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 ...

文章核心观点 - Arm Holdings是人工智能芯片领域的一个重要机会 [1][2][3] - Arm的总市场机会达2140亿美元,目前市场份额为47%,较两年前增长4个百分点 [4][5] - 公司收入和利润率均呈现快速增长,第一财季毛利润同比增长41%,经营利润率提升300个基点至19.4% [6][7][8][9] - 公司订单增长强劲,剩余履约义务同比增29%至22亿美元,年度合同价值同比增14%至12亿美元 [14][15] - 凭借强劲的财务和运营表现,以及在人工智能领域的领先地位,Arm是一个值得长期投资的芯片公司 [16][17] 根据目录分类总结 公司概况 - Arm是一家专注于开发和授权中央处理器(CPU)的半导体公司,在移动、消费电子、云计算、网络设备和物联网等领域广泛应用 [4] - 公司目前在CPU市场占据47%的份额,较两年前增长4个百分点 [5] 财务表现 - 公司收入和利润率均呈现快速增长,第一财季毛利润同比增长41%,经营利润率提升300个基点至19.4% [6][7][8][9] - 公司订单增长强劲,剩余履约义务同比增29%至22亿美元,年度合同价值同比增14%至12亿美元 [14][15] 行业地位 - Arm在人工智能芯片领域具有重要地位,是该领域的一个重要机会 [1][2][3] - 凭借强劲的财务和运营表现,以及在人工智能领域的领先地位,Arm是一个值得长期投资的芯片公司 [16][17]

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 ...

Why Singer may have taken a position in Arm Holdings.Billionaire Paul Singer and his fund, Elliott Investment Management, is making waves. The fund had been in active discussions with Starbucks on a turnaround plan that subsequently saw the company name a new CEO. It's also been in a very public fight with Southwest Airlines and just nominated 10 new board members for the airline.In tech land, meanwhile, the fund dumped its shares of Nvidia (NVDA 4.35%) while starting a new position in Arm Holdings (ARM 1.5 ...

Market downturns are rare opportunities to buy excellent stocks that rarely come cheap.Stocks generally don't move in a straight line. Yes, countless technology and artificial intelligence (AI) stocks have enjoyed a pretty straight path to higher prices since the beginning of last year. But recent volatility has reminded investors that even AI stocks are prone to a sell-off. Are you a long-term investor looking to own great stocks for years at a time? If so, a sell-off is a gift!There are businesses behind ...

文章核心观点 - 近期人工智能(AI)相关半导体股票出现大幅下跌,引发投资者关注是否存在泡沫破裂的风险[1][2] - 尽管短期内可能会出现剧烈波动,但从长期来看AI技术带来的生产力提升将推动相关行业持续发展[2] 行业总结 Arm Holdings - Arm Holdings股价在最近一个月内下跌约43%,但仍较年初上涨约80%[5][6] - Arm Holdings正在推进自主芯片的研发,有望在未来主导PC市场的芯片架构[6] - Arm Holdings的长期发展前景看好,是投资者把握AI浪潮的良机[6][7] Broadcom - Broadcom股价已从8月低点反弹约15%,公司看好AI芯片市场的巨大机遇[9][10] - 尽管短期内增长可能无法达到英伟达(NVIDIA)的水平,但Broadcom在AI领域的布局使其估值较低[11] Qualcomm - Qualcomm股价较近期高点下跌约25%,公司新推出的基于Arm架构的PC芯片有望带动业绩增长[13] - 苹果(Apple)正在研发自有基带芯片,可能会对Qualcomm的业务造成一定冲击,但Qualcomm有足够时间调整业务结构[13][14][15]

文章核心观点 文章介绍了两家人工智能(AI)领域的上市公司Palantir Technologies和Arm Holdings,认为它们是未来10年内可能带来丰厚回报的增长型公司 Palantir Technologies - Palantir的AI软件平台需求加速增长 [4] - Palantir收入增长27%,政府收入增长23%,商业客户数量翻倍 [5][6] - Palantir与多个行业的大型企业签订合作协议,展现其软件能力的广度 [7][8] - Palantir是一家盈利公司,第二季度净利润1.34亿美元 [9] Arm Holdings - Arm是半导体行业的全球领导者,其芯片技术广泛应用于智能手机 [10] - Arm的商业模式是授权芯片设计并获取每单位的专利费,毛利率高达47% [11][12][13] - Arm的最新Armv9芯片技术正在云计算、汽车、消费电子等领域获得强劲需求 [14][15] - Arm在600亿美元的半导体行业拥有出色的增长前景 [16]

文章核心观点 - ARM股价在过去一个月下跌33.4%,但仍较年初上涨55.7%,表明当前下跌属于更广泛调整的一部分 [1][2] - ARM股价较52周高点下跌38%,且低于50日均线,显示投资者情绪偏空 [4] - 股价下跌可归因于整体经济数据疲弱以及日本央行加息等因素,而非ARM自身的具体消息 [7][8] 公司概况 - ARM在人工智能、云计算和智能手机领域处于领先地位,为苹果、英伟达等主要客户提供创新的芯片设计 [10][11] - ARM预计第一季度版税收入将环比增长约20%,得益于v9架构的更高采用率和智能手机市场复苏 [12] - 但物联网和网络设备市场持续疲软,可能影响ARM的收入 [13] 财务表现 - ARM预计2025财年和2026财年的收入和利润将保持20%以上的增长 [14] - 但目前股价估值较高,市盈率和EV/EBITDA均大幅高于行业平均水平 [15][16] 投资建议 - 考虑到当前估值偏高,投资者可能需要等待股价进一步下跌后再考虑入场 [17][18] - 公司目前被评为中性评级 [19]