Tesla's Cybercab vehicle program manager has left the company. ...

来源：中新经纬 来源：北京日报客户端 美东时间周三(25日)，美国三大股指全线收涨，道指涨0.63%，标普500指数涨0.81%，纳指涨1.26%。大 型科技股集体上涨，微软、Meta涨超2%，特斯拉、英伟达涨超1%，亚马逊、苹果、谷歌均上涨。芯片 股多数上涨，费城半导体指数涨1.62%。应用材料、泰瑞达涨超4%，迈威尔科技涨超3%，ARM、美光 科技涨超2%，AMD跌超1%。 ...

Arm Holdings PLC (NASDAQ:ARM) stock is up 2.8% to trade at $131.72 today. The chipmaker is building off yesterday's 3.5% pop that stemmed from a price-target hike from BofA Global Research to $140 from $135. Thanks to a 20% year-to-date gain and bounce off $100, the stock has cleared a key trendline with bullish implications. The trendline in question is Arm's 80-day moving average. Per Schaeffer's Senior Quantitative Analyst Rocky White, this “crossover” event has happened two other times during the last t ...

Key Takeaways AppLovin's Q4 revenues rose 66% to $1.7B, with adjusted EBITDA increasing 82% and margins at 84%.APP is projected to grow sales 38% and EPS 55%, topping ARM's 22% revenue and 7% EPS outlook.Arm Holdings trades at 62X forward earnings, while APP's 24X P/E signals a more grounded valuation.Both AppLovin Corporation (APP) and Arm Holdings (ARM) are technology-driven companies capitalizing on the AI revolution. AppLovin leverages advanced AI-powered advertising algorithms and app monetization plat ...

Core Insights - Amazon's custom chips, Graviton and Trainium, are experiencing rapid growth, achieving a run rate of over $10 billion in annual revenue, doubling year-over-year, and potentially worth $100 billion as a standalone business [2] - The success of Graviton is beneficial not only for Amazon but also for Arm Holdings, which designs the CPUs used in Graviton, generating over $1 billion in revenue per quarter [3][6] - Graviton offers over 40% better price performance per instance compared to x86 processors, which may lead to increased spending on Arm CPUs for cloud services [5][7] Amazon's Growth and Strategy - Amazon is significantly increasing its EC2 core computing capacity daily, with a majority utilizing Graviton chips [5] - The company's plans to invest $200 billion in capital expenditures have raised concerns among investors, impacting stock performance [1] Arm Holdings' Position - Arm's data center royalty revenue has doubled in the most recent quarter, with expectations that it could surpass smartphone revenue in the next three years [7] - The growth of AI agents is expected to drive demand for more CPUs, benefiting Arm's royalty collections [9] - New versions of Graviton, such as Graviton 5, are utilizing advanced Arm designs, which command higher royalty rates [9] Market Implications - As demand for Graviton and related cloud AI chips increases, Arm is positioned to be a significant beneficiary in the ongoing AI boom [10]

TMTB晨间综述 TMT 突破 2026年2⽉24⽇ 已付费PAID Anthropic 也将在今天美国东部时间上午 9:30 举办⽹络研讨会，重点介绍 Claude 的代 理功能，以⽀持企业⼯作流程。 | | TMT Pre-mkt Movers/Shakers | | | Futures | % | Al Subsectors | | TMT Subsectors | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Winners | | Losers | | SP500 | -0.03% | Memory Exposed | 1.82% | Profitable Secular Growth | 0.94% | | AMD | 9.0% | GRPN | -3.8% | Nasdaq | 0.26% | Optical | 1.73% | Strong Balance Sheet | 0.52% | | ANET | 5.2% | IMAX | -2.9% | Russell | 0.01% | Al Tech Bene ...

芯片股普涨，AMD狂飙超8%，此前Meta宣布与这家半导体公司达成一项多年协议。英特尔涨逾5%， 台积电涨超4%，ARM、高通涨逾3%。值得注意的是，因存储芯片打压业绩展望，惠普盘后大跌近 7%。 做空机构香橼资本周二发帖称，已经对存储牛股闪迪建立空头头寸。受此影响，闪迪股价盘中跳水一度 跌超8%，最终收跌4.2%。 0:00 周二（2月24日），美国三大股指全线收涨，道指、标普500指数涨超0.7%，纳指涨1%，全市场超3500 股上涨。 ...

Just when investors may have gotten a firm grasp on artificial intelligence (AI), the game is changing again. According to Deloitte Global's TMT Predictions 2026 report, inference will account for two-thirds of AI computing in 2026. Inference marks the next stage of AI adoption. Whereas training AI builds the model's intelligence, inference concerns how the model operates in real-world use cases. A great example would be the recently viral OpenClaw AI agents that are running autonomously on people's compu ...

Core Viewpoint - Navitas Semiconductor has experienced a significant stock price increase of 188% over the past year, driven by a strategic pivot towards AI infrastructure, but faces challenges in revenue generation during this transition [1][2][6]. Group 1: Company Overview - Navitas specializes in gallium nitride chips, which are more powerful and efficient than traditional silicon chips, and is a leader in this technology space [3]. - The company's current market capitalization is $1.9 billion, with a stock price of $8.11 [4]. Group 2: Strategic Pivot - Navitas is undergoing a strategic pivot termed "Navitas 2.0," shifting focus from consumer and mobile markets to higher-power segments such as AI data centers and electric vehicles [6]. - Revenue projections indicate a decline, with expectations of $7 million in Q4 2025, down from $10 million in Q3 and $22 million in Q3 2024, and an annual revenue forecast of $36 million, down from $45 million the previous fiscal year [6]. Group 3: Future Outlook - Despite the anticipated revenue decline, Navitas is optimistic about future growth, projecting $130 million in revenue and $18 million in earnings by 2028, supported by partnerships with major players like Nvidia [7]. - Analysts express mixed views on the pivot, noting the competitive landscape in the AI data center market, which may delay revenue growth until 2027 or 2028 [8]. Group 4: Comparison with Arm Holdings - Arm Holdings, a competitor, has seen a 13% increase in stock price year-to-date but a 21% decrease over the past year, positioning it as a more stable investment option currently [5]. - Arm dominates the CPU design market for mobile phones, with its technology present in approximately 99% of smartphones, and is expanding into AI workloads, expecting over half of its revenue to come from non-mobile licenses by the end of 2025 [11]. Group 5: Financial Performance - Arm's data center royalties have doubled year-over-year, capturing about 50% market share among hyperscalers for AI data center CPUs, a significant increase from 18% in 2024 [12]. - Analysts project an 18% revenue increase for Arm in Q4 2026, with expectations of 50% compound annual growth for its data center segment through 2030 [13]. Group 6: Analyst Ratings - Wall Street analysts rate Arm as a consensus buy with a median price target of $147.50, indicating a potential 17% growth, although concerns about its high valuation persist [14].

In the last quarter, NVIDIA Corporation (NVDA) executed a notable portfolio shift by fully divesting its stake in Arm Holdings plc (ARM), the semiconductor design firm whose architecture underpins billions of devices worldwide. According to Nvidia’s latest 13F regulatory filing, the company sold its remaining 1.1 million Arm shares, netting roughly $140 million and completely exiting its position by the end of the fourth quarter of 2025. This move closes a long-running chapter that began with Nvidia’s att ...