Intel Witnesses an Uptrend in Estimate Revisions: Is it Worth Buying?
INTC's estimate revisions point higher as AI demand, manufacturing gains and expanding custom silicon offset supply and competition risks.
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Can ARM's AGI CPU Push Unlock $15B in Revenues by FY'31?
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.
Zacks
Why Arm Holdings Stock Fell on Tuesday
Key PointsCFO Jason Child sold more than 10,000 shares of Arm stock...
Nasdaq News: Markets
ARM vs. NVDA: Which AI Chip Designer is Worth Investing in?
NVIDIA's faster growth, integrated AI platform, strong cash generation and lower valuation make it the stronger investment choice over Arm Holdings.
Zacks
ARM's Expanding AI Growth Opportunity Goes Beyond Market Hype
Arm Holdings' AI opportunity spans data centers, devices and custom silicon, supported by its royalty model and energy-efficient processor architecture.
Zacks
Why Is Arm Stock Surging on Thursday?
Arm Holdings PLC (NASDAQ: ARM) stock surges Thursday following Nvidia's Q2 financial results and optimistic guidance for AI infrastructure buildout.read more...
Benzinga
Why Is Arm Holdings (ARM) Stock Trending After Hours
Arm Holdings shares climbed 4.76% in after-hours trading Wednesday, extending gains after an expanded IBM collaboration announcement.read more...
Benzinga
ARM's 93X Earnings Multiple Overshadows Its Growth Potential
Arm Holdings targets 21% revenue and 23% adjusted EPS growth, but its 93X-plus earnings multiple leaves little room for execution missteps.
Zacks
Can IBM's Advanced Processor Shape the Future of Enterprise Computing?
International Business Machines' dual-architecture processor will bring ARM-native apps to future Z and LinuxONE systems, expanding software choices for critical workloads.
Zacks
Arm Holdings (ARM) Delivers Strong Growth, but Has the Valuation Run Too Far?
Arm Holdings (ARM) Delivers Strong Growth, but Has the Valuation Run Too Far...