Pomegra
Business & Earnings
MAJOR
2d ago5 min read
SoftBank 2026 Loss Fails to Stop 14% Share Surge
SoftBank shares jumped nearly 14% and lifted the Nikkei back above 60,000 on Nov. 10, hours before a ¥1.1 trillion ($7 billion) AI-linked quarterly loss.
Company hub
ARM stock news & analysis
Everything Pomegra has published on ARM: 30 news articles and 1 market briefs, newest first.
Market briefs on ARM
- Nasdaq Surges to Record 27,122 as Chip Stocks Jump 4%
Nasdaq (COMP) set its first record since June as semiconductors (SOXX) surged 4.3% on Xi dinner hopes.
Sep 22
ARM news
Markets
MAJOR
3d ago7 min read
Democrats' Midterm Sweep Hits Tesla, Chip Stocks
Democrats' midterm sweep revived fears of tougher AI data center rules, driving a selloff in Tesla, SpaceX, Palantir and chip stocks and a Nasdaq correction.
Technology
MAJOR
6d ago6 min read
Qualcomm (QCOM) Plunges 13%, Worst Day Since 2020
Qualcomm shares fell as much as 13% on Nov. 5, their steepest drop since 2020, after handset chip revenue fell 26% and profit guidance disappointed investors.
Technology
MAJOR
Oct 206 min read
Micron Technology Stock: Chip Rout Erases $2T in 2026
The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.
Technology
MAJOR
Oct 157 min read
Nvidia Falls 3.2% as Chip Selloff Deepens in 2026
Nvidia (NVDA) fell 3.2% to $221.30 and led a global chip selloff after hot CPI, as CEO Jensen Huang said it would cut off buyers developing unsafe AI.
Markets
MAJOR
Sep 285 min read
OpenAI Training Halt Sends AI Stocks Tumbling
A sudden suspension of OpenAI's frontier model training rattled AI stocks Monday, pulling Arm Holdings, SanDisk, Oracle, Snowflake, and Intel each lower by more than 2% and renewing concerns over…
Technology
MAJOR
Sep 237 min read
AMD Briefly Tops $1 Trillion on AI Stocks Rally
AMD touched $1 trillion in market value on September 21 as Meta's Muse AI agent drove the Philadelphia Semiconductor Index's fifth straight session of gains, with Intel and ARM posting…
Technology
MAJOR
Sep 226 min read
Qualcomm Snapdragon Summit Eyes Next AI Chip Catalyst
Qualcomm opens Snapdragon Summit 2026 in Maui on September 22 as AI chip stocks rally on Arm Holdings' 17% surge and fresh 2nm platform reveals loom.
Markets
MAJOR
Sep 187 min read
ARM Leads AI Chip Rally With 6% Surge
Arm Holdings surged more than 6% on September 17, extending its 224% year-to-date gain as AI processor demand firms and supply chain bottlenecks ease across the semiconductor sector.
Technology
SEISMIC
Sep 86 min read
Qualcomm Surges 9.5% on $60B Amazon AI Chip Deal
QCOM stock surges 9.5% as Qualcomm signs a $60 billion multi-generational AI data center silicon and 1.6T optical connectivity deal with Amazon Web Services, issuing a 25 million share warrant.
Technology
SEISMIC
Sep 46 min read
Nvidia Acquires Hugging Face for $2.93B
Nvidia's $2.93 billion purchase of Hugging Face, the world's leading open-source AI model hub, positions the chipmaker to own the full AI stack from silicon to developer community.
Technology
MAJOR
Aug 285 min read
IBM Mainframe Chip Runs Arm and Z Code Natively
IBM's 11-core, 5.7 GHz chip runs Arm and IBM Z instructions natively on every core, unlocking cloud-native AI software for enterprise mainframes by 2028.
Markets
MAJOR
Aug 166 min read
Nvidia Stock Portfolio Hits $63B on Intel, SpaceX Stakes
Nvidia's $63.44 billion equity portfolio, led by Intel and SpaceX, added $15.9 billion in GAAP gains last quarter - a material wildcard for the August 26 earnings print.
Markets
MAJOR
Aug 47 min read
Arm Holdings: 29% Slide Tests Valuation Ceiling
Arm Holdings shed 29% in a month, cracking $240 support as a near-290x trailing P/E and China's accelerating RISC-V pivot force a hard reset on the chip architecture giant's growth premium.
Business & Earnings
Jul 296 min read
SWKS Slides ~10% as Margin Guidance Disappoints, Dividend Cut
Skyworks Solutions fell sharply after its fiscal third-quarter earnings revealed tight forward margins and a surprise dividend elimination, dragging the semiconductor ETF SMH to a fourth straight…
Markets
Jul 177 min read
Nasdaq Futures Tumble 2% as Global Chip Sell-Off Hits
Nasdaq-100 futures slid nearly 2% on July 17, 2026, as a widening global chip sell-off erased more than a trillion dollars in semiconductor market value amid deepening AI capex concerns.
Markets
Jul 166 min read
US Futures Edge Up on Mideast De-escalation Hopes
US equity futures moved cautiously higher on Thursday, July 16, as renewed Iran ceasefire diplomacy and a cooling inflation reading offset chip-sector turbulence sparked by TSMC's post-earnings…
Markets
Jul 47 min read
SanDisk, ARM Draw Fresh Analyst Targets in AI-Driven Rally
SanDisk and ARM Holdings are drawing a flurry of revised analyst targets as both chipmakers ride surging AI infrastructure demand, with bulls lifting forecasts to record levels in mid-2026.
Technology
Jun 298 min read
Nvidia RTX Spark Superchip Lifts Tech in 2026 Rally
Nvidia's unveiling of the RTX Spark AI PC chip at Computex 2026 sent NVDA stock surging 5%, rattled Qualcomm, and reignited the broader tech market rally around next-gen AI hardware.
Technology
Jun 277 min read
Nvidia RTX Spark Lifts Tech Despite Sector Weakness
Nvidia's RTX Spark, a next-gen AI PC chip unveiled at Computex 2026, drives a selective tech market rally while Intel, AMD, and Qualcomm slide on competitive displacement fears.
Business & Earnings
Jun 266 min read
Broadcom Q2 2026 Earnings Drag Chip Stocks
Broadcom posted record quarterly revenue of $22.2 billion but missed AI chip guidance expectations, triggering a 12.6% collapse in AVGO shares and a broad semiconductor selloff that erased…
Markets
Jun 266 min read
SoftBank Sinks 12% as Global Tech Selloff Deepens
SoftBank stock price plunges as much as 13% on June 26 as OpenAI IPO delay fears converge with a broadening global tech selloff 2026, wiping billions from the Japanese conglomerate's market value.
Markets
Jun 247 min read
UBS: CPU-Demand Chips Poised for Further Gains
UBS raises AMD and ARM price targets as agentic AI supercharges server CPU demand, projecting the market to expand fivefold to $170 billion by 2030.
Markets
Jun 187 min read
Nvidia, AMD, Intel: Semiconductor Selloff Wipes $1.3T
The Philadelphia Semiconductor Index shed 10% on June 5 — its worst session since March 2020 — as Broadcom's cautious AI chip guidance erased $1.3 trillion in global chip sector market value in a…
Markets
Jun 16 min read
ServiceNow, Adobe Jump on Nvidia AI Chip News
ServiceNow surged nearly 10% and Adobe gained over 4% Monday as Nvidia's N1X chip reveal at Computex and Jensen Huang's remarks fueled a broad enterprise software growth rally.
Markets
Jun 16 min read
Nvidia AI PC Chip Sparks Broad Software Rally
Nvidia's RTX Spark AI PC chip announced at Computex 2026 sparks a tech rally, lifting ServiceNow 8.4% and Arm Holdings 14.7% on rising agentic AI demand.
Markets
Jun 17 min read
Oracle Q4 2026 Earnings: AI Rotation Inflection
Oracle's June 10 Q4 FY2026 earnings report arrives as the AI stock rotation deepens and investors demand proof that $50 billion in annual capital spending is paying off.
MarketsEconomy
May 318 min read
Druckenmiller's $1.2B Three-Stock Bet Sparks Copycat Surge
Druckenmiller's Duquesne Family Office disclosed a $1.2 billion concentrated bet in three stocks, touching off a wave of copycat trading that propelled already-surging AI memory names to fresh…
Technology
May 147 min read
Cerebras Systems 2026 IPO: $5.55 Billion Raised at $185 a Share in Nasdaq Debut
Cerebras Systems, the Sunnyvale, California-based AI chip designer, began trading on the Nasdaq Global Select Market on Thursday, May 14, 2026, under ticker symbol CBRS — marking one of the most…
Technology
May 109 min read
AI Stocks 2026 Bull Run: 7 Key Forces Driving the Global Rally
The AI bull market enters May 2026 with extraordinary momentum — NVIDIA breaches $5 trillion, Samsung crosses $1 trillion, and Asian chipmakers rewrite the global tech power map.