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ARM News30 articles
Qualcomm Shares Surge on AI Optimism and Analyst Upgrade
Qualcomm shares rose 6% after Daiwa Securities upgraded the stock, highlighting AI-driven revenue growth in automotive and IoT sectors.
Technology
Oil Surge on Iran Tensions Drags US Futures Lower
US stock futures slipped as oil surged above $96 on renewed Iran conflict, stoking inflation fears. The S&P 500 fell 0.38%, with chip stocks declining, while Nvidia and Microsoft gained.
Markets
Dow Slides Below 50,000 as Oil Volatility and Chip Selloff Weigh on Market
The Dow fell 313 points to close below 50,000 amid oil volatility and a chip stock selloff. Nvidia and Microsoft gained, while jobless claims rose and the Fed signaled rates on hold.
Markets
Chip Slump Halts S&P 500's Record Run on Tariff Ruling
The S&P 500 fell 0.38% as chip stocks slid, with Intel and AMD each dropping about 3%, while a trade court ruling against Trump's tariffs added to uncertainty.
Markets
S&P 500 Retreats from Record as Chip Stocks Slide; Oil Volatility and Whirlpool Warning Weigh
U.S. stocks retreated Thursday, with the S&P 500 sliding 0.38% from its record as chip stocks cracked. Intel and AMD fell 3% each, and the PHLX chip index dropped 2.7%. Oil volatility and a Whirlpool warning added to market unease.
Markets
Dow Jones Slips Below 50,000 as Chip Stocks Drag, Focus Shifts to Jobs Data
The Dow Jones Industrial Average fell below 50,000 on Thursday as chip stocks retreated and investors awaited the monthly jobs report.
Markets
Dow Dips Below 50,000 as Oil Drop Weighs on Energy Stocks
The Dow slipped below 50,000 by midday Thursday as oil prices fell nearly 3% on hopes for a U.S.-Iran deal, dragging energy shares lower.
Markets
S&P 500, Nasdaq Futures Flat Near All-Time Highs as Oil Slide Tests AI Rally
U.S. stock futures were nearly unchanged Thursday, with S&P 500 and Nasdaq contracts near record levels after a two-day AI-driven rally, while oil prices slid further on U.S.-Iran deal hopes.
Markets
AMD's Bullish Forecast Propels S&P 500 and Nasdaq to New Records
The S&P 500 and Nasdaq closed at all-time highs Wednesday, driven by AMD's strong forecast and a slide in oil prices.
Markets
Qualcomm Stock Surges Past $200 on AI Data Center Push and Hyperscaler Deal
Qualcomm shares rose 1.8% to $189.83 after hitting $200.34, driven by AI data center chip demand and a custom silicon deal with a top cloud operator.
Technology
Arm Holdings Shares Rally Ahead of Q4 Results on AI Infrastructure Optimism
Arm Holdings shares jumped 11% to $231.42 ahead of its fiscal Q4 earnings, buoyed by AI infrastructure demand and AMD's strong outlook. UBS raised its price target to $245.
Earnings
Semiconductor ETF SMH Rebounds on AI Demand, but Valuation Concerns Loom
SMH ETF rebounds as AMD's strong forecast boosts AI chip rally, but high valuations and potential demand slowdown remain risks.
Technology
Wall Street Futures Rally on AMD Outlook and Iran Deal Optimism
US stock futures jumped on Wednesday, driven by AMD's upbeat revenue outlook and hopes for a US-Iran deal, sending Dow futures up 558 points and oil prices sharply lower.
Markets
AMD's AI Boom Ignites QQQ Surge as Nasdaq Eyes New Highs
Invesco QQQ Trust ETF advanced 1.3% in premarket trading Wednesday, lifted by AMD's strong quarterly results and robust AI demand, putting Nasdaq records back in play.
Markets
AMD Surges on Strong AI-Led Revenue Forecast, Challenges Nvidia and Intel
AMD shares surged nearly 18% in premarket trading after forecasting Q2 revenue of about $11.2 billion, topping analyst estimates. Data-center sales jumped 57% in Q1, driving a 38% revenue increase.
Technology
S&P 500 ETF Hits Record High as AI Chip Surge and Iran Deal Hopes Boost Markets
SPY ETF hits record close of $723.77 as AMD surges 18% on AI demand, lifting tech stocks. S&P 500 futures rise 0.32% on Iran deal hopes.
Markets
Arm Holdings Faces New Malaysia Scrutiny Ahead of Earnings
Malaysia's anti-corruption agency has summoned former economy minister Rafizi Ramli for questioning over a $279 million chip-design deal with Arm Holdings, adding political uncertainty ahead of Arm's May 6 earnings report.
Regulation
Intel's SambaNova Investment Clears Antitrust Hurdle Amid AI Chip Surge
Intel's SambaNova investment cleared U.S. antitrust review, removing a key barrier as INTC stock approaches $100 on AI demand.
Technology
Intel Shares Surge on Google AI Chip Packaging Deal Prospects
Intel shares jumped 12% to a record $94.75 after reports that Google could adopt Intel's EMIB packaging for AI chips, boosting confidence in the foundry strategy.
Technology
AI Rally Stumbles as OpenAI Revenue Miss Hits Oracle, CoreWeave
Oracle and CoreWeave shares dropped after a report OpenAI missed revenue and user targets, fueling worries about AI demand and infrastructure spending.
Markets
OpenAI Growth Concerns Weigh on Semiconductor Stocks Ahead of Big Tech Earnings
Chip stocks fell Tuesday after a report that OpenAI missed internal targets, raising concerns about AI spending. Nvidia, AMD, and Broadcom declined, while investors await Big Tech earnings.
Markets
Dow Rises as Coca-Cola Gains Offset AI-Led Tech Selloff
The Dow Jones Industrial Average edged higher Tuesday as Coca-Cola's earnings boosted blue chips, while the Nasdaq slumped on AI sector concerns and rising oil prices.
Markets
SoftBank Shares Tumble on OpenAI Growth Concerns
SoftBank Group shares plummeted nearly 10% after OpenAI missed user and revenue targets, casting doubt on the tech giant's massive AI bet.
Technology
AMD Shares Slide on OpenAI Growth Concerns Ahead of Earnings
AMD shares dropped 4.2% Tuesday after a report revealed OpenAI missed key targets, sparking worries about AI data-center spending. A downgrade from Northland Capital added pressure before AMD's earnings.
Markets
Alphabet Shares Edge Higher Ahead of Q1 Earnings Amid AI Spending and Regulatory Hurdles
Alphabet shares rose 0.5% to $352.10 Tuesday near record highs, as investors awaited Q1 earnings amid AI spending concerns, a defense deal, and EU regulatory scrutiny.
Earnings
Nasdaq Futures Slide as OpenAI Misses Targets and Oil Breaks $110
Nasdaq 100 futures dropped 1.27% as OpenAI missed internal goals, pressuring AI-linked stocks. Brent crude surged above $111 on Middle East risks, adding to market caution ahead of tech earnings and the Fed decision.
Markets
Wall Street Futures Dip as Oil Surges Past $111 and AI Concerns Mount
U.S. stock futures slipped Tuesday as Brent crude surged past $111 a barrel and AI-related stocks fell on reports that OpenAI missed internal targets. The Dow bucked the trend, pointing slightly higher.
Markets
Intel's AI CPU Surge Drives Wall Street Reassessment
Intel shares climb 2.7% to $84.76, extending post-earnings rally as AI demand shifts focus to CPUs. Q1 revenue hits $13.6B, Data Center and AI unit up 22%.
Technology
Oil Surge Tests Wall Street Rally Ahead of Fed and Big Tech Earnings
U.S. stock futures edged lower Monday as oil prices surged nearly 3% on stalled Iran talks, testing Wall Street's rally ahead of a packed week of Big Tech earnings and a Federal Reserve rate decision.
Markets
Big Tech Earnings and Fed Decision Set to Test Wall Street Rally
This week, earnings from Microsoft, Alphabet, Amazon, Meta, and Apple, plus a Fed meeting and key inflation data, will test Wall Street's record rally.
Markets