Arm has announced its intention to seek a retrial on the unresolved issues related to Nuvia in the patent license litigation with Qualcomm.In last week's trial, Qualcomm's arguments were acknowledged on two key points.However, there was no unanimous decision among the jury regarding Nuvia's license violation, leading to new developments.
The core of the lawsuit and the jury's decision
In this lawsuit, Arm has put forth three important legal claims against Qualcomm. The first point of contention is whether Qualcomm's acquisition of Nuvia itself violates the license agreement with Arm. On this point, the jury determined that Qualcomm's actions were within the scope of the license agreement.
The second point of contention was the appropriateness of Nuvia using the technology obtained from Arm for Qualcomm's chip manufacturing. Specifically, the legality of using the technology originally licensed for data center processors for client devices was disputed. On this point as well, the jury found that Qualcomm's existing Arm instruction set...

$Super Micro Computer (SMCI.US)$
I entered the market at around $35 once, cut my losses in the early $20s, and had a painful experience in a short period of time... Should I still invest in this stock from now on?
It's troubling... 😂

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ Is it best to sell TMF and switch to SOXL when SOXL hits rock bottom? It would be nice if it works out.

$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
Who? Said it was going down. It's said to be going up.
Ganbare NASDAQ100 ~〜
Don't forget that SMCI has a strong partnership with NVDA, Intel, and AMD. Don't worry. Family moves quickly.

$Direxion Daily FTSE China Bear 3X Shares ETF (YANG.US)$
There is likely still room for growth.
China connect is still expensive.

$Intel (INTC.US)$The stock price of Intel once again suffered a major blow in Monday's trading. The stock price of semiconductor companies ended the trading day with a 6.4% decline. On the other hand, $S&P 500 Index (.SPX.US)$ fell 3%, $Nasdaq Composite Index (.IXIC.US)$ fell 3.4%, $Dow Jones Industrial Average (.DJI.US)$ fell 2.6% at the end of trading.
Intel shares, which experienced a fierce sell-off last Friday, continued to decline today amid a market-wide retreat due to the backlash of carry trading with the Japanese yen. The release of the disappointing second-quarter report last week and the bearish research notes from analysts seemed to have a negative impact on the stock price.
With today's decline, Intel shares have fallen 60% in total trading in 2024, a 71% drop from its ten-year high. The future looks challenging for Intel.
Intel's second quarter report suggested significant structural issues within the company. It was already widely understood that the company was undergoing a business transformation to establish a better position for business opportunities in AI and datacenters, and this...

- USA non-farm payrolls in July
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- Apple and Amazon's earnings reports (after the close of August 1)
Earnings preview
AI, Apple's new "trump card"? "MAG7" Apple, earnings announcement scheduled for Friday, 2nd.
Amazon, approaching earnings announcement! Focus on the growth of AWS and retail business, where will the shareholder returns go?
- USA Consumer Price Index (CPI) for July
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US CPI in June, negative month-on-month for the first time in about 4 years, both comprehensive and core indices fall below expectations.
● US retail sales in July.
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US retail sales in June, slower growth than expected.　
● FOMC minutes.
The statement issued at the time of the FOMC announcement generally provides an overall view, while the minutes show the opinions of each committee member and are used as important material to explore the future direction of the meetings.
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FRB officials do not rush to cut interest rates = Summary of June meeting minutes
● Jackson Hole Meeting
The annual Economic Symposium, the Jackson Hole Conference, is scheduled to be held in Jackson Hole, Wyoming, on August 22-24...

$NVIDIA (NVDA.US)$
Come on, you anti-people who want to pick a fight with me...
If it goes up a little, I act like a millionaire
If it goes down a little, I make a big fuss
Please continue to entertain me in the future