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Astera Labs is riding explosive demand for AI connectivity chips with gross margins above 70%. Arm is compounding royalty revenue across billions of devices while its data center business accelerates.
Arm's licensing model generates 18.4% net margins with minimal debt, while Intel battles a net loss and negative free cash flow amid its foundry pivot.
Bullish comments from Arm Holdings’ chief executive last night are helping its stock rank among the Nasdaq’s top gainers today.
Arm Holdings' 39% three-month slide contrasts with expanding cloud AI opportunities, but cyclicality and a 36.47X sales multiple temper upside.
Data-center royalties are doubling, but Arm's premium valuation requires adoption across far more than one computing market.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.08%. E-mini S&P futures (ESU26 ) are down -0.21%, and September E-mini...
Arm earns royalties every time a chip uses its architecture, while Credo builds the connectivity that links those chips inside AI data centers. Both are essential to the AI build-out, but only one is growing at a triple-digit pace.
Arm earns royalties every time a chip uses its architecture, while Sandisk has locked in billions in guaranteed revenue from the world's largest cloud companies.
The S&P 500 Index ($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 […]
By Niket Nishant and Tharuniyaa Lakshmi Sept 9 (Reuters) - The main U.S. stock indexes fell on Wednesday as oil prices soared past $100 a barrel and Treasury yields rose, putting pressure on equities
AI silicon stocks are splitting sharply on Friday, with one beaten-down chip designer surging while a larger rival barely moves. The divergence reveals something important about which companies actually benefit when hyperscaler spending accelerates.
INTC's estimate revisions point higher as AI demand, manufacturing gains and expanding custom silicon offset supply and competition risks.
The S&P 500 Index ($SPX ) (SPY ) is 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...
Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand.
Advanced Micro Devices received a bullish vote of confidence as Raymond James upgraded AMD stock to strong buy from outperform.
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.
Arm Holdings continues to benefit from accelerating AI adoption and growing demand for its chip architecture across multiple end markets.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
ARM stock rose 17% on Tuesday, piquing interest among retail traders.
The company is now more confident in hitting its near-term CPU target.
One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.
Arm delivered record quarterly revenue and an earnings beat, while demand for its new AGI CPU surpassed $2 billion across fiscal 2027 and 2028.
Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.
Arm reversed its initial after-hours decline as AI demand outweighed expectations for weaker smartphone royalties.
Arm 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...
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