文章核心观点 - 科技股受益于颠覆性趋势,长期表现优于整体市场 [1][2] - 两家科技公司The Trade Desk和Arm Holdings拥有巨大的增长机会 [3][4] The Trade Desk - 公司是程序化广告市场的领导者,该市场到2028年可能达到7790亿美元 [5][6] - 公司收入增长速度快于行业整体,表明持续获得市场份额 [7][8] - 公司正在将人工智能集成到其数据驱动的实时广告购买平台,有望进一步提升增长 [9][10] - 公司增长势头良好,有望继续保持 [11] Arm Holdings - 公司在边缘人工智能市场拥有巨大机会,该市场到2032年可能达到1860亿美元 [12][13][14] - 公司为多家科技巨头提供芯片架构许可,并从中获得版税收入 [15][16][17] - 公司未来3年收入预期良好 [18][19] - 公司签订了多个高价值长期协议,未来业绩有望超出预期 [20][21]

Why isn't Arm participating in today's bounce for chip stocks?Despite gains for many other chip stocks today, Arm Holdings (ARM -5.42%) stock is losing ground in Thursday's trading. The company's share price was down 4% as of 2:45 p.m. ET, according to data from S&P Global Market Intelligence.Deutsche Bank published a new note on Arm before the market opened this morning. While analyst Ross Seymore issued a hold rating on the stock, he indicated expectations were high ahead of the company's upcoming earning ...

Sundry Photography Introduction Arm Holdings (NASDAQ:ARM) is due to report its Q1 ’25 earnings at the end of the month, so I thought I’d have a look at how the company has performed since IPO and give some comments on where the growth lies, and whether it is a good time to start a position. From a valuation perspective and with very optimistic assumptions, the company is grossly overvalued and the only thing that is keeping it so richly valued is the ever-growing hype for AI. I am assigning the company ...

Investors in semiconductor stocks are feeling less worried about a very important risk factor.Arm Holdings (ARM 4.80%) stock is advancing in Tuesday's trading. The semiconductor company's share price was up 5% as of 3 p.m. ET, according to data from S&P Global Market Intelligence.While there doesn't appear to be any business-specific news behind the gains, investors are feeling less worried about the company's prospects in China. Arm stock had seen big sell-offs late last week due to tense geopolitical dyna ...

Nvidia (NASDAQ:NVDA) got caught up in the volatility of the hailstorm hitting the semiconductor market these past few weeks. And though this double-digit percent plunge off recent highs will probably end up nothing more than a blip in the one-year chart next summer, investors who are overly anxious about buying on weakness may wish to consider some of the alternative growth plays on the market right now.Indeed, considering recent gains, Nvidia has been by far the most magnificent member of the Magnificent S ...

文章核心观点 - 芯片制造商Arm Holdings (NASDAQ:ARM)的股价在盘前交易中上涨2.7%,此前摩根士丹利发布看好报告[1] - 分析师将Arm评级从"同等权重"上调至"超重权重",并将目标价从107美元上调至190美元,较上一交易日收盘价高出近20%[1] - 分析师表示,Arm的产品对于边缘人工智能(AI)的成功推广至关重要[1] 公司表现 - Arm自2023年9月上市以来,股价表现出色,今年迄今已上涨110.7%,过去9个月增长218.3%[2] - Arm股价的涨幅加速,主要得益于2024年6月加入纳斯达克100指数(NDX),并于7月9日创下188.75美元的历史新高[2] 分析师评级 - 尽管Arm股价表现出色,但仍有部分分析师持谨慎态度,14家券商给予"强烈买入"评级,8家给予"持有"评级,1家给予"强烈卖出"评级[3] - 平均12个月目标价为123.90美元,较上一交易日收盘价折价24%,未来可能会有更多的评级和目标价上调[3] 其他观察 - 关注Arm的空头头寸,过去一个月已增加28%,目前有1289万股被空头持有,占总流通股的10.3%[4] - Arm的Schaeffer's Volatility Scorecard (SVS)为86/100,表明其过去一年的波动性超出了期权交易者的预期[4]

Vancouver, British Columbia, July 19, 2024 (GLOBE NEWSWIRE) -- Surge Copper Corp. (TSXV: SURG) (OTCQB: SRGXF) (Frankfurt: G6D2) (“Surge” or the “Company”) is pleased to announce the commencement of field operations for its 2024 work program at its 100%-owned Berg copper-molybdenum-precious metals project located in central British Columbia. Additionally, the Company announces that African Rainbow Minerals Limited (“ARM”) has exercised in full its rights in respect of the Company’s recently completed private ...

Despite a microchip sector pullback, Arm Holdings (NASDAQ:ARM) stock is one of the best technology stocks investors can own. A buy-the-dip opportunity appears to have opened with Arm stock. ARM stock is taking a hit as investors reallocate capital from tech to value and small-cap securities. The drawdown has nothing to do with Arm Holdings operations or the fundamentals underpinning its share price. Any reversal is likely to be short-lived. Despite the current pullback, Arm stock is still up 166% since the ...

文章核心观点 - 近期半导体股票出现大幅下跌,但这可能是一个买入良机 [1][2][3][4] - 人工智能芯片需求旺盛,为半导体公司提供了长期增长空间 [4][5][6] 行业和公司总结 Nvidia - Nvidia是人工智能芯片领域的龙头,其GPU产品需求强劲 [5][6] - Nvidia的CUDA软件平台已成为开发者的首选,市场地位稳固 [6] - Nvidia股价估值合理,目前是一个不错的买入时机 [7] Arm Holdings - Arm是CPU架构领域的领导者,在智能手机市场占据主导地位 [8][9] - Arm正积极拓展个人电脑和数据中心等其他市场 [10] - Arm的高毛利率授权业务模式具有吸引力,股价回调是买入良机 [11] 台积电 - 台积电是全球最大的半导体代工厂,在先进制程技术领域处于领先地位 [13][14][15] - 台积电是人工智能芯片制造的重要供应商,未来需求前景良好 [14][15] - 台积电股价在最近的下跌中显得相对便宜,是一个不错的买入时机 [16]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...