Arm Holdings was a top contributor to returns in the quarter, with management reaffirming confidence in sustaining about 20% royalty growth long term, which bolstered market confidence in its growth potential. Meanwhile, Adyen's performance dragged due to cautious 2026 outlook after its fourth-quarter results. The fund initiated a new position in American Express and exited holdings in Gartner and UnitedHealth, reflecting strategic portfolio adjustments.
Major tech firms are investing heavily in AI infrastructure, with hyperscalers like Microsoft and Amazon spending $725 billion this year, focusing on building their own supply chains. SoftBank and IBM are also vertically integrating by funding AI chi...
For investors planning a 10-year retirement horizon, NVIDIA is the preferred AI semiconductor stock over Arm Holdings. Despite Arm's impressive 271% year-to-date gain, NVIDIA offers a far more attractive valuation with a trailing P/E of 34 versus Arm...
Arm Holdings reported a record fiscal year revenue of $4.92 billion, marking over 20% growth for three consecutive years, driven by rising royalty and licensing income. The company is strategically pivoting towards AI infrastructure with its new Arm ...
Marvell Technology's shares surged over 25% in premarket trading after Nvidia CEO Jensen Huang declared it the 'next trillion-dollar company' during the Computex trade show. This endorsement followed the announcement of a strategic partnership betwee...
Nvidia unveiled new ARM-based hardware at Computex 2026, including the "Vera" CPU designed for AI and data centers. Jim Cramer praised the move, calling it a major positive for ARM Holdings, whose stock has surged over 200% this year. Nvidia is shift...
