ARM

Arm is showing new AI chips that can work in both large data centers and smaller edge devices. The company highlighted these innovations as part of its broader AI compute strategy.

Arm CEO Rene Haas said AI could help cure cancer, but current chip shortages are slowing the growth of AI infrastructure. He noted that these supply limits are a key barrier to progress.

Arm shares are up as the broader chip market is outperforming. The article discusses technical levels and support targets for the stock.

Arm has partnered with Samsung on new AI accelerator chips, which could be a data‑center breakthrough. However, the partnership operates in a different market than the one investors are most interested in.

Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here. Global Growth seeks the best growth businesses worldwide, leveraging a research team that explores both developed and emerging markets for sustainable competitive advantages.

AI silicon stocks are splitting sharply on Friday, with one beaten-down chip designer surging while a larger rival barely moves. The divergence reveals something important about which companies actually benefit when hyperscaler spending accelerates.

Intel’s earnings estimates are rising, driven by AI demand, manufacturing gains, and custom silicon growth. The article notes that these factors help offset supply and competition risks.

Nvidia’s portfolio and product roadmap appear to be sending opposite messages about Arm. NVIDIA Corporation (NASDAQ:NVDA) disclosed that it sold its entire position in Arm Holdings plc (NASDAQ:ARM) by the end of 2025. Yet Nvidia’s Grace CPU uses the Arm architecture, and its Vera processor does too. The apparent contradiction disappears once investors separate owning […]