Notícias

Record data center royalties and AI chip demand double as Arm accelerates server adoption.

Sandisk Triggers AI Chip Selloff With Weak Outlook

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.

ARM (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

Asking 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.

In the upcoming Q1 earnings, the spotlight will be on whether Arm's AI CPU strategy is becoming its next major growth engine.

Earnings season kicks into high gear this week.

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.

Broadcom shares fell Thursday despite a better-than-expected earnings report, leading other chip stocks lower.

June S&P 500 E-Mini futures (ESM26) are trending up +0.18% this morning as investors became more confident that the U.S. and Iran are nearing a deal.

Stock Market Today: The Dow Jones index rose Wednesday ahead of the Fed minutes. Nvidia stock rallied ahead of earnings.

Chip stocks bounce ahead of Nvidia eaernings.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

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, ...

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.

US equity futures were slightly higher pre-bell Thursday as hopes for a finalized peace deal between

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

The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.

↘️ 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.

Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

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.

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.

We have Palantir, Advanced Micro Devices, Coinbase, Coreweave, Arista Networks, Arm Holdings, Shopify and Uber Technologies all reporting in what shapes as a busy and pivotal week for stocks.

First quarter earnings season is in full swing, with a full slate of semiconductor and consumer companies slated to report results.

Palantir and Nvidia partner CoreWeave head into earnings next week. Lithium play Albemarle is in a base ahead of earnings.

I am stepping into Arm Holdings (NASDAQ:ARM) at a moment when the stock has nearly doubled year to date, royalty rates are climbing on Armv9 adoption, and a fresh earnings report lands in less than a week. The setup is rich, the valuation is rich, and the model still finds room to run. Our 24/7 ... Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate