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  1. Arm vs. ASML: Which Semiconductor Stock Is a Better Buy in 2026?

    As the demand for high-performance computing accelerates, investors often struggle to choose between the architects of chip design…
    #Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ARM #ArmHoldings #currentratio #extremeultravioletlithography #shareholderequity
    europesays.com/netherlands/511

  2. SK Hynix’s Solidigm Eyes U.S. IPO Next Year at Up to $150 Billion Valuation — BigGo Finance

    Solidigm, the U.S.-based NAND flash subsidiary of South Korea’s SK Hynix, is pursuing a listing on the U.S.…
    #EuropeSays #Korea #KR #SK #ArmHoldings #CerebrasSystems #Intel #SKGroup #SKhynix #Solidigm
    europesays.com/korea/167223/

  3. Why Intel, Arm, and Other AI Chip Stocks Soared Today

    Meta Platform’s (NASDAQ: META) new Muse personal artificial intelligence (AI) agent is off to a fast start. After…
    #NewsBeep #News #Artificialintelligence #AI #AIchipstocks #ArmHoldings #ArtificialIntelligence #CA #Canada #intel #nasdaq #Technology
    newsbeep.com/ca/905062/

  4. europesays.com/people/237818/ ARM Stock Jumped 17% Yesterday After Its CEO Said Demand Is Off the Charts. Here’s What Got Investors So Excited. #ArmHoldings #RenéHaas

  5. Better Artificial Intelligence Stock: Arm Holdings vs. ASML

    Investors choosing between Arm Holdings (NASDAQ:ARM) and ASML Holding N.V. (NASDAQ:ASML) face a classic dilemma: do you buy…
    #Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ArmHoldings #ASMLHolding #currentratio #FreeCashFlow #investors #lithographymachines
    europesays.com/netherlands/477

  6. Better Artificial Intelligence Stock: Arm Holdings vs. SK Hynix

    The race to power artificial intelligence has created two distinct champions in Arm (NASDAQ:ARM) and SK Hynix (NASDAQ:SKHY).…
    #EuropeSays #Korea #KR #SKHynix #Arm #ArmHoldings #currentratio #freecashflow #HBM #revenue #SK #SKhynix
    europesays.com/korea/160939/

  7. Arm Unveils Next-Gen Mobile and Server Platforms, Taps Samsung’s 2nm Node — BigGo Finance

    Arm Holdings is betting that the next wave of artificial intelligence will move beyond chatbots and data centers…
    #EuropeSays #Korea #KR #SamsungElectronics #AGICPU #AmazonWebServices #Apple #ArmHoldings #CSSforMobile2 #HuggingFace #MaliG2-UltraNX #Meta #NeoverseCSSN4 #NVIDIA #NXPSemiconductors #OpenAI #Qualcomm #Samsung #TSMC
    europesays.com/korea/146805/

  8. europesays.com/people/212340/ Arm’s $2.9 Billion Dilemma: Building Its Own Chips Poisons the Neutrality That Made It Indispensable — BigGo Finance #apple #ArmHoldings #Nvidia #RenéHaas #SoftBank #TSMC

  9. 📊 S&P 500 без AI-інфраструктури зростає на 0%. Це не гіпербола — аналітики попереджають: якщо AI-бум спіткнеться, ринок чекає серйозна корекція. Решта економіки просто стоїть на місці.

    На цьому тлі Arm Holdings злітає на 46% — інвестори закладають п'ятикратне зростання прибутку. Історія вже була: Cisco в 2000-му, Amazon в 2021-му. Коли концентрація зростання в одному секторі сягає екстремумів, диверсифікація перестає бути опцією — стає необхідністю.

    Принцип простий: якщо 100% приросту ринку дає один сегмент, то ризик всього портфеля дорівнює ризику цього сегмента.

    #SP500 #AI #ArmHoldings #Диверсифікація #Інвестиції #Аналітика #РинкиСША

    #virgroup

    vir.group/post/116635337839066

  10. US Top News and Analysis | SoftBank extends scorching rally, surging over 12%, as investors crowd into AI trade

    AI generated summary, Read the full article for complete information.

    SoftBank Group’s shares continued their surge on Friday, climbing more than 12% for a second consecutive session after a 20% jump the day before, adding roughly $35 billion to its market value. The rally was fueled by a sharp rise in Arm Holdings—where SoftBank holds a majority stake—which surged over 16% after already gaining more than 15% the previous day, as well as by broader optimism for AI following Nvidia’s blockbuster earnings. Investors are also betting on a potential OpenAI IPO; SoftBank has poured over $30 billion into the ChatGPT maker and is expected to realize substantial gains once the listing occurs. This momentum underscores strong confidence in continued AI infrastructure spending and data‑center growth.

    Read more: cnbc.com/2026/05/22/softbank-e

    #SoftBankGroup #ArmHoldings #Nvidia #OpenAI #ChatGPT

  11. US Top News and Analysis | SoftBank Group shares soar over 16% as Nvidia earnings signal strong AI momentum

    AI generated summary, Read the full article for complete information.

    SoftBank Group’s shares jumped more than 16% after Nvidia posted a blockbuster earnings report, underscoring strong momentum in the artificial‑intelligence sector. The rally was buoyed by SoftBank’s exposure to AI‑related assets, notably its stake in Arm Holdings—whose chip designs power Nvidia‑based AI servers—and its $30 billion investment in OpenAI, which generated $45 billion in gains for the fiscal year ended March. Optimism around a potential OpenAI listing further lifted Arm’s stock, while analysts noted that the surge strengthens SoftBank’s balance sheet despite its aggressive AI spending. Nvidia’s own results showed an 85% revenue increase to $81.62 billion and announced an $80 billion share‑repurchase program and a higher dividend.

    Read more: cnbc.com/2026/05/21/softbank-a

    #SoftBankGroup #Nvidia #ArmHoldings #OpenAI #AI #AndrewJackson

  12. US Top News and Analysis | Investor Bill Baruch buys Arm, citing pivot to AI chips and recent Meta deal as catalysts

    AI generated summary, Read the full article for complete information.

    Investor Bill Baruch, founder and president of Blue Line Capital, announced that he has bought shares of Arm Holdings, citing the company’s recent pivot to designing and manufacturing its own AI chips and a new deal with Meta as key catalysts. Baruch highlighted that Arm, traditionally a licensor of chip architecture, now counts Meta—its first official customer—alongside OpenAI, SAP and Cloudflare, and expects its newly released chip to generate about $15 billion in annual revenue by 2031. He also emphasized the importance of CPUs in his portfolio, noting Arm’s strong performance, up nearly 89 % year‑to‑date. In addition, Baruch increased his position in Entegris, a supplier of advanced materials for semiconductors, calling it under‑priced and essential to the supply chain, after its shares have surged about 73 % this year.

    Read more: cnbc.com/2026/04/23/investor-b

    #BillBaruch #ARMHoldings #Meta #ReneHaas

    AI generated summary, Read the full article for complete information.

  13. Arm has agreed to provide chip designs and technology to Malaysia over the next decade to help catapult the Southeast Asian country beyond chip assembly and into more valuable semiconductor production. japantimes.co.jp/business/2025 #business #companies #malaysia #chipmakers #armholdings

  14. Weekly output: Musk digitally deleting USAID, Arm vs. Qualcomm, U.K. vs. Apple, 8K TV, Bletchley Park

    One of this week’s published stories began with reporting weeks ago; another began with notes and photos taken months ago.

    2/3/2025: Musk’s Minions Deleting Digital Presence of US International Development Agency, PCMag

    I could not just write about the weird digital erasure Elon Musk and his goons have been inflicting on the online presence of the U.S. Agency for International Development without reminding readers of three important bits of context: USAID does good and useful work (as vouched for in that quote from Georgetown University government-department chair Anthony Arend, four of whose classes I took as an undergrad 35-plus years ago); USAID constituted all of .4% of the federal budget in fiscal year 2024; Elon Musk’s tweets show no sign of him having any interest in the agency until January.

    2/6/2025: Arm Drops Effort to Cancel Qualcomm’s Chip-Licensing Deal, PCMag

    If you were considering buying a Windows laptop with one of Qualcomm’s power-efficient Snapdragon X processors, this should rank as very good news.

    2/7/2025: Report: UK Orders Apple to Disable E2E Encryption on iCloud Backups Worldwide, PCMag

    Writing up the Washington Post’s scoop about this dangerous demand by the U.K.’s Home Office gave me a crash course in looking up and citing legislation on Parliament’s Web site–without which I would have been writing about the Investigatory Powers Act without pointing people to the text of that 2016 statute and its 2024 amendments.

    2/8/2025: In 2025, the Picture for 8K TVs (Still) Isn’t Looking Too Bright or Sharp, PCMag

    I originally had delusions of writing this piece from CES with a Las Vegas dateline, but the weeks since then allowed me to get some additional numbers from the Consumer Technology Association and quiz another analyst as well as the head of the 8K Association.

    2/9/2025: To See Codebreaking At Its Most Metal, Visit Bletchley Park, PCMag

    Some of you may remember my writing a piece about Bletchley Park for the long-gone information-security publication The Parallax in 2018. I decided to revisit this museum of WWII codebreaking when my trip to London in October for Uber’s Go-Get Zero event (on Uber’s dime) left me with an afternoon free, and I’m glad I did because I was able to check out one exhibit that I’d had to skip earlier and see a few exhibits they’d added since then.

    #8K #8KTV #AgencyForInternationalDevelopment #ArmHoldings #BletchleyPark #codebreaking #cryptography #EnigmaMachine #iCloudEncryption #InvestigatoryPowersAct #MuskCoup #Qualcomm #SnapdragonX #SnoopersCharter #UKHomeOffice #USAID

  15. From 2017: #Google has finally found a buyer for its amazing, scary robot companies, #BostonDynamics and #Schaft: #SoftBank

    The companies are not disclosing a price.

    by April Glaser
    Updated Jun 8, 2017, 10:07 PM EDT

    "Japan’s big-betting holding firm SoftBank is buying Boston Dynamics, one of the most highly regarded robotics labs in the world, from Google’s parent company #Alphabet for an undisclosed price.

    "Google acquired Boston Dynamics in 2013 under the leadership of Andy Rubin, the co-inventor of #Android, who was leading a wave of acquisitions of robotics companies under the search giant.

    "Boston Dynamics’ robots routinely make headlines, including a high-profile demo at this year’s TED conference. The company, led by CEO Marc Raibert, has made a robotic cheetah that can run 28 miles per hour, a robotic dog that it recently used to deliver packages to doorsteps in Boston, and most recently a massive legged and wheeled robot that can clear hurdles and walk down stairs.

    "The firm has been hailed by other roboticists for its ability to blend hardware and #ArtificialIntelligence to make machines capable of dynamic, agile movements. Its most recent wheeled robot, Handle, can manipulate objects that are comparable to its own weight, and its four-legged, animal-like robots can maneuver over different types of terrain.

    "One industry source said earlier this year that Boston Dynamics’ most recent machine 'changes the whole ballgame.'

    "SoftBank is also buying Schaft, a Japan-based robotics firm that unveiled a bipedal walking robot last year, from Alphabet. A source close to the matter said Schaft, which was part of Google, never fully integrated into the company and operated as a sort of separate entity taking a different approach to robotics than the rest of Google.

    "The deal makes sense for SoftBank, which has been working in robotics for years, having acquired a majority stake in the robotics company #Aldebaran in 2012. Aldebaran makes the humanoid robot Pepper, which is being used in retail and customer service settings throughout Japan, and increasingly in the U.S. SoftBank has also invested in related technologies, including buying chip design firm #ARMHoldings last year for more than $30 billion. SoftBank also led a $20 million investment round in #FetchRobotics, a company that makes warehouse logistics robots, in 2015.

    "Rubin left Google in 2014 after driving a string of robotics acquisitions, which, sources have told Recode, left a number of the companies without much direction about what their role at Google would be.

    "Prior to being acquired by Google, Boston Dynamics largely operated on military research contracts. Its humanoid #Atlas robot was used in #DARPA’s robotics challenge in 2015."

    vox.com/2017/6/8/15766440/soft
    #Terminator #TechBroFascism

  16. Equinix soars on strong Q1 results, while Arm Holdings dips on revenue forecast miss. Roblox faces headwinds amid economic uncertainty. #StockMarket #Equinix #ArmHoldings #Roblox

  17. Chip Maker Arm’s AI Revenue Poses Questions Despite Higher Valuation - Generative AI has been one of the most sought-after products by major tech giants. Recent... - coingape.com/chip-maker-arms-a #24/7cryptocurrencynews #armholdings #ainews

  18. Arm CEO Simon Segars discusses AI, data centers, getting acquired by Nvidia and more - Nvidia is in the process of acquiring chip designer Arm for $40 billion. Coincidentally, both compan... - feedproxy.google.com/~r/Techcr #artificialintelligence #autonomoussystems #energyefficiency #machinelearning #armholdings #jensenhuang #simonsegars #microsoft #hardware #softbank #google #nvidia #cloud #china #intel #m&a #aws #tc #ml

  19. Nvidia confirms $40B purchase of Arm, bringing together two chip giants - After weeks of on-and-off speculation, Nvidia this evening confirmed that it intends to buy chip des... - feedproxy.google.com/~r/Techcr #armholdings #softbank #nvidia #ma

  20. SoftBank could make, gasp, a profit on its expected sale of Arm for $40B - While the big deal we have been tracking the past few weeks has been TikTok, there was another massi... - feedproxy.google.com/~r/Techcr #softbankgroup #unitedkingdom #armholdings #hardware #nvidia #intel #japan #ma

  21. Kneron launches its new AI chip to challenge Google and others - Fresh off a $40 million Series A round, edge AI specialist Kneron today announced the launch of its ... - feedproxy.google.com/~r/Techcr #artificialintelligence #horizonsventures #armholdings #computing #movidius #qualcomm #alibaba #gaming #google #kneron #taipei #chips #intel #tc

  22. Arm’s financials and the blurring future of the semiconductor sector - Amidst the blitz of SoftBank earnings news today comes the financials for all of SoftBank’s subsidi... more: feedproxy.google.com/~r/Techcr #masayoshison #armholdings #simonsegars #hardware #softbank #mobile #intel

  23. As Jack Ma and SoftBank part ways, the open and globalized era of tech comes ever closer to an end - It would be one of the greatest startup investments of all time. Masayoshi Son, riding high in the ... more: feedproxy.google.com/~r/Techcr #alibabagroup #masayoshison #armholdings #softbank #jackma #asia #tsmc

  24. "Arm's IP is highly configurable and provides our partners with the flexibility to innovate and differentiate where they can add real value while minimizing risk and cost."
    #TimWhitfield, VP of "strategy" at #ARMholdings

    Wow, it takes a lot of skill to string together that many multisyllabic words without saying a single meaningful thing.

  25. Cartesiam helps developers bring AI to microcontrollers - Cartesiam, a startup that aims to bring machine learning to edge devices powered by microcontrollers... more: feedproxy.google.com/~r/Techcr #artificialintelligence #internetofthings #machinelearning #armholdings #technology #developer #cartesiam #computing #startups #intel #linux #ram

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