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 ...

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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 ...

Core Viewpoint - The legal trial between Arm and Qualcomm, which began this week in Delaware, stems from a two-year dispute over a licensing agreement and could significantly impact the chip industry, including mergers and acquisitions and intellectual property rights [1][11]. Group 1: Legal Dispute Overview - The trial is a result of a lawsuit filed by Arm against Qualcomm in August 2022, alleging breach of contract and trademark infringement [4]. - The dispute centers on Qualcomm's $1.4 billion acquisition of chip startup Nuvia in 2021, which had a license to use Arm's architecture for server chip design [2][5]. - Arm claims Qualcomm failed to properly transfer the licensing agreement after acquiring Nuvia, as Qualcomm reassigned Nuvia engineers to work on a laptop processor [6][7]. Group 2: Financial Implications - Qualcomm pays Arm approximately $300 million annually in licensing fees, making the outcome of the trial critical for both companies [2]. - Arm is not seeking monetary damages but is requesting the destruction of any products developed using its intellectual property without proper licensing [10]. Group 3: Industry Impact - The trial could have far-reaching consequences for IP licensing agreements, mergers and acquisitions, and contract law within the tech industry, affecting the entire electronics ecosystem and supply chains [11]. - The case may disrupt the development of AI computers, as Arm has indicated that Qualcomm used designs based on Nuvia engineering for new low-power AI PC chips [12].