The U.S. stock market just had another fantastic year. The broad-based S&P 500 (^GSPC 0.16%) returned 23%, the blue-chip Dow Jones Industrial Average (^DJI 0.25%) advanced 13%, and the technology-focused Nasdaq Composite (^IXIC -0.06%) surged 29% in 2024.Excitement about artificial intelligence (AI) was once again the defining investment theme last year, and it will likely be just as important this year. Indeed, two Morgan Stanley analysts have outlined bull-case scenarios in which Datadog (DDOG 0.34%) and ...

Investment Strategy - The investor focuses on a combination of stable, dividend-paying investments and growth stocks, with a long-term holding period [1] - The investment strategy emphasizes patience, with over 90% of the time spent doing nothing, similar to the behavior of a cat [1] - The strategy also involves being agile and active during brief periods when great investing opportunities arise [1] - The investor is highly selective with holdings, ensuring only the very best investments are chosen [1] Background and Approach - The investor has a university degree in engineering and professional experience in various industries, including government, engineering, supply chain, mobility, and IT [1] - The investor's writing is authentic, humble, and realistic, focusing on stocks they own or are interested in [1] - The investor shares insights and enjoys interaction about investing ideas, contributing to Seeking Alpha [1]

Shares of artificial intelligence (AI) semiconductor stocks Nvidia (NVDA 4.45%), Taiwan Semiconductor Manufacturing (TSM 3.49%), and Arm Holdings (ARM 10.05%) rallied on Friday, up 4.5%, 3.5%, and 10.1%, respectively, in Friday trading.These three companies are each big beneficiaries of the AI buildout. However, each had also come under pressure through December as technology investors have taken profits after big two-year runs in these stocks.But a bullish blog post from AI leader Microsoft this morning go ...

Every investor dreams of striking it big with a well-timed investment in a fast-growing company in a red-hot industry. Those who bought Arm Holdings (ARM -0.38%) shares soon after it went public in fall 2023 have already benefited from dreamy gains. The stock is up by about 75% this year amid optimism that its tech licensing business could benefit from a surge in demand related to the artificial intelligence (AI) trend. But do the company's fundamentals justify the hype? Let's find out.A dominant niche in t ...

Late last Friday afternoon, inside the U.S. District Courthouse in Wilmington, Del., the jury in a bitter case between two computer-chip giants, Arm Holdings ARM and Qualcomm QCOM, handed a win to Qualcomm — with an asterisk.Qualcomm, the defendant, got most of what it asked. The jury decided that: ...

Qualcomm Inc QCOM gains significant leverage in future litigation after securing a critical legal win against Arm Holdings Plc ARM, according to JPMorgan analyst Samik Chatterjee.What The Court Said: A Delaware District Court ruled that Qualcomm's acquisition of Nuvia did not violate Arm's Architecture License Agreement (ALA), securing the designs under Qualcomm's license. While the verdict didn't resolve all questions about Nuvia's prior actions, it eliminates fears of canceled licenses or disruptive finan ...

U.S. stock futures were mixed this morning, with the Dow futures falling around 0.2% on Monday.Shares of Arm Holdings plc ARM fell sharply in today's pre-market trading after a US jury reportedly found Qualcomm QCOM did not breach Nuvia’s license agreement with the company.Arm Holdings shares fell 2.3% to $129.14 in the pre-market trading session.Here are some other stocks moving lower in pre-market trading.Core Laboratories Inc. CLB shares dipped 11% to $15.00 in pre-market trading.Astria Therapeutics, Inc ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Arm says it plans to seek a new trial on a count that left jurors unable to agree in its licensing dispute with longtime industry partner Qualcomm. A federal jury in the United States on Friday delivered a key win to mobile commputing titan Qualcomm in a licensing dispute with Arm, although proceedings between the chipmakers end ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Arm Holdings sued Qualcomm over the alleged breach of a licensing agreement. But a jury today found it could not reach a conclusion on one of the allegations and found in favor of Qualcomm on another.Arm sued Qualcomm after Qualcomm acquired Arm licensee Nuvia for $1.4 billion. The jury could not come to an agreement on whether Nuvia breached its license agreement, but it also said ...

Arm and Qualcomm are heading to trial this week in Delaware after two years of legal disputes.The legal battle over a licensing agreement puts Arm in conflict with one of its largest customers.The trial could have big implications for the entire chip industry, from M&A to IP.A legal battle between two of the world's biggest chip companies, Arm and Qualcomm, is heading to trial this week — and its outcome could have wide-ranging consequences for the entire industry.Advertisement The jury trial in Delaware, ...