Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

• MARKET REPORTBEARISH2026-10-31
  Intel's Earnings Beat on Data Centers, Then Dragged Arm Down With It

  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 REPORTBEARISH2026-10-14
  Chip Stocks Slide As September CPI Reading Spooks AI Trade

  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.

• BREAKING STORYBEARISH2026-10-13
  Jury Hands Qualcomm Just $2, But Arm Still Loses on License Breach

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

• SPECIAL REPORTBEARISH2026-09-24
  AI Chip Skeptics Gain Ground as Broadcom, AMD Face New Doubts

  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.

• BREAKING STORYBULLISH2026-09-21
  Meta's 'Muse' AI Agent Sparks Chip Rally: Arm Jumps 13%, Intel 12%, AMD 9%

  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.