Piper Sandler Sees 19 to 37 Percent Upside in Five AI Chip Stocks
Piper Sandler analysts David O'Connor and Zackary Altman initiated coverage on five artificial intelligence semiconductor companies on Friday, assigni
Arm
Every Fin-node story mentioning Arm — 5 stories, newest first.
Arm · 5 stories
Arm tightens grip on design IP as rivals scramble for RISC-V cover
The global semiconductor design IP market expanded 12.7% to $9.45 billion in 2025, but the headline growth masks a deepening fracture between Arm's ti
AMD Claims Record X86 Share as Desktop CPU Shipments Crater
The x86 processor market grew more than 10 percent sequentially in the second quarter of 2026, defying the usual seasonal dip, yet the desktop segment
SoftBank Q1 Profit Beats on Intel Gain as OpenAI Sits Out
SoftBank Group reported fiscal first-quarter net profit of 347.3 billion yen ($2.2 billion), beating the 120.23 billion yen LSEG consensus by a wide m
Arm Tops Estimates but Shares Slide on Smartphone Royalty Warning
Arm Holdings beat quarterly estimates and raised its near-term outlook on booming AI infrastructure demand, yet shares fell after hours because the ma