ARM Holdings, plc (ARMH) - NASDAQ
  • Aug. 11, 2011, 9:28 AM

    Intel (INTC) plans to invest as much as $300M to support its "ultrabook" initiative for thin-and-light laptops similar to Apple's (AAPL) popular MacBook Air. Intel hopes ultrabook demand won't just reduce the tablet market's impact on PC sales, but will allow it to counter the arrival of laptops featuring ARM (ARMH) processor designs.

    | Aug. 11, 2011, 9:28 AM
  • Aug. 11, 2011, 9:25 AM

    Premarket gainers: AONE +20%. CSCO +12%. EAT +11%. NWS +8%. AKS +5%. CLWR +5%. MPEL +5%. KSS +5%. NVDA +5%. BX +4%. BAC +4%. ALU +4%. ETFC +4%. DRYS +4%. PBR +4%. CAJ +4%. ARMH +4%. SID +4%. ASX +4%. RF +4%. VALE +3%. MGM +4%. LYG +3%. MOS +3%. CREE +3%. ASML +3%. BRFS +3%. GS +3%. SINA +3%. BHP +3%. ITUB +3%. POT +3%. ERIC +3%.
    Losers: SODA -10%. SLE -8%. AMSC -7%. ALLY -5%. NVS -4%. LOGI -4%. CRH -3%.

    | Aug. 11, 2011, 9:25 AM
  • Aug. 9, 2011, 9:00 AM

    Premarket gainers: XIN +26%. PZG +19%. NBG +11%. RIO +10%. ALU +8%. SD +8%. ARMH +7%. FRO +7%. DRYS +7%. BHP +7%. ABB +6%. MCP +5%. NYX +5%. BAC +5%. ASML +5%. HAL +5%. DNDN +5%. ERIC +5%. IRE +4%. MPEL +4%. TS +5%. CAJ +4%. NOK +4%. MT +4%. C +3%. MGM +4%. PCX +4%. SDRL +4%. ING +4%. BCS +4%. FCX +3%. LVS +3%. LVLT +3%. AA +3%. S +3%. BP +3%.
    Losers: FOSL -21%. SOL -7%.

    | Aug. 9, 2011, 9:00 AM | 1 Comment
  • Aug. 9, 2011, 8:45 AM

    Quick take on AMD/smartphones: Some investors might not like AMD's decision, but it's probably a smart one, given Intel's (INTC) failures in getting its Atom platform adopted in smartphones, and the resources AMD would need to produce an ARM-based (ARMH) chip that can compete with solutions from QCOM, TXN, NVDA, and others.

    | Aug. 9, 2011, 8:45 AM
  • Aug. 5, 2011, 9:10 AM

    Premarket gainers: WWWW +13%. PCLN +12%. ALU +11%. TI +10%. AIB +8%. KOG +7%. STM +7%. ING +7%. SNV +5%. ERIC +5%. HUN +6%. NTT +5%. ABB +4%. SQNS +5%. FRO +5%. RCL +5%. NOK +5%. TKC +5%. BBVA +4%. LNKD +4%. STD +4%. NGB +4%. VE +4%. CTIC +4%. IRE +3%. PUK +3%. AMR +3%. AKS +3%. MT +3%. ARMH +3%. SNDK +3%. RENN +3%. WPPGY +3%. MPEL +2%. LYG +2%. UBS +3%. MGM +3%. RIG +2%. LCC +3%. CRM +3%. ANR +3%. PCX +3%.
    Losers: IPSU -42%. MIPS -25%. CLGX -23%. BRCD -18%. SD -8%. SSN -7%. PACB -4%. AHCI -3%. LPL -3%.

    | Aug. 5, 2011, 9:10 AM
  • Aug. 4, 2011, 9:05 AM

    Premarket gainers: GOLD +7%. KFT +6%. UN +5%. TDC +5%. SOLR +4%. SD +3%.
    Losers: DNDN -64%. ENTR -26%. GNOM -19%. VE -14%. ARO -14%. WLT -13%. LYG -10%. ONTY -9%. TS -8%. FRO -8%. BCS -8%. SPPI -7%. RIO -6%. LOGI -6%. ARMH -6%. KSS -5%. SDRL -5%. ASML -5%. MKTAY -5%. STM -5%. ALV -5%. MTG -5%. RIG -5%. ONNN -5%. BHP -4%. UBS -4%. ALU -4%. NWS -4%. CS -4%. STO -4%. ABB -4%. DB -4%. HMC -5%. ERIC -3%. WFR -3%. VALE -3%. GPS -3%. RDS.A -3%. FCX -3%. RCL -3%. ASX -3%. CCL -3%. PBR -3%. NOK -3%.

    | Aug. 4, 2011, 9:05 AM
  • Aug. 2, 2011, 9:58 AM

    Quick take on Intel and ARM: In order to prevent ARM for gaining too much ground, Intel not only has to build less power-hungry chips; it has to work with PC vendors and chip partners to redesign the architectures of notebooks featuring Intel chips, so as to reduce weight and power consumption. This is an effort that will likely take years.

    | Aug. 2, 2011, 9:58 AM | 3 Comments
  • Aug. 2, 2011, 9:58 AM

    Intel (INTC) doesn't plan on allowing ARM Holdings-based (ARMH) CPU designs to take market share without a fight: the company thinks 40% of laptops by the end of 2012 could be based on its Ultrabook concept for thin-and-light systems, and it believes its Haswell chips (arriving in 2014) will consume half the power of today's products.

    | Aug. 2, 2011, 9:58 AM
  • Jul. 29, 2011, 9:05 AM

    Mercury Research estimates AMD's Q2 PC microprocessor share rose 1.6% Y/Y to 19.4%, thanks to demand for low-end PCs and its Fusion chips. Intel's (INTC) share fell 1.4% to 79.9%. Canaccord previously forecast 2H share gains for AMD, though JMP is worried about ARM-based PC chips (ARMH) threatening AMD's second-supplier status.

    | Jul. 29, 2011, 9:05 AM
  • Jul. 28, 2011, 2:48 PM

    With PC industry pessimism steadily rising, analysts think laptops featuring chips using ARM Holdings (ARMH) CPU designs, made possible by Microsoft's (MSFT) Windows 8, could provide a lift by enabling "lighter machines with all-day battery life." Nvidia (NVDA) and Qualcomm (QCOM) are looking to sell ARM-based chips to PC manufacturers.

    | Jul. 28, 2011, 2:48 PM | 3 Comments
  • Jul. 26, 2011, 8:55 AM

    More on ARM Holdings' (ARMH) Q2: EPS of $0.09 beats $0.08 consensus. License revenue +50% Y/Y, royalty revenue +17%. 29 CPU licenses signed, compared with 39 in Q1. Company expects small sequential increase in Q3 royalty revenue, and sees overall second-half revenue in line with expectations. ARMH -0.3% premarket. (PDF)

    | Jul. 26, 2011, 8:55 AM
  • Jul. 26, 2011, 3:37 AM

    ARM Holdings (ARMH) Q2 net profit +21% Y/Y to £26.6M ($43.2M) and revenue +18% to £117.8M, boosted by demand for its microchip designs, which are used in smartphones, tablets and TVs. ARM expects strong performance in license revenues in H2. (PR)

    | Jul. 26, 2011, 3:37 AM
  • Jul. 26, 2011, 12:05 AM

    Notable earnings before Tuesday's open: AKS, AMLN, ARMH, AVY, BIIB, BP, CIT, CMI, COV, DB, F, HSY, ITW, JBLU, KCI, LMT, LXK, MMM, NOV, ODP, OXY, PCAR, PCX, RF, RSH, SIAL, SPG, SVU, TLAB, TROW, UA, UBS, UPS, VLO, WAT, WDR, WFT, WPI, WU

    | Jul. 26, 2011, 12:05 AM | 1 Comment
  • Jul. 25, 2011, 8:45 AM
    Chips using ARM Holdings' (ARMH) CPU cores might not just threaten Intel (INTC) and AMD in the PC market; Dell (DELL) is considering using ARM-based chips for servers as well, noting the potential for "power and density advantages." However, Dell cautions that a "software ecosystem" for ARM servers still needs to be developed.
    | Jul. 25, 2011, 8:45 AM
  • Jul. 20, 2011, 9:26 AM

    Apple's (AAPL) earnings prowess spills over to its suppliers, as Cirrus Logic (CRUS), supplier of chips used in Apple devices such as the iPod and iPad, +8.1% premarket. Fellow Apple suppliers also higher: ARMH +2.5%, BRCM +1.8%, OVTI +4.4%.

    | Jul. 20, 2011, 9:26 AM
  • Jul. 18, 2011, 3:47 PM

    Quick take on iSuppli/ARM: If accurate, iSuppli's forecast translates into billions in lost revenues for Intel (INTC) and AMD. However, it presents a huge opportunity for Nvidia (NVDA) and Qualcomm (QCOM), who are developing ARM chips for the PC market. The opportunity becomes larger if Apple (AAPL) and others use ARM chips in high-end notebooks, due to their low power consumption.

    | Jul. 18, 2011, 3:47 PM | 4 Comments
Company Description
ARM Holdings Plc engages in the design of microprocessors, physical intellectual property (IP) and related technology and software, and sells development tools for the microprocessors applications. It also licenses and sells its technology and products to electronic companies. It provides... More
Sector: Technology
Industry: Semiconductor - Specialized
Country: United Kingdom