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finance.yahoo.comNEUTRAL

Update: US Equity Indexes Drop as Sharp Sell-Off in Semiconductor Heavyweights Sinks Technology While Crude Oil Surges

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news…

finance.yahoo.comPOSITIVO

ACM Research And 2 Other Automation Stocks To Watch

AI related hardware demand is surging, and recent record revenues at TSMC highlight how quickly physical automation is spreading through global supply chains. Robots and factory automation are moving from experimental projects to core infr…

finance.yahoo.comPOSITIVO

ARM Stock Rebounds 11.5% in a Month: Is it a Buy Right Now?

Arm Holdings plc ARM has gained 11.5% over the past month despite declining 10% over the past three months. The recent recovery suggests improving investor sentiment toward the semiconductor designer amid accelerating artificial intelligen…

finance.yahoo.comPOSITIVO

Arm Holdings (ARM): Semiconductor Sector Sell-Off and Supply Execution Questions Weigh on Stock

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…

finance.yahoo.comPOSITIVO

The Unconventional Route to Fusion Power Just Hit a World First

VANCOUVER, BC, Oct. 8, 2026 /PRNewswire/ -- American News Group News Commentary - General Fusion, the first publicly listed fusion energy company, has reached a world-first milestone by taking a road most of the fusion industry did not. In…

finance.yahoo.comPOSITIVO

Arm Holdings (ARM) Heads To Trial Over Billions In Royalty Payments

Arm Holdings (NasdaqGS:ARM) and Qualcomm have entered a high-stakes federal trial over alleged breaches of their chip licensing agreements. The case centers on billions of dollars in potential royalty payments linked to Qualcomm designs th…

finance.yahoo.comPOSITIVO

Microsoft debuts Nvidia-powered Surface Laptop Ultra, as it aims for AI market

Microsoft (MSFT) unveiled its Nvidia (NVDA)-powered Surface Laptop Ultra during an event in San Francisco, Calif., on Wednesday. Designed to compete with Apple's (AAPL) MacBook Pro laptops for AI, video workloads, and gaming, the $2,599 La…

seekingalpha.comPOSITIVO

Agentic AI drives up CPU demand; Mizuho ups targets on AMD, Intel

[Hand holding AI agents virtual interface with data analytics, automation, and machine learning icons, representing artificial intelligence technology, innovation, digital transformation. AI analysis] The increase of agentic AI use cases i…

finance.yahoo.comNEGATIVO

Qualcomm and Arm begin new trial over chip testing tools

Investing.com -- Chipmaker Qualcomm and chip technology firm Arm Holdings started a new trial on Monday, with Qualcomm claiming Arm withheld chip testing tools required under their contract. Before you buy NVIDIA: our AI model's stock pick…

finance.yahoo.comPOSITIVO

Arm Announces Earnings Release Date for Second Quarter Fiscal Year Ending 2027

CAMBRIDGE, England, October 05, 2026--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) will report financial results for the second quarter of fiscal year 2027 on Wednesday, Nov. 4, 2026, after market close. The company will host a conferen…

finance.yahoo.comPOSITIVO

Zacks Investment Ideas feature highlights: Arm Holdings, Advanced Micro Devices, Marvell, Applied Optoelectronics and Nebius

For Immediate Release Chicago, IL – October 5, 2026 – Today, Zacks Investment Ideas features Arm Holdings ARM, Advanced Micro Devices AMD, Marvell Technologies MRVL, Applied Optoelectronics AAOI and Nebius Group NBIS October FOMC: Why the…

finance.yahoo.comPOSITIVO

Will Selling Chips Strengthen Arm’s Moat or Put It at Risk?

Arm Holdings plc (NASDAQ:ARM) built its business around helping other companies design processors. Selling its own data-center CPU gives it a chance to capture more revenue from each system, but changes its relationship with the same custo…

finance.yahoo.comPOSITIVO

Synopsys (SNPS) Has a Strong Design Business. Is Its Growth Worth the Premium?

Synopsys, Inc. (NASDAQ:SNPS) has a durable place in chip design: changing established software and validated chip components can be costly and risky. The stock's appeal depends on turning those customer relationships into cash growth while…

finance.yahoo.comPOSITIVO

Jim Cramer Views Intel (INTC) As A Winning Turnaround Amid CPU Demand Growth

During the September 28 episode of Mad Money, Jim Cramer addressed Intel Corporation (NASDAQ:INTC) and its ongoing business transformation, as he said: Members of the CNBC Investing Club know I've been resolute though that there are opport…

finance.yahoo.comPOSITIVO

Why Vishay Intertechnology (VSH) Stock Is Trading Up Today

Why Vishay Intertechnology (VSH) Stock Is Trading Up Today What Happened? Shares of semiconductor manufacturer Vishay Intertechnology (NYSE:VSH) jumped 11.1% in the afternoon session after the company released four new power modules equipp…

finance.yahoo.comPOSITIVO

Stock Market Today: Nasdaq Powers Up On U.S. Jobs Shortfall; Tesla Jumps, NetApp Extends Gains (Live Coverage)

Stock Market Today: The Dow Jones index rallies Friday after a surprise result from the U.S. jobs report. Tesla stock jumps on deliveries. Continue Reading

finance.yahoo.comPOSITIVO

October FOMC: Why the Fed Will Pause

October FOMC: Why the Fed Will Pause Last month, Fed Chair Kevin Warsh and the Federal Reserve hiked interest rates by 0.25% to a target range of 3/75% to 4.00%. Although President Trump has been an outspoken proponent of lower interest ra…

finance.yahoo.comPOSITIVO

Munro Partners Sees Arm Holdings (ARM) as a Key Beneficiary of Agentic AI

Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the "Munro Concentrated Global Growth Fund". The letter can be downloaded here. The fund delivered a strong second quarter of 2026, returnin…

finance.yahoo.comPOSITIVO

3 AI Stocks With Earnings Growth Up To 76%

Bond markets have just reminded investors how expensive human labor can be when money is no longer cheap. With global borrowing costs at multi decade highs, companies are under pressure to raise productivity without simply hiring more peop…

finance.yahoo.comPOSITIVO

ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?

Both AppLovin Corporation APP and Arm Holdings ARM are technology-driven companies capitalizing on the AI revolution. AppLovin leverages advanced AI-powered advertising algorithms and app monetization platforms, while ARM underpins AI inno…

finance.yahoo.comPOSITIVO

Arm Stock Surges 5.24% as Agent Safety Needs Two Silicon Layers

This article first appeared on GuruFocus. Arm Holdings (NASDAQ:ARM), the processor architecture company, rose 5.2% to $298.175 at 11.21am ET time on Tuesday after its September 28 update on Nvidia's (NASDAQ:NVDA) Open Agent Safety Platform…

finance.yahoo.comNEGATIVO

European Equities Traded in the US as American Depositary Receipts Lower in Tuesday Trading

European equities traded in the US as American depositary receipts were lower on Tuesday morning, de PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…

finance.yahoo.comPOSITIVO

Arm (ARM) Stock Looks Overvalued After Its 442% Three Year Run

Arm Holdings has been one of the headline chip stocks in the AI story, and its share price over the past few years now raises a clear question for investors who care about book value. With the stock tied closely to expectations around high…

finance.yahoo.comPOSITIVO

Arm Holdings (ARM) Could Be 34% Undervalued On Its AI Growth Narrative

Arm Holdings (NasdaqGS:ARM) is back in focus as investors digest a sharp pullback in the share price following sector wide pressure on chipmakers and fresh concern around AI model safety. In the short term, momentum has cooled, with a 1-da…

finance.yahoo.comNEGATIVO

Stock Market News for Sep 29, 2026

U.S. stock markets closed lower on Monday after a choppy session. Crude oil prices remain elevated as the U.S.-Iran geopolitical conflicts showed no signs of abatement. As a result, yields on U.S. government bonds continue to rise. All thr…

finance.yahoo.comPOSITIVO

Is Arm (ARM) Quietly Becoming the Linchpin of Nvidia’s AI Security and Compute Strategy?

Recently, Arm Holdings outlined how its processor designs underpin Nvidia's new OpenShell AI agent security platform, while also presenting at the 5th Global Memory Innovation Forum in 2026 to highlight its role across next-generation comp…

finance.yahoo.comPOSITIVO

Skyworks Solutions and Himax Stocks Trade Down, What You Need To Know

Skyworks Solutions and Himax Stocks Trade Down, What You Need To Know What Happened? A number of stocks fell in the morning session after OpenAI paused training of its frontier artificial intelligence models following a security breach, ra…

finance.yahoo.comNEGATIVO

Trump-Iran Tensions Trigger Fresh Wall Street Selloff

This article first appeared on GuruFocus. U.S. stocks moved lower Monday as renewed tensions between Washington and Tehran pushed oil prices higher, revived inflation concerns and sent Treasury yields climbing. The Dow Jones Industrial Ave…

finance.yahoo.comPOSITIVO

Eli Lilly Upgraded, Intel Downgraded: Updated Rankings on Top Blue-Chip Stocks

During these busy times, it pays to stay on top of the latest profit opportunities. And today's blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company's fu…

finance.yahoo.comPOSITIVO

Arm Stock Sinks 7.6% as Agent Security Expands Its Compute Role

This article first appeared on GuruFocus. Arm Holdings (NASDAQ:ARM), the processor architecture company, outlined its role in Nvidia's new agent security platform as its shares fell 7.6% to $286.79 around 9:57 a.m. ET Monday. The drop was…

finance.yahoo.comPOSITIVO

Chip stocks fall as AI breach fuels safety concerns, but Nvidia bucks the trend: Chart of the Day

Chip stocks slipped on Monday as bond yields rose and concerns over artificial intelligence safety intensified. The PHLX Semiconductor Index (^SOX) fell by over 2% after OpenAI (OPAI.PVT) said an agentic AI model escaped its container and…

seekingalpha.comPOSITIVO

Wall Street stumbles as geopolitical tensions between the U.S. and Iran continue

[Wall street sign in New York with New York Stock Exchange background] naphtalina/iStock via Getty Images U.S. stocks pressed lower on Monday following President Donald Trump’s rejection of an Iranian offer for a seven-day ceasefire. The b…

finance.yahoo.comPOSITIVO

US Equity Indexes Rose This Week as Mega-Cap Tech Jumps While Iran Proposes Conditional Reopening of Hormuz Chokepoint

US equity indexes rose this week amid gains in big tech and as Iran floated a conditional proposal t PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…

finance.yahoo.comPOSITIVO

Arm Stocks Surge as Muse Makes CPUs Matter Again

This article first appeared on GuruFocus. Arm Holdings (NASDAQ:ARM), the chip architecture and data center processor company, rose about 4.2% to $319.18 at 10.40am ET time on Friday, September 25, as investors continued to weigh what AI ag…