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AMD's revenue has climbed steadily for eight straight quarters, while ARM's growth pattern tells a starkly different story.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.38% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.09%. E-mini S&P futures (ESU26 ) are up +0.37%, and September E-mini...
Talks with Rebellions could include an investment, partnership or acquisition.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
Arm's CEO just doubled a key pipeline figure in a single quarter, and the stock is already priced like the bet pays off. Here is what the numbers say about whether bulls chasing a $428 target are visionaries or latecomers.
U.S. futures slipped and chip stocks were on track to open lower, with Micron Technology and Applied Materials both down more than 3% premarket.
During an interview with The Information, CFO Jason Child said that Arm is likely to stick to acquisitions, such as the networking startup DreamBig, as it expands its focus.
Stanley Druckenmiller opened three brand-new semiconductor positions in a single quarter, and the names he chose reveal a calculated bet that the AI infrastructure boom has room to grow far beyond the obvious winner.
Arm stock could be the biggest beneficiary of a shift to CPU sales for AI.
Arm just posted its third straight year of 20-plus percent revenue growth with the AI era's dominant compute platform, yet the stock sits 33% below its recent peak and Wall Street's upside calls look surprisingly timid given what the AGI CPU pipeline could actually deliver.
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.
In the past quarter, Arm Holdings reported first-quarter 2026 revenue of US$1.29 billion and net income of US$270 million, while Alif Semiconductor announced it had licensed Arm Keil MDK to equip customers with professional tools for Arm-based microcontrollers and fusion processors. Beyond the headline numbers, Arm’s deeper integration into embedded AI workflows through Keil MDK and the SDS Framework highlights its role in unifying software and hardware for edge and IoT AI...
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]
Arista has posted eight straight quarters of revenue gains while Arm battled volatility and federal scrutiny.
Arm Holdings continues to benefit from accelerating AI adoption and growing demand for its chip architecture across multiple end markets.
ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company’s energy-efficient CPU designs are increasingly being adopted by major cloud providers building AI data centers. As ARM continues to grow its presence […]
Record data center royalties and AI chip demand double as Arm accelerates server adoption.
SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.
The S&P 500 Index ($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 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...
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