Shares of Nvidia Corp. NVDA, +0.16% are up 240% over the past year and shares of Super Micro Computer Inc. SMCI, +4.42% are ahead 760%. With moves like that, investors seem eager to get in on whatever could be the next blowout play on the artificial-intelligence trend. And judging by the explosive moves in Arm Holdings PLC’s stock ARM, +29.30% over recent days, Wall Street may have pegged the chip designer as that next big winner. The stock gained 29% in Monday’s session and has nearly doubled since the ...

ARM Holdings股价表现 - 半导体行业出现分化，Arm Holdings (NASDAQ:ARM) 股价暴涨30%[1] - ARM 股票交易量大幅增加，可能与上周的财报有关[2] - ARM 股票的涨幅异常，表现更像是一支热门股票而非市值超过1000亿美元的行业巨头[5] ARM的发展前景 - ARM 在人工智能领域的定位引起投资者极大兴趣，预测增长前景乐观[4] - ARM 宣布提高最新指令集的价格，可能带来更多收入，吸引投资者关注[6] ARM股票持有情况 - ARM 现有的流通股份有限，主要由 SoftBank (OTCMKTS:SFTBY) 持有，180天锁定期结束后可能面临抛售压力[7]

The trade in artificial intelligence (AI) is starting to get frothy. So far in 2024, the VanEck Semiconductor ETF (NASDAQ:SMH) that is comprised of all the major chipmakers involved in AI is up 20% versus a 6% gain in the benchmark S&P 500 index. Many stocks that are associated with AI have seen their share prices more than double in the last 12 months. The huge gains have some analysts beginning to talk about a bubble forming in AI stocks, one that will eventually pop. Some AI stocks are already flashing “ ...

Shares of Arm Holdings (ARM 21.04%) were flying higher again today, just two sessions after the stock jumped nearly 50% on its earnings report last week.There was no company-specific news in particular, but the broader sense of euphoria in the semiconductor and AI hardware sectors seemed to propel the stock higher, as it was trading on extraordinarily high volume. As of 12:47 p.m. ET, the stock was up 26.1%. Arm is the latest AI rock starArm's third-quarter earnings report made it clear that the company is ...

Arm shares rose more than 24% on Monday, extending last week's rally as investors continue to applaud the chipmaker's better-than-expected third-quarter earnings and its position in the artificial intelligence boom.Arm is now up over 90% since it reported quarterly financials on Feb. 8, though without any clear catalyst for Monday's move. The stock is up 142% since Arm's initial public offering in September and is now worth about $148 billion.Last week, Arm said it could charge twice as much for its latest ...

公司背景 - 树莓派公司成立的初衷是激发新一代对计算机的兴趣，用其多功能、低成本的设备改变DIY计算[3] IPO计划 - 树莓派考虑向全球计算机爱好者提供股份，作为伦敦IPO的一部分[1] 销售情况 - 公司成功销售了5800万台微型计算机，价格从£3.90到不到£60[2] 估值 - 英国计算机集团的暂定估值超过4.4亿英镑，但尚未确定具体的价格标签[4]

成功投资策略 - 成功投资的秘诀是购买优秀的公司并长期持有，创造世代财富[1] 公司财务表现 - Arm Holdings (ARM)是一家英国芯片设计公司，最近发布的第三季度财报显示销售和调整后的收益均超出预期[3] 游戏平台表现 - Roblox (RBLX)是一家游戏平台，最近在全球日活跃用户增长22%，尤其在欧洲市场表现出色[8]

Arm 公司的商业模式 - Arm 公司的商业模式受益于良性循环，硬件使用 Arm IP 越多，为 Arm 编写的软件也越多，从而增加基于其 IP 的硬件的流行度和功能[1] - Arm 公司在过去的 30 多年中已经建造了超过 2800 亿个基于 Arm IP 的单位，这为软件生态系统和硬件生态系统奠定了基础[2] Arm 公司的收入来源 - Arm 公司的收入来自于 IP 许可和版税，其中 Armv9 的渗透率增加导致版税收入的顺序增长，其版税率至少是等效 Armv8 产品的两倍[3] - Arm 公司的最新芯片架构 Armv9 的版税率至少是之前架构的两倍，这主要是由于人工智能的发展推动了对具有更强计算能力的芯片的需求[4]

2 Stocks I'm Avoiding as Markets Hit New All-Time HighsPeople like to throw around the term bubble a lot when the market goes up a large amount in a short time. But is it really a bubble or did they just miss out on the action? I usually say it’s the latter. Mike Sakuraba graduated with double major of English and Economics. Part time writer, part time investor, full time dad. Mike loves writing about technology, sports, and investing.2 Stocks I’m Avoiding as Markets Hit All-Time HighsOn Friday, the S&P 500 ...

There's no getting around the impact that artificial intelligence (AI) has had on the market trajectory over the past year or so. Some would even argue that the latest advances in AI helped spark the rally in 2023, lifting Wall Street from its bear market doldrums.Generative AI promises to unleash a wave of increased productivity, and stock market pundits are still debating how much it will ultimately be worth. Most estimates start at the $1 trillion range and go up from there.An opportunity of this magnitu ...