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An analyst says ongoing Qualcomm litigation and a thornier competitive backdrop are among factors that could hinder a sustained rally for Arm shares Morgan Stanley's Lee Simpson just downgraded shares ...

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Arm Holdings is launching its first in-house processor, the AGI CPU, with Meta Platforms serving as its lead partner and co-developer. Management expects the new chip to generate $15 billion in annual ...

CNBC got an exclusive first look at Arm's first ever in-house chip, the AGI CPU, purpose-built for running AI inference in data centers. Meta is the first official customer for the new chip, with ...

Arm's position in the semiconductor supply chain is unique and yields unmatched switching costs in the fabless sector. Multiple strong growth drivers should allow Arm to grow for years to come.

Investors were disappointed by Arm Holdings’ ARM licensing revenue of $505 million in the third fiscal quarter, which came below consensus estimates. However, licensing revenue will accelerate next ...

Licensing miss, Qualcomm results weigh on Arm shares, analysts say Arm shares fall 8% in after-hours trading Arm forecasts fourth-quarter revenue above Wall Street estimates Feb 4 (Reuters) - Shares ...

After years of limited gaming support on Windows 11 ARM devices, Microsoft has officially expanded the Xbox app to be fully available on all ARM-based Windows 11 PCs. That means laptops and tablets ...

Microsoft is standardizing Landing Zone deployments around Azure Verified Modules. The Platform Landing Zone Bicep implementation is now generally available and uses AVM modules exclusively, ...

Today, we are unveiling the next Fairwater site of Azure AI datacenters in Atlanta, Georgia. This purpose-built datacenter is connected to our first Fairwater site in Wisconsin, prior generations of ...

Arm’s latest earnings report easily beat analysts’ expectations. Investors should pay close attention to its first-party chipmaking plans. Its business is evolving and expanding, but its stock is also ...