Arm Holdings (ARM) is arguably the most exciting IPO lately. Investors of course have good reasons to be excited. ARM is a leader (or at least presented as a leader during the IPO) in the design of ...
ARM and AMD are strong AI picks with solid growth, but AMD offers more direct exposure to generative AI and trades at a cheaper valuation. ARM has higher profit margins due to its royalty model, but ...
In context: Arm's owner Softbank has been facing financial woes for a while and are looking to increase profits from their most valuable asset, the Arm instruction set. Chips based on the Arm ...
Arm has emerged as an AI winner since its IPO in 2023. The company has a unique business model, licensing its CPU designs and earning royalty revenue. Its new Compute Subsystems (CSS) product appears ...