Arm
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SoftBank Posts a ¥1.12 Trillion Q2 Loss as AI Write-Downs Hit
SoftBank Group reported an official second-quarter net loss attributable to owners of ¥1,115,337 million, even as quarterly sales rose. This analysis uses the November 10 report, including a ¥597.2 billion U.S. power-equipment charge.
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Arm FY2027 Q2 Earnings Preview: $1.29B Baseline, Royalties, AGI CPU and November 4 Guidance
Arm reports fiscal Q2 2027 on November 4. Assess its $1.29B Q1 baseline, $715M royalties, AGI CPU pipeline, licensing timing and valuation risks today.
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Why Meta’s Muse AI Agent Pushed AMD Past $1 Trillion and Sent Intel, Arm Soaring
Intel, AMD, Arm, and Meta all surged together on September 21-22, 2026, in a rally that pu…
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Why Agentic AI Is Repricing CPUs: AMD Hits $1T
Meta’s Muse is changing the AI compute thesis. We analyze why AMD, Intel and Arm surged, how falling oil helped tech, and why agentic AI raises CPU demand.
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Why CPU and AI Chip Stocks Are Surging: Intel, AMD, Arm, Qualcomm and Nvidia
Intel, AMD, Arm, Qualcomm and Nvidia surged as macro pressure eased and AI compute demand remained strong. Here is what drove the rally and what could happen next.
