Arm Holdings is the third-best performer of 2024 in AI-related semiconductor stocks with a 56% YTD return, behind only Nvidia and Taiwan Semiconductor. The stock is a market favorite as Arm’s ...

SEC filings showed Nvidia has exited its position in the British chip designer, which it once tried to buy for $40 billion.

Arm's position in the semiconductor supply chain is unique and yields unmatched switching costs in the fabless sector. Check ...

It’s that time of year again. Arm has revealed a new line of CPUs and GPUs that could power your flagship Android phone in 2025. What does this mean for your next phone, though? Join us as we dive ...

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 ...

AI isn’t just a buzzword trying to drive PC sales to consumers. It’s also becoming a huge and very lucrative business — just ask Nvidia, which has more than doubled its stock price in the last year ...

With Arm slated to start trading on the Nasdaq this week, investors are looking at potential risks for the company. While analysts told CNBC it's not an immediate threat, Arm itself warned that if it ...

Investors are starting to believe in Arm's AI potential.

We expect Arm will keep gaining data center market share from x86 architecture, as its chips consume less power and data centers need to minimize energy consumption. We also expect share gains in ...

Love power-efficient ARM-based laptops but don't care for Windows? Google's finally working on Chrome for Linux.