About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

Market Overview - U.S. stocks have shown resilience, climbing despite various concerns such as the presidential election, inflation, and geopolitical tensions, with the S&P 500 Index up 22% and Nasdaq up 23% in 2024, marking the best start in a presidential election year [1] Big Tech Performance - Big tech companies like Meta Platforms, Arm Holdings, and Alphabet are expected to continue their strong performance into 2025, supported by robust forward EPS expectations, with several holding a Zacks Rank 2 (Strong Buy) [2] - Nvidia, a key player in AI, is projected to more than double its EPS for the full year 2025, indicating strong growth potential [3] Tesla Insights - Tesla reported a 25% growth forecast for auto sales in 2025, exceeding estimates of 16%, despite a 17% decline in regulatory credit revenue quarter-over-quarter, showcasing improved cost management [3] Investor Sentiment - Significant call option activity in big tech stocks like META and AAPL suggests strong investor confidence, as these companies are critical to the growth of industries like AI [4] - The relative positioning of U.S. equities remains underweight compared to previous presidential election cycles, indicating potential for further upside if investor sentiment improves [7] Seasonal Trends - Historical data indicates that November, December, and January are typically strong months for the market, with November being positive in eleven of the past twelve years, suggesting favorable conditions for bulls [5] Risk-on Market Dynamics - Risk-on sectors are performing well, with MicroStrategy significantly outperforming the S&P 500 year-to-date, while risk-off sectors like energy have faced declines amid easing geopolitical tensions [9]

Is patience a virtue with this stock? The artificial intelligence (AI) race is in full swing, and advanced semiconductors are critical to handle the vast data needs. You're probably aware of chipmakers like Taiwan Semiconductor Manufacturing, Advanced Micro Devices, and Intel, but what about chip companies that don't actually manufacture chips? Arm Holdings (ARM 1.92%) is such a company, and the stock is on fire, having risen 139% since its IPO and more than 215% over the past year. There is a ton to like a ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

The legal disputes between Arm and Qualcomm are heating up -- and billions of dollars in revenue for both companies are at stake.Shares of Arm (ARM -7.15%) lost ground in Wednesday morning trading. The semiconductor company's stock price was down by 6.1% as of 12:55 p.m. ET.Bloomberg published a report Tuesday night stating that Arm had informed Qualcomm that it plans to cancel its chip design architecture licensing arrangement. If that does happen, it could result in significant sales and earnings declines ...

Core Viewpoint - Qualcomm shares experienced a nearly 5% decline in premarket trading following reports that British chip designer Arm intends to cancel a significant license agreement with Qualcomm [1] Group 1: License Agreement - Arm has issued Qualcomm a 60-day notice regarding the cancellation of their architectural license agreement, which permits Qualcomm to design chips based on Arm's architecture [1] - The architectural license agreement is crucial as it allows Qualcomm to utilize Arm's blueprints for semiconductor design [1] Group 2: Market Reaction - The news of the potential cancellation has led to a notable drop in Qualcomm's stock price, indicating investor concern over the implications of losing the license [1] - Bloomberg's report has prompted CNBC to reach out to Qualcomm for comments, while Arm has chosen not to provide any remarks on the situation [1]

These companies dominate the global semiconductor market.The chip industry has been growing for decades, and the investment in artificial intelligence (AI) technology could keep the industry growing for years to come.While the semiconductor industry can experience cyclical demand, the increasing quantity of chips used in consumer devices, cars, and data centers bodes well for the industry's long-term prospects. Statista projects the industry will grow 10% per year through 2029 to reach $980 billion.To profi ...

Wall Street analysts expect these semiconductor stocks to move in opposite directions over the next year.Grand View Research forecasts artificial intelligence (AI) chip sales will grow at 29% annually through 2030. Semiconductor companies Nvidia (NVDA 3.13%) and Arm Holdings (ARM 1.22%) are major players in that market, and shares have rocketed 166% and 100%, respectivley, year to date. But most Wall Street analysts expect the stocks to move in opposite directions over the next year.Nvidia has a median 12-m ...

SAN FRANCISCO, Oct. 15, 2024 /PRNewswire/ -- Egis Technology (6462.TWO), a member of the Egis Group, together with Alcor Micro Corp. (8054.TWO), announced on October 15th that it will join Arm® Total Design, an ecosystem committed to the frictionless delivery of custom SoCs based on Neoverse™ Compute Subsystems (CSS). This collaboration enables both Egis and Alcor Micro to leverage Neoverse CSS for new chiplet solutions targeting the High-Performance Computing (HPC) and generative AI application markets, co ...

Group 1: Arm Holdings Overview - Arm Holdings has seen significant growth, with its stock surging 138% since its IPO last September, driven by the artificial intelligence (AI) movement [1] - The company specializes in designing chip architecture for various applications, including mobile devices and IoT, and earns revenue through licensing its intellectual property [2] - Arm's market share has increased over the past two years, positioning the company to benefit from the proliferation of new chip-based devices [3] Group 2: Nvidia's Market Position and Risks - Nvidia holds a dominant position in the GPU market, with an estimated 88% market share through its A100 and H100 chipsets [4] - Major companies like Microsoft, Alphabet, and Amazon are developing their own custom chips, which could weaken Nvidia's pricing power and lead to a slowdown in revenue and profit growth [5] - There is a potential for regulatory scrutiny from the Department of Justice due to Nvidia's near-monopoly status, adding uncertainty to its future [5] Group 3: Investment Outlook - Arm's forward price-to-earnings (P/E) ratio is 96, significantly higher than the S&P 500's forward P/E of about 23, indicating a premium placed on its stock [6] - The long-term commitment of major tech companies to AI initiatives is expected to provide secular tailwinds for Arm [7] - Arm's unique position in the chip industry and its lucrative business model suggest robust growth potential, making it a compelling opportunity for long-term investors [7]