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ARM: Wonderful Business, Awful Valuation (NASDAQ:ARM)

ARM has a simple and lucrative business model with an extremely strong moat. Read why ARM stock is a hold.

Nvidia blackwellArm holdingsCompute subsystemNvidia graceCompute subsystemsAnnualized contract valueAdvanced micro devices

Microsoft to preview custom Cobalt chip; will make AMD MI300X available through Azure

Announcements made ahead of the event next week

Scott guthrieMicrosoft data centerAzure cobaltData centerNeoverse genesisCompute subsystemAzure maia

Arm Holdings Poised To Challenge Qualcomm, Intel, AMD In AI, Analysts Predict Growth In Chip Design - ARM Holdings (NASDAQ:ARM)

Arm Holdings Poised To Challenge Qualcomm, Intel, AMD In AI, Analysts Predict Growth In Chip Design - ARM Holdings (NASDAQ:ARM)
benzinga.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from benzinga.com Daily Mail and Mail on Sunday newspapers.

Toshiya hariQualcomm incHans mosesmannVijay rakeshCharles shiVivek aryareiteratedGoldman sachsArm holdings plcHoldings plcAdvanced micro devicesArm chinaCompute subsystemHarlan sur

Arm Holdings earnings Q4 2024: Stock down 9% on sales guidance

Arm Holdings earnings Q4 2024: Stock down 9% on sales guidance
cnbc.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cnbc.com Daily Mail and Mail on Sunday newspapers.

United kingdomAndrew gardinerCompute subsystem

Google Introduces Axion, Its First Arm-Based, Home-Grown CPU

Datacenter analyst Matt Kimball digs into Google s announcement at Google Cloud Next of its first home-grown, Arm-based processor and what it could mean for the industry.

United statesPatrick moorheadGoogle cloud platformMicrosoft azureAmpere computingGoogle earthOracle cloud infrastructureNorth americanCompute subsystem

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