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Snowflake, Circle, Arm Holdings, Trade Desk And Gamestop: Why These 5 Stocks Are On Investors' Radars Today
Benzinga· 2026-03-25 01:19
The U.S. stock market experienced a downturn today, with major indices posting losses. The S&P 500 fell 0.37% to 6,556.37, while the NASDAQ dropped 0.84% to 21,761.89. The Dow Jones also saw a decline, losing over 84 points or 0.18% to settle at 46,124.06.These are the top stocks that gained the attention of retail traders and investors through the day:Snowflake Inc. (NYSE:SNOW)Snowflake’s stock fell 7.38% to close at $161.34. The stock hit an intraday high of $173.29 and a low of $161.11, with a 52-week ra ...
AI数据中心芯片赛道再添猛将!Arm(ARM.US)发布AGI CPU挑战英伟达与AMD,目标销售额达150亿美元
智通财经网· 2026-03-25 00:32
在首席执行官雷内·哈斯 (Rene Haas) 的领导下,Arm 已从最初的智能手机芯片技术提供商转型,并在数 据中心市场扮演了更重要的角色。此举旨在帮助公司从通常复杂且成本高昂的工作中获得更多收益。这 种转变也有助于Arm从大宗采购中获益。即使是最昂贵的智能手机芯片也要几十美元,而最高端的数据 中心半导体芯片价格可能高达数万美元。 新的销售预期提振了Arm的股价,截至发稿,在夜盘交易中上涨超8%。截至周二收盘,该股今年以来 已累计上涨23%。 哈斯表示,Arm之所以决定研发这款新芯片,是因为客户提出了需求。这款产品是一款中央处理器 (CPU),通常被称为计算机的大脑,旨在与英伟达(NVDA.US)等公司提供的加速芯片协同工作。Arm 称,它有助于协调计算机之间的工作,准备数据,并运行相关组件,从而响应用户提出的人工智能 (AI)查询。 智通财经APP获悉,芯片设计公司Arm Holdings(ARM.US)将首次开始销售自己的芯片,并预计这项业 务将在五年内每年创造约150 亿美元的收入。Arm周二在旧金山举行的一场活动上宣布,Meta Platforms(META.US)将成为该公司名为AGI CPU的芯 ...
Arm stock pops 6% as CEO Haas issues $15 billion revenue expectation for new chip
CNBC· 2026-03-24 22:01
Arm Holdings stock popped 6% in after-hours trading on Tuesday as CEO Rene Haas announced 2031 annual revenue expectations that were more than six times what it was in 2025.Haas unveiled Arm's first in-house chip on Tuesday at an event in San Francisco, with Meta as the initial customer. CNBC got an exclusive first look at the chip earlier this month, visiting the lab Arm built for it in Austin, Texas.Arm stock closed about 1.5% lower on Tuesday following the chip announcement.Haas said Arm expects the new ...
Arm Holdings plc (ARM) Shareholder/Analyst Call Prepared Remarks Transcript
Seeking Alpha· 2026-03-24 20:44
PresentationRene HaasCEO & Director Such a nice warm welcome. Thank you. So welcome to our live stream audience, watching the Arm Everywhere event. I don't think we've ever done a live stream event like this and to the folks here in the audience, thank you so much for coming to the historic Fort Mason. And you may not know that Fort Mason here in California, was actually an official defense site for the Civil War. And this is where a very famous battle between Alabama, Georgia and California took place. N ...
Arm CEO on Selling Own Chips, Meta Is One of First Customers
Youtube· 2026-03-24 20:40
As you outline for us, a major shift for this company that run it has. Thank you very much indeed for your time. You've gone from a company selling IP, selling the blueprints to your customers, to a company.Now, for the first time in its history, we'll be designing and making chips. It's a significant moment. How significant is it and why move in this direction.Thank you, Tom. It is a very big day for ARM. There's no doubt about that.We've been an IP provider since we started. We started selling computer su ...
Arm (NasdaqGS:ARM) Conference Transcript
2026-03-24 20:17
Arm (NasdaqGS:ARM) Conference March 24, 2026 03:15 PM ET Company ParticipantsAmi Badani - CMOAndrew Gardiner - Head of European Technology Equity ResearchChris Bergey - EVP of Edge AIDrew Henry - EVP of Physical AIEric Hayes - EVP of OperationsHarlan Sur - Executive Director of Equity ResearchIan Thornton - VP of Investor RelationsJason Child - EVP and CFOMark Lipacis - Senior Managing DirectorMohamed Awad - EVP of Cloud AIRene Haas - CEORoss Seymore - Managing DirectorSharbani Roy - VP of AI ServicesVictor ...
Arm CEO: We will see data centers in space one day
Youtube· 2026-03-24 20:05
It's data centers in space. Do you do you take that seriously, Renee. And are you and the team looking maybe at servicing at some point with your CPUs, with your architecture data centers in space.>> I think it's quite real. Uh there's some huge benefits you get from it. One of the obvious ones just being power.Uh the benefits you get from power are quite profound. Now, when you think about putting things in space, swapping out boards that have gone bad, a system that needs to be made redundant because some ...
Call Options Elevated, Stock Price Falls on ARM's New CPU Chip
Youtube· 2026-03-24 20:00
On Market Unclose, shares of ARM holdings in focus today after the company announced it will produce its own silicon products with the launch of the ARM AGI CPU that's designed for AI data centers later this year. The company is partnering with Meta, which will serve as the lead partner and co-developer of the new CPUs. Meta says the new CPU will deliver faster performance per rack, far more efficiency than legacy CPUs do.That of course is the focus of Options Corner today. We'll be taking a closer look at ...
Arm is releasing its first in-house chip in its 35-year history
TechCrunch· 2026-03-24 19:48
Storied semiconductor and software company Arm Holdings is starting to make its own chips after nearly 36 years of licensing its designs to companies like Nvidia and Apple.At an event Tuesday in San Francisco, the company revealed the Arm AGI CPU, a production-ready chip built for running inference in an AI data center. The U.K.-based company developed the chip using its Arm Neoverse family of CPU IP cores and through a partnership with Meta. Meta is also the chip’s first customer of the Arm AGI CPU, which ...
Arm (NasdaqGS:ARM) Earnings Call Presentation
2026-03-24 19:15
Cautionary Note Regarding Forward - Looking Statements This presentation contains forward -looking statements that involve a number of risks and uncertainties. Arm Holdings plc (the " Company" or "Arm") cautions readers that any forward -looking information is not a guarantee of future performance and actual results could differ materially from the information expresse d o r implied by these forward -looking statements. When used in this presentation, words such as "may," "might," "will," "could," "would," ...