pace with.
September S&P 500 E-Mini futures (ESU26) are down -0.11%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.41% this morning, taking a breather after a chip-led rally in the prior session, with all eyes on the U.S. trading debut of SK Hynix.
Arm Holdings (ARM) is back in focus after fresh data on its semiconductor intellectual property business, with licensing and royalty revenue growth tied to AI, cloud computing, custom silicon, and a new AGI CPU for data centers. See our latest analysis for Arm Holdings. At a share price of $327.87, Arm Holdings has seen a 9.20% 1 day share price return and a 120.15% 90 day share price return, while the 1 year total shareholder return sits at 120.71%. This reflects strong recent momentum...
In recent days, Arm Holdings reported that licensing and other revenues rose 29% year on year to US$819 million, with royalties up 11%, reflecting strong demand for its semiconductor intellectual property across artificial intelligence, cloud, mobile, and custom silicon markets, while AI-related enthusiasm also helped lift chip and memory peers across the Nasdaq. Arm is also preparing to release its first-quarter fiscal 2027 results later in July and promoting its new AGI CPU for AI...
The chip company is pivoting to the AI market.
European equities traded in the US as American depositary receipts were rising on Thursday morning,
Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 7.4% at $555.62 in early trading Thursday, adding to a 259% gain over the past 12 months through to Wednesday’s close.
Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 1.6% at $526.07 in Thursday’s premarket, adding to a 259% gain over the past 12 months through to Wednesday’s close. “AMD’s 146% surge since April, versus 58% for the SOX [PHLX Semiconductor Index], has left the shares priced at a premium to peers with little room for error,” Naji wrote.
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