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ARM Holdings (ARM US)
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187
Analysis
Information Technology
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United Kingdom
Arm Holdings US, Inc. operates as a holding company. The Company, through its subsidiaries, designs chips used in a range of electronic products. Arm Holdings serves customers worldwide.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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06 May 2025 09:11
Taiwan Tech Weekly: TSMC's Next Gen Node Unprecedented Demand; QCOM/Mediatek Chips' Peformance Leaks
TSMC's 2nm node sees high demand, Qualcomm and Mediatek compete using TSMC's technology, Amazon and Google maintain or increase hyperscale capex.
Vincent Fernando, CFA
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289 Views
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bearish
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Lenovo
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10 Apr 2025 21:00
PC 1Q25: 5% YoY Growth but Shipments Inflated Ahead of US Tariffs. Dream of a Refresh Cycle Continue
PC unit growth accelerates in 2025, driven by Apple and Lenovo, but dreams of a Windows 10 and AI PC upgrade pose risks of over-building and over...
Nicolas Baratte
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456 Views
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bearish
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Klarna Group
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04 Apr 2025 23:34
Klarna: IPO Next Month? US Foreign Listing Limits Index Inclusion
The $15bn Klarna IPO has been paused and is unlikely to proceed in April due to market turmoil caused by Trump tariffs and the escalating global...
Dimitris Ioannidis
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2k Views
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bearish
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Klarna Group
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19 Mar 2025 15:08
Klarna (KLAR US): US Index Exclusion Over Asset & Revenue Geographic Locations
Following the IPO prospectus, KLAR faces exclusion from all major US indices including rasel due to a US foreign listing and a UK nationality...
Dimitris Ioannidis
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749 Views
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bullish
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Thematic (Sector/Industry)
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12 Feb 2025 02:21
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Podcast
Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
Overall, Qualcomm had a strong quarter with a big surprise on EPS, profitability, and guidance, despite a dip in after hours trading, due to...
The Circuit
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