Arm expects to hit 50% market share of data center CPUs: Reuters [Yahoo! Finance]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Yahoo! Finance
Mills and Bullseye American Ingenuity Fund portfolio manager Adam Johnson discuss the report and the chip space more broadly on Catalysts. To watch more expert insights and analysis on the latest market action, check out more Catalysts here ARM Holdings reportedly projecting its share of the global data center CPU market will surge this year thanks to a boom in AI demand. Reuters reporting that the chip design company expecting its market share will reach 50%, up from 15% in 2024. I'm fascinated that we're seeing so much selling on this name off of a report like that, obviously, it's due to the broader market sell off and not anything specific to them, but you would think that given that that market share growth is so significant from 15 to 50% you'd see a little bit more buying. Well, I wish that NVIDIA had been allowed to buy them and this is why NVIDIA wanted to buy them. They're a wonderful company. They're a competitor to NVIDIA. I own NVIDIA. Uh I cannot and will not buy a
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NVDA
News
- NVIDIA Debuts Nemotron 3 Family of Open Models [Yahoo! Finance]Yahoo! Finance
- NVIDIA Debuts Nemotron 3 Family of Open ModelsGlobeNewswire
- Wells Fargo Analyst Upgrades Evaluation of NVIDIA Corporation (NVDA) [Yahoo! Finance]Yahoo! Finance
- Nvidia (NVDA): Giverny Capital Asset Management's Cautious Optimism on AI and Comparisons to the Dot-Com Era [Yahoo! Finance]Yahoo! Finance
- 2 Cash-Producing Stocks on Our Watchlist and 1 We Turn Down [Yahoo! Finance]Yahoo! Finance
NVDA
Earnings
- 11/19/25 - Beat
NVDA
Sec Filings
- 12/12/25 - Form 4
- 12/12/25 - Form 4
- 12/12/25 - Form 4
- NVDA's page on the SEC website