Apple (NASDAQ:AAPL) is best known for its consumer electronic products that develop a cult-like following. In fact, the tech stock is a formidable chipmaker. The very first in-house chip appeared in the iPhone 4 way back in 2010. Yet today, all Apple computers run on their own processors.Apple’s chips are for its own consumption though. They don’t sell them to others. And because it relies upon its own designs, it is no longer beholden to other chipmakers for supply. Now Apple isn’t a foundry. It doesn’t ph ...

Wall Street newbie Arm Holdings PLC (NASDAQ:ARM) is 2.8% higher to trade at $111.91 at last glance, after Nikkei Asia reported the semiconductor name hopes to launch its first artificial intelligence (AI) chip next year.With all the hype surrounding AI chips, it's no surprise that bullish options traders were quick to respond to ARM's update. Already today, 53,000 calls have exchanged hands, or double the intraday average volume.  The most active contract by far is the May 120-strike call, followed by the 1 ...

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Key TakeawaysArm stock will be in focus on Monday after a report surfaced Sunday that the British chip designer plans to launch artificial intelligence chips in 2025.The company reportedly plans to establish a new AI chip unit and build a porotype by spring next year before turning to contract manufacturers to have the chips mass produced by fall 2025.Arm shares currently trade within a rising wedge, with a breakdown leading to a possible test of $79, while a breakout could see the price climb up to resista ...

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. ...

The company's outlook points to growing demand for its chip technology, but will it be enough to send the stock higher?Heading into the company's recent earnings report, Arm Holdings (ARM -2.34%) stock had risen sharply, as investors anticipated strong increases in revenue. Arm delivered on those expectations by reporting record revenues in the March-ending fiscal fourth quarter.However, the stock still fell after the earnings release, as the results weren't quite good enough to justify the company's expens ...

Output of an Artificial Intelligence system from Google Vision, performing Facial Recognition on a ... [+] photograph of a man, with facial features identified and facial bounding boxes present, San Ramon, California, November 22, 2019. (Photo by Smith Collection/Gado/Getty Images)Getty ImagesIt appears, A.I. stocks are hitting a little turbulence during earnings season. I don’t mean the earnings are bad. I’m focused on how A.I. stocks react to the earnings. Let’s take a closer look.Forward-Looking Mechanis ...

Key PointsShares of Arm fell in Wednesday's after-hours session as the company's earnings report disappointed. They managed to beat expectations for the headline numbers but fell short regarding guidance.This could be creating a golden entry opportunity for those of us who are still bullish on the long term potential. 5 stocks we like better than ARMAfter popping more than 100% after their last earnings report in February, expectations would have been high for shares of Arm Holdings plc NASDAQ: ARM to conti ...

The logo of semiconductor design firm Arm on a chip.Shares of British chip designer Arm fell 8.22% in premarket trading on Thursday, as disappointing revenue guidance clouded a positive sales quarter driven by demand for artificial intelligence applications.Arm reported fourth-quarter revenue of $928 million Wednesday, marking a 47% year-over-year rise.Performance was driven by Arm's licensing business, which grew 60% to $414 million in the quarter. The firm cited "multiple high-value license agreements bei ...

财务数据和关键指标变化 - 公司Q4收入同比增长47%,达到928百万美元,创历史新高 [1][2] - 授权收入同比增长60%,创历史新高 [2] - 版税收入同比增长37%,创历史新高 [2] - 非GAAP营业利润率达到42% [3] - 剩余履约义务(RPO)同比增长45%,达到近25亿美元 [3] 各条业务线数据和关键指标变化 - 智能手机业务v9架构芯片采用加速,带动版税收入增长 [2][4] - 基础设施业务方面,谷歌等超大规模数据中心客户采用基于ARM的自研芯片,如Axion处理器 [2] - 汽车业务推出首款基于v9架构的自动驾驶解决方案,具备功能安全等特性 [2] - 物联网业务推出全球功耗最低的Ethos-U85转换器 [2] 各个市场数据和关键指标变化 - 中国市场手机销量有所恢复,带动该地区版税收入同比大幅增长 [7][8] - 工业和网络设备市场疲软,预计将拖累Q1版税收入同比增长 [9][10] - 汽车和云计算市场持续强劲,预计将推动未来版税收入增长 [4][9] 公司战略和发展方向及行业竞争 - 公司持续推进多元化战略,各领域业务均有亮点表现 [2] - 计算子系统(CSS)业务需求超预期,未来将成为重要增长点 [2][11] - ARM凭借广泛的CPU安装基数和操作系统生态优势,在AI领域具有独特优势 [2][4] - 预计未来3-5年内公司营收将保持至少20%的年增长 [3] 管理层对经营环境和未来前景的评论 - 公司过去20年实现从10亿美元到30亿美元的快速发展,未来前景非常乐观 [2] - 预计未来3-5年内公司营收将保持至少20%的年增长 [3] - 公司有信心维持这一增长势头,主要得益于v9架构的快速普及、AI带来的授权需求激增以及计算子系统业务的高速发展 [2][3][4] 问答环节重要的提问和回答 问题1 **Ross Seymore 提问** 询问公司在基础设施和云计算市场的表现和前景 [4] **Rene Haas 回答** 公司在这一领域的市场份额增长前景仍然乐观,未来几年内有望超过IPO时的预期,主要得益于AI应用对高能效计算的需求增加 [4] 问题2 **Vivek Arya 提问** 询问v9架构芯片的转换进度及对公司未来收入的影响 [5][6] **Rene Haas 和 Jason Child 回答** v9架构芯片转换进度较v8有所加快,预计未来2-3年内v9占比有望达到60%-70%,并带动版税收入持续高增长 [5][6] 问题3 **Mehdi Hosseini 提问** 询问公司2025财年授权收入的构成和增长动力 [7][8] **Jason Child 回答** 授权收入增长将较为广泛,不仅来自智能手机客户的v9架构更新,也将受益于各行业对AI能力的需求增加 [7][8]