
Arm Holdings plc American Depositary Shares
Yahoo Finance • 2 hours ago
Is Upcoming Earnings Altering The Investment Case For Arm Stock (ARM)?
Arm Holdings is preparing to report Q2 FY2027 results after a sharp swing in sentiment around AI infrastructure and semiconductor demand. Attention is on how data center, smartphone and AGI CPU related royalties and licenses are holding up... Full story
Yahoo Finance • 3 hours ago
Stock market today: Dow, S&P 500, Nasdaq futures sink after Democrats take control of House, Senate
US stock futures edged higher on Wednesday after Democrats won control of both chambers of Congress in a seismic midterm election, paving the way for a divided government. Futures on the Dow Jones Industrial Average (YM=F) rose 0.6%, whil... Full story
Yahoo Finance • 2 days ago
Earnings live updates: Roku posts earnings beat ahead of acquisition by Fox
The third quarter earnings season is over halfway done, and the reports continue to pour in. This week brings another shot of major earnings courtesy of Apple (AAPL), Palantir (PLTR), and AMD (AMD). In addition to those tech heavyweights,... Full story
Yahoo Finance • 2 days ago
Arm Holdings (ARM) Faces An Earnings Test As AI And Royalty Questions Shape Valuation
Arm earnings in focus as investors watch royalties and AI exposure Arm Holdings (NasdaqGS:ARM) heads into its upcoming quarterly report with attention squarely on whether customer commitments are showing up as shipped chips and how royalt... Full story
Yahoo Finance • 3 days ago
A big sell-off collides with more Big Tech earnings and a midterm election: What to watch this week
Last week, we opened the Morning Brief newsletter by saying the first week of Big Tech earnings looked promising — until Thursday. This time, we're here to say the second week of Big Tech earnings looked promising — until Tuesday. Lacklus... Full story
Yahoo Finance • 8 days ago
These 2 Chip Stocks Are Piper Sandler’s Top Picks Into 2027
Investing.com -- Piper Sandler maintains a positive outlook on AI supply chain fundamentals despite ongoing market uncertainty, identifying two top picks in the chip sector heading into 2027. The broker expects compute companies to report... Full story
Yahoo Finance • 9 days ago
Arm Holdings (ARM) Faces Jury Breach Ruling As It Unveils Server Security Tie Up
Arm Holdings (NasdaqGS:ARM) was found by a jury to have breached its longstanding Architectural License Agreement with Qualcomm. The jury also concluded that Arm intentionally acted to disrupt Qualcomm's business in connection with the dis... Full story
- QCOM
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Yahoo Finance • 13 days ago
Chip stocks fall as equipment maker Lam Research cites 'supply chain constraints'
Semiconductor stocks fell in pre-market trading on Thursday as a major equipment supplier cited supply chain constraints on its earnings call. The PHLX Semiconductor Index (SOXX) was poised to open down 4% amid investor concerns that such... Full story
Yahoo Finance • 15 days ago
Chip stocks shrug off a scary morning, but history says the shakeout isn't over
Wall Street's AI darlings were in free fall at the open. By midmorning, they were leading the comeback. The PHLX Semiconductor Index (^SOX) sank to its lowest level since early August early Tuesday. It was supposed to be the moment Monday... Full story
Yahoo Finance • 15 days ago
Chip stocks decline as AI-trade rebound fizzles
Chip stocks fell on Tuesday after rebounding from a recent sell-off as sentiment around the AI trade remained shaky. The PHLX Semiconductor Index (^SOX), which climbed more than 1.5% on Monday, was poised to open lower. AI chip giants Nv... Full story
Yahoo Finance • 16 days ago
Intel leads chip stocks higher as investors jump back into AI trade
Chip stocks rebounded on Monday as investors bought the dip following a steep AI trade sell-off last week. The PHLX Semiconductor Index (^SOX) rose 2% in a reversal of a recent semiconductor rout. Intel (INTC) stock jumped 5% after JPMor... Full story
Yahoo Finance • 17 days ago
Arm Stock Verdict Risk Grows After Qualcomm License Breach Ruling
Arm Holdings recently faced an adverse Delaware jury verdict that found the firm breached its architectural license agreement with Qualcomm and intentionally disrupted Qualcomm's business, adding legal and operational pressure on its licen... Full story
- QCOM
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Yahoo Finance • 20 days ago
A 20% Drop in Smartphone Shipments Shows Who Wins When Memory Gets Expensive
NEW YORK, Oct. 15, 2026 /PRNewswire/ -- American News Group News Commentary - Global smartphone shipments fell 20% year over year in the third quarter of 2026, the weakest third quarter since 2012, according to preliminary estimates from C... Full story
Yahoo Finance • 21 days ago
How Qualcomm’s Legal Win Over Arm Could Reshape the Long-Term Thesis for QCOM Investors
Earlier this month, a federal jury in Delaware found that Arm Holdings breached a key architectural licensing agreement with Qualcomm and interfered with its business relationship with Meta Platforms, awarding Qualcomm nominal damages of U... Full story
Yahoo Finance • 22 days ago
Arm shares fall after jury rules in favor of Qualcomm in license dispute
Investing.com -- Arm Holdings shares erased gains and dropped over 3% on Tuesday after a Delaware jury ruled against the company in a breach of contract case brought by Qualcomm. Before you buy NVIDIA: our AI model's stock picks are beati... Full story
- QCOM
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Yahoo Finance • 22 days ago
Qualcomm-Arm lawsuit likely to be decided this week, source says
[Qualcomm headquarters in San Diego, California, USA.] JHVEPhoto The ongoing lawsuit between Qualcomm (QCOM [https://seekingalpha.com/symbol/QCOM]) and Arm Holdings (ARM [https://seekingalpha.com/symbol/ARM]) and whether Arm breached lice... Full story
Yahoo Finance • 22 days ago
What Does Arm Holdings (ARM) Winning An AI Ecosystem Award Really Signal?
Arm Holdings (NasdaqGS:ARM) received the Outstanding AI Computing Ecosystem Contribution Award at the GMIF2026 Annual Awards. The award recognises Arm's energy efficient architecture used across AI computing sectors including data centre,... Full story
Yahoo Finance • 23 days ago
Intel aims to boost AI turnaround with new GPU chips to take on Nvidia
Intel's (INTC) turnaround effort is getting a strong boost from the global AI buildout, which is driving increased demand for its central processing units (CPUs). But the company is also expanding further into the graphics processing unit... Full story
Yahoo Finance • 23 days ago
Arm Holdings (ARM) Is Helping Reshape the Future of Computing: Here’s Why
St. James Investment Company recently released its "Value Investors" third-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund is operating in an increasingly challenging value-investing environment marked b... Full story
- GSPC
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Yahoo Finance • 23 days ago
Arm Holdings plc (ARM) is Positioned as Specialized Computing Demand Outlasts Near-Term Shortages
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for "US Equity Growth Strategy". The letter can be downloaded here. While AI safety and human control concerns dominated recen... Full story
- GSPC