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Arista has posted eight straight quarters of revenue gains while Arm battled volatility and federal scrutiny.
Record data center royalties and AI chip demand double as Arm accelerates server adoption.
SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
The chip designer beat analyst estimates on revenue and earnings, but Arm stock dropped more than 8% after the results
ARM reports record Q1 revenue of $1.29 billion, driven by a doubling of data center royalty revenue and surging demand for its AGI CPU, while navigating smartphone market weakness.
ARM (NASDAQ:ARM) reported record first-quarter fiscal 2027 results, with revenue rising 22% year over year to $1.29 billion as demand for its computing platform expanded across cloud AI infrastructure, edge devices and physical AI applications. Chief Executive Officer Rene Haas said the company del
Jay Goldberg, Seaport Research Partners senior analyst, semiconductors and electronics, reacts to Qualcomm's weak profit forecast for the current quarter and Arm Holdings Plc's sales outlook that also failed to impress investors. He speaks on "Bloomberg The Close."
Asking for a Trend Host Josh Lipton eyes several stocks making moves in after-hours trading, including Robinhood Markets (HOOD), Arm Holdings (ARM), and Carvana (CVNA) after reporting their latest earnings results.
Investing.com -- Arm Holdings reported first-quarter earnings per share of $0.45, surpassing analyst expectations of $0.4 by $0.05. The company posted revenue of $1.29 billion for the quarter, beating the consensus estimate of $1.27 billion.
The company reported a higher first-quarter profit of $270 million as demand for its chip designs exceeded expectations.
Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers. Demand for Arm's chip architecture has surged as companies like Alphabet and Amazon.com build custom AI chips, boosting the company's licensing revenue and royalties as more complex chips are shipped to data centers. Revenue from royalties, which Arm collects on each chip shipped using its technology, rose 22% to $715 million in the first quarter, while licensing revenue grew 23% to $574 million.
US market liveblog: stocks set for mixed open ahead of Fed decision US stocks are set for a mixed open on Wednesday as investors look ahead to the Federal Reserve's latest interest-rate decision, while renewed tensions in the Middle East and continued pressure on semiconductor stocks cloud...
Today Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.
Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
In the upcoming Q1 earnings, the spotlight will be on whether Arm's AI CPU strategy is becoming its next major growth engine.
