Arm plc(ARM)

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Beyond the "Magnificent Seven": 3 Brilliant Artificial Intelligence (AI) Growth Stocks With Explosive Upside Potential
The Motley Fool· 2024-03-16 23:05
Last year was something of a coming-out party for artificial intelligence (AI), as Wall Street and Main Street alike were introduced to the capabilities of AI's next-generation algorithms. It didn't take investors long to realize that a number of the stock market's best-performing stocks had something in common -- they had AI in their DNA.Bank of America analyst Michael Hartnett coined the term "Magnificent Seven," from the 1960 film of the same name, to describe this group of high-growth stocks, listed in ...
The Luck of the Investor: 3 Stocks for a Pot o' Gold Portfolio
InvestorPlace· 2024-03-16 22:00
股市机会 - 当前市场存在许多机会,股票价格飙升,多个因素推动股市上涨[1] Robinhood Markets (HOOD) - Robinhood Markets (HOOD)的股票和公司目前处于上升趋势,股票交易量增加,股价上涨[3][4] MicroStrategy (MSTR) - MicroStrategy (MSTR)继续大量购买比特币,公司持有的比特币价值接近150亿美元,股价涨幅达到145%[5][6][7][8] Arm Holdings (ARM) - Arm Holdings (ARM)的股价在六个月的锁定期后仍然上涨,没有出现预期的抛售情况,股价涨幅达到90%[9][10] - SoftBank集团表示Arm Holdings是他们最重要的资产,暗示可能长期持有ARM股票[11]
ARM: Everything You Need To Know About The Lock-Up Expiry (Rating Upgrade)
Seeking Alpha· 2024-03-12 23:10
Michael M. Santiago Arm Holdings plc (NASDAQ:ARM) has been on a tear this year, with its recent release of impressive F3Q24 earnings corroborating participation in emerging AI opportunities. But its eye-watering year-to-date upsurge of as much as 116% has been stopped short by a steepening pullback this week. Much of the stock’s latest declines appear congruent with market’s AI darling Nvidia’s (NVDA) steep selloff on Friday. There are also additional downside risk implications pertaining to the expiry ...
ARM Stock Alert: Brace Yourself for a Selloff as Arm Lock-Up Expires
InvestorPlace· 2024-03-12 22:15
ARM股票表现 - ARM股票的上涨得益于生成式人工智能的繁荣,目前售价约为去年收入的45倍[4] - ARM股票自2024年初以来上涨了85%,表现甚至超过了英伟达[5] - ARM在2月8日宣布盈利后开始了最近的上涨,12月季度,ARM称每股收益为29美分,营收为8.24亿美元,营收数字超过了自己的指导范围的最高端5%[6] ARM与英伟达竞争 - SoftBank创始人孙正义已开始尝试为一家与英伟达竞争的芯片初创公司筹集1000亿美元,新芯片将基于Arm设计[7] - ARM GPU设计与英伟达的竞争,其CPU设计将成为英伟达2025年自己CPU芯片的基础[9] ARM的背景与发展 - ARM成立于1990年的英国,以模仿英特尔的x86芯片而闻名,公司授权设计,与芯片代工厂合作生产[8] - ARM股票现在相对于销售额的估值比英伟达更高,需要将新的投资者兴趣转化为收入[10]
Why Arm Holdings Stock Was Sliding Today
The Motley Fool· 2024-03-12 00:23
Arm Holdings股价表现 - Arm Holdings的股价在AI股票中表现不佳,可能受到整个行业势头减弱的影响[1] - Arm自IPO以来股价大涨约150%,可能受到股票浮动量有限的影响[1] - Arm的股价昂贵,大约是未来市盈率的100倍,但公司前景看好[1] Arm的IPO解禁情况 - 明天是Arm的IPO解禁期限,内部人员将有机会出售之前无法出售的股票,这可能会对股价产生影响[1] - Arm的解禁情况有些不同寻常,大约90%的公司由Softbank持有,明天的股价走势可能取决于Softbank的行动[1] Arm在AI领域的地位 - Arm在生成式AI领域拥有强劲地位,通过向芯片公司如Nvidia授权其CPU架构并在产品销售时收取版税来实现收入[1] - Arm的架构以低功耗著称,在全球99%的智能手机中都有应用,这使得其在生成式AI应用中具有价值[1]
Here's why tomorrow could be the worst day for ARM stock
Finbold· 2024-03-11 18:38
The semiconductor industry has seen significant expansion following the rise of artificial intelligence, setting the tone for its trajectory in the coming years. This growth has created opportunities for new players to enter the market, such as Arms Holdings (NASDAQ: ARM), whose value has surged by 116% since its IPO.Arm Holding’s recent earnings report exceeded expectations, with projected revenue for the March quarter between $850 million and $900 million, surpassing analysts’ forecasts of $778 million. M ...
Arm Holdings Faces a Huge Test This Week. Will the Hot AI Stock Fly or Die?
The Motley Fool· 2024-03-10 22:47
Move over, Nvidia. There's a new artificial intelligence (AI) stock making waves across Wall Street.Arm Holdings (ARM -6.65%) has been public for less than six months, but the chip company best known for licensing its low-power processor designs has edged out even Nvidia so far in 2024. Through March 6, Arm stock is up 82% for the year, compared to a 79% gain for Nvidia.Arm shares surged on its earnings report in February after the company beat quarterly estimates and raised its guidance significantly for t ...
5 Stocks With Recent Price Strength to Tap Wall Street Rally
Zacks Investment Research· 2024-03-06 20:56
Wall Street ended an impressive February, marking the fourth consecutive positive month for all three major stock indexes. Last month, the Dow, the S&P 500 and the Nasdaq Composite – rallied 6.1%, 5.2% and 2.2%, respectively. In fact, the Dow posted its first four-month winning streak since May 2021.U.S. stock markets have maintained their northward journey in 2024 after witnessing an astonishing 2023. Year to date, the Dow, the S&P 500 and the Nasdaq Composite – have advanced 2.3%, 7.1% and 8%, respectivel ...
5 Stocks Surging on AI Mania
InvestorPlace· 2024-03-06 04:14
Cisco Systems - Cisco Systems 在2000年成为全球市值最高的公司[1] - Cisco Systems 的股价在2002年下跌了80%[2] AI股票 - AI股票如Nvidia和Arm的股价迅速上涨,引发了许多分析师对AI相关估值的“非理性狂热”[3] - AI公司现在更像是20世纪70年代和80年代的计算机制造商,而不是90年代和2000年代的互联网公司[4]
3 Overhyped Stocks to Avoid in March 2024
InvestorPlace· 2024-03-06 03:19
While the current rally in equities looks to have legs, there are certain pockets of the market that are starting to get frothy. Stocks associated with artificial intelligence (AI) and cryptocurrencies have seen massive runs since the start of the year and look as though they could be in for a pullback if not a full-blown correction. Due to irrational hype and overblown expectations, some stocks have seen their share price more than double in just over two months. For these white hot stocks, it likely would ...