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Arm Holdings plc (ARM)

Arm Holdings plc (ARM) investment outlook covering core growth engines, AI exposure, emerging risks, bull vs bear case, and long-term invest

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Is it 'illogical' panic or a SaaS apocalypse?

Pavlo Gonchar | SOPA Images | Lightrocket | Getty Images The software sector faced renewed market concerns this week after artificial intelligence company Anthropic released new AI tools, triggering a sell-off in software-as-a-service and data provider stocks.  Anthropic’s new AI tools, built for its Claude “Cowork” AI agent, are designed to handle complex professional workflows that many…

Is it 'illogical' panic or a SaaS apocalypse?

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Nvidia has a cash problem — too much of it

Jensen Huang, chief executive officer of Nvidia Corp., during the Taiwan Semiconductor Manufacturing Co. (TSMC) sports day event in Hsinchu, Taiwan, on Saturday, Nov. 8, 2025. Lam Yik Fei | Bloomberg | Getty Images When Nvidia this week said it would take a $2 billion stake in chip design company Synopsys, it was just the latest in a string of massive investments announced by the chipmaker this…

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AMD's Su sees 35% annual sales growth driven by 'insatiable' AI demand

Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during a Bloomberg Television interview in San Francisco, California, US, on Monday, Oct. 6, 2025. David Paul Morris | Bloomberg | Getty Images AMD CEO Lisa Su said on Tuesday that the company’s overall revenue growth would expand to about 35% per year over the next three to five years, driven by “insatiable” demand…

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