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ARM faces slowing growth in China as the country accelerates its RISC-V shift, threatening market share and future upside.
NVDA's AI dominance, strong growth and lower valuation give it an edge over ARM in the AI chip design space.
Arm Holdings' 22% stock decline, cooling China growth and soaring valuation raise fresh questions about its upside potential.
Shares of Arm Holdings (ARM 4.60%) jumped by 4.8% on Monday during a session in which the S&P 500 rose 0.9% and the Nasdaq Composite rose 1.5%.
Bank of America Securities analyst Vivek Arya on Monday recapped takeaways from a tech conference in which 27 companies attended.
CEOs are attending President Donald Trump's roundtable event touting a program that would deposit $1,000 in investment accounts for newborn Americans. The executives are expected to announce that they will collectively invest billions of dollars into the so-called Trump accounts for the children of their employees.
ARM's power-efficient chip design is becoming vital to Apple, Qualcomm, and Samsung's AI and IoT ambitions.
The artificial intelligence (AI) market has grown like a weed over the past decade. That rapid expansion -- which was fueled by more sophisticated cloud computing services, large language models, and generative AI applications -- lit a blazing fire under some high-growth tech stocks.
AppLovin's AI-powered ad tech fuels surging profits, while Arm's chip royalties face tariff risks. APP may offer the smarter play right now.
Shares of major semiconductor stocks Broadcom (AVGO 2.95%), Advanced Micro Devices (AMD 3.87%), and Arm Holdings (ARM 5.32%) rallied on Tuesday, rising 3%, 3.9%, and 5.3%, respectively.