Live Updates Arm Discusses 2027 Demand on Tonight's Conference Call 5:48pm ETWells Fargo tried poking at demand beyond 2026 today on Arm’s call and here’s what the company’s CFO had to say:…
Eric Bleeker Arm Holdings reports FY2026 Q3 earnings today, Feb. 4, after market close. Wall Street expects earnings of 41 cents per share, representing a 5.1% year-over-year (YOY) increase, on revenue of $1.23 billion,…
Joel South Pre-Market Stock Futures: The futures are trading lower again after a dreadful risk-off day across Wall Street, where all major indices finished the day solidly lower. The combination of President Trump’s pursuit…
The tech and AI trade has grown a bit chppier in recent years, in some places more than others. Of course, the semiconductor stocks have been blasting off in recent weeks (led…
Joey Frenette Live Updates AVGO Sinks12:13pm ETBroadcom (Nasdaq: AVGO) stock has fallen nearly 5% today to well below the $400-per-share threshold despite some positive developments. iPhone maker Apple (Nasdaq: AAPL) is reportedly teaming up…
Google parent Alphabet (NASDAQ:GOOG | GOOG Price Prediction)(NASDAQ:GOOGL) is often seen as a core tech giant focused on search, advertising, and cloud computing. Yet beneath its main operations lies a quieter side:…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction)(NASDAQ:GOOGL) dominates the search engine market with a greater than 90% share, powering billions of daily queries through Google Search. Yet its growth extends beyond that core…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) shares have pulled back from their summer highs, but have regained their momentum with the stock trading just above $187 per share. The chipmaker, a linchpin…
October kicks off the fourth quarter, a period that has consistently delivered the strongest gains for U.S. equities. Data from the S&P 500 shows its performance for each period: Q1: 1.8% Q2:…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is a generational performer and the stock still has plenty of room to run, even as a $4.32 trillion company. Indeed, it’s probably just a matter…
Joey Frenette Strong Quarter, Weak Outlook British semiconductor designer Arm Holdings (NASDAQ:ARM | ARM Price Prediction) delivered a solid fiscal 2026 first-quarter, posting revenue of $1.053 billion, up 12% year-over-year, marking its second straight…
Live Updates Quotes from the Call 5:21pm ETEric Bleeker “We are looking deeply at the possibilities of moving beyond our current platform to additional subsystems, chiplets or possibly full solutions… Arm is…
Eric Bleeker On a Mission to Dominate British chip design titan Arm Holdings (NASDAQ:ARM | ARM Price Prediction) sent shockwaves through the tech industry earlier this year with a bold claim: it aims to…
Nvidia’s Strategic AI Vision Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has solidified its position as the backbone of the artificial intelligence (AI) revolution, with its graphics processing units (GPUs) driving the most…
Live Updates Conference call underway: Guidance sending the stock lower5:17pm ETQ1 FY26 Outlook (April–June 2025): Revenue: $1.00B–$1.10B → Midpoint = +12% YoY Royalty growth: Starting strong at 25–30% YoY Non-GAAP OpEx: ~$625M…
Joel South 
