Highlights from Yahoo Finance's new show 'Asking for a Trend'

NasdaqGS - Nasdaq Real Time Price USD

Arm Holdings plc (ARM)

110.46

+0.11

(+0.10%)

At close: 4:00 PM EDT

110.25

-0.21

(-0.19%)

After hours: 7:07 PM EDT

New tariffs on Chinese EVs, Apple-OpenAI talks, Roaring Kitty's return: Morning Brief

On today's edition of The Morning Brief, Yahoo Finance's Seana Smith and Myles Udland cover everything from US-China economic relations to the latest moves in the artificial intelligence game. The market (^DJI, ^IXIC, ^GSPC) opened higher on Monday after all three major indexes closed last week in the green. Stocks are preparing for the Consumer Price Index's (CPI) inflation data expected on Wednesday as core CPI is projected to increase 3.6% year over year. In the latest move to develop domestic supply chains, President Biden is expected to announce new tariffs on Chinese electric vehicles this week, raising the rate to 102.5% from 27.5%, according to reports. SoftBank (SFTBY) posted a full-year profit in its Vision Fund for the first time since 2021, boosted by its investment in Arm (ARM) as the AI race heats up. SoftBank now has a 90% stake in Arm, accounting for almost half its entire portfolio. Apple (AAPL) is reportedly negotiating a deal with OpenAI to include ChatGPT on iPhones. ChatGPT is among the leading AI services, and as iPhone sales slumped last quarter, the partnership with OpenAI could be Apple's latest move to innovate the iPhone and increase sales. Lastly, GameStop (GME) shares are soaring following the return of "Roaring Kitty" to the social media platform X. Roaring Kitty played a critical role in GameStop's short squeeze back in 2021. This post was written by Melanie Riehl

Yahoo Finance Video 7 days ago

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^DJI
Heard on the Street: Strong Arm, Strong SoftBank

SoftBank’s fortunes increasingly depend on British chip designer Arm. Nearly half of the Japanese technology investor’s net asset value now comes from Arm, SoftBank’s own calculations showed Monday. The market’s view is even more extreme, valuing SoftBank’s 90% stake at $100 billion, higher than SoftBank’s own market value of $75 billion.

The Wall Street Journal 7 days ago

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ARM
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Trending tickers: Alibaba, Bitcoin, SoftBank and Diploma

The latest investor updates on stocks that are trending on Monday.

Yahoo Finance UK 7 days ago

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Apple is catching up with the AI revolution: Dan Ives

As Big Tech companies reported earnings, they also revealed a massive wave of planned spending on AI projects and infrastructure. Some companies like Alphabet (GOOG, GOOGL), Meta (META), and Microsoft (MSFT) have pulled ahead, while others, like Apple (AAPL), have faced mounting challenges. Wedbush Securities Managing Director Dan Ives joins The Morning Brief to discuss what he calls "the fourth industrial revolution" in AI and Apple's advances on the front. Ives states that Apple's annual Worldwide Developers Conference will be paramount for Apple: "I think it's probably the most important event for Apple that we've seen potentially in a decade because this is going to be [CEO Tim] Cook laying out the AI strategy on the services side for developers, what I believe is really the start of an AI app store in terms of how that's going to morph and then its proprietary AI technology in iPhone 16, which will launch in September." For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Nicholas Jacobino

Yahoo Finance Video 10 days ago

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+1.23%
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Arm Holdings Full Year 2024 Earnings: EPS: US$0.30 (vs US$0.51 in FY 2023)

Arm Holdings ( NASDAQ:ARM ) Full Year 2024 Results Key Financial Results Revenue: US$3.23b (up 21% from FY 2023). Net...

Simply Wall St. 10 days ago

ARM
+0.10%
Robinhood CEO, Arm Holdings earnings: Market Domination

Today's episode of Market Domination with Yahoo Finance anchors Josh Lipton and Julie Hyman features insights from prominent CEOs and examines the market's reaction to key earnings reports. Affirm (AFRM) Founder and CEO Max Levchin and Robinhood (HOOD) CEO Vlad Tenev join the show, sharing their insights following their respective first quarter earnings results, which were better than expected. The spotlight then shifts to stock reactions following earnings releases from various companies. Duolingo (DUOL), Arm Holdings (ARM), Equinix (EQIX), and EPAM Systems (EPAM), all take center stage as the anchors analyze the market's response to their financial performances. This post was written by Angel Smith

Yahoo Finance Video 11 days ago

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EQIX

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Could Armv9 give Arm a boost this year?

Arm (ARM) shares are under pressure despite beating fourth quarter earnings and revenue expectations. The chip design company posted lukewarm full-year revenue guidance as smartphone demand weakens, causing a dip in its shares. Yahoo Finance hosts Julie Hyman and Josh Lipton break down analyst reactions to the Arm's earnings. For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Melanie Riehl

Yahoo Finance Video 11 days ago

ARM
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Stocks to Watch Thursday: Roblox, Arm, Airbnb, Warner Bros.

**Roblox (RBLX)**: The videogame company's stock tumbled more than 20%, even though its quarterly loss was smaller than expected. **Arm (ARM)**: The British chip designer reported strong earnings. But shares slid about 6%, underlining investors' lofty expectations for companies benefiting from the AI boom.

The Wall Street Journal 11 days ago

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Warner Bros. Discovery-Disney bundle, Arm and Robinhood earnings: Morning Brief

Arm Holdings (ARM) stock slides further after the chip designer's fiscal full-year guidance for 2025 disappointed investors, begging the question of whether Big Tech's demand for AI semiconductors is starting to lessen. After missing earnings expectations, Warner Bros. Discovery (WBD) and Disney (DIS) announced a partnership to bundle several of its streaming platforms. Other trending stocks that Yahoo Finance is focusing on include Airbnb (ABNB), Robinhood Markets (HOOD), and the dating app Bumble (BMBL). Moody’s Analytics Chief Economist Mark Zandi joins Yahoo Finance's Morning Brief to share his thoughts on why the Federal Reserve should raise its inflation rate target and give itself the green light to start cutting interest rates. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 11 days ago

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Arm Stock Slides Despite Chip Designer's Surge in Profits and Sales

Arm reported strong earnings, but the chip designer's shares slid in morning trading, underlining investors' lofty expectations for companies benefiting from the AI boom. Arm's sales grew 47% to $928 million last quarter, driven by growing demand for artificial intelligence chips. Sales topped FactSet consensus estimates, as did profits, which rose to $224 million, from $3 million last year.

The Wall Street Journal 11 days ago

ARM
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The tech giants to benefit from AI bullishness: Strategist

Chip company Arm Holdings' (ARM) disappointing 2025 forecast could be signaling slowdowns in AI demands. Big Tech companies like Meta (META), Microsoft (MSFT), and Alphabet (GOOG, GOOGL) have all announced major investments in building out their AI infrastructures. While the plans show confidence in the future, will they actually pay off? Bokeh Capital Partners Founder and Chief Investment Officer Kimberly Forrest joins Morning Brief to give insight into the AI sector and discuss which companies are in the best position to actually benefit from AI investments. When asked about when investors will see real payoffs from these big investments from AI, Forrest says: "Building out the data center is part of it, then you're going to have companies like Meta, Microsoft, and Amazon (AMZN), and everybody else is going to pile in and start using the generative AI to maybe increase productivity... And I would look for who do you think is most likely to benefit from using generative AI. And we've just mentioned them, right? Amazon, Meta, and Microsoft, and to me Microsoft is really probably [in] the best position because they'll get people to actually pay for it, not just advertising dollars." For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Nicholas Jacobino

Yahoo Finance Video 11 days ago

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Arm stock slides after disappointing annual revenue forecast

Arm Holdings (ARM) shares are under pressure after its full-year revenue forecast missed Wall Street expectations. The chip company did, however, beat analyst EPS and revenue expectations in its fiscal fourth quarter. Yahoo Finance Tech Editor Dan Howley joins Morning Brief to break down Arm's future in the chip race. Arm is relatively new in the competitive chip space, having gone public in September 2023, bringing in a majority of its revenue as its tech is used in smartphones, automobiles, and across data centers. The company largely remains a significant player for mobile device producers. As smartphone sales lag, Arm has seen weakening demand for its largest revenue stream. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Melanie Riehl

Yahoo Finance Video 11 days ago

ARM
+0.10%
Arm Q4 results: Why this analyst isn't surprised by the forecast

Shares of Arm Holdings (ARM) are falling Wednesday despite surpassing expectations on both the top and bottom lines in its fourth quarter results. To shed light on this unexpected market reaction, New Street Research Analyst Rolf Bulk joins Yahoo Finance. Bulk acknowledges that while Arm had a solid quarter, the company's full-year guidance came in "a bit shy of consensus." However, he says he is not surprised by Arm's outlook, citing certain parts of the business, such as "licensing in particular is quite lumpy." Bulk attributes this guidance to Arm's inability to determine which clients will continue to purchase their products consistently. He adds that clients who purchase from the company this quarter are not guaranteed to do so in the next, making it difficult to "forecast that out over multi-quarters, let alone a year." For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance. This post was written by Angel Smith Editor's note: This post was updated to reflect the accurate quarter results

Yahoo Finance Video 12 days ago

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Why stock reactions often don't reflect earnings: Strategist

As earnings season unfolds, companies like Uber (UBER) have taken center stage with their financial reports. Interactive Brokers Chief Strategist Steve Sosnick joins Market Domination to provide insights on the day's trading takeaways. Addressing Uber's share price decline despite beating earnings, Sosnick suggests that the impact on the markets will be "Uber-specific." However, he notes a broader trend where companies posting earnings beats have not seen their stock prices reflect that performance. Sosnick explains that "people are looking through them [earnings] to see how they're managing their businesses." "We've gotten sort of spoiled by the Nvidias (NVDA) of the world, the beat and raise, then beat again and then raise again," Sosnick told Yahoo Finance, adding: "That's not necessarily normal, and so I think what happens is the markets do tend to punish disappointment more than they reward success on earnings. You're supposed to beat on earnings, you're supposed to do well." For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Angel Smith

Yahoo Finance Video 12 days ago

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ARM
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ABNB
Arm stock falls even though chip designer tops Q4 estimates

Arm Holdings' (ARM) fiscal fourth-quarter earnings are out, but the stock is down in Wednesday's after-hours trading. The chip company posted $928 million in revenue and adjusted earnings of $0.36 per share, beating top and bottom line estimates. Interactive Brokers Chief Strategist Steve Sosnick joins Market Domination Overtime's Julie Hyman and Josh Lipton in breaking Arm's latest earnings results and how semiconductor companies are now pricing in manufacturing trends and industry forecasts. For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Luke Carberry Mogan.

Yahoo Finance Video 12 days ago

ARM
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Arm Holdings plc Reports Results for the Fourth Quarter of the Financial Year Ended 2024

CAMBRIDGE, England, May 08, 2024--Arm Holdings plc (NASDAQ: ARM), the company that is building the future of computing, has today published a letter to its shareholders containing the company’s results for its fiscal fourth quarter and three months ended March 31, 2024. The letter is available on its investor relations website (https://investors.arm.com/financials/quarterly-annual-results).

Business Wire 12 days ago

ARM
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Dow Edges Higher, Nasdaq Slips; Uber, Lyft Shares Diverge

Updates from Uber, Shopify and others come as first-quarter earnings season nears its end. With the bulk of S&P 500 companies having reported results, earnings per share look to be up 5.2% from a year earlier, according to FactSet. The Dow industrials notched their longest winning streak of the year Tuesday with a fifth day of gains.

The Wall Street Journal 12 days ago

ABNB

ARM
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US chipmaking capacity to triple by 2032: BCG

US chip capacity is expected to increase by 203% over the next decade, according to a report by the Semiconductor Industry Association and Boston Consulting Group. Yahoo Finance's Dan Howley breaks down the report and how the sector's growth was boosted by the Biden administration's CHIPS Act. The 203% projected increase in fabrication capacity overshadows the prior decade's 11% increase as demand for chips in new technology and artificial intelligence surges. The report also highlights that the US will grow its share of the ability to build advanced logic chips, which are chips with transistors that are below 10 nanometers in size. Advanced logic chips are mostly built overseas, but the US is expected to have 28% of the global capacity by 2032. For more expert insight and the latest market action, click here to watch this full episode of Catalysts. This post was written by Melanie Riehl

Yahoo Finance Video 12 days ago

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Trending tickers: Apple, Reddit, JD Wetherspoon, Toyota and ARM

The latest investor updates on stocks that are trending on Wednesday.

Yahoo Finance UK 12 days ago

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Uber earnings, Fedspeak: What to Watch

Here are some of the key events to watch for on Wednesday, May 8th. First quarter earnings season continues, with several companies scheduled to release their financial results, including Uber (UBER), Airbnb (ABNB), and AMC Entertainment (AMC). Additionally, Federal Reserve officials, including Fed Vice Chair Philip Jefferson, Boston Fed President Susan Collins, and Fed Governor Lisa Cook, will provide insight into inflation and the path for interest rates. For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Angel Smith

Yahoo Finance Video 13 days ago

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Performance Overview

Return	ARM	MSCI WORLD
YTD	+47.00%	+9.71%
1-Year	+96.90%	+16.57%
3-Year	+96.90%	+16.57%

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Arm Holdings plc (ARM)

New tariffs on Chinese EVs, Apple-OpenAI talks, Roaring Kitty's return: Morning Brief

Heard on the Street: Strong Arm, Strong SoftBank

Trending tickers: Alibaba, Bitcoin, SoftBank and Diploma

Apple is catching up with the AI revolution: Dan Ives

Arm Holdings Full Year 2024 Earnings: EPS: US$0.30 (vs US$0.51 in FY 2023)

Robinhood CEO, Arm Holdings earnings: Market Domination

Could Armv9 give Arm a boost this year?

Stocks to Watch Thursday: Roblox, Arm, Airbnb, Warner Bros.

Warner Bros. Discovery-Disney bundle, Arm and Robinhood earnings: Morning Brief

Arm Stock Slides Despite Chip Designer's Surge in Profits and Sales

The tech giants to benefit from AI bullishness: Strategist

Arm stock slides after disappointing annual revenue forecast

Arm Q4 results: Why this analyst isn't surprised by the forecast

Why stock reactions often don't reflect earnings: Strategist

Arm stock falls even though chip designer tops Q4 estimates

Arm Holdings plc Reports Results for the Fourth Quarter of the Financial Year Ended 2024

Dow Edges Higher, Nasdaq Slips; Uber, Lyft Shares Diverge

US chipmaking capacity to triple by 2032: BCG

Trending tickers: Apple, Reddit, JD Wetherspoon, Toyota and ARM

Uber earnings, Fedspeak: What to Watch

Performance Overview