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05.04.26 - 07:30
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Alibaba Has a New Agentic AI Chip, Too—But Investors Don′t Seem to Care (24/7 Wall St.)
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It's not just Arm Holdings (NASDAQ:ARM) that's betting big on the future of agentic AI with its new AGI CPU; Chinese tech giant Alibaba (NASDAQ:BABA) also has a new chip that specializes in running next-generation AI agents. Undoubtedly, if you've completely written off Alibaba or any of the other Chinese internet stocks amid their latest ... Alibaba Has a New Agentic AI Chip, Too—But Investors Don't Seem to Care...
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04.04.26 - 18:00
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Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons—Is It Justified? (24/7 Wall St.)
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I was quite surprised to see shares of Arm Holdings (NASDAQ:ARM) rocketing higher after the release of its AGI CPU. Indeed, perhaps the enthusiasm and euphoria were more to do with the “AGI” part of the naming than anything else. With shares starting to fluctuate wildly in both directions after the big spike, questions linger ... Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons—Is It Justified?...
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31.03.26 - 16:48
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Should Arm′s AGI Chip Have NVIDIA Investors in a Panic? (24/7 Wall St.)
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Arm Holdings (NASDAQ:ARM) is no longer just a provider of blueprints for chips; it's poised to make a big splash in the chip game, perhaps a bigger one than initially expected, with $15 billion in annual revenue from the new chip currently being projected through 2031. Undoubtedly, it's a “significant shift,” according to some analysts ... Should Arm's AGI Chip Have NVIDIA Investors in a Panic?
The post Should Arm's AGI Chip Have NVIDIA Investors in a Panic? appeared first on 24/7 Wall St.....
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30.03.26 - 20:30
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This 1 Tech Stock is Worth Buying Hand-Over-Fist, Even in This Environment (24/7 Wall St.)
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Semiconductor stocks and AI stocks are slowing down, even though their financials aren't. One stock I'm especially hopeful about is Arm Holdings (NASDAQ:ARM), and it's one I believe is worth accumulating no matter what happens to AI. This is due to a significant mismatch between several essential tech components. Arm is built to bridge that ... This 1 Tech Stock is Worth Buying Hand-Over-Fist, Even in This Environment
The post This 1 Tech Stock is Worth Buying Hand-Over-Fist, Even in This Environment appeared first on 24/7 Wall St.....
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27.03.26 - 16:31
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Arm Aktie: KI-Fantasie sorgt für enormes Potenzial (Aktiencheck)
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New York (www.aktiencheck.de) - Arm-Aktienanalyse von Needham & Co:
Needham habe die Aktie von Arm Holdings plc (ISIN: US0420682058, WKN: A3EUCD, Ticker-Symbol: O9T, NASDAQ-Symbol: ARM) von "hold" auf "buy" hochgestuft und ein Kursziel von 200 USD vergeben. Die hochkarätigen Wetten des Unternehmens, darunter höhere Lizenzgebühren, der Einstieg in Subsysteme und die Entwicklung eigener Chips, seien aufgegangen. [mehr]...
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