Warren East, former CEO of Rolls Royce and Arm, speaking at a tech event in London on June 13, 2022.CAMBRIDGE, England — The U.K. is doing a bad job of commercializing technology businesses globally and needs a mindset shift from the investor community to win on the world stage, a former CEO of British chip design firm Arm said Tuesday.In a keynote speech at Cambridge Tech Week, Warren East, who led Arm between 1994 and 2013, said that there have been criticisms that lackluster growth and poor rates of GDP ...

How to Use the 200-day Moving AverageMost amateur investors suffer from “paralysis by analysis.” These investors pollute their screens with too many technical indicators and backward-looking macro data, losing the forest through the trees. From my own experience, the most valuable change I made from my early investing days to today is to simplify. Rather than seeking to add indicators, strive to remove them and only keep the most powerful tools in your investing toolbox.The most powerful indicator I have fo ...

These three stocks look attractive after the recent share price pullback in the tech sector.After a strong run in the first half of the year, technology stocks have come under pressure recently. Recent stock price trends suggest investors are taking a more cautious stance on the economy while the mania around artificial intelligence (AI) has also eased. Even high-flying Nvidia has been affected, with the stock trading down nearly 20% over the past six months.But this recent sell-off also presents some oppor ...

Investors seem to be rotating out of the top AI chip stock and into its lesser-known peer.Nvidia (NVDA -6.08%) has delighted its shareholders with a return of nearly 1,000% since the start of 2023, but Thursday brought investors a rare post-earnings drop as the AI chip leader closed down 6.4% for the day.While the company beat headline estimates on the top and bottom lines, the sell-off in the stock seemed to have more to do with valuation and growth concerns.Nvidia is now worth $3 trillion, meaning the ups ...

Nvidia and Arm Holdings are the two best semiconductor stocks to buy for exposure to the fast-growing AI space.Artificial intelligence (AI) is poised to be one of the biggest disruptive secular growth trends of all time. Most sources project the global AI market to have a compound annual growth rate (CAGR) in the 30% to 40% range through 2030, with 2030 market sizes ranging from over $800 billion to more than $1 trillion.The AI revolution had been underway in recent years but just kicked into high gear in e ...

Sundry Photography In this analysis, we covered Arm Holdings plc (NASDAQ:ARM), a semiconductor company based in the UK that specializes in the development of intellectual property for processors. The company has a high revenue CAGR of 18% and thus, we examine whether its growth outlook could be sustainable. First, we examined the company’s business model by analyzing its revenue breakdown and analyzed its growth performance in terms of shipments and royalty fees per shipment as well as its number of lice ...

Arm Holdings is emerging as a top opportunity in the artificial intelligence (AI) chip realm.Some of the biggest beneficiaries of the artificial intelligence (AI) boom are semiconductor stocks. That includes Arm Holdings (ARM 0.96%), which plays an important role in the chip space by developing and licensing central processing units (CPUs). Although Arm may not be as highly publicized as Nvidia or Advanced Micro Devices, I would not sleep on this company.Let's dig into Arm's business and assess why now look ...

Though the AI trade has increasingly brought about skeptics, several companies deeply involved, including Palantir (PLTR) and Arm Holdings (ARM) , have helped prove the doubters wrong, posting robust quarterly releases that have broken records and reflected serious demand.  Let’s take a closer look at each.Arm Reports Record Royalty RevenueARM architects, develops, and licenses high-performance, low-cost, and energy-efficient CPU products and related technology, on which many of the world's leading semicond ...

Sundry Photography Arm Holdings (NASDAQ:ARM) is the third-best performer of 2024 in AI-related semiconductor stocks with a 56% YTD return, behind only Nvidia and Taiwan Semiconductor. The stock is a market favorite as Arm’s heterogenous compute design has created a monopoly in mobile, primarily, yet Arm’s RISC architecture is also found in PCs, powers sensors and supercomputers. In total, over 280 billion Arm-based chips have been shipped dating back to the 1980s. The latest Arm v9 architecture offers s ...

Core Viewpoint - Elliott Investment Management, led by billionaire Paul Singer, has shifted its investment focus from Nvidia to Arm Holdings, indicating a strategic pivot in the tech sector [1][5]. Group 1: Investment Strategy - Elliott has been involved in discussions with Starbucks and has taken an active role in Southwest Airlines, showcasing its aggressive investment approach [1]. - The fund sold its shares in Nvidia, citing concerns over AI being "overhyped" and the technology's energy inefficiency, while initiating a new position in Arm Holdings [1][4]. - Elliott's investment in Arm may also be linked to its stake in Softbank, which owns approximately 90% of Arm, suggesting a broader strategy involving both companies [5][6]. Group 2: Arm Holdings Overview - Arm's technology is integral to nearly all smartphones globally, differentiating its business model from Nvidia by licensing technology rather than designing its own chips [2]. - The company has transitioned to a subscription model for its intellectual property, with 33 customers on the Arm Total Access platform and 241 on the Arm Flexible Access platform as of Q2 [3]. - Arm aims to capture at least 50% of the Windows-based PC market within five years and has seen a 28% growth in the automotive sector in Q2 [3]. Group 3: AI and Market Position - Despite Elliott's skepticism about AI, Arm is benefiting from increased licensing in AI data centers, indicating a nuanced position in the AI landscape [4]. - Arm collaborates with Nvidia on the Grace Hopper chip, integrating Arm-based CPUs with Nvidia GPUs, and has seen its technology adopted by major companies like Alphabet and Amazon for new data center chips [4]. - Arm's stock trades at a forward P/E ratio of 63.5 based on 2025 estimates, reflecting a premium valuation compared to Nvidia, but its business model allows for long-term royalty income [6]. Group 4: Market Sentiment - Following a recent pullback in Arm's stock price, it is viewed as more attractive, although a cautious approach is recommended for future investments due to its high valuation [7].