$Arm(ARM.US) | Jefferies maintains 𝐁𝐮𝐲 on 𝐀𝐫𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟐𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟗𝟎
Analyst sees rising AGI CPU orders from new customers and a potential Softbank GPU launch as key drivers for increased revenue forecasts and PT.
SoftBank
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$Intel(INTC.US) sitting around $120 after rolling off the $139 high. Nvidia and SoftBank stake news put a floor in the story but i already trimmed hard into the $130s. keeping a small starter. the AI chip tailwind from Samsung's print might lift it a bit but i'm not chasing a name up 270% YTD that just had a 14% pullback.
- S
“What matters is not the eggs, it is the Goose itself”
SoftBank probably down -13.5% todayafter markets saw this investor presentation today.Also the OpenAI IPO possible 2027 delay cause Altman wanted a $1T valuation might have been a small cause…
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ARM (Trans): Handset exposure limited; FY2027 to sustain 20% growth
Below is Dolphin Research's ARM FY2026 Q3 earnings call Trans. For our detailed read-through, see 'ARM: AI tailwinds intact, but smartphones are the current drag?'.
Key takeaways: 1) Next-quarter guide: revenue of $1.42-1.52bn (mid-point +18% YoY). Within that, licensing is expected to grow at a high double-digit pace (~20% YoY); royalties are guided to low double-digit growth (11-13% YoY).Memory supply is not the main swing factor. The outlook is driven more by seasonality and a tough comp vs. last year...
ARMConference Minutes - D
INTC: Hot AI-CPU hype, but a 'cold' guide douses expectations?
Intel released its Q4 2025 results after the U.S. close on Jan 23, 2026 (Beijing time), for the quarter ended Dec 2025.
Key highlights are as follows.1) Core metrics: $Intel(INTC.US) posted revenue of $13.67bn, down 4% YoY, in line with guidance of $12.8–13.8bn, driven by softer Client Computing. GPM was 36.1%, matching the Street (35.6%). The QoQ GPM decline was mainly due to lower initial yields during the 18A mass-production ramp...
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IntelFinancial Analysis - J
Chasing is never a good idea, but always remember that the markets can stay irrational longer than you stay solvent! So be on your guard, stay invested, and always always do proper risk management! Happy new year eve!
Featured📈 Early Bird Market Wrap: Crypto Peaks & Dips, Fed Hints, and AI Bets Get Bigger
Good morning, investors! Here’s what shook the markets overnight—stay sharp and stay ahead:🧗Crypto Hits & Retreats Bitcoin briefly surged 2.4% before pulling back. Ethereum touched $3,000, then pared ...
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softbank officially completes their OpenAI $40B investment today
cool, so can OpenAI now pay some of their bills with this new money so we can santa rally pleaseSource: amit
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Recursion Pharmaceuticals (RXRX) 的最新股权结构
$Recursion Pharmaceuticals(RXRX.US) has a distinctive equity structure characterized by **"backing from AI giants, clustering of well-known growth funds, and regular founder share reductions"**. As of the latest data in December 2025, here is a detailed summary of RXRX's institutional ownership and core team holdings: 1. Institutional Ownership Overview Institutional investors currently hold approximately 60% - 70% of RXRX's outstanding shares...
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In-depth Strategic Analysis Report on Japan's Top 10 Business Giants: Core Competencies, Global Competitiveness, and Future Outlook (2025 Edition)
Written in front, unfortunately, Longbridge still cannot directly purchase Japanese stock market stocks. However, I currently hold some Hitachi-related assets through other channels. Making a little profit is not bad. Executive Summary: The Global Revival and Structural Transformation of Japanese Companies By November 2025, the business landscape in Japan and globally is undergoing profound restructuring. Once seen as stagnant in growth, "Japan Inc." is now making aggressive balance sheet restructuring, focusing on core businesses, and betting big on next-generation technologies (such as all-solid-state batteries, generative AI, advanced semiconductor packaging)...
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More Important than Non-Farm Payrolls! Can NVIDIA Save the U.S. Stock Market Again?
NVIDIA (NVDA.O) released its financial report for the third quarter of fiscal year 2026 (ending October 2025) in the early morning of November 20th, Beijing time, after the U.S. stock market closed. The details are as follows: 1. Core Operating Indicators: $NVIDIA(NVDA.US) reported total revenue of $57 billion, exceeding market expectations of $55.1 billion. This includes a quarter-on-quarter increase of $10.3 billion, primarily driven by the increased mass production of Blackwell in the data center business. The gross margin was 73.4%, up 1 percentage point quarter-on-quarter, in line with market expectations...
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