Arm shares surge on Q3 earnings beat

Arm Holdings CEO Rene Haas joins 'Squawk on the Street' to discuss the company's quarterly earnings results, where the company is taking market share, and the GPU's Arm gets from Nvidia.

[onlythetruthformeandyou]

not only are more devices on arms, there is incredible headroom for royalty increase because its such a tiny fraction of entire cost base.

[christian]

The negative comments on here are from short sellers and puts options holders in a massive squeeze right now. The hate is purely related to that. ARM is Edge AI and increasingly as AI in data centers and even non-ai just data workloads are all being ran through ARM. ARM has V9 specialized chipsets with neural processing units called NPU's (like GPU's) that can process AI on your localized device such as your smartphone and VR systems. You will hear more about this from Apple, Tesla, Mercedez and Samsung and many many others. All the nonsense being spoken in the comments is from people hurting. I pour a sip of tears for you not doing your research. Congratulations Rene - Job well done!

[erongi]

Such a national asset of the type such as Arm are rare on the European side of the Atlantic and it should never have been allowed to sell off to outside the UK together with the control. The Japanese who know a good asset when they see it have actually gained far more from this UK jewel than the UK has.

[Wongseifu]

This is not surprising too many companies use arm designs

[LawrenceMarkFearon]

Predicting their customer Nvidia blows way past $20B revenue estimates from the way ARM is profiting from skyrocketing volume

[gainer]

SoundHound climbed 6 % early Thurs. Big Bear Ai .. Palantir soared 30 % after earnings beat...FSR up 3 % Thurs . Fisker with 45, 000 Growing reservations for Ocean SUV EV, the new standard. Lilium..EVTL....LEV...Lion Electric... Xos Trucks, more.

[stuart]

When they say buy I sell lol when the say sell u better be buying

[constantinmunteanu]

Arm is undeniably great, but this might be a bubble. Their own arm desings and chips are behind competitors and saying that they are at the front of AI is like saying Broadcom is at the front of AI. Everyone is saying it for marketing reasons to non technical investors that don't have a clue about AI and every media outlet is repeating it for hype and profit. In a similar fashion, every other server component may advertise that they are powering AI for hype, construction companies that build datacenters could advertise that they are powering AI, Electric companies could advertise that are powering AI, Hvac companies could advertise that they are powering AI and so on. There is also a risc no pun intended that once ARM royalties go up too much or companies have to pay too much to Arm, there's always the Risc-V that is free.

[willberry]

Massive bubble. Only a tiny percentage of company is traded and tiny profit

[frankxu]

So many free of charge Software Instruction Reduction Sets in the market, competing with & eating ARM's lunch... very soon