$Arm Holdings (ARM.US)$ “Google collaborated with Qualcomm t...
“Google collaborated with Qualcomm to announce an Arm-based Chrome browser for Windows PCs. Achieve a fast and secure browsing experience on Snapdragon-equipped PCs. It uses the Snapdragon X Elite platform equipped with a CPU and GPU developed in-house by Qualcomm to provide excellent CPU performance and AI execution capabilities. A version for Snapdragon X Elite will also be released later this year.” The news came out, didn't it?
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IPOドカンJr : After the announcement, the stock price was rocking, wasn't it? why is that?
183467103 OP : Today's market is slightly down overall, not limited to ARM. Expectations for interest rate cuts have been revived after the FOMC, and while there is a feeling that uncertainty still remains due to a decline in economic indicators, it seems that a major factor is position adjustments due to year-end factors (profit margin at the end of the fiscal year, etc.). I don't think it's such a worrisome decline.
There is a possibility that the trend of institutional investors who have yet to enter in earnest to catch up with investment delays due to various factors will support the upward trend in the market.
However, there are risk factors such as stock price valuations (evaluations), concerns about excessive investment in major IT, and geopolitical uncertainty, so let's keep an eye out!