Good evening, I would be interested in your opinion on these stocks, thank you very much
Instacart $CART - An online grocery delivery platform that has a strong market position in the U.S. and potential for further expansion.
Arm Holdings $ARM - A semiconductor company specializing in designing chips for mobile devices and other technologies.
Stripe - A company providing payment...
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📉 ARM results!
Arm Holdings $ARM has started the 2026 fiscal year on a positive note, but with a caveat. First quarter revenue was $1.05 billion, marking the second best quarter in company history and a record result for Q1. Growth of 12 % year-over-year was driven primarily by royalty (+25 %)primarily driven by faster adoption of Armv9 architecture , higher demand for Arm CSS ...
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Arm is a good company, but making their own chips doesn't make much sense to me.
🧠 Arm surprised by the numbers but disappointed by the outlook!
Arm Holdings $ARM ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.
This is a British technology company that specialises in the...
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📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.
📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.
🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and...
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📉 Arm Holdings: solid results, but a more cautious outlook knocked the stock down 6%!
UK chip technology provider Arm Holdings $ARM posted strong third-quarter 2024 numbers on Wednesday . Revenue rose by 19 % to $983 million, beating analysts' expectations. Still, the company narrowed its full-year forecast for revenue and earnings per share, leading the stock to fall more than...
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📆 Key events of the week: What to watch out for?
The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:
Monday:
📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel...
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There's a lot of results this week, but I'm more interested in how stocks will react to Trump's tariffs.
📱Arm Holdings: bold transformation on the horizon!
Arm Holdings $ARM, the technology company behind the architecture of most of the world's chips, is planning major changes that could shake up the industry. Not only is the company planning to increase licensing fees by up to 300 %but is even considering making its own chips. This would turn the key supplier into a competitor...
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💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?
The technology world is on the threshold of another major transaction. SoftBank Group $SFTBY and Arm Holdings $ARM, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips...
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I don't know if Ampere can compete with $AMD, but at the very least this is interesting news. A lot will depend on what kind of start they have and how they do in the beginning and whether they can do it.
🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡
Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.
...
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I honestly trust Google more, as I think they have more potential, but this news is great. Microsoft is really doing well and can simply afford such investments.
I don't have either stock in my portfolio, but I'm quite intrigued by $ARM.
🌍 SoftBank promises $100 billion investment in the US: the future is built on artificial intelligence! 🤖💼
One of the biggest investment announcements of recent times was made today. In a joint appearance with President Donald Trump,SoftBank $SFTBYCEO Masayoshi Son revealed plans for a $100 billion investment to be made over the next four years. The main goal is to support the...
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This would be something else again and it would be on a different level, but personally I think it will take a long time to make something happen and I would be afraid that it might be really just a promise without results.
⚙️Arm exceeded expectations and achieved record Q2 results!
Arm $ARM on Wednesday released results for its second fiscal quarter ending September 30, 2024 - and the numbers are really hilarious! 📈💼
Arm Holdings is a British technology company focused on designing semiconductor chips and processors that power many different devices, from smartphones and tablets to servers in data...
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I would love to have this stock in my portfolio, but I'm still waiting for a better price.
Well $RACE had those results great, but due to the worse outlook the stock fell so I bought in😃
Qualcomm vs. ARM license battle!🔍
One of the biggest legal battles in the tech world is taking place between two giants, ARM $ARM and Qualcomm $QCOM. The outcome of this dispute could significantly impact the mobile phone and consumer electronics markets. 🛠️📱 If Qualcomm loses access to licenses for key ARM technologies , it could significantly disrupt production of the popular...
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I would like to buy $ARM stock, but the price would have to be lower. At least under $115.
Okay, thanks everyone