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Arm Stock Falls After Morgan Stanley Downgrade Over Near-Term AI Chip Risks

The call highlights risk that near-term headwinds could delay returns from Arm's AI chip plan.

Intel Stock Falls on Weak Q1 Forecast as Margins Shrink

SiFive Becomes First RISC-V IP Provider to Integrate Nvidia NVLink Fusion

Navitas Ties GaN/SiC Chips to Nvidia’s 800V AI Plan as Shares Hit Records

IREN Stock Hits New High on First Full-Year Profit and Nvidia Preferred-Partner Status

SK hynix Begins Mass Production of 321-Layer 2Tb QLC NAND

U.S. Clears Nvidia and AMD to Resume AI Chip Shipments to China

Micron Poised for Q3 Earnings Release After 95% Stock Surge

GlobalFoundries Pledges $16 Billion to Ramp Up U.S. Chip Production

Broadcom Begins Shipping Tomahawk6 Switch for Next-Gen AI Networks

Nvidia Faces Growing Competition and Potential Market Challenges