Alphabet is well-positioned to capitalize on opportunities across AI infrastructure, software, and emerging use cases. Meta Platforms could leverage AI to take its business beyond the smartphone landscape.
Fiserv lowered its annual revenue forecast for the second consecutive quarter on Wednesday, as the payments firm grapples with slowing growth in its merchant business.
One company helps chipmakers design power-efficient chips and gets a nice royalty for its intellectual property. The other company enables fast data transmission in data centers, which explains why it shot up remarkably in the past year.
UBS hiked its price target on Arm stock. Analysts often have shorter investing horizons than the multiyear holding periods that long-term investors favor.
Arm Holdings plc is a brilliant but risky play. It's a highly profitable chip IP licensor with 97% gross margins. Strong results, structural red flags - revenue and royalties grow, yet tiny float and SoftBank control limit stability. ARM stock's valuation is detached from reality - trades far above peers like AMD and Nvidia, driven by sentiment, not earnings.
Alex King from Cestrian Capital Research and Growth Investor Pro encourages a disciplined, price-focused approach, favoring fundamentals, technicals, and capital rotation over hype. The AI cycle is still early; Nvidia and other leaders may face future disruption, but current price trends remain strong until proven otherwise.
Arm Holdings addresses one of artificial intelligence's biggest and most unexpected stumbling blocks. Building new semiconductor manufacturing factories is complicated as well as expensive.
Five small IPOs debuted and four SPACs listed this week as the government shutdown continues to complicate listings. Two sizable IPOs are scheduled for the week ahead, both of which launched after the government shutdown began. Street research is expected for six companies in the week ahead, and two lock-up periods will be expiring.
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