The stock market rally that has been ongoing for nearly a year suddenly looks fragile. Hotter-than-expected inflation reports and strong economic data have pushed out expectations for the timing of interest rate cuts by the U.S. Federal Reserve. Futures traders now expect the first rate cut in June rather than March, and many see only three or four rate cuts happening in 2024, down from as many as six that were expected at the start of the year. Fast-moving stocks are being hit by this change in plan as inv ...

A shortened trading week brings another busy earnings slate, with more than 900 companies on deck to report quarterly results. While many of the top retail names will provide a glimpse on the health of the U.S. consumer and overall spending, we have one final tech giant from the Magnificent 7 that has yet to deliver its Q4 marks. The long-awaited results out of Nvidia (NVDA) are scheduled for today after the close, and investors are eager to see how the chip giant performed in the latest quarter.Semiconduct ...

Over the past year, the tech-heavy Nasdaq 100 ETF ((QQQ) is up a robust 44.38%. The Nasdaq and the rest of the major market indices bottomed in late 2022, against all odds and amidst a cloudy macroeconomic backdrop. In classic form, the market was the master manipulator, bottoming while inflation was at 40-year highs, the Fed was raising rates, and tech stocks had been down-trending for months. The move higher in equities was a great example of how the market tends to discount the future and tends to turn w ...

The rapid adoption of artificial intelligence (AI) has been gathering steam over the past year, but there's been a notable uptick in AI-related developments over the past several weeks. Since the start of February alone, shares of Palantir Technologies (PLTR -3.82%) have jumped 55%, Super Micro Computer (SMCI -19.99%) surged 72%, Arm Holdings (ARM -4.00%) soared 90%, and SoundHound AI (SOUN 1.60%) skyrocketed 121% as of the market close on Thursday.The common thread that runs through these companies is the ...

ismagilov By Andrew Prochnow Following a lackluster performance in 2022, many experts anticipated a surge in the number of initial public offerings (IPOs) in 2023. However, contrary to expectations, IPO activity remained significantly subdued compared to the pre-pandemic years. Consequently, several IPO experts, particularly those vested in IPOs, are now predicting a resurgence in new stock offerings for 2024. However, it's prudent not to hold one's breath. Within the first six weeks of 2024, some of these ...

In the span of less than a week, shares of Arm Holdings (ARM -4.00%) skyrocketed from $77 to nearly $149 as of Monday's close, almost doubling in value. The catalyst behind this strong movement was the company's earnings report and promising guidance. While the results were good, were they really good enough to warrant this kind of move in Arm's valuation, or is this simply proof that there is a bubble when it comes to artificial intelligence (AI) stocks?Arm's earnings were good, but profits actually declin ...

There is only one Nvidia (NASDAQ: NVDA), the world's unequivocal leader in high-performance graphic processing units (GPUs) and data center hardware and software powering large swaths of the economy and the rise of artificial intelligence (AI). But several companies are also doing incredible things, like Arm Holdings (ARM -4.00%).Arm's stock is up over 100% in February (as of Feb. 12), as shown below, but many investors aren't familiar with the company. I'll discuss what Arm does, its financials, and its st ...

If you think artificial intelligence (AI) stocks are starting to look frothy, you're not the only one.There's plenty of commentary online about a bubble forming in AI stocks, and it's not surprising investors would think that. Arm Holdings (ARM -4.00%), a maker of CPU chips prized for their efficiency in AI applications, jumped as much as 42% on Monday following a 48% gain last Thursday on a strong earnings report.Super Micro Computer (SMCI -19.99%), a maker of servers and storage equipment that work well f ...

Newly public Arm Holdings (ARM -4.00%) stock price soared after the company released a strong earnings report earlier this month. Anticipated increases in demand for ARM's central processing unit (CPU) designs helped the stock explode, and it has more than doubled from its September initial public offering (IPO) price.ARM's growth potential is legitimate, but the 110% share price action since the IPO that investors are seeing is partly due to the existing IPO lockup -- which could pour water on the stock's ...

When a business first goes public, analysts and financial writers -- myself included -- race to read through the regulatory filings, which are often more than 100 pages long. Poring over the recent financial results, discerning the addressable market, and understanding where the company fits into the overall ecosystem are all puzzle pieces that help provide insight into the company's future.It's that last piece that I got wrong when I first read up on Arm Holdings (ARM -4.00%) late last year. I fully unders ...