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Arm expects to hit 50% market share of data center CPUs: Reuters [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
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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- Nvidia positioned to weather Trump tariffs, chip demand 'off the charts,' says Altimeter's Gerstner [CNBC][CNBC]
- Nasdaq-100 Sees Worst Quarter in 3 Years: What Lies Ahead for ETFs? [Yahoo! Finance][Yahoo! Finance]
- NVIDIA Co. (NASDAQ: NVDA) was downgraded by analysts at HSBC Holdings plc from a "buy" rating to a "hold" rating. They now have a $120.00 price target on the stock.[MarketBeat]
- Microsoft pulls back on data Centres from Chicago to Jakarta [BNN Bloomberg (Canada)][BNN Bloomberg]
- Chinese Tech Giants Place $16B in Nvidia AI Chip Orders Ahead of U.S. Curbs [Yahoo! Finance][Yahoo! Finance]
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