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ARM Q4 Earnings Call Highlights
MarketBeat116d agoneutral
ARM Q4 Earnings Call Highlights

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

The smartphone era is ending the way it started: with Apple
24/7 Wall St.116d agoneutral
The smartphone era is ending the way it started: with Apple

In 2007, Apple opened the smartphone era. In 2026, Apple (NASDAQ:AAPL) is positioned to close it. The handheld glass slab that reshaped computing is now the thing the industry is racing to replace with always-on, heads-up ambient AI. The company that drew the first map is drawing the next one. Q2 FY2026 net sales hit ... The smartphone era is ending the way it started: with Apple

'Uber won': Why Instacart might not stand a chance
Yahoo Finance Video116d agoneutralVIDEO
'Uber won': Why Instacart might not stand a chance

Uber (UBER) and Maplebear (CART) (Instacart's parent company) both reported quarterly earnings on Wednesday. BNP Paribas US large-cap internet equity analyst Nick Jones joins Yahoo Finance's Josh Lipton to discuss the key differences between the two companies and why he thinks Uber has much more room to run.

The Sneaky International ETF That’s Quietly Outrunning the S&P 500 This Year
24/7 Wall St.116d agoneutral
The Sneaky International ETF That’s Quietly Outrunning the S&P 500 This Year

International equities have quietly outrun the U.S. market over the past twelve months, and the Fidelity Enhanced International ETF (NYSEARCA:FENI) has ridden that wave hard. The fund returned roughly 32% over the year ending May 1, 2026, with 8% of that coming year-to-date. It makes U.S. investors look up from their S&P 500 index funds ... The Sneaky International ETF That’s Quietly Outrunning the S&P 500 This Year

Arm forecasts upbeat revenue on surging AI data center demand
Reuters116d agoneutral
Arm forecasts upbeat revenue on surging AI data center demand

Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial intelligence compute. The company expects quarterly revenue ‌of $1.26 billion, compared with estimates of $1.25 billion, according to data compiled by LSEG. Arm generates revenue by licensing its ‌technology to companies such as Nvidia and Apple, collecting royalty payments for every product built using its designs.

AMD stock surges as the chipmaker forecasts continued AI growth
Yahoo Finance Video116d agobullishVIDEO
AMD stock surges as the chipmaker forecasts continued AI growth

Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.

Load Up on Nuclear Before the Data Center Energy Race Accelerates
24/7 Wall St.116d agoneutral
Load Up on Nuclear Before the Data Center Energy Race Accelerates

Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates

This New Dividend Fund Is Chasing Yield And Growth At The Same Time
24/7 Wall St.116d agoneutral
This New Dividend Fund Is Chasing Yield And Growth At The Same Time

Most dividend ETFs make you pick a lane. You can chase yield with funds packed full of utilities, telecoms, and tobacco names that throw off cash but barely grow, or you can buy dividend growth funds that pay you almost nothing today on the promise of bigger checks a decade out. JPMorgan Dividend Leaders ETF ... This New Dividend Fund Is Chasing Yield And Growth At The Same Time

NVIDIA Corp (NVDA) Invests in Legora. What Is It Getting?
Insider Monkey116d agoneutral
NVIDIA Corp (NVDA) Invests in Legora. What Is It Getting?

NVIDIA Corp (NASDAQ:NVDA) is one of the best stocks to buy in 2026 according to billionaire George Soros. NVIDIA stock has soared more than 70% over the past year, and it has more room to run as the Street’s average price target indicates more than 30% upside potential. Nvidia recently made a quiet investment in […]

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand
24/7 Wall St.116d agoneutral
Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

Morgan Stanley Just Cut Its U.S. Growth Forecast Because Gas Prices Are “More Than Enough” to Wipe Out Bigger Tax Refunds
24/7 Wall St.116d agoneutral
Morgan Stanley Just Cut Its U.S. Growth Forecast Because Gas Prices Are “More Than Enough” to Wipe Out Bigger Tax Refunds

Morgan Stanley’s U.S. economics team has trimmed its growth forecast for the year, and the reasoning is refreshingly specific: the pump is going to swallow the refund. On the firm’s Thoughts on the Market podcast, the team cut its U.S. growth outlook by roughly 0.3 to 0.4 percentage points, with elevated energy prices doing most ... Morgan Stanley Just Cut Its U.S. Growth Forecast Because Gas Prices Are “More Than Enough” to Wipe Out Bigger Tax Refunds

Exxon Mobil’s Next Big Milestone Could Be $197
24/7 Wall St.116d agoneutral
Exxon Mobil’s Next Big Milestone Could Be $197

Exxon Mobil (NYSE:XOM) trades fairly priced at current levels. The 24/7 Wall St. price target points to $141.98 over the next 12 months, modestly below the current quote of $152.75. Our recommendation is hold, with a confidence level of 90%. The longer-dated bull case, however, points to $197.38 by 2031, driven by LNG and Guyana ... Exxon Mobil’s Next Big Milestone Could Be $197