adventtr Shares of Arm Holdings ( ARM ) surged Wednesday after the semiconductor firm unveiled new data center–focused CPUs and raised its sales outlook, signaling stronger demand for its latest chip designs. The stock climbed 16.5% and is now trading near $156.50, as investors responded positively to the company’s expanding presence in high-growth AI and cloud infrastructure markets. ARM’s rally ...
adventtr Shares of Arm Holdings ( ARM ) surged Wednesday after the semiconductor firm unveiled new data center–focused CPUs and raised its sales outlook, signaling stronger demand for its latest chip designs. The stock climbed 16.5% and is now trading near $156.50, as investors responded positively to the company’s expanding presence in high-growth AI and cloud infrastructure markets. ARM’s rally also lifted a range of exchange traded funds with significant exposure to the company. The stock is held by 85 ETFs, which collectively own roughly 7.8M shares, underscoring its growing influence across passive investment vehicles. Funds with the highest allocations to ARM stand to benefit the most from the move, highlighting how concentrated positioning in key semiconductor names can amplify gains across broader technology-focused portfolios. Outlined below are the 10 ETFs with the largest portfolio allocations towards ARM. Arm Holdings PLC ADRhedged ( ARMH ), 96.89% allocation. Roundhill ARM WeeklyPay ETF ( ARMW ), 26.64% allocation. Renaissance IPO ETF ( IPO ), 6.53% allocation. VanEck Fabless Semiconductor ETF ( SMHX ), 4.36% allocation. Neuberger Berman Disrupters ETF ( NBDS ), 4.31% allocation. YieldMax Target 12 Semiconductor Option Income ETF ( SOXY ), 4.18% allocation. YieldMax Semiconductor Portfolio Option Income ETF ( CHPY ), 3.77% allocation. Pacer Data and Digital Revolution ETF ( TRFK ), 3.73% allocation. Global X AI Semiconductor & Quantum ETF ( CHPX ), 3.62% allocation. TrueShares Technology, AI & Deep Learning ETF ( LRNZ ), 3.25% allocation. Other Semiconductor ETFs: ( SMH ), ( SOXX ), ( SOXL ), ( FTXL ), ( XSD ), ( USD ), ( PSI ), and ( SEMI ). More on markets Exxon Mobil tops Nvidia in valuation amid the ongoing Middle East conflict AI boom and an economic bust: Citrini Scenario gains momentum in prediction markets AI now dominates equities, bonds, and venture capital flows, Apollo warns Cantor Fitzgerald sees the current market pullback as a possible op...
Kittisak Kaewchalun A bipartisan group of senators has reached a deal on a bill that would cap the cost of insulin at $35 a month for individuals who receive insurance through their employer or a state marketplace. Also, the legislation includes a pilot program in 10 states that would also permit those who lack insurance to purchase insulin at the cheaper price, Semafor reported. The bill, titled ...
Kittisak Kaewchalun A bipartisan group of senators has reached a deal on a bill that would cap the cost of insulin at $35 a month for individuals who receive insurance through their employer or a state marketplace. Also, the legislation includes a pilot program in 10 states that would also permit those who lack insurance to purchase insulin at the cheaper price, Semafor reported. The bill, titled the "Improving Needed Safeguards for Users of Lifesaving Insulin Now Act of 2026," will be introduced by Sen. Jeanne Shaheen (D-N.H.), along with Sens. Susan Collins (R-Maine), Raphael Warnock (D-Ga.), and John Kennedy (R-La.). Semafor noted that the bill still has a ways to go before it potentially becomes reality. Its sponsors need to persuade Senate Majority Leader John Thune (R-S.D.) that the legislation can pass and that President Trump will sign it into law. " This is something that [Trump] should support," Shaheen said. "Because it is 'affordability.'" It's an issue that affects millions of Americans, and even more when you add in all of the people affected by the disease." More on Sanofi Dupixent's Impact On Sanofi: A Quantitative Projection Of Its Revenue Need Growing EPS And Dividends? Prescribe Sanofi Sanofi: CEO Leaves With Project Rejuvenation Unfinished, But Stock Undervalued Sanofi replaces CEO Paul Hudson, names Belén Garijo as successor Sanofi anticipates profitable growth to continue over at least five years
Agentic artificial intelligence and advanced packaging technology will be key growth drivers for China’s chip industry in coming years, as the country is expected to increase its share of chipmaking capacity to nearly half of the world’s total by 2028. According to data revealed at Semicon China, the world’s largest chip industry trade show, China’s share of wafer fabrication capacity for mainstre...
Agentic artificial intelligence and advanced packaging technology will be key growth drivers for China’s chip industry in coming years, as the country is expected to increase its share of chipmaking capacity to nearly half of the world’s total by 2028. According to data revealed at Semicon China, the world’s largest chip industry trade show, China’s share of wafer fabrication capacity for mainstream processes was expected to reach 42 per cent of global capacity by 2028. That would mark a rapid...
Giorgia Meloni is seeking to boost gas flows from Algeria, as Italy and Spain vie to secure more North African energy to cushion the loss of Middle Eastern supplies choked off by the Iran war. “We have decided to strengthen our very solid cooperation, including by working on new fronts such as ocean gas and offshore, and this will enable a boost in gas flows,” the Italian prime minister was quoted...
Giorgia Meloni is seeking to boost gas flows from Algeria, as Italy and Spain vie to secure more North African energy to cushion the loss of Middle Eastern supplies choked off by the Iran war. “We have decided to strengthen our very solid cooperation, including by working on new fronts such as ocean gas and offshore, and this will enable a boost in gas flows,” the Italian prime minister was quoted as saying by Ansa Wednesday. She spoke after meetings with Algerian President Abdelmadjid Tebboune . Spanish Foreign Minister José Manuel Albares will also travel to Algiers on Thursday. Algeria is the main gas supplier for both Italy and Spain, which receive gas from different pipelines. The conflict in the Middle East has closed the critical Strait of Hormuz to most tanker traffic for more than three weeks. That’s kept huge volumes of gas off the global market, while an Iranian attack on a giant LNG plant in Qatar drove prices to a three-year high last week. Italy’s state-controlled Eni SpA has been renegotiating contracts with Algerian supplier Sonatrach, whose gas — sent via pipeline across Tunisia — accounts for about 35% of Italy’s imports. The Algerian firm, however, is pushing for more spot-market sales, Bloomberg reported last week. Separately, Bloomberg reported that Spain is considering increasing the gas it receives from Algeria via the Medgaz pipeline, operated by Sonatrach, Spain’s Naturgy and BlackRock. Italy also brings in liquefied natural gas, and could face protracted tightness in supply following the attack in Qatar, which provided about 31% of the country’s LNG imports last year. Damage to the plant will likely take years to repair, forcing Italy to seek replacement volumes from other exporters such as the US. Flows from Algeria via the TransMed pipeline have averaged about 20 billion cubic meters in recent years, roughly 2 billion a year below 2022-2023 levels, according to Italian Energy Ministry data. A return to those levels would still be insuffic...
Stephen Simpson has upgraded STMicroelectronics ( STM ) as the company pivots toward high-growth opportunities like data centers and robotics, while Trapping Value has moved Wheaton Precious Metals ( WPM ) to a Hold rating following a period of significant market value erosion. Conversely, some analysts are urging caution or suggesting rotations within specific industries. Henrik Alex has downgrad...
Stephen Simpson has upgraded STMicroelectronics ( STM ) as the company pivots toward high-growth opportunities like data centers and robotics, while Trapping Value has moved Wheaton Precious Metals ( WPM ) to a Hold rating following a period of significant market value erosion. Conversely, some analysts are urging caution or suggesting rotations within specific industries. Henrik Alex has downgraded Teekay Corporation ( TK ) to a Sell, citing a steep premium to its net asset value, while Gary Alexander has lowered his stance on Palo Alto Networks ( PANW ) to Neutral, pointing to better value elsewhere in the cybersecurity space. Upgrades STMicroelectronics ( STM ): Upgrade to Buy by Stephen Simpson . The analyst highlights the company’s successful shift in focus toward growth sectors like robotics and data centers, which is helping offset softer demand in the traditional automotive and industrial markets. “Provided that the ongoing hostilities between the United States, Israel, and Iran don’t trigger a broader downturn for the economy, STMicro’s business should recover in 2026, with notable acceleration in the second half of the year continuing into 2027 and beyond. Moreover, while STMicro does face meaningful competition across multiple markets, opportunities in areas like data centers (or DCs), power, robotics, and sensing do support a more bullish outlook.” Wheaton Precious Metals ( WPM ): Upgrade Sell to Hold by Trapping Value . After a significant loss in market capitalization following an expensive streaming deal, the analyst believes the stock’s valuation has finally retreated to a level near fair value. “Sentiment in the precious metals sector has turned extremely bearish, with flows and sentiment indicators suggesting a better entry point for traders.” Downgrades Teekay Corporation ( TK ): Downgrade Buy to Sell by Henrik Alex . The analyst argues that the stock is currently trading at a substantial premium to its net asset value and suggests that investors ...
The three new battery-powered doorbells add 4K and 2K video resolution, and the company’s budget wired model gets a bump to 2K. | IMAGE: Ring Ring has announced its first battery-powered 2K and 4K doorbell cameras . The Ring Battery Video Doorbell Pro 2nd Gen ($249.99) offers 4K video resolution and 10x digital zoom, while the Battery Video Doorbell Plus 2nd Gen ($179.99) offers 2K video and 6x zo...
The three new battery-powered doorbells add 4K and 2K video resolution, and the company’s budget wired model gets a bump to 2K. | IMAGE: Ring Ring has announced its first battery-powered 2K and 4K doorbell cameras . The Ring Battery Video Doorbell Pro 2nd Gen ($249.99) offers 4K video resolution and 10x digital zoom, while the Battery Video Doorbell Plus 2nd Gen ($179.99) offers 2K video and 6x zoom. The Battery Video Doorbell 2nd Gen ($99.99) also has 2K but uses a built-in battery unlike the other two, which have removable batteries. The new doorbell cameras are now available for pre-order and will be released on April 29th. The company also announced an upgrade to its Wired Video Doorbell 2nd Gen ($79.99) , bringing 2K Video to its budget doorbell camera. All the models get the … Read the full story at The Verge.
Meta Platforms is laying off a few hundred people across multiple teams on Wednesday, a source familiar with the matter told Reuters. Reuters reported earlier this month that Meta was planning sweeping layoffs that could affect 20% or more of the company's workforce and that top executives had signaled the plans to other senior leaders and told them to begin planning how to pare back. Accordi...
Meta Platforms is laying off a few hundred people across multiple teams on Wednesday, a source familiar with the matter told Reuters. Reuters reported earlier this month that Meta was planning sweeping layoffs that could affect 20% or more of the company's workforce and that top executives had signaled the plans to other senior leaders and told them to begin planning how to pare back. According to an earlier report in The Information, the cuts would affect Meta's Reality Labs division, social media teams and recruiting operations.