Core Insights - Arm Holdings plc (NASDAQ:ARM) is recognized for its CPU architectures and software used in various applications, including automotive and IoT [2] - Jim Cramer advises against buying more shares of ARM at current high prices, suggesting that existing positions should be maintained [1] Company Overview - Arm Holdings designs and licenses CPU architectures, system IP, and software for multiple sectors, including automotive, computing, consumer, and IoT [2] - The company is led by Rene Haas, who has a strong partnership with NVIDIA, enhancing ARM's market position [2] Investment Perspective - While ARM is seen as a solid investment, there are opinions that other AI stocks may present better upside potential with lower downside risk [2] - The article suggests exploring undervalued AI stocks that could benefit from current economic trends, such as tariffs and onshoring [2]

Core Insights - Arteris, Inc. reported strong financial results for Q1 2025, achieving record annual contract value plus royalties of $66.8 million, a 15% increase year-over-year, and positive free cash flow of $2.7 million [2][6]. Financial Highlights - Revenue for Q1 2025 was $16.5 million, representing a 28% increase year-over-year [6]. - Non-GAAP operating loss decreased to $3.2 million from $5.3 million in Q1 2024 [6]. - Net loss for the quarter was $8.1 million, or $0.20 per share, compared to a net loss of $9.4 million, or $0.25 per share, in Q1 2024 [6][16]. - Remaining performance obligations (RPO) reached $88.9 million, up 19% year-over-year [6]. Business Highlights - The company experienced strong demand across key verticals: enterprise computing, communications, and automotive semiconductors, driven by the adoption of chiplets and AI compute [2][6]. - Arteris expanded its customer base, adding another top global automotive OEM, bringing the total to 10 automotive OEMs [6]. - The company joined the Intel Foundry Accelerator program, enhancing its network of ecosystem partners [6]. - Arteris received three awards at the annual American Business Awards, including gold for Most Innovative Tech Company of the Year [6]. Guidance - For Q2 2025, Arteris expects annual contract value plus royalties to be between $66.0 million and $70.0 million, with revenue projected between $16.1 million and $16.5 million [7]. - Full-year 2025 guidance for annual contract value plus royalties is set at $71.0 million to $79.0 million, with revenue expected between $65.0 million and $71.0 million [7].