Arm Holdings and AMD both posted strong earnings driven by AI demand in data centers. Arm's Q4 FY2026 revenue rose 20.1% to $1.49B, boosted by a 29% jump in license revenue and doubling of data center royalties, with its AGI CPU demand exceeding expectations. AMD's Q1 2026 revenue surged 37.9% to $10.25B, with a 57% increase in its Data Center segment and free cash flow tripling, fueled by large deals with Meta and OpenAI. Arm's business model focuses on IP licensing with high margins but rising R&D costs, while AMD sells complete silicon solutions with strong cash flow but faces geopolitical risks. Investors will watch Arm's AGI CPU execution and AMD's MI450 ramp closely. AMD currently shows stronger growth and margin trends, but Arm remains a compelling royalty-based compounder at a high valuation.
Arm Holdings is expanding from licensing chip designs to selling complete processors, aiming to capitalize on the growing importance of CPUs in AI infrastructure. SoftBank CEO Masayoshi Son predicts Arm's market value could increase tenfold to $4 tri...
Arm Holdings stock fell 10% to around $367, pulled down by a broad chip and AI sector selloff rather than company-specific issues. Despite the drop, the stock remains up 235% in 2026, reflecting strong demand driven by its agentic AI products and rec...
US stock futures indicate a steep decline with Nasdaq 100 expected to fall about 2.8%, driven by a deepening sell-off in technology shares worldwide. Major tech companies like Alphabet, Amazon, and Meta saw significant losses, while Asian and Europea...
Stanley Druckenmiller’s Duquesne Family Office disclosed new and existing positions in Arm Holdings, Sea Limited, and STMicroelectronics in its Q1 2026 13F filing. Arm was added at a small portfolio weight, while Sea and STMicro remained significant ...
