Michael Vi Arm Holdings ( ARM ) shares fell 3.7% in premarket trading on Tuesday after Morgan Stanley downgraded the British semiconductor intellectual property firm to Equal-Weight from Overweight. “Arm’s transition into chip making marks a structural evolution of its business model, aligned with the emergence of agentic AI,” Morgan Stanley analyst Lee Simpson wrote in a note to clients. “In an a...
Michael Vi Arm Holdings ( ARM ) shares fell 3.7% in premarket trading on Tuesday after Morgan Stanley downgraded the British semiconductor intellectual property firm to Equal-Weight from Overweight. “Arm’s transition into chip making marks a structural evolution of its business model, aligned with the emergence of agentic AI,” Morgan Stanley analyst Lee Simpson wrote in a note to clients. “In an agentic world, GPUs (graphics processing units) generate and reason, while central processing units (CPUs) coordinate and execute. Always on, power-efficient CPUs therefore retain strategic relevance. Arm’s new AGI-oriented CPU design (specifically built for agentic AI workloads) demonstrates that the CPU is far from obsolete and reinforces the long-term rationale for deeper vertical integration (link). Arm’s talent acquisition, strategic positioning, and early design delivery have been exemplary. However, the commercial ramp will take time, and near-term risks temper enthusiasm.” Simpson continued: “Post announcement, we think investor focus is likely to revert to Arm's in-line guide against a challenging demand backdrop. End market softness, compounded by DRAM supply constraints, could stymie near-term growth (FY27e). Margin dynamics are also in flux, with elevated R&D/engineering costs ahead of meaningful chip revenues. In addition, Arm’s entry into silicon increases the risk of channel conflict. Competing – directly or indirectly – with parts of its licensee base introduces the possibility of customer pushback, which we'd argue investors should not discount.” In addition to the downgrade, Simpson lowered his price target on Arm to $150 from $185. Last month, Arm introduced the Arm AGI CPU and said Meta Platforms ( META ) and OpenAI ( OPENAI ) would be its first two customers. More on Arm Holdings Arm Holdings: The CPU Bottleneck Thesis Is Getting Harder To Ignore Arm Targets New Path With AGI CPU Silicon Arm Holdings: A Bold Move Into AI Chips, And I'm Bullish IBM, Arm p...
A delegation from European Parliament’s Committee on Internal Market and Consumer Protection visits China from March 31 to April 2, the first of its kind in eight years. Photo: Delegation of the European Union to China Sino-European relations are undergoing a subtle but profound structural transformation. The center of gravity is shifting away from geopolitical posturing toward a high-stakes insti...
A delegation from European Parliament’s Committee on Internal Market and Consumer Protection visits China from March 31 to April 2, the first of its kind in eight years. Photo: Delegation of the European Union to China Sino-European relations are undergoing a subtle but profound structural transformation. The center of gravity is shifting away from geopolitical posturing toward a high-stakes institutional competition over market rules and governance. The recent visit to China by a delegation from the European Parliament’s Committee on Internal Market and Consumer Protection — the first of its kind in eight years — offers a perfect window into this new dynamic.
Vertex Inc. has announced advancements in their AI-powered capabilities to improve compliance processes within the Vertex Cloud platform. By integrating artificial intelligence, the platform addresses the growing complexity of regulatory demands by enhancing accuracy, accountability, and audit readiness. The AI application allows for earlier risk identification and more consistent decision-making ...
Vertex Inc. has announced advancements in their AI-powered capabilities to improve compliance processes within the Vertex Cloud platform. By integrating artificial intelligence, the platform addresses the growing complexity of regulatory demands by enhancing accuracy, accountability, and audit readiness. The AI application allows for earlier risk identification and more consistent decision-making throughout the compliance lifecycle, reducing the need for manual interventions and disruptions...
Rocket Lab pushes into medium-lift launches with Neutron, aiming to expand beyond small satellites and capture growing demand for larger, complex space missions.
Rocket Lab pushes into medium-lift launches with Neutron, aiming to expand beyond small satellites and capture growing demand for larger, complex space missions.
EOG benefits from high oil prices, leveraging low production cost assets to boost cash flow, fund ongoing upstream projects and strengthen its balance sheet.
EOG benefits from high oil prices, leveraging low production cost assets to boost cash flow, fund ongoing upstream projects and strengthen its balance sheet.
(RTTNews) - Largely reflecting a steep drop in aircraft orders, the Commerce Department released a report on Tuesday showing new orders for U.S. manufactured durable goods slumped by much more than expected in the month of February.
(RTTNews) - Largely reflecting a steep drop in aircraft orders, the Commerce Department released a report on Tuesday showing new orders for U.S. manufactured durable goods slumped by much more than expected in the month of February.
JuSun Exostar on Tuesday said it was awarded a new five-year contract by Lockheed Martin ( LMT ) , extending a partnership between the two companies that dates back more than 20 years. The agreement continues Exostar’s role in supporting Lockheed Martin’s ( LMT ) global supplier network, which includes roughly 20,000 companies. Those suppliers are required to meet a range of government, industry a...
JuSun Exostar on Tuesday said it was awarded a new five-year contract by Lockheed Martin ( LMT ) , extending a partnership between the two companies that dates back more than 20 years. The agreement continues Exostar’s role in supporting Lockheed Martin’s ( LMT ) global supplier network, which includes roughly 20,000 companies. Those suppliers are required to meet a range of government, industry and corporate compliance standards in order to participate in the ecosystem. Exostar is owned by Arlington Capital Partners. Jon Crump, vice president of strategic architecture, data, AI and international enablement at Lockheed Martin ( LMT ), in a statement said the company is operating in an environment where regulatory requirements, cybersecurity concerns and supply chain risks are changing quickly. As a result, both the company and its suppliers need to maintain a high level of preparedness to safeguard operations and national security. He noted that Exostar’s systems help verify supplier identities and enable secure business interactions. Lockheed Martin ( LMT ) relies on Exostar’s tools to assess supplier qualifications and monitor risk on an ongoing basis. These evaluations include reviews of supplier capabilities, financial stability and compliance with denied-party regulations. The company also uses Exostar’s identity and access management technology to onboard supplier organizations, confirm user identities and control access to sensitive systems and data. In a statement, Exostar Chief Executive Richard Addi said the two companies have worked together for nearly 25 years and described the relationship as a long-term collaboration focused on trust and technical development. He added that the company expects to continue supporting Lockheed Martin’s ( LMT ) supplier operations under the new agreement. More on Lockheed Martin Lockheed Martin: Strong Franchise, Limited Upside At Current Valuation Why Lockheed Martin Is Heading To $843: A Deep Dive Into Its Financial Hea...
Ms. Mustafa brings a track record from a 23-year tenure at Microsoft, where she headed Global Sales & Partnerships for Industrial Metaverse Core, in the Cloud & AI division of Microsoft Based between New York and Abu Dhabi, she was also formerly head of global partnerships for Core 42, which is part of G42, the Abu Dhabi headquartered AI group backed by Mubadala, Microsoft, Silverlake, and the Dal...
Ms. Mustafa brings a track record from a 23-year tenure at Microsoft, where she headed Global Sales & Partnerships for Industrial Metaverse Core, in the Cloud & AI division of Microsoft Based between New York and Abu Dhabi, she was also formerly head of global partnerships for Core 42, which is part of G42, the Abu Dhabi headquartered AI group backed by Mubadala, Microsoft, Silverlake, and the Dalio Family Office LONDON, April 07, 2026 (GLOBE NEWSWIRE) -- VivoPower PLC (Nasdaq: VIVO) ("VivoPower
Cheniere Energy gains as tight global supply lifts prices, 2025 revenues jump 27%, net income rises 64%, and Corpus Christi Stage 3 supports long-term growth.
Cheniere Energy gains as tight global supply lifts prices, 2025 revenues jump 27%, net income rises 64%, and Corpus Christi Stage 3 supports long-term growth.
First Internet (INBK) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
First Internet (INBK) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
(RTTNews) - The Lowe's Foundation, the charitable arm of Lowe's Companies, Inc. (LOW), on Tuesday announced plans to invest $250 million to train and develop 250,000 skilled tradespeople by 2035, increasing its workforce commitment five-fold.
(RTTNews) - The Lowe's Foundation, the charitable arm of Lowe's Companies, Inc. (LOW), on Tuesday announced plans to invest $250 million to train and develop 250,000 skilled tradespeople by 2035, increasing its workforce commitment five-fold.
You still have time to contribute to an IRA for the 2025 tax year, and it's more important than ever if you are between 60 and 63 years old. That's because the IRS introduced super catch-up contributions for employer-sponsored plans like 401(k) and 403(b) plans. While super catch-up contributions do not apply to IRAs right now, the chance to contribute more money into employer-sponsored plans offe...
You still have time to contribute to an IRA for the 2025 tax year, and it's more important than ever if you are between 60 and 63 years old. That's because the IRS introduced super catch-up contributions for employer-sponsored plans like 401(k) and 403(b) plans. While super catch-up contributions do not apply to IRAs right now, the chance to contribute more money into employer-sponsored plans offers an enticing window of opportunity for people who are behind on their savings. Image source: Getty Images. Continue reading