Arm Holdings ARM is increasingly at risk of slower growth in China due to the country’s accelerating pivot toward RISC-V architecture. In fiscal 2025, China was the company’s second-largest revenue source after the United States, contributing 19% of its total sales. However, revenues from China rose only 7.5% year over year, a concerning signal in…
Rising over +20% in Wednesday’s trading session, Palantir Technologies PLTR stock has been a highlight of this week’s earnings lineup after reporting strong Q4 results yesterday evening. Palantir has garnished Wall Street’s attention as its artificial intelligence platform (AIP) is seeing high demand with PLTR spiking to over $100 and now up +500% in the last…
DeepSeek news earlier in the week spooked many investors in the AI trade, with many related stocks taking nosedives as a result. DeepSeek is a Chinese artificial intelligence startup that develops open-source large language models (LLM). It recently introduced its R1 model, which rivals leading AI systems like OpenAI’s ChatGPT but was developed at a…
Thursday, the S&P 500 Index notched a fresh new all-time high, thoroughly shaking off a brief bout of selling that plagued stocks to start the new year. Initially, US equities reacted poorly to new PPI data, causing a sell-off below the 50-day moving average and price support. However, as has been the case over the…
There’s no doubt that the major US indexes remain in a strong uptrend, with stocks putting together a remarkable 2024 as this latest bull market enters its third year. Technology stocks have mainly led the way higher, but we are beginning to see other pockets of the market return to the forefront. Better-than-expected corporate earnings,…
NVIDIA Corporation NVDA has delivered better-than-expected sales and earnings in its latest quarterly report as it continues to progress banking on the incessant demand for its artificial intelligence (AI) chips. Amid the recent data center success, NVIDIA stock remains attractively priced, exhibits a bullish trend, and is fundamentally strong, making it a good buy for…
Super Micro Computer, Inc. SMCI is scheduled to report first-quarter fiscal 2025 results on Nov. 5. For the fiscal first quarter, the company expects revenues between $6 billion and $7 billion. The Zacks Consensus Estimate is pegged at $6.52 billion, indicating growth of 207.5% from the year-ago quarter’s reported value. Stay up-to-date with all quarterly…