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Royalty revenue lags licensing growth

Arm Surges Then Sinks After CEO Flags Major AI Chip Supply Constraints

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.

May 7 (Reuters) - S&P 500 and Nasdaq futures hovered near all-time highs on Thursday as oil prices retreated further on hopes of a U.S.-Iran peace deal that could potentially normalize crude supplies

↘️ Whirlpool (WHR): The Michigan-based maker of refrigerators and washing machines roughly halved its full-year earnings guidance and suspeneded its dividend. The stock fell 15% in premarket trading. ↘️ Shell (UK:SHEL): The British energy giant said first-quarter earnings more than doubled, but warned of lower gas production due to the war with Iran.

Shares in Arm fall after the British chip maker reports solid earnings but suggests it may not be able to meet surging demand.

Arm Holdings (NasdaqGS:ARM) reported record quarterly and annual results, driven by cloud AI demand and its first in-house AGI CPU. The company secured over $2b in demand for its new data center chip, positioning it as a new revenue source. Management is forecasting significant sales growth while flagging smartphone market weakness and emerging supply constraints. For investors watching AI infrastructure, Arm now sits more squarely in the center of the discussion. The stock has been strong,...

The chip designer posted its best quarter ever. Its results are about to get much stronger.

More records are in play amid optimism for a US-Iran peace deal and for AI-fueled earnings growth.

Major gauges held steady as markets adjusted to the potential of peace in Iran.

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

Although the revenue and EPS for Arm Holdings (ARM) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

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.

(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.

Chip designer Arm Holdings beat estimates for its fiscal fourth quarter and with its outlook. Arm stock rose in extended trading.

Arm Holdings PLC (NASDAQ:ARM) shares extended gains after Wednesday’s closing bell following a stronger-than-expected March quarter earnings report and an upbeat outlook for the current period. For the first quarter of fiscal 2027, the company guided revenue to $1.26 billion at the midpoint...

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.

Advanced Micro Devices (AMD) is expected to capture about half of the total addressable market for s

Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.

US benchmark equity indexes were higher intraday, while oil prices tumbled as investors reacted to r

Advanced Micro Devices (AMD) reported solid results and an upbeat outlook but further outperformance

A strong report from AMD was good news for Arm.

The main US stock measures were pointing higher in Wednesday's premarket activity, while oil prices

Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.

In recent weeks, Arm Holdings has accelerated its push into artificial intelligence by unveiling its first in-house AGI CPU for data centers, announcing plans to design proprietary AI chips, and deepening enterprise AI collaboration with IBM ahead of its now-imminent fiscal Q4 2026 earnings release. These moves mark a shift from Arm’s traditional licensing-only model toward capturing more of the full-chip economics in AI infrastructure, while also introducing fresh competitive and execution...

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%.