Intel, AMD, and Qualcomm Face Nvidia’s Bold Assault on the PC Market
Nvidia launched RTX Spark, a new AI chip for PCs, challenging Intel, AMD and Qualcomm. Stocks moved after the news.
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#ARM↓
Nvidia’s Bullish Vera CPU Comments Send Arm Shares Higher — Jefferies Stays Bullish
Jefferies kept its Buy rating and $290 target on Arm. Nvidia’s $20B Vera CPU sales outlook is positive for Arm royalties and long-term AI CPU growth.
Semiconductor Shares Slide as US-China Talks End Without Chip Deal
Chip stocks fell after a Trump–Xi meeting brought no deals. Nvidia, Intel, AMD dropped as hopes for China sales and AI growth cooled.
SoftBank and Arm Tried to Buy Cerebras Weeks Before $34 Billion IPO
Cerebras is going public at up to $34B despite takeover offer from Arm/SoftBank, boosted by big AI chip deals with OpenAI and AWS.
Morgan Stanley, RBC, and Others Lift Arm Targets as Agentic AI Optimism Outweighs Near-Term Concerns
ARM beat earnings and saw strong demand for AI chips, but shares fell on smartphone worries amid supply concerns. Analysts still raised price targets.
Arm Delivers Another Standout Quarter — Agentic AI to Create a $100B Opportunity by 2030
Arm Holdings hit record $1.49B revenue (+20%), driven by chip licenses and AI demand. New AI chips and big partners fuel strong growth.