Notícias

Agent workloads could multiply CPU demand, but revenue still depends on architecture share and chip mix.

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.

More cores can expand royalties, but architecture share and chip mix control the financial result.

US equity indexes were higher Monday as communication services and technology stocks rose after long

During the September 16 episode of Mad Money, host Jim Cramer discussed the recent pullback in Arm Holdings plc (NASDAQ:ARM) and shared his perspective on the stock trajectory, as he commented: The whole AI data center cohort peaked in June, then most of them bottomed near the end of July before rebounding like crazy. Some […]

Here's a check of the markets in the first few minutes of trading.

The market punished Arm as an AI stock — yet phones, not AI, are what actually drive its revenue today.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

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.

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 […]

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 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 […]

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Second-quarter royalty growth guided to 13% on smartphone weakness

US market liveblog: stocks set for mixed open ahead of Fed decision US stocks are set for a mixed open on Wednesday as investors look ahead to the Federal Reserve's latest interest-rate decision, while renewed tensions in the Middle East and continued pressure on semiconductor stocks cloud...

Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.

A reminder to IPO fans.

US equity futures rose pre-bell Monday as oil prices declined amid a pause in hostilities between th

US equity futures rose pre-bell Monday as oil prices declined amid a pause in hostilities between th

Earnings season kicks into high gear this week.

Earnings season kicks into high gear this week.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

According to TheFly, Wells Fargo lowered the price target for Arm to $350 from $410 while maintaining an ‘Overweight’ rating on the stock.

ARM’s stock saw the largest price target cut, though UBS reiterated its 'Buy' rating and retained 'Neutral' ratings for both Qualcomm and KLA.

Japan's tech selloff spills into U.S. trading

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

Global stocks have suffered heavy falls in a “bloodbath” for companies linked to the AI boom.

Semiconductor stocks are dragging Nasdaq futures lower, while UnitedHealth stock jumped 4% after topping earnings expectations

Shares slipped 2.5% to $132.72 in recent trading. Over the past month they have edged lower; even SpaceX’s addition to the Nasdaq-100 index didn’t boost them. SpaceX is hardly the first big IPO to struggle in early days or weeks of trading.