Arm Holdings (ARM) says data centre royalty revenue grew over 100% Y/Y, with data centre business expected to become company's largest in a few years
Arm Holdings reported significant year-over-year growth in data center royalty revenue, exceeding 100%.
Ciena Corp. (CIEN) is to replace Dayforce (DAY) in the S&P 500, effective prior to the opening of trade on Monday, 9th February
Qualcomm (QCOM) says Q2 FY26 guidance is to reflect significant industry-wide DRAM shortage as memory supplies shift capacity to AI-focused HBM, driving higher prices and constrained handset production
Arm Holdings (ARM) says data centre royalty revenue grew over 100% Y/Y, with data centre business expected to become company's largest in a few years
FMC Corp (FMC) Q4 (USD) EPS 1.20 (exp. 1.21), rev. 1.08bln (exp. 1.15bln), Co. is to explore strategic options including a potential sale
Arm Holdings (ARM) CEO says AI software sell-off is a micro-hysteria, according to FT
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This robust growth signals a strong outlook for their data center business, which is projected to become the largest segment for the company in the coming years, suggesting potential for enhanced margins and market positioning.
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