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 is redefining AI efficiency with RISC-based designs, Neoverse CPUs and a new chip division set to power sustainable intelligent computing.
ARM's 17% surge highlights its dominance in mobile chips and AI, but China risks and high valuations urge investor caution.
Arm CEO Rene Haas joins 'Mad Money' host Jim Cramer to talk partnering with Meta, how it is benefiting from AI adoption, and more.
Meta Platforms said it is partnering with chip tech provider Arm Holdings to power the systems that drive personalization across its apps, including Facebook and Instagram, as companies rush to upgrade the chip technology underpinning their services.
ARM's towering valuation and rising R&D costs spark short-term caution, even as its AI and mobile chip dominance stay intact.
Qualcomm Inc (NASDAQ:QCOM, ETR:QCI) has turned to Arm Holdings' newest chip architecture in its latest flagship processors, according to a Reuters exclusive. The move underscores how even bruising lawsuits don't stop business when technology advantages are at stake.
Arm Holdings said on Tuesday it planned to appeal a judge's ruling in a licensing dispute against Qualcomm that left the chipmaker's jury victory intact.
Arm CEO Rene Haas joins CNBC's Squawk on the Street to discuss the “Stargate” AI infrastructure project, next-generation data centers, and the growing demand powering AI's expansion.
Arm's Lumex platform delivers 5x faster AI with efficiency gains, strengthening its edge in the battle for on-device AI dominance.
HPL Global, the Singapore unit of India's Haldia Petrochemicals, plans to boost its trade volume by 30% to up to 2 million metric tons and double the number of traders in 2026, two industry sources familiar with the matter said on Wednesday.
ARM lags peers despite recent gains, with China risks, earnings downgrades and steep valuation shaping its outlook.