We came across a bullish thesis on Arm Holdings plc on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on ARM. Arm Holdings plc's share was trading at $146.54 as of September 18th. ARM’s trailing and forward P/E were 222.03 and 84.03, respectively according to Yahoo Finance. Raytech (RAY) Soars to New High, but Gives up Gains on Profit-Taking allstars/Shutterstock.com Arm Holdings (ARM) has emerged as one of the semiconductor sector’s most innovative companies, be ...

The company is well prepared for growth in any environment.There's no shortage of news in the AI sector these days, but investors looking for a long-term AI stock to buy and hold shouldn't be so swayed by the daily headlines.Instead, you'll want to find a company with an enduring business model, strong competitive advantage, and a clear path to long-term growth on the top and bottom lines. One stock that fits all three of those categories is Arm Holdings (ARM -0.70%), which is best known for licensing its C ...

费城半导体指数跌超2%，半导体股多数走低，Wolfspeed跌超9%，纳微半导体跌超6%，Arm跌超4%， 迈威尔科技、台积电、美光科技跌超3%，博通、AMD、高通跌超2.5%。(格隆汇) ...

Jim Cramer took to X with a one-line verdict on Arm Holdings PLC ARM with a blunt assessment: "ARM-business incredibly strong." Short but loaded. Already powering nearly every smartphone chip on the planet, ARM's energy-efficient designs could make it the toll collector of the AI boom. Track ARM stock here.The Nvidia Playbook, ReloadedARM, which went public in September 2023, doesn't sell chips directly — it licenses designs. That gives the SoftBank-backed firm a capital-light, margin-rich business model. I ...

Key Takeaways Coherent's fiscal 2025 sales jumped 51%, with data center revenues surging 61% on strong demand.ARM's chip designs dominate smartphones, but RISC-V adoption in China poses a long-term challenge.Valuation shows ARM's growth priced in, while Coherent's execution and expansion strengthen its case.Both Coherent Corp. (COHR) and Arm Holdings plc (ARM) are technology companies whose business models focus heavily on advanced hardware and innovation at the core of modern computing.ARM is best known fo ...

Okay. Stargate. Stargate.Yes. Stargate. The massive A1 infra AI infrastructure effort by OpenAI, Oracle, SoftBank, and others announcing plans to open five new data centers which will eventually have 7 gawatts of power capacity.What is that about 8 million homes. No, actually 6 million homes. Uh joining us now first on CNBC, another tech partner to the Stargate Venture, ARM CEO Renee Hos joins us from London.Renee, how great to see you on the show. Uh good morning, good afternoon, Jim. All right.So, now I'm ...

Arm Lumex CSS平台发布 - Arm推出Lumex计算子系统平台 集成搭载SME2技术的CPU和GPU 旨在加速智能手机及个人电脑的AI体验[1] - SME2技术使AI性能提升五倍 支持2bit和4bit小数据类型 适用于移动设备的高度量化模型[1][5] - 平台采用"组件思维"转向"平台思维" 提供从RTL到芯片设计的完整解决方案 强调软硬件协同[3] AI终端市场趋势 - AI落地终端趋势显著 依赖高效端侧计算支撑AI功能升级和Agent探索[1] - 混合现实眼镜等新型AI终端兴起 拓展更大应用空间[1][8] - 手机行业增长趋缓 但高端市场支出持续增加 用户更重视设备先进功能[6] 技术合作与生态建设 - Arm与vivo成立联合实验室 vivo从2023年开始研究SME2场景 其计算加速平台VCAP已全面支持SME2指令集[4] - 支付宝基于SME2技术在vivo旗舰机完成大语言模型推理验证 预填充和解码阶段性能分别提升超40%和25%[7] - Arm注重与安卓生态多方协作 通过广泛覆盖能力实现跨生态系统赋能[4][7] 算力规划与市场前景 - Arm计划到2030年通过SME与SME2技术为超30亿台设备新增超100亿TOPS计算能力[2] - SME2高度可扩展 可应用于4000元以上高端手机和2000元价位手机 推动AI技术更广泛落地[5] - AI发展处于初期阶段 推动更高计算需求并创造新价值 但同时对算力性能、内存带宽和功耗效率提出极高要求[6] 混合现实设备发展 - Arm通过Lumex平台组件支持MR眼镜市场 包括C1-Pro、C1-Nano CPU及新GPU产品[8] - 大型语言模型变革MR眼镜用户界面 使设备更贴合用户需求[8] - 手机可能在MR生态中扮演中间计算单元角色 处理需本地完成的任务[9] CPU在AI演进中的角色 - CPU具极致灵活性 可充分利用创新成果并提供最大程度适配性[9] - 随着模型精简高效 在CPU上运行AI越来越具吸引力[9] - Arm核心价值在于提供终极灵活性 帮助开发者施展创意与能力[9]

产品与技术突破 - Arm Holdings推出Lumex Compute Subsystem平台 旨在重新定义智能手机 PC及新兴设备的端侧AI能力 该平台于2025年9月10日发布 可提供高达5倍的AI性能提升并显著提高能效 [1] - Lumex平台基于支持SME2的Armv9.3 CPU Mali G1-Ultra GPU及KleidiAI深度软件集成 可无缝加速PyTorch和Microsoft ONNX Runtime等主流框架 实现智能助手 语音翻译和神经降噪等实时端侧AI应用 摆脱对云端的依赖 [2] - 平台灵活性允许OEM和SoC合作伙伴定制实施方案 加快上市速度并降低开发成本 预计到2030年 SME和SME2技术将在30亿设备上提供超过100亿TOPS的计算能力 [3] 市场竞争地位 - 与NVIDIA专注于高性能GPU和数据中心AI加速器不同 Arm Lumex瞄准大规模端侧能效市场 更吸引优先考虑功耗与成本效益的智能手机和PC制造商 [4] - 相较于Qualcomm的Snapdragon移动AI平台 Arm的SME2 CPU和Mali G1-Ultra GPU在光线追踪和生成式AI方面更具优势 使Lumex在游戏和AI消费级应用中表现更全面 [5] - 平台已与三星 支付宝和联发科等企业建立广泛产业合作 显示强大的生态整合与采纳潜力 [4][8] 财务表现与估值 - 公司股价在过去三个月上涨5% 显著低于行业26%的涨幅 [7] - 公司远期市销率为31倍 远高于行业9倍的平均水平 价值评分为F [9] - Zacks共识预期显示 Arm在2025和2026年的盈利预测在过去60天内持续下调 [10] - 当前Zacks评级为3级（持有） [14] 战略与行业影响 - Lumex平台代表可扩展的前瞻性解决方案 契合端侧AI需求增长趋势 其持续提升的IPC性能强化了公司增长轨迹的可信度 [6] - 该技术增强Arm在产品组合和竞争壁垒方面的优势 使其在AI驱动半导体创新领域相比NVIDIA和Qualcomm更具竞争力 [3][6]

Intel TodayINTCIntel$32.00 +7.10 (+28.50%) 52-Week Range$17.67▼$32.38Price Target$22.20Add to WatchlistAfter the start of a rally in August that captured significant investor attention, shares of Intel Corporation NASDAQ: INTC have entered a period of consolidation, establishing a new and higher base in the $25 to $26 range. This sideways trading, however, follows a period of positive fundamental development. While the stock chart has been relatively quiet, the company has executed on a series of distinct ...

HPL Global, the Singapore unit of India's Haldia Petrochemicals, plans to boost its trade volume by 30% to up to 2 million metric tons and double the number of traders in 2026, two industry sources fa... ...