Nvidia (NVDA) exited its ARM Holdings (ARM) stake by selling 1.1 million shares valued at roughly $140M. NVIDIA had previously tried to buy ARM in 2020 but gave the sale up in 2022 amidst antitrust ...

IN THE SEMICONDUCTOR industry, Arm is everywhere and nowhere. Designs from the British-based, American-listed, Japanese-controlled firm sit in almost all the world’s smartphones and most other ...

Arm Holdings is rated Buy, driven by a structural shift to Agentic AI, positioning ARM as a foundational AI infrastructure utility. ARM’s data center royalty revenue is doubling year-over-year, with ...

The tech sector soared as the risk-on trade returned. Amazon said it would spend $200 on capital expenditures next year, a bullish sign for Arm and its peers. Arm's business in the data center is more ...

Arm Holdings (ARM) trades at 134x trailing earnings after dropping 34% over the past year. Arm’s royalty revenue growth slowed to 21% from 25% the prior quarter. UBS and BofA downgraded Arm over ...

Arm was founded as a company 35 years ago. It rules mobility and is gaining client share, but the enterprise seems out of reach. The Arm micro-architecture has enjoyed fabulous gains over the past few ...

For ARM to justify a 200x earnings multiple, investors are effectively pricing in a full-blown Perfection Scenario - a future where everything goes right, at maximum intensity, for the next five years ...

Arm Holdings (ARM) has expanded its partnership with Nvidia (NVDA) as the British chipmaker plans to integrate the NVLink Fusion ecosystem into its Neoverse platform. "Arm and NVIDIA are working ...

The Steam Frame won’t be Valve’s only target for Steam on Arm. The Steam Frame won’t be Valve’s only target for Steam on Arm. is a senior editor and founding member of The Verge who covers gadgets, ...

Arm Holdings reported strong growth in both licensing and royalties. Its Compute Subsystems business has been gaining steam. However, the stock's valuation could put downward pressure on the shares.

It wasn’t that long ago that Windows laptops with ARM processors felt experimental—okay for basic tasks, but weaker than x86 (Intel/AMD) machines in performance and compatibility. That narrative has ...