Unless you live under a rock, you have probably been hearing about and seeing some of these unbelievable moves in Semiconductor stocks.Last year we had Nvidia (NVDA) , leading the market all year with its data center products powering the AI revolution, but these last few weeks we have seen several more semi stocks join the trend with powerful rallies.The primary driver of these outsized moves seems to be the ongoing realization of just how much demand the Artificial Intelligence boom is causing. To power t ...

In today's video, I discuss recent updates affecting Arm Holdings (ARM -4.76%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Feb. 8, 2024. The video was published on Feb. 8, 2024. ...

Arm Holdings PLC (NASDAQ:ARM)’s record quarterly revenues of $824 million (£652 million) caught the attention of Citi Bank analysts today, who said there were multiple drivers for the result, but “AI acceleration stands out”. In a research note with a heavily shoehorned-in pun titled ‘rAIse your Arm agAIn’, Citi analysts wrote: “Arm delivered a very impressive beat and raise, even by already high semiconductor industry standards. “Strength in both royalties and licensing drove the upside, with the former up ...

“Arm is getting the credit it deserves for the current, and future, state of the computing market.”In one of the biggest stories in tech this week, Arm Holdings ARM, +47.89%, a company that only recently returned to being a public company last September, saw a huge spike in its stock, nearly 60% at one point, after its quarterly earnings report. As recently as the end of October, Arm shares traded below $50, yet broke $120 on Thursday. To most observers, the sudden valuation increase doesn’t match up to the ...

Cloud computing stocks represent companies affecting a revolutionary development for the software industry. Being able to host many services through a central hub has brought down costs and made it far easier to deliver service at scale. Cloud has transformed the industry and made investors, in aggregate, a ton of money.But not all cloud computing stocks are created equal. In fact, some are still struggling to achieve strong profitability and face significant competitive challenges. These are three of the l ...

Not so long ago, things were looking bleak for SoftBank, the investment holding company headed by eclectic — and controversial — tech mogul Masayoshi Son. The Vision Fund, SoftBank’s venture arm, posted a $6.2 billion loss in Q2 2023, tied to WeWork and other unfortunate bets.But — thanks in no small part to chip design house Arm — SoftBank’s fortunes appear to be turning around. While consensus remains mixed on the Vision Fund’s long-term prospects, it’s on the upswing for now — and what an upswing it is.S ...

Arm Holdings CEO Rene Haas took a victory lap Thursday as the chip design firm's stock saw its biggest single-day gain ever after beating Wall Street earnings and revenue estimates and offering a sunny forecast driven by demand for their services thanks to artificial intelligence. In an interview on FOX Business' "The Claman Countdown" ahead of the closing bell, Haas attributed his company's success to plans it had put in place years ago to move beyond the smartphone market and into data centers and the aut ...

Arm Holdings PLC’s stock easily had its best day on record Thursday, and its 48% daily surge scorched short sellers in the process.Shorts racked up $445 million in paper losses as Arm’s stock ARM, +47.89% exploded higher in the wake of earnings, according to S3 Partners. The action highlighted how shorting semiconductor stocks “has not been a profitable trade” this year, S3’s Ihor Dusaniwsky said in a report. Those who’ve made bearish bets against the sector are down more than $7 billion in mark-to-market l ...

In this articleThe logo of semiconductor design firm Arm on a chip.Jakub Porzycki | Nurphoto | Getty ImagesExactly two years ago, Nvidia's attempt to purchase chip designer Arm from SoftBank came to an end due to "significant regulatory challenges."Masayoshi Son, SoftBank's billionaire founder, has never been so lucky. That agreement would have involved selling Arm for $40 billion, or just $8 billion more than SoftBank paid in 2016. Instead, Arm went public last year, and the company is now worth over $116 ...

Shares of Arm Holdings (ARM 56.99%), the semiconductor company that went public last September, were having a day to remember today as the stock soared following its third-quarter earnings report.The company easily beat estimates on the top and bottom lines, and its numbers indicate that it would start to benefit from the artificial intelligence (AI) boom, as it said it was bringing AI to billions of Arm-based devices.The stock was up 57.4% as of 11:22 a.m. ET on the news. Arm jumps on the AI bandwagonIn th ...