Arm Holdings plc (NASDAQ: ARM): Dominating the computing market.
Arm Holdings plc (NASDAQ: ARM): Dominating the computing market.
We recently published a list of 17 trending AI stocks based on the latest analyst ratings and news. In this article, we take a look at where Arm Holdings plc (NASDAQ: ARM) stands against other trending AI stocks.
The AI industry continues to be highly dynamic, with significant growth expected across various sectors by 2024. The exponential expansion of Generative AI, which experienced exponential growth in 2023, is expected to continue this year, potentially unlocking trillions of dollars in value as companies transition from pilot projects to broader implementations. This shift suggests that 2024 will be a crucial year for AI. Companies are aiming to leverage functionality more fully to enhance efficiency, reduce costs, and innovate in various industries. The generative AI market is growing rapidly, with a CAGR of nearly 60%, and is projected to reach a valuation of approximately $37 billion by 2028. This growth is driven by the widespread adoption of AI technology in fields such as healthcare, finance, and customer service.
Access the notable 33 most important AI companies and learn about billionaire Druckenmiller's bet on AI by reading more about these developments.
The AI revolution is already transforming operations around the world through task automation, analysis of large datasets, and improved predictive capabilities. For example, the healthcare sector is poised for significant advancement through AI, with genomics, drug discovery, and personalized medicine innovations expected to drive market growth to approximately $188 billion by 2030. Edge computing is another area that is likely to see significant development in 2024, as it enables real-time data processing for AI applications that require it. The transition to edge computing, where data is processed near the source, is expected to reduce latency and enhance the performance of AI systems, particularly in fields such as self-driving cars, IoT, and industrial automation.
This trend emphasizes the increasing importance of a robust semiconductor supply chain, as geopolitical events and tensions in global trade continue to affect the availability of critical components like chips. Experts also highlight the growing importance of ethical considerations and responsible AI. As AI technology becomes deeply embedded in various aspects of society, concerns about privacy, bias, and security may intensify, prompting the need for clearer regulatory frameworks and guidelines to ensure responsible development and deployment of AI. The rapid growth also poses challenges related to talent acquisition, supply chain management, and responsible AI practices. As a result, this industry may be characterized by both enormous opportunities and complex challenges in the near future.
Read about the 10 best small-cap AI stocks to buy in a volatile market and the 10 high-tech stocks to monitor, according to Bernstein analysts.
Our methodology
In this article, we have selected AI stocks based on the latest news and analyst evaluations. These stocks are popular among hedge funds. Why are we interested in stocks that hedge funds are piling up on? The reason is simple. Our research has shown that by mimicking the top stock picks of the best hedge funds, we can outperform the market. Our quarterly newsletter strategy has selected 14 small-cap and large-cap stocks each quarter and has delivered returns of 275% over the benchmark, exceeding 150 percentage points since May 2014 (for more details, please see here).
Close-up view of an integrated computer motherboard with semiconductor chips.
Number of hedge fund holders: 38
Arm Holdings plc (NASDAQ:ARM) designs, develops and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. The company has recently entered the radar of AI investors and has significant growth potential. For example, its projected revenue from AI data centers is expected to reach $13 billion by 2028, accounting for 27% of the overall market. In addition to generating strong revenue from AI, the company has a technological advantage over rivals like Intel and AMD. Arm's Neoverse platform provides high-performance computing and AI capabilities.
Arm Holdings plc (NASDAQ:ARM) can count technology giant Apple among the host of customers who have shown interest in the chip architecture designed by the company. Reportedly, Apple has signed a contract with Arm until 2040 on this point. Under this agreement, the Armv9 architecture will be integrated into future M-series chips. Arm also dominates the smartphone market, supplying power to approximately 95% of smart devices worldwide.
Overall, ARM is ranked 11th in the list of trending AI stocks based on the latest analyst evaluations and news. We recognize the investment potential of Arm Holdings plc (NASDAQ:ARM), but we have higher expectations and beliefs in some AI stocks that offer higher returns in a shorter period of time.
We recently published a list of 17 trending AI stocks based on the latest analyst ratings and news. In this article, we take a look at where Arm Holdings plc (NASDAQ: ARM) stands against other trending AI stocks.
The AI industry continues to be highly dynamic, with significant growth expected across various sectors by 2024. The exponential expansion of Generative AI, which experienced exponential growth in 2023, is expected to continue this year, potentially unlocking trillions of dollars in value as companies transition from pilot projects to broader implementations. This shift suggests that 2024 will be a crucial year for AI. Companies are aiming to leverage functionality more fully to enhance efficiency, reduce costs, and innovate in various industries. The generative AI market is growing rapidly, with a CAGR of nearly 60%, and is projected to reach a valuation of approximately $37 billion by 2028. This growth is driven by the widespread adoption of AI technology in fields such as healthcare, finance, and customer service.
Access the notable 33 most important AI companies and learn about billionaire Druckenmiller's bet on AI by reading more about these developments.
The AI revolution is already transforming operations around the world through task automation, analysis of large datasets, and improved predictive capabilities. For example, the healthcare sector is poised for significant advancement through AI, with genomics, drug discovery, and personalized medicine innovations expected to drive market growth to approximately $188 billion by 2030. Edge computing is another area that is likely to see significant development in 2024, as it enables real-time data processing for AI applications that require it. The transition to edge computing, where data is processed near the source, is expected to reduce latency and enhance the performance of AI systems, particularly in fields such as self-driving cars, IoT, and industrial automation.
This trend emphasizes the increasing importance of a robust semiconductor supply chain, as geopolitical events and tensions in global trade continue to affect the availability of critical components like chips. Experts also highlight the growing importance of ethical considerations and responsible AI. As AI technology becomes deeply embedded in various aspects of society, concerns about privacy, bias, and security may intensify, prompting the need for clearer regulatory frameworks and guidelines to ensure responsible development and deployment of AI. The rapid growth also poses challenges related to talent acquisition, supply chain management, and responsible AI practices. As a result, this industry may be characterized by both enormous opportunities and complex challenges in the near future.
Read about the 10 best small-cap AI stocks to buy in a volatile market and the 10 high-tech stocks to monitor, according to Bernstein analysts.
Our methodology
In this article, we have selected AI stocks based on the latest news and analyst evaluations. These stocks are popular among hedge funds. Why are we interested in stocks that hedge funds are piling up on? The reason is simple. Our research has shown that by mimicking the top stock picks of the best hedge funds, we can outperform the market. Our quarterly newsletter strategy has selected 14 small-cap and large-cap stocks each quarter and has delivered returns of 275% over the benchmark, exceeding 150 percentage points since May 2014 (for more details, please see here).
Close-up view of an integrated computer motherboard with semiconductor chips.
Number of hedge fund holders: 38
Arm Holdings plc (NASDAQ:ARM) designs, develops and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. The company has recently entered the radar of AI investors and has significant growth potential. For example, its projected revenue from AI data centers is expected to reach $13 billion by 2028, accounting for 27% of the overall market. In addition to generating strong revenue from AI, the company has a technological advantage over rivals like Intel and AMD. Arm's Neoverse platform provides high-performance computing and AI capabilities.
Arm Holdings plc (NASDAQ:ARM) can count technology giant Apple among the host of customers who have shown interest in the chip architecture designed by the company. Reportedly, Apple has signed a contract with Arm until 2040 on this point. Under this agreement, the Armv9 architecture will be integrated into future M-series chips. Arm also dominates the smartphone market, supplying power to approximately 95% of smart devices worldwide.
Overall, ARM is ranked 11th in the list of trending AI stocks based on the latest analyst evaluations and news. We recognize the investment potential of Arm Holdings plc (NASDAQ:ARM), but we have higher expectations and beliefs in some AI stocks that offer higher returns in a shorter period of time.
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pinkotu : It certainly controls it. I don't think a cell phone can keep its battery for a long time without an arm (I don't feel like it). The effect on power consumption is probably amazing.
In the future, if the material can be superconducting at room temperature, will this also solve the server energy problem, the delusion that power consumption will be amazing? Sorry, this post has nothing to do with ARM. Delusions are also important
新div : I bought a small amount at $108 in the recent crash. If there is another opportunity, I will add to my position.
181135827 : When I looked at the catalogue for the Copilot+ PC, the battery life of the arm's Snapdragon CPU was clearly longer than that of the x86 CPU, despite the former having a larger screen.
pinkotu 新div : I also think it would have been good to buy back now
is definitely a GOOD job.
108
新div : The daily ups and downs of ARM are volatile, and depending on the position, a significant price range can be captured.
NVDA is also designed.
ARM is also designed.
Because the decline is quickly reversed,
I want to increase my position by the end of October.
It's been almost a year since it was listed last year.
ARM, like NVDA, has a buying opportunity every quarter
and the trend of ups and downs in the chart is clear.
I want to build up this stock when it's cheap.
Kimihiko OP 新div : 9月にSOX指数の入れ替えが有るので期待しています
新div : ARM's gross margin is 97.2%
Awesome. The gross margin exceeds NVDA's.
Royalty income.
Advantages of ARM
Low power consumption
Mobile phones are indispensable for ARM designs
Semiconductor design
Every time a mobile phone is sold
Royalties are generated.