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Bank of America just cut UPS to sell, and the catalyst has nothing to do with shipping demand or Amazon competition. The real threat is a regulatory change that turns UPS's fastest, highest-volume lanes into a compliance liability that surcharges alone may not fix.
Chip stocks fell along with the broader market on Thursday as the U.S. and China held trade talks in Washington, D.C.
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”. You can download a copy of the letter here. In Q2, the Strategy returned 17.5% net (YTD 10.5%), outperforming the S&P 500 (15.2%) and Bloomberg U.S. Mid Cap Index (11.1%). Patient discipline during Q1’s sell-off drove these […]
Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era. Here is why that disconnect creates one of the more compelling setups in semiconductors right now.
Masayoshi Son is turning SoftBank’s public-market assets into fuel for his OpenAI bet. On September 21, SoftBank launched more than $11 billion of dollar and euro bonds as it prepared for another $10 billion OpenAI installment. The financing follows a broader credit line backed by Arm Holdings plc (NASDAQ:ARM), while SoftBank sold its entire roughly […]
AMD and Arm both just posted earnings that position them as the backbone of agentic AI computing, but their paths into the same data center could not be more different. One is booking record revenue while the other bets its future on a chip that has yet to ship.
Rising interest rates from the Federal Reserve are lifting borrowing costs and putting pressure on labour heavy business models. That creates a clear opening for companies that can replace repetitive work with machines and software. Automation leaders are selling not just robots but cost control, resilience and productivity. This article highlights three stocks from our focused robotics and automation shortlist that aim to turn that shift into long term business growth. The three robotics...
Three stocks firmly tied to the AI infrastructure buildout - Advanced Micro Devices (AMD), CoreWeave (CRWV), and Arm Holdings (ARM) - have all been drawing extra investor attention lately. But why?
Arm Holdings shares jumped 17% on reports of a Meta custom-chip partnership and a $2 billion AI processor target, though elevated valuation multiples and foundry supply constraints temper near-term upside.
Arm expects data centers to require more than four times today's CPU capacity per gigawatt.
Arm’s growth outlook remains solid. However, the stock’s valuation is considerably harder to justify.
The Morning Bull - US Market Morning Update Tuesday, Sep, 22 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up around 0.6% and Nasdaq-100 futures gaining just over 1.0%. The move comes even as the US 10 year Treasury yield has rebounded to around 5.0% after the Federal Reserve lifted its key interest rate to a 3.75% to 4.00% range and signalled at least one more increase this year. That keeps borrowing costs elevated for mortgages, credit cards, and...
Global investment company SoftBank Group is seeking a record amount from junk bond investors. Japan’s SoftBank Group— a big investor in companies like Arm Holdings a chip designer— is issuing over $11 billion in junk-rated bonds, according to media reports. It will add to the $4.6 billion SoftBank has already issued this year across two deals.
Technology stocks including Meta Platforms, Intel, ARM holdings and Micron Technology are pushing the market sharply higher today, following a summer full of concerning development. Is this the start of another major rally?
Arm's CEO cited the same customer demand figure in July and September, yet the stock reacted in completely opposite ways. What shifted between those two moments could redefine how the entire chip industry prices silicon.
Arm powers 99% of smartphones with 22.8% revenue growth, while NVIDIA's $215.9 billion in revenue and 55.6% margins dominate AI infrastructure.
Agent adoption can increase processor volumes, although royalty value depends on architecture share and chip mix.
The debt funds a follow-on OpenAI investment
By Johann M Cherian and Tharuniyaa Lakshmi Sep 21 (Reuters) - US stock futures were higher on Monday, driven by gains in AI shares as Treasury yields took a beating and oil slid 2% to hit an 11-day
Arm trades at a 125x forward P/E versus ASML's 27.9x, yet both command premium valuations for their monopolistic positions in mobile and chip manufacturing, respectively.
One designs chips; the other manufactures them, and their valuations tell starkly different stories about growth versus value.
Is Arm still an under-the-radar AI winner? Wall Street is catching on fast.