Core Insights - Arm Holdings (ARM) faces increasing risks of slower growth in China due to the country's shift towards RISC-V architecture, which contributed 19% of ARM's total sales in fiscal 2025, with revenues from China rising only 7.5% year over year [1][7] Group 1: Market Dynamics - China's ambition to localize its semiconductor ecosystem is driving the promotion of RISC-V as an alternative to Arm's proprietary models, offering cost advantages and design flexibility [2] - Major Chinese tech firms, including Alibaba Cloud, Huawei, Tencent, and ZTE, are backing RISC-V, which raises competitive pressure on ARM's presence in China [3][7] Group 2: Competitive Landscape - NVIDIA and AMD are closely monitoring China's shift to RISC-V, as it poses a threat to their market positions in AI hardware and server chips [4][5] - AMD's EPYC server chips directly compete with China's new Lingyu RISC-V server chip, indicating potential market share erosion for AMD if RISC-V adoption accelerates [5] Group 3: Financial Performance - ARM's stock has gained 18% year to date, outperforming the industry's 5% rally, but it trades at a forward price-to-sales ratio of 31.5, significantly higher than the industry's 8.1 [6][8] - The Zacks Consensus Estimate for ARM's earnings has been declining over the past 60 days, reflecting potential challenges ahead [10]

Key Takeaways PAAS Q1 revenues rose 28.6% to $773M, with EPS jumping to $0.42 from $0.01 on higher prices and lower costs. AG's Q1 revenues surged 130% to $243.9M, driven by Cerro Los Gatos output and higher silver prices. Earnings estimates for PAAS in 2025 rose to $1.47, while AG's 2025 and 2026 estimates have both declined.Pan American Silver (PAAS) and First Majestic Silver (AG) are well-known names in the silver mining sector, sharing several key similarities that define their strategic positioning a ...

June 17, 2025 02:00 PM GMT Internet | North America Where Are We Trading Now: After a Geopolitically Charged Week Internet names fell -1% last week (SPX/NDX flat/-1%) led by AMZN/GOOGL/META -1%/+1%/-2% as geopolitical tensions weighed on the market in the back half of the week. APP -13%, CHWY -14% (post-EPS move), and DUOL -7%. AMZN/GOOGL/ META 30X/17X/25X '26 EPS (-4%/-6%/+12% vs TTM avg). We would greatly appreciate your 5-star vote in the Internet Large Cap and Internet SmidCap categories in this year's ...

THE SMI IS UP BY .2% PLUS OF THE CONVERSATIONS, ANALYSIS START RIGHT NOW. ♪ >> NEWSMAKERS AND MARKET MOVERS, THIS IS "THE PULSE WITH FRANCINE LACQUA." TOM: GOOD MORNING AND WELCOME TO "THE PULSE." I AM TOM MACKENZIE. THESE ARE YOUR TOP STORIES.DONALD TRUMP HAS HELD TALKS WITH HIS NATIONAL SECURITY TEAM FUELING SPECULATION THE U.S. IS ABOUT TO TAKE A MORE ACTIVE ROLE IN ISRAEL'S MILITARY ACTION IN IRAN. BLOOMBERG UNDERSTANDS YESTERDAY'S MEETING IN WASHINGTON LASTED MORE THAN AN HOUR. IT WAS FOLLOWED BY A CAL ...

贵金属日报: 金震银涨 聚焦周四凌晨美联储FOMC 夏莹莹（投资咨询证号：Z0016569） 投资咨询业务资格:证监许可【2011】1290号 2025年6月18日 【行情回顾】 周二贵金属市场金震银涨，周边美指回升，10Y美债收益率回落，美股下跌，反映为美元避险资产需求回 升。中东地缘局势的波动是短期影响金价主因，建议密切关注局势进展。最终COMEX黄金2508合约收报 3406.5美元/盎司，-0.32%；美白银2507合约收报于37.18美元/盎司，+2.01%。 SHFE黄金2508主力合约 收报785.08元/克，-1.46%；SHFE白银2508合约收8864元/千克，+0.45%。 【降息预期与基金持仓】 据CME"美联储观察"数据显示，美联储6月维持利率不变的概率为97.3%，降息25个基点的概率为 2.7%；美联储7月维持利率不变的概率为85.3%，累计降息25个基点的概率为14.4%，累计降息50个基点的 概率为0.3%；美联储9月维持利率不变的概率36.7%，累计降息25个基点的概率为54.8%，累计降息50个基 点的概率为8.3%，累计降息75个基点的概率为0.2%。长线基金看，SPD ...

and others. Let's bring in Wells Fargo Investment Institute senior global markets strategist Scott Ren. Scott, good to have you.So, the major averages closed down nearly a percent today. The NASDAQ fairing worst. It's not a reaction to the 10-year, which was lower today. It's a reaction to oil.Well, John, I think that's part of it. And, you know, certainly the market, especially if we have a big jump, uh, you know, $90, $100 a barrel or something like that, that's going to be a negative. But I think a lot o ...

>> Investors are paying close attention to Iran and Israel trading strikes. In addition, the fed begins its latest meeting today. Joining us now on rates Megan Draper, global head of debt capital markets at Barclays.And you know, as usual another day we've got another another scary talk about how US debt level highest the talk of Wall Street. Have you been talking about it a lot. The high debt level.Yes. >> I think the most worrisome part of the market has been the volatility in rates, without question. But ...

Well, let's talk more trade and rising geopolitical tensions. Joining me now is Ambassador Nicholas Burns, former US Ambassador to China. He's currently co-chair of the Aspen Strategy Group and a professor at the Harvard Kennedy School.Ambassador, thanks for joining me. So, we just heard from Megan Cassal. The president is not seeking deescalation between Israel and Iran.At the same time, the US seems to be getting a lot of its goals addressed through some unusually aggressive means in Iran right now. What' ...

Joining us this morning is Rushier Chararma, Rockefeller International Chairman for his outlook. Rousier, it's great to have you back. I wonder what you make of this um strong and steady resilience after that brief mild decline on Friday.Well, I think the markets over time have learned to brush aside geopolitical tensions. In fact, we've done some research on this and what it shows is this is Carl that if you look at since 1950 uh the 25 most significant geopolitical shocks around the world, the S&P 500 ten ...

>> GOOD MORNING, THIS IS BLOOMBERG "DAYBREAK EUROPE." I’M TOM MCKENZIE IN EUROPE. HOSTILITIES BETWEEN ISRAEL AND IRAN ENTER A FOURTH DAY, STOKING FEARS OF A WILDER WAR IN THE MIDDLE EAST. PRESIDENT TRUMP SAYS THE TWO SIDES PLAY NEED TO "FIGHT IT OUT" BEFORE A DEAL CAN BE REACHED.OIL SUSTAINS GAINS WITH A MARKET BRACING FOR REBUYCKS DUCTIONS. GOLD NEARS A HIGH. AND TENSIONS IN THE MIDDLE EAST AND GLOBAL TRAILED SET TO DOMINATE.GOOD MORNING. SO GEOPOLITICAL TENSIONS WITH THE FOCUS ON THE MIDDLE EAST CONTINUE ...