Arm

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Instacart $CART - An online grocery delivery platform that has a strong market position in the U.S. and potential for further expansion.

Arm Holdings $ARM - A semiconductor company specializing in designing chips for mobile devices and other technologies.

Stripe - A company providing payment...
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📉 ARM results!
Arm Holdings $ARM has started the 2026 fiscal year on a positive note, but with a caveat. First quarter revenue was $1.05 billion, marking the second best quarter in company history and a record result for Q1. Growth of 12 % year-over-year was driven primarily by royalty (+25 %)primarily driven by faster adoption of Armv9 architecture , higher demand for Arm CSS ...
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🧠 Arm surprised by the numbers but disappointed by the outlook!
Arm Holdings $ARM ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.

This is a British technology company that specialises in the...
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📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.

📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.

🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and...
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📉 Arm Holdings: solid results, but a more cautious outlook knocked the stock down 6%!

UK chip technology provider Arm Holdings $ARM posted strong third-quarter 2024 numbers on Wednesday . Revenue rose by 19 % to $983 million, beating analysts' expectations. Still, the company narrowed its full-year forecast for revenue and earnings per share, leading the stock to fall more than...
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📆 Key events of the week: What to watch out for?
The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:

Monday:
📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel...
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📱Arm Holdings: bold transformation on the horizon!

Arm Holdings $ARM, the technology company behind the architecture of most of the world's chips, is planning major changes that could shake up the industry. Not only is the company planning to increase licensing fees by up to 300 %but is even considering making its own chips. This would turn the key supplier into a competitor...
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💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?

The technology world is on the threshold of another major transaction. SoftBank Group $SFTBY and Arm Holdings $ARM, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips...
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🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡

Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.

...
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🌐 Court decision shakes Arm stock, Qualcomm rises! 📉📈

The semiconductor world has seen a major court verdict that is moving the stock price. Shares of Qualcomm $QCOM have gained 3,5 % to $158.24, while Arm $ARM posted a loss 4 % and fell to $126.87.

🌍 SoftBank promises $100 billion investment in the US: the future is built on artificial intelligence! 🤖💼

One of the biggest investment announcements of recent times was made today. In a joint appearance with President Donald Trump,SoftBank $SFTBYCEO Masayoshi Son revealed plans for a $100 billion investment to be made over the next four years. The main goal is to support the...
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⚙️Arm exceeded expectations and achieved record Q2 results!

Arm $ARM on Wednesday released results for its second fiscal quarter ending September 30, 2024 - and the numbers are really hilarious! 📈💼

Arm Holdings is a British technology company focused on designing semiconductor chips and processors that power many different devices, from smartphones and tablets to servers in data...
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🚀 Key events and company results in the coming week!
We have a packed schedule again this week, spiced up with the culmination of the presidential battle between Vice President Kamala Harris and former U.S. President Donald Trump. ...
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Qualcomm vs. ARM license battle!🔍
One of the biggest legal battles in the tech world is taking place between two giants, ARM $ARM and Qualcomm $QCOM. The outcome of this dispute could significantly impact the mobile phone and consumer electronics markets. 🛠️📱 If Qualcomm loses access to licenses for key ARM technologies , it could significantly disrupt production of the popular...
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