$ARM Arm Holdings Tape Reports
Per Ticker.id: $ARM Arm Holdings Tape Reports — 22 podcast mentions across 8 podcasts (30 days), latest 2026-08-26 10:47 UTC.
While other retailers embraced Apple Pay for contactless checkout, Walmart opted to stick with its own QR code-based system, Walmart Pay. Now for a look at a few other articles that are trending: Bill Gates reportedly seeks a meeting with China's Xi Jinping to discuss risks of AI. Dick's Sporting Goods plunges 31% after an earnings miss. And AI mania makes room for the debasement trade. On our Catalyst Watch for the Day: The public expo for the Gamescom conference in Cologne, Germany begins. Participants include Microsoft's Xbox, Nintendo, Electronic Arts, and Sega. Harry Styles' Together Together residency at Madison Square Garden begins. Madison Square Garden Entertainment is expected to see a notable revenue boost from the 30-show run. And NVIDIA will hold its earnings call at 5 PM. Options trading implies a share price move of 6% after the report is released. The tech stocks with the closest trading correlation with NVIDIA after earnings have been Marvell Technology, Micron, Arm, and Advanced Micro Devices. If you're looking for a preview of NVIDIA earnings, check out today's edition of the Wall Street Breakfast newsletter. A link to sign up is in the show notes section. On Wall Street, stock index futures are in mixed territory. Crude oil is down 2.7% at $80 a barrel. Brent crude is down 2.8% at $86. The FTSE 100 is little changed and the DAX is up 0.1%. Intuit is on our list of the biggest movers. Intuit, Inc. is down 11.7% after the parent of Credit Karma, TurboTax, and Mailchimp issued fiscal year 2027 and fiscal Q1 guidance far below the consensus estimate. And on today's economic calendar, another busy one. At 8:30 AM, GDP. Also at 8:30 AM, Personal Income and Outlays. At 10:30 AM, EIA Petroleum Status Report. And at 11:00 AM, Survey of Business Uncertainty. That's it for today's Wall Street Breakfast. Thanks for listening! To take full advantage of Seeking Alpha, join the highest quality community of real investors. Investors discussing stocks and ETFs at seekingalpha.com/subscriptions. I'm your host, Julie Morgan. Go out and make it a great day.
Julie Morgan — Wall Street Breakfast · Bullseye misses the mark · 2026-08-26Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's market-moving events, along with the weekend's top news and analysis. Hello, today is Sunday, August 23rd, and I'm your host, Kim Kahn. The summer doldrums disappear with a huge week ahead for stocks and bonds. NVIDIA stars Wednesday with what has become the biggest earnings event on Wall Street. And on Friday, Fed Chairman Kevin Warsh gives his keynote address at the Jackson Hole Symposium at a time when bond vigilantes are stirring. With Nvidia, investors will be looking for updates on AI infrastructure demand, product ramp timing, China exposure, and the economics of the chipmaker's expanding financing partnerships. Options traders are pricing in a roughly 6% move in Nvidia shares following the report. Seeking Alpha analyst Mott Capital said investors and traders may be left with the post-Nvidia earnings hangover again if the numbers are good but not spectacular. "Decline could be sharp, pushing the stock down by as much as 11% to an important area of technical and options-related support at $190, while upside seems limited," they said. The results could reverberate across the semiconductor and AI complex. Marvell Technology, Micron, Arm, and Advanced Micro Devices have all shown some of the closest trading correlations with Nvidia following earnings. Here's how the rest of the earnings calendar shapes up: PDD Holdings and XPeng report Monday. Intuit reports Tuesday. On Wednesday, NVIDIA is joined by CrowdStrike, Salesforce, HP, and Okta. Marvel and Ulta Beauty report Thursday. Looking to Jackson Hole, Warsh will speak at 10:00 AM Eastern time Friday. At his last press conference, Warsh indicated that higher Treasury yields were doing the job of tightening financial conditions for the Fed. But since then, higher yields have spooked the White House, leading Treasury Secretary Scott Bessant to boost buybacks of longer-dated debt in an attempt to tamp down rates. Seeking Alpha analyst Geneva Investor says the two men want opposite things in the long end. Bessant wants the 10-year and 30-year lower and has said so repeatedly, they said. Warsh wants a smaller Fed footprint concentrated on the front end of the yield curve, which mechanically raises the long end. Bessant wants a large FIMA facility, which expands the balance sheet. Warsh wants a $6.7 trillion balance sheet to come down.
Kim Kahn — Wall Street Breakfast · Nvidia and Jackson Hole take center stage · 2026-08-23I think, and let me know if I understood the question right and I'm answering it from the right angle, but I think You know, a big part of what we're seeing is this, this theme of great results being viewed as not good enough is because in Q2, the market preemptively priced in a lot of the positives to come and didn't really pay attention to the fact that at the end of the day, what we're talking about is a semi rally. And at the end of the day, we're talking about components and a supply chain in which there's a shortage. And even if, you know, from Arm's perspective, we believe that this shortage is a supply chain-driven shortage rather than an end-demand-driven shortage, because we know that, you know, PC TAM and smartphone TAM are expected to contract by double digits this year. So end demand is pretty weak. Even though we think this is a supply chain-led shortage, the idea that so much of the positive news got preemptively priced in in Q2 made it so that by the time we got to earnings in Q3, there was a combination of the results didn't look good enough against what was priced in. Investors were looking for more. And simultaneously, you know, when we entered Q2, expectations were pretty low and we were entering Q3, it's a different kind of expectation game. So that really does shift the difference. And then turning back to the supply chain factor in all of this, at the end of the day, there are physical constraints to, to achieving more financial upside, right? You have components. I mean, we see this really clearly with the optical guys. There's a ton of demand, but there's not enough supply. There's a lot of bottlenecks within the semi industry at the moment. So there's physical constraints that really prevent further upside that has already been priced into the stock. And I think that's part of what we're seeing get reset right now. And so even when we look further out, you know, I don't think that we're gonna see necessarily the, this, you know, AI bubble pop conversation happen in the second half. We're thinking about that more for, you know, 2027, first half of 2027, around then. But what we're seeing in the second half is the semi-correction.
Sarah Awad — Investing Experts · What's Up With Tech? · 2026-08-13Yeah, I would say part of that ASIC conversation, I think really favors, you know, part of that ASIC shift really does favor Arm because Arm-based CPUs are actually, you know, I think they're the best fit for the ASIC conversation because they have the lower power consumption, which is increasingly important in the AI infrastructure buildout and I think ARM CPU are already embedded into a lot of the, the tier 1, uh, players via, you know, ARM's, uh, designs. And so I think that we're going to see ARM be the favorite choice on that front. It's not to say that the x86 market where, you know, Intel and AMD have their playground— it's not to say that these guys aren't going to benefit, but I think ARM is going to be the winner from that theme, uh, both the ASIC theme and then this agentic AI theme. Because at the end of the day, ARM was the first to show us what an agentic AI rack would actually look like. Uh, everyone else talked the talk, and there's definitely, you know, benefit to go around, uh, but I would say I think Arm is the favorite choice there, uh, and the others still need to, to prove themselves. Uh, the other stock I think it'd be kind of worth addressing is Intel because it also had this huge pop-out moment in, in Q2. And for Intel, they had this huge, you know, pop-out moment. We had a lot of rumors about them getting external customers for their, for their foundry business. Uh, interestingly enough, rumors that management never confirmed but that Trump did. So we, we don't really get a lot of clarity on those, but I would say for Intel, we're, we're more cautious as well. Um, we— the reason why we're more cautious is because of this last, uh, earnings call. Basically, on the last earnings call, uh, management talked about— not on the last earnings call, excuse me, on ASML's earnings call, actually— ASML announced that Intel is using, um, their High NA tools, their High NA lithography tools, for its 18A node. Uh, and that's— that to us was a big, uh, flag, a big red flag. And the reason why is because it's a big red flag for the foundry business.
Sarah Awad — Investing Experts · What's Up With Tech? · 2026-08-13