Arm Holdings' latest earnings reveal a company in transition, with surging data center and AI demand driving revenue while smartphone markets soften. The chip designer's future hinges on whether its v9 architecture can sustain a lasting pivot in its royalty streams.
Nvidia's upcoming quarterly report is poised to be a defining market event of 2026, with investors keenly focused on its AI chip dominance, the rollout of its next-generation Rubin architecture, and guidance that could signal the stock's next major move.
Beyond its commercial applications, Iridium Communications Inc.'s (IRDM) resilient satellite constellation is being viewed as a critical asset for modern defense architectures, driving renewed investor interest despite recent stock volatility.
Amid rising global tensions and sustained U.S. defense spending, Lockheed Martin's unique role in stitching together America's missile and space defense architecture presents a compelling investment case, analysts argue.
Advanced Micro Devices (AMD) is capturing Wall Street's attention with a compelling growth thesis centered on its chiplet architecture and surging free cash flow. As AI workloads expand, analysts see a structural market opportunity that could propel the semiconductor giant beyond near-term stock volatility.
As Arm Holdings prepares to report its Q3 FY2026 results, the semiconductor design giant stands at a crossroads. Investors are looking beyond recent stock volatility for signs that its licensing momentum and AI strategy can justify a premium valuation in a choppy market.
Shares of chip architecture giant Arm Holdings have tumbled roughly 35% over three months, forcing investors to scrutinize whether its current price tag aligns with underlying fundamentals amid shifting market sentiment.
Marvell Technology's acquisition of optical interconnect specialist Celestial AI marks a significant push to capture a larger share of the booming AI data center market, aiming to integrate compute and networking under a unified architecture.
Dell Technologies and Indian IT firm NxtGen AI have announced a strategic collaboration to establish what is being billed as India's premier AI factory. The initiative leverages Dell's AI Factory architecture with NVIDIA technology, aiming to provide scalable AI infrastructure for enterprises, startups, and government agencies across the country.
As tokenization shifts from concept to core infrastructure, a high-stakes struggle is underway. Financial giants, crypto natives, and regulators are vying to shape the standards that will govern the next generation of global markets. The prize? Control over the very rails of finance itself.
Morgan Stanley has secured the leading position as a financial adviser for mergers and acquisitions in the global power sector for 2025, advising on deals worth a combined $63.4 billion, according to new industry data.
Ethereum co-founder Vitalik Buterin challenges the layer-2 ecosystem to move beyond replicating familiar designs, arguing that the primary justification for many rollups—cheaper transactions—is diminishing as Ethereum's own capacity grows.
OpenAI is actively seeking alternatives to Nvidia's latest AI chips for inference tasks, eyeing partnerships with specialized firms like Cerebras and Groq. This strategic shift, emerging amid high-stakes investment talks, signals a potential rebalancing of power in the foundational AI hardware sector.
Venezuela's acting president announces the closure of the infamous El Helicoide detention center, pledging to transform it into a community space. Critics decry the move as an attempt to whitewash a dark history of repression.
Choice Hotels International has launched a next-generation prototype for its Everhome Suites brand, targeting cost-conscious developers and long-term guests with a design that cuts construction costs by 13% per room while expanding capacity.
NXP Semiconductors sharpens its focus on the future of automotive electronics, divesting its MEMS sensor business and acquiring connectivity assets to bolster its position in software-defined vehicles and physical AI platforms.
Shares of data storage firm Pure Storage (NYSE: PSTG) have softened recently, declining over 3% in the past month. With the stock trading around $67, investors are questioning whether the market is overlooking its growth trajectory in the AI era or correctly pricing in transition risks. Our analysis revisits the bull case for a potential fair value near $95.
Arm Holdings reports a 26% year-over-year revenue jump to $1.24 billion for its latest quarter, fueled by AI and data center demand. However, net income fell to $223 million, highlighting the tension between growth and profitability for the chip design giant as investors scrutinize its earnings narrative.
While tokenized real-world assets are touted as a trillion-dollar frontier, industry leaders at a recent summit argue that widespread institutional adoption hinges not on technology, but on solving for risk in a fragmented, multi-chain world. Yield-bearing instruments are leading the charge, but the path to scale is paved with interoperability challenges.
A recent J.P. Morgan upgrade spotlights Autodesk's strategic shift towards cloud-native platforms and generative AI. While analysts see potential in high-growth sectors like data centers, questions remain about execution and its premium valuation in a competitive market.
