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Arm shares dive after hours despite forecasts above estimates

Arm shares dive after hours despite forecasts above estimates

By Juby Babu and Max A. Cherney July 29 (Reuters) - Arm Holdings signaled strong demand from AI on Wednesday, yet shares slid 8% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue above Wall Street estimates.
FactFable FactFable
Meta Earnings vs. NVIDIA Earnings: AI Demand From Two Sides of the Stack

Meta Earnings vs. NVIDIA Earnings: AI Demand From Two Sides of the Stack

A look at the latest earnings from Meta and NVIDIA reveals two different strategies for capitalizing on the AI boom: one builds the tools, the other uses them.
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Alphabet Reports First Cash Flow Negative Quarter Due to AI Data Center Expansion

Alphabet Reports First Cash Flow Negative Quarter Due to AI Data Center Expansion

Alphabet Reports First Cash Flow Negative Quarter Due to AI Data Center Expansion
TheStreet TheStreet
Qualcomm faces crucial test after brutal 35% slide

Qualcomm faces crucial test after brutal 35% slide

The 41-year-old company has given back the stock gain it made in the first half of the year and is sitting 35% below its peak. And it's heading into an earnings report that needs to answer some hard questions. Qualcomm (QCOM) closed July 27 at $170.04, up 1.84% on the session but a long way from ...
Reuters Reuters
Arm forecasts quarterly revenue above estimates on AI-driven chip demand

Arm forecasts quarterly revenue above estimates on AI-driven chip demand

By Juby Babu and Max A. Cherney July 29 (Reuters) - Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers.
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AMD's Financial Growth Under Lisa Su's Leadership Boosts Market Position

AMD's Financial Growth Under Lisa Su's Leadership Boosts Market Position

AMD's Financial Growth Under Lisa Su's Leadership Boosts Market Position
Reuters Reuters
AMD signs AI data center deal with Core Scientific

AMD signs AI data center deal with Core Scientific

July 28 (Reuters) - AMD on Tuesday signed a deal with Core Scientific to secure up to 2.5 gigawatts of data center capacity as the chip firm expands infrastructure to meet growing demand for AI computing.
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Intel Reports Significant Growth in AI Segment Amid Stock Volatility

Intel Reports Significant Growth in AI Segment Amid Stock Volatility

Intel Reports Significant Growth in AI Segment Amid Stock Volatility
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Nvidia Remains Central to AI Trade Amid Market Volatility

Nvidia Remains Central to AI Trade Amid Market Volatility

Nvidia Remains Central to AI Trade Amid Market Volatility
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Arm Holdings Projects Strong AI-Driven Revenue Despite Smartphone Royalties Decline

Arm Holdings Projects Strong AI-Driven Revenue Despite Smartphone Royalties Decline

Arm Holdings Projects Strong AI-Driven Revenue Despite Smartphone Royalties Decline
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Wall Street Optimistic on Big Tech's AI Spending Boosting Semiconductor Stocks

Wall Street Optimistic on Big Tech's AI Spending Boosting Semiconductor Stocks

Wall Street Optimistic on Big Tech's AI Spending Boosting Semiconductor Stocks
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Alphabet's Increased AI Spending Raises Concerns Over Stock Market Stability

Alphabet's Increased AI Spending Raises Concerns Over Stock Market Stability

Alphabet's Increased AI Spending Raises Concerns Over Stock Market Stability