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Chip designer Arm previewed new innovations in its AI compute portfolio spanning data centers to edge devices.

Arm's new Samsung chip deal looks like a data center breakthrough, but the business investors are actually paying 298 times earnings for operates on completely different terrain from where this partnership lands.

Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here. Global Growth seeks the best growth businesses worldwide, leveraging a research team that explores both developed and emerging markets for sustainable competitive advantages. In the quarter, global equities rebounded strongly, driven […]

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 ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

Nvidia’s portfolio and product roadmap appear to be sending opposite messages about Arm. NVIDIA Corporation (NASDAQ:NVDA) disclosed that it sold its entire position in Arm Holdings plc (NASDAQ:ARM) by the end of 2025. Yet Nvidia’s Grace CPU uses the Arm architecture, and its Vera processor does too. The apparent contradiction disappears once investors separate owning […]

Arm Holdings' AGI CPU push could create about $15B in revenues by FY'31, with meaningful sales starting in FY'28 and no expected hit to its IP and CSS businesses.

Sandisk's revenue has nearly tripled in just two years, while ARM has grown more modestly.

Bond markets in Europe have recently pushed government yields to multi year highs, which puts pressure on companies that rely heavily on cheap debt for growth. That backdrop makes cash generative automation leaders look more interesting. Robots and intelligent machines can help businesses tackle labor shortages without leaning on aggressive borrowing. This article walks through three stocks from our automation shortlist that many investors are watching closely. The three stocks below are a...

An insider sale gave investors pause, but the devil's in the details.

Arm's $800 Million CEO Pay Plan Draws Opposition From Key Shareholder Advisers

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Conference appearance puts Arm Holdings in focus for AI infrastructure investors Arm Holdings (NasdaqGS:ARM) is set to present at the 5th TestMu Conference on August 19, 2026, with Head of Developer Relations Prashant Sharma discussing the company’s developer ecosystem and AI focused infrastructure push. This conference appearance highlights how Arm Holdings is engaging directly with software and testing professionals as it rolls out its AGI CPU and expands deeper into cloud infrastructure...

NVIDIA's faster growth, integrated AI platform, strong cash generation and lower valuation make it the stronger investment choice over Arm Holdings.

Arm has quietly captured the CPU backbone of the AI data center buildout, yet its current price tells a strikingly different story than its growth numbers do. Here is what Wall Street keeps missing.

On August 24, International Business Machines Corporation (NYSE:IBM) introduced its next-generation dual-architecture processor for IBM Z and LinuxONE, the first processor milestone to emerge from a relationship with Arm Holdings plc (NASDAQ:ARM) announced in April. The new chip will enable companies to run operating systems and applications on both IBM’s custom compute platform and the […]

Arm Holdings' AI opportunity spans data centers, devices and custom silicon, supported by its royalty model and energy-efficient processor architecture.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

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...

AI accelerators receive the headlines, but nearly every expanding computing system still pays Arm for architecture.

Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand.

Arm Holdings targets 21% revenue and 23% adjusted EPS growth, but its 93X-plus earnings multiple leaves little room for execution missteps.

IBM is integrating ARM Holdings' architecture into its mainframes, enabling native dual-execution without emulation, as shares trade near $231 amid a 22% year-to-date decline.

International Business Machines' dual-architecture processor will bring ARM-native apps to future Z and LinuxONE systems, expanding software choices for critical workloads.

Advanced Micro Devices received a bullish vote of confidence as Raymond James upgraded AMD stock to strong buy from outperform.

Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand.

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]

Arm Holdings has delivered a very strong year to date return of 112.1%, yet the stock now screens as expensive on Simply Wall St's valuation checks and carries an overvalued market multiple tag. After that kind of run up, investors are weighing solid business momentum against a low value score that suggests the current price builds in a lot of optimism. Year to date, Arm Holdings is up 112.1%, which sets a high bar for any further upside to be supported by fundamentals. Recent focus on Arm's...