Arm Holdings stock performance has recently detached from that of the broader semiconductors sector, and this will set up the tone for 2026. The company's strong Q2 report was not enough to appease ...

British chip architecture designer Arm (ARM) has reorganized the company to create a Physical AI unit to expand its presence in the robotics market. Arm said in an email to Seeking Alpha that it has ...

Chip design firm Arm Holdings has launched a new business unit called Physical AI, aimed at expanding its footprint in robotics and automotive markets, company executives told Reuters. The move ...

Why this is important: Windows on ARM has always struggled with one massive bottleneck: graphics. While Qualcomm’s integrated GPUs have improved, they still fall far short of what even entry-level ...

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Arm Holdings’ ARM foundational advantage in power-efficient chip architecture continues to anchor its dominance in mobile computing, but its influence extends far beyond smartphones and tablets. Long ...

For ARM to justify a 200x earnings multiple, investors are effectively pricing in a full-blown Perfection Scenario - a future where everything goes right, at maximum intensity, for the next five years ...

Markets have closed for the day, and Arm Holdings is out with its latest round of quarterly earnings. The British semiconductor company posted a beat on both revenue and EPS (earnings per share) ...

It wasn’t that long ago that Windows laptops with ARM processors felt experimental—okay for basic tasks, but weaker than x86 (Intel/AMD) machines in performance and compatibility. That narrative has ...

Semiconductor design company Arm is partnering up with Meta to enhance the social media giant’s AI systems amid an unprecedented infrastructure buildout. Under the partnership, Meta’s ranking and ...

Qualcomm's adoption of Arm's v9 architecture represents a strategic shift that balances AI capabilities, legal considerations, and competitive pressures while diversifying its technological foundation ...

Qualcomm has announced that a US District Court granted it "complete victory" in the lawsuit brought by Arm back in 2022. The court dismissed the remaining claim in Arm's lawsuit, and it also upheld ...