Artificial intelligence (AI) adoption is growing at a healthy pace across various applications, be it data centers, smartphones, personal computers, or other consumer electronics devices. This is not surprising as AI is expected to drive a big increase in productivity and efficiency in the long run.
Got some idle cash in your portfolio waiting to be put to work, but fear the market's most popular stocks are a bit overpriced? You're not imagining things.
Arm Holdings plc stock has been trading down since the Q1 '26 report, which disappointed not only on outlook but also on the new transition to designing its own processors. We think this will be a costly near-term endeavor but a long-term success, more so as smartphone end demand recovers in 2026. Arm is projected to reach 50% share of the CPU market, according to the CEO, with a superior adopt...
Arm Holdings has hired former Amazon.com artificial intelligence chip director Rami Sinno to bolster its plans to develop its own complete chips, according to a person familiar with the matter.
Nvidia (NVDA -0.85%) owns stock in publicly traded companies as part of its treasury strategy. Its $4.3 billion portfolio included six positions as of the June-ending quarter, but two accounted for 95% of invested assets: 91% was allocated to CoreWeave (CRWV 0.49%) and 4% was to Arm Holdings (ARM -1.19%).
ARM's renewed growth efforts are likely to be rather expensive, attributed to the intensified R&D investments and the speculative M&A activities. This is on top of the potentially prolonged monetization cadence and the intense market competition, as the company lags its more successful legacy chip peers. While ARM's future potential may be immense, we are already seeing growth pains in its impa...
The demand for artificial intelligence (AI) shows no signs of slowing down. Leading data center operators and governments are pouring billions into this technology, driving tremendous growth for top AI software and semiconductor companies.
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