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Swordfish67

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- Swordfish67Swordfish67
  ·10-14
  Share your opinion about this news…
  Cloud Computing Shares Drop. CoreWeave Plunges 13% as Insurance-Funding Push Highlights AI Expansion Financing Pressure
  On October 14, CoreWeave, Inc. fell 6.59% in Pre-Market Trading, trading near $72.49/share, with turnover of $93.58 million.The move coincided with reports that CoreWeave, Inc. is seeking to tap...
  Cloud Computing Shares Drop. CoreWeave Plunges 13% as Insurance-Funding Push Highlights AI Expansion Financing Pressure
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- Swordfish67Swordfish67
  ·07-30
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  Arm Shares Dive Despite Forecasts Above Estimates
  Second-quarter revenue forecast at $1.38 billion versus $1.34 billion estimate.
  Arm Shares Dive Despite Forecasts Above Estimates
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CoreWeave Plunges 13% as Insurance-Funding Push Highlights AI Expansion Financing Pressure","url":"https://stock-news.laohu8.com/highlight/detail?id=1158685567","media":"Market Focus","summary":"On October 14, CoreWeave, Inc. fell 6.59% in Pre-Market Trading, trading near $72.49/share, with turnover of $93.58 million.The move coincided with reports that CoreWeave, Inc. is seeking to tap...","content":"<html><head></head><body><p style=\"text-align: left;\">Cloud computing shares fell on Wednesday. CoreWeave fell 13%; Nebius down 8%; IREN down over 7%; Oracle down over 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/972e18d2a35290396dd4ae1fed278be0\" data-align=\"center\" tg-width=\"765\" tg-height=\"333\"/><span></span></p><p style=\"text-align: left;\">CoreWeave, Inc. is seeking to tap insurance-company capital to lower funding costs for AI chips and infrastructure expansion, a development the market appears to have read as underscoring persistent financing pressure behind its growth model.</p><p style=\"text-align: left;\">Recent disclosures indicate the company has raised more than $35 billion this year through structures including chip-backed loans. Earlier this year it secured an $8.5 billion financing backed by Nvidia chips and a long-term contract with Meta, while debt and lease obligations stood at about $52 billion at the end of June. Additional reports also noted unsecured bond yields approaching 15%, reinforcing investor concern over leverage, funding costs, and whether AI infrastructure demand can convert into durable long-term cash flow.</p><p style=\"text-align: left;\">(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cloud Computing Shares Drop. CoreWeave Plunges 13% as Insurance-Funding Push Highlights AI Expansion Financing Pressure</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCloud Computing Shares Drop. CoreWeave Plunges 13% as Insurance-Funding Push Highlights AI Expansion Financing Pressure\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-10-14 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Cloud computing shares fell on Wednesday. CoreWeave fell 13%; Nebius down 8%; IREN down over 7%; Oracle down over 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/972e18d2a35290396dd4ae1fed278be0\" data-align=\"center\" tg-width=\"765\" tg-height=\"333\"/><span></span></p><p style=\"text-align: left;\">CoreWeave, Inc. is seeking to tap insurance-company capital to lower funding costs for AI chips and infrastructure expansion, a development the market appears to have read as underscoring persistent financing pressure behind its growth model.</p><p style=\"text-align: left;\">Recent disclosures indicate the company has raised more than $35 billion this year through structures including chip-backed loans. Earlier this year it secured an $8.5 billion financing backed by Nvidia chips and a long-term contract with Meta, while debt and lease obligations stood at about $52 billion at the end of June. Additional reports also noted unsecured bond yields approaching 15%, reinforcing investor concern over leverage, funding costs, and whether AI infrastructure demand can convert into durable long-term cash flow.</p><p style=\"text-align: left;\">(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFO":"MSFT期权收益策略ETF-YieldMax","AZYY":"GraniteShares YieldBOOST AMZN ETF","AMAA":"Corgi AMZN 2x Daily ETF","ORCL":"甲骨文","BABX":"2倍做多BABA ETF-GraniteShares","MSFU":"2倍做多MSFT ETF-Direxion","KBAB":"2倍做多BABA ETF-KraneShares","ORAC":"Corgi ORCL 2x Daily ETF","MSFW":"Roundhill MSFT WeeklyPay ETF","IBX":"Tradr 2x Long Ibm Daily Etf","AMZD":"1倍做空AMZN ETF-Direxion","MSFX":"2倍做多MSFT ETF-T-Rex","BABW":"Roundhill BABA WeeklyPay ETF","GOOL":"Leverage Shares 2X Long GOOGL Daily ETF","ORCS":"1倍做空ORCL ETF-Direxion","AMZG":"Leverage Shares 2X Long AMZN Daily ETF","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","BABA":"阿里巴巴","MSFL":"2倍做多MSFT ETF-GraniteShares","ORCU":"2倍做多ORCL ETF-Direxion","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","AMZN":"亚马逊","GOOG":"谷歌","BABU":"Direxion Daily BABA Bull 2X ETF","AMZO":"Tradr 2x Short Amzn Daily Etf","MSFT":"微软","GOOGL":"谷歌A","GOOW":"Roundhill GOOGL WeeklyPay ETF","ORCX":"2倍做多ORCL ETF-Defiance","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","CRMG":"2倍做多CRM ETF- Leverage Shares","CRM":"赛富时","IBM":"IBM","ORCZ":"Tradr 2X Short ORCL Daily ETF","GOOX":"2倍做多GOOG ETF-T-REX","BBYY":"GraniteShares YieldBOOST BABA ETF","AMZU":"2倍做多AMZN ETF-Direxion","GGLL":"2倍做多GOOGL-Direxion","MSFC":"2倍做多MSFT ETF-Corgi","GOOY":"GOOGL期权收益策略ETF-YieldMax","BABO":"BABA期权收益策略ETF-YieldMax","AMZW":"Roundhill AMZN WeeklyPay™ ETF","CRWV":"CoreWeave, Inc.","GGLS":"1倍做空GOOGL ETF-Direxion","MSFD":"1倍做空MSFT ETF-Direxion","AMZY":"AMZN期权收益策略ETF-YieldMax","BABC":"Corgi BABA 2x Daily ETF","GOGL":"2倍做多GOOGL ETF-Corgi","GOU":"GraniteShares 2x Long GOOGL Daily ETF","AMZZ":"2倍做多AMZN ETF-GraniteShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158685567","content_text":"Cloud computing shares fell on Wednesday. CoreWeave fell 13%; Nebius down 8%; IREN down over 7%; Oracle down over 6%.CoreWeave, Inc. is seeking to tap insurance-company capital to lower funding costs for AI chips and infrastructure expansion, a development the market appears to have read as underscoring persistent financing pressure behind its growth model.Recent disclosures indicate the company has raised more than $35 billion this year through structures including chip-backed loans. Earlier this year it secured an $8.5 billion financing backed by Nvidia chips and a long-term contract with Meta, while debt and lease obligations stood at about $52 billion at the end of June. Additional reports also noted unsecured bond yields approaching 15%, reinforcing investor concern over leverage, funding costs, and whether AI infrastructure demand can convert into durable long-term cash flow.(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)","news_type":1,"symbols_score_info":{"BABU":0.6,"GGLL":0.6,"AMZO":0.6,"AMZG":0.6,"AMZY":0.6,"MSFW":0.6,"MSFO":0.6,"BABA":2,"ORCU":0.6,"AMZZ":0.6,"BABX":0.6,"GOGL":0.6,"GOOL":0.6,"MSFY":0.6,"BABC":0.6,"ORCZ":0.6,"AMZD":0.6,"AMZU":0.6,"AMZP":0.6,"GGLS":0.6,"MSFX":0.6,"GOOX":0.6,"GOU":0.6,"AMAA":0.6,"ORCL":2,"CRMG":0.6,"MSFC":0.6,"MSFD":0.6,"MSFT":2,"CRWV":1,"MSFL":0.6,"ORAC":0.6,"BABW":0.6,"BBYY":0.6,"GOOP":0.6,"AMZN":2,"GOOG":2,"CRM":2,"BABO":0.6,"GOOY":0.6,"IBX":0.6,"MSFU":0.6,"GOOGL":2,"AMZW":0.6,"GOOW":0.6,"AZYY":0.6,"KBAB":0.6,"ORCS":0.6,"IBM":2,"ORCX":0.6}},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591216439502592,"gmtCreate":1785368509590,"gmtModify":1785371588849,"author":{"id":"3576407032628338","authorId":"3576407032628338","name":"Swordfish67","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576407032628338","idStr":"3576407032628338"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591216439502592","repostId":"2655817891","repostType":2,"repost":{"id":"2655817891","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785366571,"share":"https://ttm.financial/m/news/2655817891?lang=en_US&edition=fundamental","pubTime":"2026-07-30 07:09","market":"us","language":"en","title":"Arm Shares Dive Despite Forecasts Above Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2655817891","media":"Reuters","summary":"Second-quarter revenue forecast at $1.38 billion versus $1.34 billion estimate.","content":"<html><head></head><body><p>July 29 (Reuters) - <a href=\"https://laohu8.com/S/ARM\">Arm Holdings</a>, signaled strong demand from AI on Wednesday, yet shares slid 6.2% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue ‌above Wall Street estimates.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73cc5e78bf253c4f02a61370dcfe48d4\" tg-width=\"539\" tg-height=\"158\"/></p><p>Shares fell after Arm said it expects smartphone royalties to fall in &#34;this next quarter.</p><p>The boom around AI and more recently the demand for agents - programs that can act with little or no human direction - has boosted demand for Arm&#39;s chip architecture, which powers an increasing number of data center central processing units (CPUs).</p><p>Cloud giants such as <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> build custom AI chips, which have boosted the company&#39;s licensing revenue and royalties as more complex chips are shipped to data centers.</p><p>&#34;The more inference workloads you run, that creates work that only CPUs can do,&#34; Arm CEO Rene Haas told Reuters.</p><p>Inference ⁠refers to the process of generating an answer when a user queries a chatbot such as Anthropic&#39;s Claude.</p><p>Arm sells intellectual property that other chip companies license and pay royalties on for each unit shipped, but has recently decided to make its own central processing unit for the data center.</p><p>Higher demand from big tech company chips, along with new entrants such as Nvidia (NVDA.O), opens new tab and its Vera processor, helped the company report higher-than-expected revenue, Haas said. Qualcomm also launched its C1000 data center chip, which does not contribute to Arm revenue now but will in the future, he said.</p><p>Haas said the company has shipped 1.5 billion Arm cores for the data center — an important data-crunching portion of each chip — in the last six years, but about 30% were shipped in the last nine months.</p><p>&#34;Growth is accelerating,&#34; Haas said.</p><p>Revenue from royalties rose 22% to $715 million in the first quarter, while licensing revenue increased 23% to $574 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35bdf879eeae28a15cb9191f664af69b\" tg-width=\"1138\" tg-height=\"1092\"/></p><p>The company&#39;s spending plans and forecast remain unchanged, finance chief Jason ‌Child said ⁠during a conference call. Child forecast second-quarter smartphone royalty growth of roughly 10% to 15% and cited memory shortages.</p><p>&#34;The only real weakness in royalties is really on the smartphone side, in particular some of the memory issues,&#34; Child said.</p><h2 id=\"id_590712030\" style=\"text-align: start;\">POWER-EFFICIENT DESIGNS</h2><p>Arm&#39;s chip designs are prized for their power efficiency, a critical advantage for data center operators looking to manage the soaring energy costs and heat generated by running massive AI models.</p><p>Its AGI CPU, a new AI data center chip unveiled in March, is exceeding initial expectations, with demand surpassing $2 billion across fiscal ⁠years 2027 and 2028, the company said. It has already delivered the product to multiple customers.</p><p>Cloud firm <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> has agreed to buy the new chip, Haas said. The CEO did not disclose the contract value.</p><p>&#34;We have new customers in North America and China,&#34; Haas said, adding that the company can now secure supply for more than $1 billion worth of chips.</p><p>&#34;I ⁠feel better about (supply) than I did 90 days ago,&#34; he said.</p><p>Jefferies analysts forecast sales of the new chip reaching $18 billion in fiscal 2031, surpassing the chip designer&#39;s own projection of $15 billion. Haas said the company was not changing any forecasts on Wednesday.</p><p>Arm projected second-quarter revenue of $1.38 billion, above analysts&#39; average estimate of $1.34 billion, according to ⁠data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91a6e36f2eaec7436ff3ff16fbda800e\" tg-width=\"1143\" tg-height=\"609\"/></p><p>The British chip designer expects second-quarter profit of 47 cents per share, adjusted for stock compensation, among other things, compared with analysts&#39; expectations of 43 cents per share.</p><p>The company reported revenue of $1.29 billion and adjusted per-share earnings of 45 cents for the first quarter. Analysts expected revenue of $1.26 billion and adjusted profit of 40 cents a share.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm Shares Dive Despite Forecasts Above Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm Shares Dive Despite Forecasts Above Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-30 07:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 29 (Reuters) - <a href=\"https://laohu8.com/S/ARM\">Arm Holdings</a>, signaled strong demand from AI on Wednesday, yet shares slid 6.2% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue ‌above Wall Street estimates.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73cc5e78bf253c4f02a61370dcfe48d4\" tg-width=\"539\" tg-height=\"158\"/></p><p>Shares fell after Arm said it expects smartphone royalties to fall in &#34;this next quarter.</p><p>The boom around AI and more recently the demand for agents - programs that can act with little or no human direction - has boosted demand for Arm&#39;s chip architecture, which powers an increasing number of data center central processing units (CPUs).</p><p>Cloud giants such as <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> build custom AI chips, which have boosted the company&#39;s licensing revenue and royalties as more complex chips are shipped to data centers.</p><p>&#34;The more inference workloads you run, that creates work that only CPUs can do,&#34; Arm CEO Rene Haas told Reuters.</p><p>Inference ⁠refers to the process of generating an answer when a user queries a chatbot such as Anthropic&#39;s Claude.</p><p>Arm sells intellectual property that other chip companies license and pay royalties on for each unit shipped, but has recently decided to make its own central processing unit for the data center.</p><p>Higher demand from big tech company chips, along with new entrants such as Nvidia (NVDA.O), opens new tab and its Vera processor, helped the company report higher-than-expected revenue, Haas said. Qualcomm also launched its C1000 data center chip, which does not contribute to Arm revenue now but will in the future, he said.</p><p>Haas said the company has shipped 1.5 billion Arm cores for the data center — an important data-crunching portion of each chip — in the last six years, but about 30% were shipped in the last nine months.</p><p>&#34;Growth is accelerating,&#34; Haas said.</p><p>Revenue from royalties rose 22% to $715 million in the first quarter, while licensing revenue increased 23% to $574 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35bdf879eeae28a15cb9191f664af69b\" tg-width=\"1138\" tg-height=\"1092\"/></p><p>The company&#39;s spending plans and forecast remain unchanged, finance chief Jason ‌Child said ⁠during a conference call. Child forecast second-quarter smartphone royalty growth of roughly 10% to 15% and cited memory shortages.</p><p>&#34;The only real weakness in royalties is really on the smartphone side, in particular some of the memory issues,&#34; Child said.</p><h2 id=\"id_590712030\" style=\"text-align: start;\">POWER-EFFICIENT DESIGNS</h2><p>Arm&#39;s chip designs are prized for their power efficiency, a critical advantage for data center operators looking to manage the soaring energy costs and heat generated by running massive AI models.</p><p>Its AGI CPU, a new AI data center chip unveiled in March, is exceeding initial expectations, with demand surpassing $2 billion across fiscal ⁠years 2027 and 2028, the company said. It has already delivered the product to multiple customers.</p><p>Cloud firm <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> has agreed to buy the new chip, Haas said. The CEO did not disclose the contract value.</p><p>&#34;We have new customers in North America and China,&#34; Haas said, adding that the company can now secure supply for more than $1 billion worth of chips.</p><p>&#34;I ⁠feel better about (supply) than I did 90 days ago,&#34; he said.</p><p>Jefferies analysts forecast sales of the new chip reaching $18 billion in fiscal 2031, surpassing the chip designer&#39;s own projection of $15 billion. Haas said the company was not changing any forecasts on Wednesday.</p><p>Arm projected second-quarter revenue of $1.38 billion, above analysts&#39; average estimate of $1.34 billion, according to ⁠data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91a6e36f2eaec7436ff3ff16fbda800e\" tg-width=\"1143\" tg-height=\"609\"/></p><p>The British chip designer expects second-quarter profit of 47 cents per share, adjusted for stock compensation, among other things, compared with analysts&#39; expectations of 43 cents per share.</p><p>The company reported revenue of $1.29 billion and adjusted per-share earnings of 45 cents for the first quarter. Analysts expected revenue of $1.26 billion and adjusted profit of 40 cents a share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","ARMU":"2倍做多ARM ETF-T-REX","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","ARMG":"2倍做多ARM ETF- Leverage Shares","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4543":"AI","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","ARM":"ARM Holdings","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4609":"英伟达持仓股","BK4585":"ETF&股票定投概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","ARMW":"Roundhill ARM WeeklyPay ETF","BK4141":"半导体产品","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SPRX":"Spear Alpha ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260729:nL6N43V1ER:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655817891","content_text":"July 29 (Reuters) - Arm Holdings, signaled strong demand from AI on Wednesday, yet shares slid 6.2% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue ‌above Wall Street estimates.Shares fell after Arm said it expects smartphone royalties to fall in \"this next quarter.The boom around AI and more recently the demand for agents - programs that can act with little or no human direction - has boosted demand for Arm's chip architecture, which powers an increasing number of data center central processing units (CPUs).Cloud giants such as Alphabet and Amazon.com build custom AI chips, which have boosted the company's licensing revenue and royalties as more complex chips are shipped to data centers.\"The more inference workloads you run, that creates work that only CPUs can do,\" Arm CEO Rene Haas told Reuters.Inference ⁠refers to the process of generating an answer when a user queries a chatbot such as Anthropic's Claude.Arm sells intellectual property that other chip companies license and pay royalties on for each unit shipped, but has recently decided to make its own central processing unit for the data center.Higher demand from big tech company chips, along with new entrants such as Nvidia (NVDA.O), opens new tab and its Vera processor, helped the company report higher-than-expected revenue, Haas said. Qualcomm also launched its C1000 data center chip, which does not contribute to Arm revenue now but will in the future, he said.Haas said the company has shipped 1.5 billion Arm cores for the data center — an important data-crunching portion of each chip — in the last six years, but about 30% were shipped in the last nine months.\"Growth is accelerating,\" Haas said.Revenue from royalties rose 22% to $715 million in the first quarter, while licensing revenue increased 23% to $574 million.The company's spending plans and forecast remain unchanged, finance chief Jason ‌Child said ⁠during a conference call. Child forecast second-quarter smartphone royalty growth of roughly 10% to 15% and cited memory shortages.\"The only real weakness in royalties is really on the smartphone side, in particular some of the memory issues,\" Child said.POWER-EFFICIENT DESIGNSArm's chip designs are prized for their power efficiency, a critical advantage for data center operators looking to manage the soaring energy costs and heat generated by running massive AI models.Its AGI CPU, a new AI data center chip unveiled in March, is exceeding initial expectations, with demand surpassing $2 billion across fiscal ⁠years 2027 and 2028, the company said. It has already delivered the product to multiple customers.Cloud firm Oracle has agreed to buy the new chip, Haas said. The CEO did not disclose the contract value.\"We have new customers in North America and China,\" Haas said, adding that the company can now secure supply for more than $1 billion worth of chips.\"I ⁠feel better about (supply) than I did 90 days ago,\" he said.Jefferies analysts forecast sales of the new chip reaching $18 billion in fiscal 2031, surpassing the chip designer's own projection of $15 billion. Haas said the company was not changing any forecasts on Wednesday.Arm projected second-quarter revenue of $1.38 billion, above analysts' average estimate of $1.34 billion, according to ⁠data compiled by LSEG.The British chip designer expects second-quarter profit of 47 cents per share, adjusted for stock compensation, among other things, compared with analysts' expectations of 43 cents per share.The company reported revenue of $1.29 billion and adjusted per-share earnings of 45 cents for the first quarter. Analysts expected revenue of $1.26 billion and adjusted profit of 40 cents a share.","news_type":1,"symbols_score_info":{"QQQA":0.6,"ARMW":0.6,"SPRX":0.6,"TRFK":0.6,"ARM":1.96,"ARMU":0.6,"ARMG":0.6,"AIPI":0.6}},"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}