$0.25 billion to purchase Arm (ARM.US) technology. Malaysia invests to promote the upgrade of the domestic Semiconductors industry.
Arm (ARM.US) agreed to provide chip design and technology to Malaysia over the next decade to help this Southeast Asian country transition from chip assembly to more valuable Semiconductors production.
Rafizi: SoftBank's Arm Holdings to Drive Malaysia's US$270b Semiconductor Chip Goals
Express News | Shares of Semiconductor Stocks Are Trading Higher, Reversing After Earlier Weakness as Investors Assess US Tariffs
Arm Holdings (NasdaqGS:ARM) Q3 Earnings Surge Despite 14% Stock Decline
China to Unveil Policy on RISC-V Chips to Bolster Its Use - Report
CEVA Partners With Arm, SynaXG to Develop Energy-Efficient 5G-Advanced Infrastructure
Express News | Shares of Companies in the Semiconductor Industry Are Trading Lower Amid Overall Market Uncertainty After President Trump Confirmed Mar 4 Tariffs
Transformative AI Moment Is yet to Come, Arm's Senior VP Says - Market Talk -- Market Talk
Elon Musk Calls SoftBank's Masayoshi Son 'Overleveraged' As $16 Billion AI Loan Fuels Debate About Viability Of OpenAI's Stargate Project
Drawing lessons from history, is this wave of AI capital expenditure a boom or a bubble?
Deutsche Bank believes that historically, capital expenditure booms often end in collapse. The key factor that distinguishes prosperity from recession is the level of leverage (debt) involved. Historical experience shows that credit-intensive capital expenditure booms often lead to more severe recessions. Considering the current AI spending boom, which is primarily funded by the profits of large Technology companies in the USA rather than debt, this somewhat reduces systemic risk. However, the ratio of USA household net Assets to disposable income is at a historical high, and the concentration of the stock market has also hit a new high, which increases the systemic risk brought about by the transmission of wealth effects.
Arm Holdings Options Spot-On: On February 27th, 71,039 Contracts Were Traded, With 711.33K Open Interest
Express News | Shares of Semiconductor Companies Are Trading Lower in Sympathy With Nvidia, Which Reversed Amid a Possible Selloff After Reporting Q4 Financial Results
Better Semiconductor Stock: AMD Vs. Arm Holdings
Trending Industry Today: NEBIUS Leads Gains Pre-Market In NVIDIA Portfolio Stocks
Nvidia in Focus as Q4 Results, 2026 Guidance Top Expectations on 'Amazing' Blackwell Demand
What Does the Market Think About ARM Holdings?
Express News | Shares of Major Semiconductor Companies Are Trading Higher in Anticipation of Nvidia's Q4 Earnings Which Are Scheduled to Be Reported After Hours Today. Additionally, Large AI Investment Announcements From Apple and Meta This Week May Be Buoying the...
Trending Industry Today: Applied Digital Leads Losses In NVIDIA Portfolio Stocks
Morgan Stanley: Generative AI is expected to achieve positive returns this year, with revenue likely to exceed one trillion dollars by 2028.
Morgan Stanley indicates that 2025 may see the ROI critical point, with a gross margin of 34% marking the Industry's formal crossing of the break-even line; by 2028, the total revenue from generative AI is expected to approach 1.1 trillion dollars, with the ROI likely improving to around 67%, and several Technology giants like Amazon and Meta are expected to benefit from the AI wave.
Better Artificial Intelligence Stock: Strategy Vs. Arm Holdings