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ARM Holdings, plc (ARMH)

  • Mar. 11, 2011, 9:00 AM
    Premarket gainers: NDN +19%. HEV +16%. RCRC +11%. ANN +10%. NBG +5%. CTIC +4%. ARMH +3%. VLO +3%.
    Losers: ENER -24%. ARO -8%. GLUU -6%. TDSC -4%. GPL -4%. TWO -4%. EXK -4%. LDK -4%. SLW -4%. SD -3%. CSIQ -3%. TPLM -3%. SSN -3%.
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  • Mar. 10, 2011, 9:23 AM
    ARM Holdings (ARMH) tumbles on comments out of J.P. Morgan saying the company is most at risk from poor non-iPad (AAPL) tablet sales. ARM’s stock has risen sharply in recent months on strong tablet sentiment, "thus, if multiple [manufacturers] start reporting poor tablet shipment numbers, it could dent the current bullish sentiment,” the report said. ARMH -6.3% premarket.
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  • Mar. 10, 2011, 9:00 AM
    Premarket gainers: GMCR +27%. FCEL +11%. HGSI +10%. SBUX +9%. CBEH +8%. ARNA +5%. SPPI +4%.
    Losers: CSIQ -11%. SSN -7%. GPL -7%. ARMH -6%. PZG -5%. CPST -5%. RIO -5%. ASML -5%. NTAP -4%. STM -5%. EXK -4%. DPTR -3%. SLW -4%. AIXG -4%. RAME -4%. BHP -4%. LKD -4%. GOLD -4%. BBVA -3%. HMY -3%. BCS -3%. BQI -3%. STD -3%. MT -3%. DB -3%. HL -3%. SI -3%. TOT -3%.
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  • Feb. 28, 2011, 3:54 PM
    Skip the smartphone ETF (FONE), Michael Dawson advises, since it's based on an index that looks only at the consumer side of the equation. The enterprise side may not be as large, but its growth is exploding and not represented in the ETF. Play these eight mobile winners instead, he says: ARUN, OPEN, SINA, QCOM, RVBD, AAPL, ARMH, NXPI.
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  • Feb. 22, 2011, 3:24 PM
    Nvidia (NVDA -9.4%) and other stocks closely tied to tablet technology - ARMH -8%, BRCM -3.2% - are hammered, perhaps from a Barron's story that wonders whether the rush toward tablets could cause a glut of inventory. Fred Hickey remarks that the number of companies wanting to sell a tablet computer is “comical” and will lead to an “epic glut."
  • Feb. 1, 2011, 9:05 AM
    Premarket gainers: TA +65%. MTW +15%. ZIOP +9%. BIDU +9%. ADM +7%. NBG +7%. LXK +7%. COV +5%. CPST +5%. COCO +4%. ARMH +4%.
    Losers: OREX -72%. ENR -15%. VVUS -8%. CCME -7%. FSC -4%.
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  • Feb. 1, 2011, 6:28 AM
    ARM Holdings (ARMH): Q4 EPS of $0.14 beats by $0.04. Revenue of $179.6M (+28.3% Y/Y) beats by $18.2M. Shares +3.6% premarket.
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  • Feb. 1, 2011, 12:05 AM
    Notable earnings before Tuesday's open: ADM, ARM, ARMH, BIIB, BP, CE, CMI, COV, EMR, ENTG, LXK, MHP, NI, PCAR, PCX, PFE, UPS
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  • Jan. 31, 2011, 11:13 AM
    Intel (INTC -1.1%) resumes trading after a brief halt, which followed news of a chipset design error, and analysts are already downplaying the impact. "It's obviously an embarrassment, rather than a major problem for the company," says Miller Tabak. But it's boosting rivals AMD (AMD +5.7%) and ARM Holdings (ARMH +1.7%).
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  • Jan. 28, 2011, 9:19 AM
    Susquehanna upgrades chipmaker Nvidia (NVDA +0.4%) to Neutral from Negative, claiming it's gotten the stock wrong thus far. But over the next year, the "magnitude of downside risk to fundamentals from challenges in the core graphics business remains greater than the upside potential" from the new Tegra chip.
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  • Jan. 28, 2011, 8:30 AM
    The charge the iPad (AAPL -0.1%) and iPhone will kill off Microsoft (MSFT -0.2%) is overplayed, says a Microsoft exec, who notes: "Devices are going to go and come." While Microsoft is already at work on its own tablet PC, the real industry game changer is cloud computing. Microsoft also announced a better-than-expected Q2.
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  • Jan. 26, 2011, 10:18 AM
    Given softening PC sales, analysts expect Microsoft (MSFT +1.2%) to report a Q2 profit of 68 cents/share, down from 74 cents/share in last year's Q2. Now Microsoft must make the case it can succeed in the mobile and tablet PC markets. Or the Street will really take a long look at CEO Steve Ballmer, who "is always on thin ice."
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  • Jan. 26, 2011, 9:54 AM
    Chip designer MIPS Technologies (MIPS) is -11.8% after reporting Q2 profits of 11 cents/share - up from 7 cents/share in last year's Q2 - but disappointing revenue. Royalty and licensing revenues from semiconductor companies rose 44% to $21.9M - missing the analysts' forecast of $22.3M.
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  • Jan. 24, 2011, 11:23 AM
    Chipmaker Nvidia (NVDA) is +9.6%, apparently because of a weekend profile in Barron's that suggested the stock could rise over 80% in 2011. Nvidia dominates the surging graphics processor market, although technical indicators are the stock is neutral.
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  • Jan. 21, 2011, 10:58 AM
    AMD (AMD -4.2%) execs were upbeat about tablet PC strategy when discussing the firm's flat Q4. They see the new Brazos chip as a way into the living room. As long as Brazos offers low power consumption and excellent graphics, "we can address applications that are outside of [current] market segments," says interim CEO Thomas Seifert.
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  • Jan. 20, 2011, 1:55 PM
    Morgan Stanley upgrades chip gear maker ASML Holdings (ASML +2.9%) to Overweight from Underweight, citing demand for its lithography tools as ARM Holdings (ARMH -4.9%) and Intel (INTC -1%) compete for microprocessor dominance. ARM partners Taiwan Semiconductor (TSM -1.7%) and Samsung (SSNLF.PK) will also boost spend in 2011 to meet smartphone and tablet demand.
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Company Description
ARM Holdings PLC designs microprocessors, physical IP and related technology and software, and sells development tools to enhance the performance and energy-efficiency of high-volume embedded applications.