Tomorrow on The Morning Filter with @MstarMarkets :
— 3 stocks to buy and 3 to sell for November
— What to know after last week’s tech selloff
— What to watch in ... Show more
AMD To Bring “Arm” Action To Microsoft’s Surface Laptops With Soundwave APUs In A Bid To Tackle MacBook Neo at Competitive Price Points
wccftech.com/amd-arm-action-microsoft-surface-laptops-soundwave-apus/

Qualcomm, Arm weigh in after jury finds Arm breached license agreement: Qualcomm vs Arm lawsuit update: jury finds Arm breached licensing deal; QCOM rises ...
seekingalpha.com/news/4652607-qualcomm-gratified-after-jury-finds-arm-breached-license-agreement

ClearBridge Large Cap Growth Strategy adds nine stocks, and exits three in Q3: ClearBridge Large Cap Growth beat the Russell 1000 Growth in Q3 2026.
seekingalpha.com/news/4653412-clearbridge-large-cap-growth-strategy-adds-nine-stocks-exits-three-in-q3

Chip stocks are on pace to erase $1 trillion as AI selloff deepens: The Philadelphia Semiconductor Index is down close to 10% over six sessions, with Arm ...
qz.com/chip-stocks-trillion-ai-selloff-semiconductor-index-101426

Jimmy Kimmel and Guillermo Rodriguez's Relationship Timeline: How They Met and More
tvinsider.com/1296868/jimmy-kimmel-guillermo-rodriguez-relationship-timeline-friendship/

Qualcomm and Arm kick off trial, potential for huge damages in focus: Chipmaker Qualcomm and chip tech firm Arm Holdings , , long at loggerheads ...
reuters.com/business/media-telecom/qualcomm-arm-head-trial-again-potential-huge-damages-focus-2026-10-05/

Googlebook Launches at $899: ARM Models Outlast Intel Rivals by Six Hours: Googlebook preorders are open, with five laptops from Acer, ASUS, Dell, HP ...
techtimes.com/articles/328031/20260925/googlebook-launches-899-arm-models-outlast-intel-rivals-six-hours.htm

Chip stocks are firming up after a tough summer. Katie Stockton likes the trend in this name
cnbc.com/2026/09/23/chip-stocks-are-firming-up-after-a-tough-summer-katie-stockton-likes-the-trend-in-this-name.html

Paid articlePaywallIntel and Arm Stocks Are Jumping. Thank Meta’s Muse AI Agent.: Intel stock and Arm Holdings were gaining as the success of Meta Platforms' Muse AI agent could ...
barrons.com/articles/intel-stock-price-arm-meta-muse-2a81cacf
Paid articlePaywallNasdaq Jumps 599 Points to Hit a New High: Stock Market Today: Intel, AMD and Arm stocks surged Monday on optimism over Meta's new Muse AI agent.
kiplinger.com/investing/stocks/nasdaq-jumps-599-points-to-hit-a-new-high-stock-market-today

Arm stock surged after CEO said he's more confident on $2 billion AI chip target: Rene Haas told CNBC his confidence in hitting the AGI CPU revenue goal has ...
qz.com/arm-ceo-ai-chip-revenue-target-2-billion-091726

Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal
cnbc.com/2026/09/16/jim-cramer-arm-ceo-ai-revenue-goal.html

Ivana Delevska’s Top Picks for Sept. 16, 2026: Top Picks from Ivana Delevska, Founder & CIO, SPEAR Invest
bnnbloomberg.ca/markets/2026/09/16/ivana-delevskas-top-picks-for-sept-16-2026/
The UK shouldn’t ban takeovers but it needs a new investment culture: The UK has missed out an extraordinary decade of growth and wealth creation from Arm ...
thetimes.com/business/companies-markets/article/uk-arm-investment-culture-rssr0hbbp

Paid articlePaywallThe Nvidia effect: Blockbuster Q2 earnings lift chips, tech stocks: Investors cheered Nvidia's blowout earnings on Thursday, lifting other chip stocks and the ...
businessinsider.com/nvidia-earnings-q2-nvda-chips-memory-stock-rally-ndx-avgo-2026-8
Xiaomi releases new entry-level 5G smartphone with brand-new ARM chip: Xiaomi has launched the new Poco M8x smartphone in the Indian market. The new 5G-enabled ...
notebookcheck.net/Xiaomi-releases-new-entry-level-5G-smartphone-with-brand-new-ARM-chip.1374782.0.html

Arm shares dive after hours despite forecasts above estimates: Arm Holdings , signaled strong demand from AI on Wednesday, yet shares slid nearly 7% after hours ...
reuters.com/business/retail-consumer/arm-forecasts-quarterly-revenue-above-estimates-ai-driven-chip-demand-2026-07-29/

Nvidia's $5 billion Intel bet is now worth nearly $25 billion, and its SpaceX stake isn't far behind
techspot.com/news/113498-nvidia-5-billion-intel-bet-now-worth-nearly.html
Proxmox ports itself to Arm with help from Nvidia and Supermicro: VMware competitor aiming for the AI datacenter
theregister.com/virtualization/2026/08/06/proxmox-ports-itself-to-arm-with-help-from-nvidia-and-supermicro/5283770

DRAM shortage for millions of Apple A20 Pro threatens launch of iPhone 18 Pro: The Apple iPhone 18 Pro (Max) and the iPhone Ultra may suffer from limited ...
notebookcheck.net/DRAM-shortage-for-millions-of-Apple-A20-Pro-threatens-launch-of-iPhone-18-Pro.1361342.0.html

This little-known AI stock has beaten Micron and Arm this year, and now it’s extending its lead
marketwatch.com/story/this-little-known-ai-stock-has-beaten-micron-and-arm-this-year-and-now-its-extending-its-lead-7ed7b273
Paid articlePaywallArm Insiders Sold $25.6 Million in Stock. They Missed a Historic Rally.: Arm Holdings executives unloaded millions worth of stock before an announcement from ...
barrons.com/articles/arm-holdings-stock-insiders-sold-before-historic-rally-b1e997c4
Paid articlePaywallKim Bolton’s Top Picks for June 10, 2026 : Top Picks from Kim Bolton, President and Portfolio Manager, Black Swan Dexteritas
bnnbloomberg.ca/markets/2026/06/10/kim-boltons-top-picks-for-june-10-2026/
Why Arm Stock Is the Big Winner From Nvidia’s Chip Announcement: Arm stock was rising sharply as Nvidia's new chip as a sign it could gain market share.
barrons.com/articles/arm-stock-price-nvidia-chip-aad79358
Paid articlePaywallJim Cramer Says Dell's Blowout Quarter Could Mark A Turning Point For AI Stocks Like Nvidia And Intel: 'I
benzinga.com/markets/tech/26/05/52892441/jim-cramer-says-dells-blowout-quarter-could-mark-a-turning-point-for-ai-stocks-like-nvidia-and-intel-i-wonder-if

Nvidia’s N1X processor for laptops could be right around the corner: Lenovo has accidentally confirmed it is working on laptops powered by Nvidia's ...
digitaltrends.com/computing/nvidias-n1x-processor-for-laptops-could-be-right-around-the-corner/

Flash Update: Tech stocks strong again: Salesforce, Nvidia, IBM, Microsoft, Arm Holdings all up significantly
deraktionaer.de/artikel/indizes/blitz-update-techs-erneut-stark-salesforce-nvidia-ibm-microsoft-arm-holdings-kraeftig-im-plus-20401957.html

Arm’s stock could rise another 45% as the ‘renaissance of CPUs’ takes hold, analyst says
marketwatch.com/story/arms-stock-could-rise-another-45-as-the-renaissance-of-cpus-takes-hold-analyst-says-58f6d261
Paid articlePaywallSoftBank reaches all-time high: AI rally boosts stock: Driven by AI euphoria, the stock of the Japanese investment company SoftBank reached a new record high ...
finanzen.net/nachricht/aktien/ki-hype-softbank-aktie-auf-neuem-rekordhoch-ki-boom-sorgt-fuer-hoehenflug-00-15709096

The AI Rally Just Met The Bond Market: Fed Rate Hike Ahead - ARM Holdings (NASDAQ:ARM), ASML Holding (NAS
benzinga.com/markets/equities/26/05/52594708/ai-rally-meets-bond-market-fed-hike-odds-may-2026

Earnings Volatility Watch: Arm, CoreWeave, AppLovin Lead AI Test - ARM Holdings (NASDAQ:ARM), CoreWeave (
benzinga.com/markets/earnings/26/05/52251701/earnings-volatility-watch-arm-coreweave-applovin-may-2026

Arm shares slide on smartphone market weakness, AI chip supply concerns: Arm shares tumbled on Thursday after the company warned of smartphone market softness ...
reuters.com/business/arm-shares-slides-concerns-over-ai-chip-supply-overshadow-upbeat-forecast-2026-05-07/

Stocks making the biggest moves premarket: Whirlpool, Shake Shack, McDonald's, Arm Holdings & more
cnbc.com/2026/05/07/stocks-making-the-biggest-moves-premarket-whr-shak-mcd-arm-dash.html

Paid articlePaywallArm posts record earnings as AI data center demand surges: The chip designer reported fourth-quarter profit of $313 million, up from $210 million a year earlier ...
dlvr.it/TSQPqr

James Chai, who was an aide to former economy minister Rafizi Ramli arrived at the MACC headquarters in Putrajaya at around 10am today ... Show more

Two may be charged: PUTRAJAYA: After recording statements from 22 witnesses, including former Economics Minister Datuk Seri Rafizi Ramli ...
thestar.com.my/news/nation/2026/05/07/two-may-be-charged

Arm puts a big number on its newest venture, but its stock falls: The chip designer says it has more than $2 billion in customer demand for its first-ever ...
marketwatch.com/story/arms-stock-soars-as-the-company-puts-a-big-number-on-its-newest-venture-21bce404
Paid articlePaywall‘Probe centred on procedural matters’: PUTRAJAYA: Former Economy Minister Datuk Seri Rafizi Ramli said investigations into him have so far centred on procedural ...
thestar.com.my/news/nation/2026/05/07/probe-centred-on-procedural-matters

Stocks making the biggest moves after hours: DoorDash, Zillow Group, ARM Holdings, Fortinet and more
cnbc.com/2026/05/06/stocks-making-the-biggest-moves-after-hours-dash-z-arm-ftnt.html

Paid articlePaywall#KiniNews : MACC recommends charges against two in Arm Holdings probe; Farhash denies claims
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KiniNews is now also available on Spotify and Apple podcasts ... Show more
malaysiakini.com
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#KiniNews : Arm Holdings probe - MACC questions Rafizi; PM acknowledges cost-of-living pressures
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KiniNews is now also available on Spotify and Apple podcasts ... Show more
malaysiakini.com
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Arm Reports Earnings as It Shifts Its Business Model: Arm reports earnings Wednesday as investors focus on its move into data center CPUs ...
barrons.com/articles/arm-earnings-stock-price-044c9e87
Paid articlePaywallOracle, Nvidia and other buzzy tech stocks fall as the ‘OpenAI complex’ comes under pressure
marketwatch.com/story/after-report-of-openai-missing-targets-one-company-sees-its-worst-share-price-decline-in-six-months-f552fe04
Paid articlePaywallOracle, CoreWeave shares drop after report of OpenAI missing growth targets: Both companies have signed multibillion-dollar contracts with the ChatGPT maker
theglobeandmail.com/investing/article-oracle-coreweave-shares-drop-after-report-of-openai-missing-growth/
Arm’s stock snaps a seven-day winning streak as it loses some of its AI glow: Arm shares led Nadsaq-100 decliners on Monday, reflecting more general pressure on ...
marketwatch.com/story/arms-stock-snaps-a-seven-day-winning-streak-as-it-loses-some-of-its-ai-glow-8d390975
Paid articlePaywallOpinionInvestor Bill Baruch buys Arm, citing pivot to AI chips and recent Meta deal as catalysts
cnbc.com/2026/04/23/investor-bill-baruch-buys-arm-citing-pivot-to-ai-chips-and-recent-meta-deal-as-catalysts.html

Paid articlePaywallArm Holdings Stock Tumbles. Why Morgan Stanley Downgraded the AI Chip Play.: Morgan Stanley downgrades Arm Holdings stock to Equalweight from Overweight.
barrons.com/articles/arm-holdings-stock-morgan-stanley-downgrade-ai-dcb9d888
Paid articlePaywallSiFive raises $400 million from Atreides, Nvidia for data-center chip technology
reuters.com/business/sifive-raises-400-million-atreides-nvidia-data-center-chip-technology-2026-04-09/

Arm’s stock is falling, as Morgan Stanley throws cold water on all the Wall Street hype
marketwatch.com/story/arms-stock-is-falling-as-morgan-stanley-throws-cold-water-on-all-the-wall-street-hype-3ac1e5a8
Paid articlePaywallArm CEO Haas in line to lead much of parent SoftBank's international business, FT reports
thestar.com.my/tech/tech-news/2026/04/09/arm-ceo-haas-in-line-to-lead-much-of-parent-softbank039s-international-business-ft-reports

Stocks making the biggest moves midday: Apple, Arm Holdings, Broadcom, UnitedHealth & more
cnbc.com/2026/04/07/stocks-making-the-biggest-moves-midday-aapl-arm-avgo-unh.html

Paid articlePaywallNasdaq 100: The Top Winners in the First Quarter: In the first quarter of 2026, the Nasdaq 100 fell by 4.9%. Top gainers were Diamondback Energy, Baker Hughes ...
deraktionaer.de/artikel/medien-ittk-technologie/nasdaq-100-die-top-gewinner-im-ersten-quartal-20398490.html

5 Stocks In The Spotlight From Wall Street's Most Accurate Analysts Last Month - ARM Holdings (NASDAQ:ARM
benzinga.com/analyst-stock-ratings/price-target/26/04/51592638/5-stocks-in-the-spotlight-from-wall-streets-most-accurate-analysts-last-month-2

MACC offers to fly in James Chai for Arm Holdings probe: PETALING JAYA: The Malaysian Anti-Corruption Commission has offered to cover travel expenses for Chai ...
thestar.com.my/news/nation/2026/04/01/macc-offers-to-fly-in-james-chai-for-arm-holdings-probe

Arm's New Game Plan: Make Its Own Chips, Make More Money - ARM Holdings (NASDAQ:ARM)
benzinga.com/markets/tech/26/03/51502980/arms-new-game-plan-make-its-own-chips-make-more-money

Arm stock's AI push hits key chart test | ARM: The move pushed the stock toward a major resistance zone directly overhead.
thestreet.com/investing/stocks/arm-stock-gaps-higher-as-ai-push-hits-key-chart-test

Robinhood, Netflix, Arm Holdings, And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week - Robinhood Markets (NASDAQ:HOOD)
benzinga.com/markets/equities/26/03/51527470/robinhood-netflix-arm-holdings-and-more-5-stocks-investors-couldnt-stop-buzzing-about-this-week

Arm Holdings Gets a Double Upgrade. Why AI Is a Game Changer for the Chip Stock.: HSBC upgrades Arm Holdings stock to Buy from Reduce in a research note Friday.
barrons.com/articles/arm-holdings-double-upgrade-chip-stock-98c4a009
Paid articlePaywallArm Boost Earnings Power, Analyst Says. Plus, Chewy, Quanta, and More Stocks.: Analysts report on Chewy, Quanta Services, Arm Holdings, Braze, Brinker ...
barrons.com/articles/arm-boost-earnings-power-analyst-says-plus-chewy-quanta-and-more-stocks-e8c1bad9

Paid articlePaywallArm jumps as new AI chip to drive billions in annual revenue: U.S.-listed shares of Arm Holdings jumped nearly 12% in premarket trading on Wednesday after the ...
reuters.com/business/arm-jumps-new-ai-chip-drive-billions-annual-revenue-2026-03-25/

Arm Holdings upgraded at Needham on CPU push: Arm Holdings (ARM) upgraded to Buy at Needham after plans to build its own CPU, positioning ARM as a credible AI ...
seekingalpha.com/news/4569191-arm-holdings-upgraded-at-needham-on-cpu-push

Paid articlePaywallArm’s Timing Is Good, but Big Chip Move Now Has to Go Perfectly: The chip designer’s roots in power-friendly CPUs are a major asset, though the stock’s high ...
on.wsj.com/3PwIzJU
Arm Holdings stock rallies over 19% after unveiling AI chips with Meta Platforms as lead customer
livemint.com/market/stock-market-news/arm-holdings-stock-rallies-over-19-after-unveiling-ai-chips-with-meta-platforms-as-lead-customer-11774456020031.html

Arm Holdings: A Bold Move Into AI Chips, And I'm Bullish: Arm Holdings is pivoting from licensing chip designs to selling its own AGI CPUs for AI data centers ...
seekingalpha.com/article/4885749-arm-holdings-a-bold-move-into-ai-chips-and-im-bullish

Paid articlePaywallSoftBank CFO opens the door to breaching its own leverage ceiling: SoftBank CFO Yoshimitsu Goto says the firm may temporarily exceed its self-imposed 25% ...
cryptobriefing.com/softbank-cfo-leverage-ceiling-breach/

Google will soon bring Chrome to ARM64 Linux: Firefox got there first, Chromium was already available, but Chrome's proprietary features were missing on ...
thenewstack.io/google-will-soon-bring-chrome-to-arm64-linux/

Arm’s stock could rocket 50% as Wall Street wakes up to a ‘game-changing’ trend, analyst says
marketwatch.com/story/arms-stock-could-rocket-50-as-wall-street-wakes-up-to-a-game-changing-trend-analyst-says-48c33926
Paid articlePaywallPayPay and an arm of SoftBank Group raised $879.8 million in the digital payments firm’s U.S. IPO, in the biggest listing for a Japanese company on a U.S ... Show more
PayPay and SoftBank raise $879.8 million in payments firm’s U.S. IPO
PayPay and SoftBank raise $879.8 million in payments firm’s U.S. IPO
The AI Shift: Why RISC-V is poised to challenge Arm and x86: NVIDIA's CUDA support for RISC-V, combined with Linux kernel integration ...
thenewstack.io/the-ai-shift-why-risc-v-is-poised-to-challenge-arm-and-x86/

PayPay and an arm of SoftBank Group are seeking to raise as much as $1.1 billion in the digital payments firm’s U.S. initial public offering ... Show more
PayPay and SoftBank seek $1.1 billion in payments firm’s U.S. IPO
PayPay and SoftBank seek $1.1 billion in payments firm’s U.S. IPO
Malaysia anti-graft agency probes $280 million govt deal with UK chip giant: Malaysia anti-graft agency probes $280 million govt deal with UK chip giant - Asia & ...
thejakartapost.com/world/2026/03/04/malaysia-anti-graft-agency-probes-280-million-govt-deal-with-uk-chip-giant.html

NVIDIA Ends ARM Acquisition Chapter; Debate Emerges Over Future CPU Strategy in the Agentic AI Era
wccftech.com/nvidia-closes-the-arm-chapter-by-selling-its-remaining-stake/

Nvidia sells off final Arm shares, but licensing deals will continue — $140 million stake sold, equating to 1.1 million shares
tomshardware.com/tech-industry/nvidia-sells-off-final-arm-shares-but-licensing-deals-will-continue-usd140-million-stake-sold-equating-to-1-1-million-shares

Paid articlePaywall

