News Archive

Every report the desk has filed, searchable by full text, topic, format, symbol and date range.

Filtering:ARM

Intel's Earnings Beat on Data Centers, Then Dragged Arm Down With It

Intel's fastest data-center growth in 15 years didn't stop its stock from falling Friday, and the selloff spilled into Arm Holdings even though Arm reported nothing that session.

Intel's stock fell after its October 30 earnings despite its data-center segment posting its fastest growth in 15 years, and the reaction dragged Arm Holdings down nearly 10% in sympathy — a move now feeding broader comparisons between the Nasdaq's slide and the 2000 dot-com top.

MARKET REPORTBEARISH31 Oct 2026

Earnings AI & Semiconductors EquitiesINTC ARMRead report →

Chip Stocks Slide As September CPI Reading Spooks AI Trade

Nvidia, Oracle, CoreWeave, Arm, Micron and Sandisk all fell in the October 14 session as hotter-than-expected inflation data revived rate worries.

Chip and AI-infrastructure stocks fell broadly after September CPI data came in hot enough that Chicago Fed president Austan Goolsbee called it 'discouraging,' reviving doubts about further rate cuts and the debt load behind the AI buildout.

MARKET REPORTBEARISH14 Oct 2026

Central Banks Inflation AI & SemiconductorsNVDA ORCL CRWV ARM MU+1Read report →

Jury Hands Qualcomm Just $2, But Arm Still Loses on License Breach

A Delaware jury found Arm breached its license deal with Qualcomm, even as it awarded only nominal damages, sending Arm shares lower.

A Delaware jury ruled Arm breached its chip-design license agreement with Qualcomm but awarded Qualcomm only $2 in damages.

BREAKING STORYBEARISH13 Oct 2026

AI & SemiconductorsARM QCOMRead report →

AI Chip Skeptics Gain Ground as Broadcom, AMD Face New Doubts

Analysts flagged a China-specific risk for Broadcom beyond margin pressure, while a separate note questioned whether AMD's AI spending cycle can keep accelerating.

Seeking Alpha analysis published this week argues Broadcom faces a new China-related risk to its AI story beyond margins, and separately that AMD's AI spending cycle could hit a wall, while Arm shares slid in the same period.

SPECIAL REPORTBEARISH24 Sept 2026

AI & Semiconductors AsiaAVGO AMD ARMRead report →

Meta's 'Muse' AI Agent Sparks Chip Rally: Arm Jumps 13%, Intel 12%, AMD 9%

A new AI coding and reasoning agent from Meta reignited bets on CPU demand, lifting chipmakers broadly in the September 21 session.

Meta's newly unveiled AI agent 'Muse' drove a broad tech rally, with Arm up 13%, Intel up 12% and AMD up 9% as investors bet on renewed CPU demand.

BREAKING STORYBULLISH21 Sept 2026

AI & Semiconductors EquitiesMETA ARM INTC AMDRead report →

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