Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
In the past quarter, Arm Holdings reported first-quarter 2026 revenue of US$1.29 billion and net income of US$270 million, while Alif Semiconductor announced it had licensed Arm Keil MDK to equip customers with professional tools for Arm-based microcontrollers and fusion processors. Beyond the headline numbers, Arm’s deeper integration into embedded AI workflows through Keil MDK and the SDS Framework highlights its role in unifying software and hardware for edge and IoT AI...
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]
Arista has posted eight straight quarters of revenue gains while Arm battled volatility and federal scrutiny.
Record data center royalties and AI chip demand double as Arm accelerates server adoption.
SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.
Arm Holdings has already traded near $450 this year, then lost nearly a quarter of its value in a month. Now Wall Street analysts are split on whether the AI compute giant can claw back those highs or if the real trouble is just beginning.
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
The Morning Bull - US Market Morning Update Wednesday, Aug, 5 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up around 0.1%, as investors weigh stronger factory activity against the risk of higher borrowing costs. The ISM Manufacturing PMI jumped to 55.6 in July, its best reading since May 2022, which signals factories are busier, hiring is improving and cost pressures are easing. At the same time, the 10 year Treasury yield sits near 4.69%, which keeps...
A broader sell-off in AI stocks weighed on Arm.
A promising architecture now needs customers and working silicon
If the AGI CPU business continues to scale, Arm's valuation may prove easier to justify.
IPO Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with Anton Nicholas, Chief Executive Officer of ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed […]
Arm Holdings has surged 110.5% year to date, yet the broader valuation checks currently lean expensive rather than cheap for a stock that is closely linked to expectations around AI and high performance computing. Year to date, the share price gain of 110.5% sets a high bar for what future growth will need to deliver to support the current valuation. Arm's growing role in AI servers and data centers can support optimism on future royalties. However, any slowdown in end markets such as...
Arm Holdings is riding AI-driven growth across cloud, edge and automotive markets, but execution and elevated expectations remain central to its outlook.
Arm Holdings PLC (NASDAQ:ARM) remains well positioned to benefit from long-term AI infrastructure growth, according to Citi, which reiterated its ‘Buy’ rating and $300 price target while modestly increasing its fiscal 2027 forecasts following the company's latest quarterly results. Shares of...
AI momentum is colliding with weakness in Arm's core market.
Arm delivered record earnings, but investors are now weighing its fast-growing AI ambitions against an increasingly demanding valuation and rising regulatory scrutiny.
Arm's fiscal Q1 revenues rise 22.4% as licensing, royalties and AI cloud demand strengthen, but execution risks keep the stock a Hold.
AMD, Broadcom, and Arm just handed investors a rare pullback inside one of the most aggressive AI spending cycles on record. Whether that dip signals a buying opportunity or a warning depends on which risks you think the market is still ignoring.
During an interview with CNBC, Haas said that the shift away from x86 and toward Arm architecture in AI accelerated data centers is driving growth in the company’s revenue.
Investors are buying back into chip stocks, and Arm just delivered a promising quarterly report.
Arm 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.
Jensen 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.
Arm 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.
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