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Research

Research Alert: Arm: Mar-q And Jun-q Largely In Line; Shift To Physical Cpus Key

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ARM posted Mar-Q revenue of $1.49B (+20% Y/Y), slightly beating the $1.47B expectation, with licensing revenue surging 29% to $819M and royalty revenue growing 11% to $671M. EPS of $0.60 beat the $0.58 expectation, while ACV increased 22% Y/Y to $1.66B. The Arm AGI CPU launch represents a strategic inflection point, with customer demand exceeding $2B in FY 27-FY 28, more than double initial projections, and Meta serving as lead partner. Jun-Q guidance came in ahead of expectations with revenue of $1.26B +/- $50M (vs. the $1.25B consensus) and EPS of $0.40 +/- $0.04 (vs. the $0.37 consensus). Data center momentum continues accelerating with ARM holding ~50% CPU share among top hyperscalers as major cloud providers deepen ARM integration, including Google's next-gen TPUs and AWS's $20B+ silicon business. ARM maintains a robust balance sheet with $3.6B cash and no debt, though operating margins compressed to 49.1% from 52.8% due to 33% R&D spending increases supporting next-generation compute technologies.

$ARM
Wire

Earnings Flash (ARM) ARM Posts Q4 Revenue $1.49B, vs. FactSet Est of $1.47B

Earnings Flash (ARM) ARM Posts Q4 Revenue $1.49B, vs. FactSet Est of $1.47B

$ARM
Wire

Advanced Micro Devices Set to Command Half of Growing Server CPU Market, BofA Says

Advanced Micro Devices (AMD) is expected to capture about half of the total addressable market for server central processing units, which the company expects will exceed $120 billion by 2030, BofA Securities said in a note emailed Wednesday.The chip maker's updated forecast for server CPU TAM is double its previous estimate amid rising agentic artificial intelligence demand, according to the brokerage.The server CPU market is now expected to grow more than 35% annually, reaching over $120 billion by 2030, AMD Chief Executive Lisa Su said late Tuesday during an earnings call, according to a FactSet transcript.The company previously expected market growth of 18% annually over the next three to five years.BofA expects AMD to capture a roughly 50% share of the server CPU market, with the remaining half split between rivals Intel (INTC) and Arm (ARM)."Rising CPU TAM is good for all CPU vendors, but we expect AMD to maintain/expand share on (the) back of broad portfolio, rising enterprise focus, continued cloud leadership and consistent roadmap execution," BofA analyst Vivek Arya wrote. "Separately, we expect AMD to potentially announce other large customers for GPUs for (2027) and beyond."Shares of AMD surged 18% in Wednesday afternoon trade.The company reported stronger-than-expected first-quarter results late Tuesday, as demand for AI infrastructure pushed data center revenue higher year over year."Inferencing and agentic AI are increasing the need for server CPU compute as these workloads require additional CPU processing for orchestration, data movement, and parallel execution in addition to serving as the head nodes for GPUs and accelerators," Su told analysts during the earnings call. "As a result, we are seeing both stronger near-term demand and deeper engagement with customers on long-term capacity planning."AMD currently represents about 6% of the AI TAM, and that figure is expected to grow toward double digits by 2030, Arya said.Still, AMD remains "exposed to uncertain share allocation between numerous OpenAI suppliers" including Nvidia (NVDA), Broadcom (AVGO) and Cerebras Systems, he said.Following AMD's first-quarter results, BofA raised the company's 2026 and 2027 pro-forma earnings per share estimate by 9% each to $7.28 and $11.80. The brokerage is projecting AMD's 2030 EPS potential at more than $27, above management's $20-plus target.BofA reiterated AMD's buy rating and lifted the price target to $450 from $310.Price: $417.82, Change: $+62.56, Percent Change: +17.61%

$AMD$ARM$AVGO$INTC$NVDA
US Markets

Equity Markets Rise Intraday, Oil Plunges Amid US-Iran Peace Deal Optimism

US benchmark equity indexes were higher intraday, while oil prices tumbled as investors reacted to reports saying that Washington and Tehran are nearing a potential agreement to end the war.The Nasdaq Composite was up 1.6% at 25,726 after midday Wednesday, while the S&P 500 advanced 1.1% to 7,339.3. Both indexes were on track for back-to-back record-high closings. The Dow Jones Industrial Average rose 1% to 49,792.1.Among sectors, industrials was outperforming with a 2.2% gain, while energy saw the steepest drop of 4.1%.West Texas Intermediate crude was down 6.6% at $95.57 per barrel, while Brent slumped 7% to $102.20.The US is nearing a deal with Iran on a one-page memorandum of understanding to end their conflict in the Middle East and establish a framework for more detailed nuclear negotiations, Axios reported Wednesday, citing two US officials and two other sources familiar with the matter.The two countries are moving closer to an agreement on a short memorandum to end the war, CNN also reported, citing a regional source familiar with the negotiations."Traders in the US woke up to see some real excitement in the markets today caused by the (Axios) news," Macquarie said in a note. "The good news, for now, is that the same sources that leaked the existence of a deal to Axios said this was the closest the parties had been to an agreement since the war began."US President Donald Trump issued a fresh warning to Iran, saying the "bombing starts" again if a deal is not reached."Assuming Iran agrees to give what has been agreed to, which is, perhaps, a big assumption, the already legendary Epic Fury will be at an end, and the highly effective blockade will allow the Hormuz Strait to be open to all, including Iran," Trump said in a social media post.Iran said it is still reviewing the latest US proposal, according to news reports.US Treasury yields were lower intraday, with the 10-year rate down 7.4 basis points at 4.36% and the two-year rate falling 7.2 basis points to 3.88%.In company news, Advanced Micro Devices (AMD) shares surged nearly 17%, among the best performers on the S&P 500. Late Tuesday, the chipmaker reported stronger-than-expected first-quarter results as demand for artificial intelligence infrastructure pushed data center revenue higher year over year.Walt Disney's (DIS) fiscal second-quarter results came in ahead of market estimates Wednesday amid revenue gains across all business operations, while the media and entertainment giant reiterated its expectations for growth to accelerate in the second half. Disney's shares climbed 6.5%, the top performer on the Dow.Nvidia (NVDA) followed Disney on the Dow, up 4.5%. Specialty glass maker Corning (GLW) will boost its optical connectivity manufacturing capacity under a multiyear partnership with chipmaking giant to support AI factory buildouts. Corning shares jumped 14%.Arista Networks (ANET) shares tumbled 16%, among the worst S&P 500 performers. Late Tuesday, the cloud networking company issued a second-quarter revenue outlook slightly below market estimates.Arm (ARM), Applovin (APP), DoorDash (DASH) and Warner Bros. Discovery (WBD) are expected to report after the closing bell Wednesday, along with others.In economic news, employment in the US private sector grew at its fastest pace in more than a year in April, ADP (ADP) data showed."The uptick in private payroll gains from the ADP employment report not only suggests a stable labor market, but one that was potentially warming despite the outbreak of the war in Iran," Oxford Economics said in a note. "If this signal is echoed in the official measure on Friday, the unemployment rate is likely to fall given the low break-even rate, which we estimate is near zero."Data from the Bureau of Labor Statistics are expected to show Friday that the US economy added 65,000 nonfarm jobs last month, which would represent a fall from a 178,000 increase reported for March, according to a Bloomberg-compiled survey. The unemployment rate is seen unchanged at 4.3%.Gold rose 2.8% to $4,695.90 per troy ounce, while silver climbed 5.3% to $77.48 per ounce.

Dow JonesNasdaq CompositeS&P 500$ADP$AMD$ANET$APP$ARM$DASH$DIS$GLW$NVDA$WBD
Wire

Advanced Micro Devices CPU Momentum Strong, GPU Upside Key for Outperformance, RBC Says

Advanced Micro Devices (AMD) reported solid results and an upbeat outlook but further outperformance will depend on GPU ramp execution, while competition and execution risks remain longer term, RBC Capital Markets said in a Wednesday research note.The company posted higher year-over-year Q1 adjusted earnings of $1.37 per diluted share from $0.96. Revenue increased to $10.25 billion from $7.44 billion. Advanced Micro Devices issued Q2 revenue guidance of $11.2 billion, plus or minus $300 million.Advanced Micro Devices' server central processing unit, or CPU, segment outperformed in Q1. It grew more than 50% year on year supported by agentic artificial intelligence. AI graphics processing unit, or GPU, also posted a substantial double-digit growth on an annual basis, the investment firm added.The company could face risks from intensifying competition with ARM (ARM) in the server CPU market. RBC said further outperformance would depend largely on ramps of MI455/Helios, with limited near-term catalysts until the MI GPU cycle scales.RBC raised its price target on AMD to $400 from $325, with a sector perform rating.Shares of Advanced Micro Devices were up more than 16% in Wednesday afternoon trading.Price: $414.15, Change: $+58.89, Percent Change: +16.58%

$AMD$ARM
US Markets

Stocks Rise Pre-Bell, Oil Prices Fall After Report Says US, Iran Nearing Peace Agreement

The main US stock measures were pointing higher in Wednesday's premarket activity, while oil prices declined after a media report said the US and Iran are nearing a potential agreement to end their conflict.The S&P 500 and the Dow Jones Industrial Average rose 0.7% each before the opening bell, while the Nasdaq advanced 1.2%. The indexes finished the previous trading session in the green, with the S&P 500 and the Nasdaq closing with new highs.Washington is nearing an agreement with Tehran on a one-page memorandum of understanding to end their conflict in the Middle East and establish a framework for more detailed nuclear negotiations, Axios reported Wednesday, citing two US officials and two other sources familiar with the matter.In a social media post on Tuesday, President Donald Trump said the US is temporarily pausing "Project Freedom," its effort to guide neutral ships locked up in the Strait of Hormuz out of the crucial waterway. Trump noted that the US blockade on Iranian ports will remain in effect.US Defense Secretary Pete Hegseth reportedly said Tuesday that the ceasefire agreement with Iran remained intact despite recently renewed tensions in the Gulf region.West Texas Intermediate crude oil dropped 9.3% to $92.88 a barrel in premarket action, while Brent fell 8.3% to $100.77.Treasury yields slipped before the open, with the two-year rate retreating 7.3 basis points to 3.87% and the 10-year rate off 6.8 basis points to 4.35%.Walt Disney (DIS), Uber Technologies (UBER), CVS Health (CVS), Marriott International (MAR), Johnson Controls International (JCI), Restaurant Brands International (QSR), Kraft Heinz (KHC) and Performance Food Group (PFGC) are some of the major companies scheduled to report their latest financial results before the bell, among others.Arm Holdings (ARM), Applovin (APP), DoorDash (DASH) and Warner Bros. Discovery (WBD) post earnings after the markets close.Shares of Advanced Micro Devices (AMD) jumped 18% pre-bell after the chipmaker reported stronger-than-expected first-quarter results. Novo Nordisk's (NVO) US-listed stock climbed 7.5% as the Danish pharmaceutical giant issued an improved full-year sales outlook. Arista Networks (ANET) declined 8.1% after it issued a downbeat second-quarter revenue outlook.Wednesday's economic calendar has the weekly mortgage applications bulletin at 7 am ET, followed by the ADP Employment report for April at 8:15 am. The weekly EIA domestic petroleum inventories report is out at 10:30 am.Federal Reserve Bank of St. Louis President Alberto Musalem is slated to speak at 9:30 am, while Chicago Fed President Austan Goolsbee speaks at 1 pm.Gold increased 3.1% to $4,710 per troy ounce, while bitcoin moved up 0.8% to $82,210.

Dow JonesNasdaq CompositeS&P 500$AMD$ANET$APP$ARM$CVS$DASH$DIS$JCI$KHC$MAR$NVO$PFGC$QSR$UBER$WBD
Asia Markets

US Equity Futures Slip Pre-Bell as Middle East Conflict Enters Third Month, Oil Prices Rise

US equity futures were marginally lower pre-bell Monday as the standoff in the Strait of Hormuz continued, with the Iran-US conflict reaching its third month and traders noting the increase in oil prices.Dow Jones Industrial Average futures were 0.3% lower, S&P 500 futures were down 0.1%, and Nasdaq futures were 0.1% higher.President Donald Trump said Sunday that the US would help guide vessels stranded in the Persian Gulf due to the conflict, and Iran responded by warning US forces not to enter the Strait of Hormuz.A US warship was turned away from entering the waterway after being hit by two missiles fired by Iran's navy near the port of Jask, according to Iran's Fars news agency, but a senior US official denied the report, Axios said.Among the companies expected to report quarterly earnings this week are Palantir Technologies (PLTR), Advanced Micro Devices (AMD), HSBC (HSBC), Arm (ARM), Shell (SHEL), and McDonald's (MCD).Oil prices were higher, with front-month global benchmark North Sea Brent crude up 2% at $110.31 per barrel and US West Texas Intermediate crude 0.8% higher at $102.72 per barrel.March factory orders, due at 10 am ET, are expected to have gained 0.6%, compared with no change previously, according to estimates compiled by Bloomberg.New York Federal Reserve President John Williams is due to speak today.In other world markets, Japan's Nikkei, China's Shanghai Composite, and the UK's FTSE 100 were all closed due to public holidays. Hong Kong's Hang Seng ended 1.2% higher. Germany's DAX index was flat in Europe's early afternoon session.In equities, Alibaba (BABA) shares rose 2% after Chinese robotics startup Linkerbot, which is backed by Alibaba unit Ant Group, said it will seek a $6 billion valuation in its next funding round, according to a Reuters report. EBay (EBAY) stock was 7.5% higher after GameStop (GME) said it submitted a non-binding proposal to acquire all outstanding shares of eBay for $125 each. Tyson Foods (TSN) shares were up 1.6% after the company reported fiscal Q2 adjusted earnings and sales that surpassed analysts' consensus.On the losing side, Norwegian Cruise Line (NCLH) stock was down 5.9% after the company issued lower-than-expected Q2 adjusted earnings guidance and trimmed its 2026 adjusted EPS outlook.

Dow JonesNasdaq CompositeS&P 500$AMD$ARM$BABA$EBAY$GME$HSBC$MCD$NCLH$PLTR$SHEL$TSN
Japan

US Equity Futures Slip as Middle East Conflict Enters Third Month, Oil Prices Rise

US equity futures were lower pre-bell Monday as the standoff in the Strait of Hormuz continued, with the Iran-US conflict reaching its third month and traders noting the increase in oil prices.Dow Jones Industrial Average futures were 0.4% lower, S&P 500 futures were down 0.2%, and Nasdaq futures were 0.1% lower.President Donald Trump said Sunday that the US would help guide vessels stranded in the Persian Gulf due to the conflict, and Iran responded by warning US forces not to enter the Strait of Hormuz.A US warship was turned away from entering the waterway after being hit by two missiles fired by Iran's navy near the port of Jask, according to Iran's Fars news agency, but a senior US official denied the report, Axios said.Among the companies expected to report quarterly earnings this week are Palantir Technologies (PLTR), Advanced Micro Devices (AMD), HSBC (HSBC), Arm (ARM), Shell (SHEL), and McDonald's (MCD).Oil prices were higher, with front-month global benchmark North Sea Brent crude up 3.4% at $111.89 per barrel and US West Texas Intermediate crude 2.9% higher at $104.93 per barrel.March factory orders are expected to have gained 0.6%, compared with no change previously, according to estimates compiled by Bloomberg.New York Federal Reserve President John Williams is due to speak today.

Dow JonesNasdaq CompositeS&P 500$AMD$ARM$HSBC$MCD$PLTR$SHEL
Japan

Update: US Equity Investors to Focus This Week on Risk of Iran Ceasefire Falling Apart, Earnings, Nonfarm Payrolls

(Updates to add more information on the headline)US equity investors will look out for Iran ending its ceasefire agreement with Washington if the US military escorts ships stranded in the Strait of Hormuz, while focusing on mega-cap quarterly earnings and labor market data this week.* An Iranian official warned the US will be attacked if it tries to approach or enter the Strait of Hormuz, after President Donald Trump said the US military will begin guiding stranded ships through the chokepoint on Monday, CNN reported. US Central Command said it would support the effort with 15,000 military personnel, more than 100 land and sea-based aircraft, warships, and drones, Reuters reported.* Concurrently, Trump reported "very positive discussions" with Iran, according to CNN. The Iranian Foreign Ministry is reviewing the US' reply to Tehran's latest peace proposal, CNN reported, citing the ministry.* Meanwhile, West Texas Intermediate crude oil futures rose 1.3% to $103.27, and Brent crude futures climbed 1.3% to $109.62 early Monday. Most US Treasury yields also advanced, with the 10-year up two basis points to 4.4% and the two-year higher by 2.3 basis points to 3.91%.* Quarterly earnings due this week include Palantir Technologies (PLTR), Advanced Micro Devices (AMD), Arista Networks (ANET), Arm Holdings (ARM), Uber Technologies (UBER), Applovin (APP), Shell (SHEL), McDonald's (MCD), and Walt Disney (DIS).* Macroeconomic data due this week include nonfarm payrolls, JOLTS job openings, ADP private payrolls, Challenger job cuts, ISM services PMI, and the University of Michigan's preliminary consumer sentiment and inflation expectations.* Europe will respond should Trump follow through on his threat to raise tariffs on cars and trucks from the European Union to 25%, Eurogroup President Kyriakos Pierrakakis told Bloomberg. "The number one choice is always dialogue," he said. "If there is a deviation from what we have agreed upon, obviously all options are on the table and all choices will be on the table."

Dow JonesNasdaq CompositeS&P 500$AMD$ANET$ARM$DIS$MCD$PLTR$SHEL$UBER
Asia Markets

US Equity Investors to Focus on Risk of Iran Ceasefire Falling Apart, Quarterly Earnings, Nonfarm Payrolls

US equity investors will look out for Iran ending its ceasefire agreement with Washington if the US military escorts ships stranded in the Strait of Hormuz, while focusing on mega-cap quarterly earnings and labor market data this week.* An Iranian official warned the US will be attacked if it tries to approach or enter the Strait of Hormuz, after President Donald Trump said the US military will begin guiding stranded ships through the chokepoint on Monday, CNN reported. US Central Command said it would support the effort with 15,000 military personnel, more than 100 land and sea-based aircraft, warships, and drones, Reuters reported.* Concurrently, Trump reported "very positive discussions" with Iran, according to CNN. The Iranian Foreign Ministry is reviewing the US' reply to Tehran's latest peace proposal, CNN reported, citing the ministry.* Meanwhile, West Texas Intermediate crude oil futures rose 1.3% to $103.27, and Brent crude futures climbed 1.3% to $109.62 early Monday. Most US Treasury yields also advanced, with the 10-year up two basis points to 4.4% and the two-year higher by 2.3 basis points to 3.91%.* Quarterly earnings due this week include Palantir Technologies (PLTR), Advanced Micro Devices (AMD), Arista Networks (ANET), Arm Holdings (ARM), Uber Technologies (UBER), Applovin (APP), Shell (SHEL), McDonald's (MCD), and Walt Disney (DIS).* Macroeconomic data due this week include nonfarm payrolls, JOLTS job openings, ADP private payrolls, Challenger job cuts, ISM services PMI, and the University of Michigan's preliminary consumer sentiment and inflation expectations.* Europe will respond should Trump follow through on his threat to raise tariffs on cars and trucks from the European Union to 25%, Eurogroup President Kyriakos Pierrakakis told Bloomberg. "The number one choice is always dialogue," he said. "If there is a deviation from what we have agreed upon, obviously all options are on the table and all choices will be on the table."

Dow JonesNasdaq CompositeS&P 500$AMD$ANET$ARM$DIS$MCD$PLTR$SHEL$UBER
Asia Markets

US Equity Indexes Retreat as Sell-Off in Semiconductors Coincides With Surge in Crude Oil

US equity indexes declined on Tuesday as a slide in semiconductors hit technology, while worsening Middle East geopolitics boosted crude oil prices.The Nasdaq Composite dropped 0.9% to 24,663.80, and the S&P 500 slid 0.5% to 7,138.80, retreating from recent record highs as the so-called artificial intelligence-trade wobbled. The Dow Jones Industrial Average slipped by almost 0.1% to 49,141.93.Microsoft-backed (MSFT) OpenAI recently missed its own targets for new users and revenue, The Wall Street Journal reported late Monday, citing people familiar with the matter. Chief Financial Officer Sarah Friar expressed concern that OpenAI may not be able to pay for future computing contracts if sales fail to grow fast enough, the news report said, citing the people.Among companies with a market capitalization of more than $200 billion, the worst performers were largely semiconductor names, including Arm Holdings (ARM), Applied Materials (AMAT), Arista Networks (ANET), Broadcom (AVGO), and Oracle (ORCL), according to data compiled by Finviz.Meanwhile, the United Arab Emirates will leave the Organization of the Petroleum Exporting Countries and its more expanded version, OPEC+, effective May 1, the Emirates News Agency reported.This comes as Iran's latest proposal to end the war in the Middle East has left US President Donald Trump unhappy with the offer, leaving the deadly conflict in a continuing state of deadlock, Reuters reported Tuesday, citing an unnamed US official.Iran's offer included a reopening of the Strait of Hormuz in return for lifting the US blockade of Tehran's ports and deferring talks over its nuclear program. This comes as weekend talks expected to be held in Pakistan between Iran and the US failed to materialize."Alarm bells will ring loudly if the [Strait of Hormuz] doesn't reopen during May," Bjarne Schieldrop, chief analyst of commodities at SEB Research, said in a note. "Spot crude and product prices will trade higher and higher. And if a decent reopening doesn't take place before June/July, then the risk is significant for a real crisis where the world may be forced to reduce its oil consumption closer to the level of availability."West Texas Intermediate crude oil futures jumped 3.7% to $99.96, and Brent crude futures advanced 2.7% to $111.16.In precious metals, gold futures dropped 1.8% to $4,608.7, and silver futures slumped 2.6% to $73.05, as higher crude oil prices raised inflation concerns.Most US Treasury yields rose, with the 10-year steady at 4.34% and the two-year climbed 2.3 basis points to 3.83%.In economic news, the Conference Board's measure of consumer confidence rose to 92.8 in April from an upwardly revised 92.2 reading in March, compared with a decrease to 89.0 expected in a Bloomberg-compiled poll. The survey was conducted from April 1 to April 22, which included the temporary two-week Iran ceasefire.The Richmond Fed's monthly manufacturing index rose to 3 in April from 0 in March, above expectations for 1 in a Bloomberg-compiled survey.The Case-Shiller National Home Price Index rose by 0.3% in February before seasonal adjustment, following a 0.2% decrease in January.

Dow JonesNasdaq CompositeS&P 500$AMAT$ANET$ARM$AVGO$MSFT$ORCL
International

US Equity Markets End Lower as Chipmakers Slide, Middle East Tensions Lift Oil

US equity indexes closed lower on Tuesday as semiconductor shares fell and Middle East tensions lifted crude oil prices.* Arm Holdings (ARM), Applied Materials (AMAT), Lam Research (LRCX), Arista Networks (ANET), and Advanced Micro Devices (AMD) were among the tech decliners.* Iran's latest proposal to end the war in the Middle East failed to win President Donald Trump's support, Reuters reported, citing a US official.* The Conference Board's measure of consumer confidence rose to 92.8 in April from an upwardly revised 92.2 in March, compared with 89 expected in a Bloomberg survey.* The Richmond Fed's monthly manufacturing index rose to 3 in April from zero in March, above expectations for 1 in a Bloomberg poll.* May West Texas Intermediate crude oil rose $3.51 to settle at $99.88 per barrel, while June Brent crude, the global benchmark, was last seen up $2.90 at $111.13.* Alexandria Real Estate Equities (ARE) shares fell 11%, the biggest drop on the S&P 500, after the company reported lower Q1 results.* Centene (CNC) shares rose 13%, the top gainer on the S&P, after the company reported higher Q1 results and raised its 2026 outlook.

Dow JonesNasdaq CompositeS&P 500$AMAT$AMD$ANET$ARE$ARM$CNC$LRCX
Japan

US Equity Indexes Decline Amid Sharp Sell-Off in Semiconductors, Rising Crude Oil

US equity indexes traded lower ahead of Tuesday's close as a decline in semiconductor shares crushed technology and worsening Middle East geopolitics pushed crude oil futures higher.The Nasdaq Composite dropped 0.9% to 24,675.1, and the S&P 500 slid 0.5% to 7,138.2. The Dow Jones Industrial Average slipped 0.1% to 49,124.9.Microsoft-backed (MSFT) OpenAI recently missed its own targets for new users and revenue, The Wall Street Journal reported late Monday, citing people familiar with the matter. Chief Financial Officer Sarah Friar expressed concern that OpenAI may not be able to pay for future computing contracts if sales fail to grow fast enough, the news report said, citing the people.Among companies with a market capitalization of more than $200 billion, the worst performers were largely semiconductor names, including Arm Holdings (ARM), Applied Materials (AMAT), Arista Networks (ANET), Broadcom (AVGO), and Oracle (ORCL), according to data compiled by Finviz.Meanwhile, the United Arab Emirates will leave the Organization of the Petroleum Exporting Countries and its more expanded version, OPEC+, effective May 1, the Emirates News Agency reported.This comes as Iran's latest proposal to end the war in the Middle East has left President Donald Trump unhappy with the offer, leaving the deadly conflict in a continuing state of deadlock, Reuters reported Tuesday, citing an unnamed US official.West Texas Intermediate crude oil futures jumped 3.7% to $99.96, and Brent crude futures advanced 2.7% to $111.16.

Dow JonesNasdaq CompositeS&P 500$AMAT$ANET$ARM$AVGO$MSFT$ORCL
Asia Markets

Semiconductor Sell-Off Pushes S&P 500, Nasdaq Lower in Midday Trading

US equity indexes were mixed in Tuesday's midday trading, with the S&P 500 and the Nasdaq Composite sliding, as slumping semiconductor shares sent technology lower and worsening Middle East geopolitics lifted crude oil futures.The Nasdaq Composite dropped 1.3% to 24,564.5, and the S&P 500 slid 0.8% to 7,120.7. The Dow Jones Industrial Average, home mostly to old economy shares, climbed 0.1% to 49,190.3.Industrials and materials were among the three worst performers, while energy and consumer staples led the gainers intraday.Microsoft-backed (MSFT) OpenAI recently missed its own targets for new users and revenue, The Wall Street Journal reported late Monday, citing people familiar with the matter. Chief Financial Officer Sarah Friar expressed concern that OpenAI may not be able to pay for future computing contracts if sales fail to grow fast enough, the news report said, citing the people.Among companies with a market capitalization of more than $200 billion, the worst performers were largely semiconductor names, including Arm Holdings (ARM), Applied Materials (AMAT), Lam Research (LRCX), Arista Networks (ANET), and Advanced Micro Devices (AMD), according to data compiled by Finviz.Meanwhile, the United Arab Emirates will leave the Organization of the Petroleum Exporting Countries and its more expanded version, OPEC+, effective May 1, the Emirates News Agency reported.This comes as Iran's latest proposal to end the war in the Middle East has still not won President Donald Trump's backing, leaving the deadly conflict in a continuing state of deadlock, Reuters said in a Tuesday report, citing an unnamed US official.West Texas Intermediate crude oil futures jumped 3.6% to $99.80, and Brent crude futures advanced 2.6% to $111.08."Oil extended its rally ... amid no signs of progress toward reopening the Strait of Hormuz, where US and Iranian blockades have reduced daily transits to near zero," Saxo Bank said in a note. "Warnings over the severity of the global supply squeeze continue to intensify, with tightness in refined fuel markets already pushing diesel and jet fuel prices toward USD200 per barrel."In precious metals, gold futures dropped 2.5% to $4,575.1, and silver futures slumped 3.7% to $72.30, as higher crude oil prices raised inflation concerns. Most US Treasury yields rose, with the 10-year up 3.4 basis points to 4.37% and the two-year climbing 4.1 basis points to 3.85%.In economic news, the Conference Board's measure of consumer confidence rose to 92.8 in April from an upwardly revised 92.2 in March, compared with the 89.0 print expected in a Bloomberg-compiled survey. The poll for preliminary results was conducted from April 1 to April 22, which included the temporary two-week ceasefire in the Iran war."Consumer appraisals of current and expected business conditions declined moderately compared to last month," said Dana Peterson, Chief Economist at The Conference Board. "This was offset by modest improvements in consumers' perceptions of the labor market, both current and expected, as well as income expectations, which were slightly more optimistic in April."The Richmond Fed's monthly manufacturing index rose to 3 in April from 0 in March, above expectations for 1 in a Bloomberg-compiled poll. Other regional manufacturing data already released have suggested expansion, except for the Dallas Fed's measure.

Dow JonesNasdaq CompositeS&P 500$AMAT$AMD$ANET$ARM$LRCX$MSFT
Japan

Semiconductor Sell-Off Pushes S&P 500, Nasdaq Lower

US equity indexes were mixed in Tuesday's midday trading, with the S&P 500 and the Nasdaq Composite sliding, as slumping semiconductor shares sent technology lower, and worsening Middle East geopolitics lifted crude oil futures.The Nasdaq Composite dropped 1.3% to 24,568.2, and the S&P 500 slid 0.7% to 7,124.6. The Dow Jones Industrial Average, home mostly to old economy shares, climbed 0.2% to 49,259.3.Microsoft-backed (MSFT) OpenAI recently missed its own targets for new users and revenue, The Wall Street Journal reported late Monday, citing people familiar with the matter. Chief Financial Officer Sarah Friar expressed concern that OpenAI may not be able to pay for future computing contracts if sales fail to grow fast enough, the news report said, citing the people.Among companies with a market capitalization of more than $200 billion, the worst performers were largely semiconductor names, including Arm Holdings (ARM), Applied Materials (AMAT), Lam Research (LRCX), Arista Networks (ANET), and Advanced Micro Devices (AMD), according to data compiled by Finviz.Meanwhile, the United Arab Emirates will leave the Organization of the Petroleum Exporting Countries and its more expanded version, OPEC+, effective May 1, the Emirates News Agency reported.This comes as Iran's latest proposal to end the war in the Middle East has still not won President Donald Trump's backing, leaving the deadly conflict in a continuing state of deadlock, Reuters said in a Tuesday report, citing an unnamed US official.West Texas Intermediate crude oil futures jumped 3.6% to $99.80, and Brent crude futures advanced 2.6% to $111.08.

Dow JonesNasdaq CompositeS&P 500$AMAT$ARM$LRCXMAMD$MSFT
Asia Markets

European Equities Traded in the US as American Depositary Receipts Decline Tuesday

European equities traded in the US as American depositary receipts were lower on Tuesday morning, down 0.3% to 1,784.71 on the S&P Europe Select ADR Index.From continental Europe, the gainers were led by technology company Opera (OPRA) and telecoms, information technology, and consumer electronics corporation Nokia (NOK), which climbed 7.8% and 1.4% respectively.They were followed by pharmaceutical giant Novo Nordisk (NVO), which added 1%.The decliners from continental Europe were led by semiconductor companies Sequans Communications (SQNS) and ASML (ASML), which fell 6.2% and 4.7% respectively.They were followed by solar energy technology company Turbo Energy (TURB), which shed 3.7%.From the UK and Ireland, the gainers were led by clinical-stage biopharmaceutical company Autolus Therapeutics (AUTL), which rose 3.2%, followed by oil and gas companies Shell (SHEL) and BP (BP), which advanced 1.3% and 1.1% respectively.The decliners from the UK and Ireland were led by semiconductor company Arm (ARM) and budget airline Ryanair (RYAAY), which dropped 8.9% and 2.4% respectively.

$ARM$ASML$AUTL$BP$NOK$NVO$OPRA$RYAAY$SHEL$SQNS$TURB
Wire

Super Micro Computer Expands Portfolio With Arm-Based Platforms

Super Micro Computer (SMCI) said Tuesday it has expanded its data center infrastructure portfolio with Arm-based (ARM) server platforms powered by the new Arm AGI CPU, as well as Open Compute Project ORv3-compliant rack offerings.The company's Data Center Building Block Solutions segment employs a modular framework for deploying scalable AI data centers, according to a statement.Price: $26.94, Change: $-0.93, Percent Change: -3.35%

$ARM$SMCI
Asia Markets

Nasdaq, S&P 500 Touch All-Time Highs as Intel Lifts Tech, Stage Set for Iran Peace Talks This Weekend

The Nasdaq Composite and the S&P 500 hit records on Friday as Intel's (INTC) blowout Q1 results galvanized the technology sector amid reports that the White House is sending its Iran peace envoys to Pakistan for talks this weekend.The Nasdaq was up 1.6% to 24,836.60, after touching a record 24,854.04 intraday. The S&P 500 was up 0.8% to 7,165.08, after hitting a peak of 7,168.59 earlier in the session. The Dow Jones Industrial Average declined 0.2% to 49,230.71 at the close, as health care, industrials, and financials led the decliners.Intel shares soared 24%, the top gainer on the S&P 500 and the Nasdaq, after the company reported higher fiscal Q1 adjusted earnings and revenue. The chipmaker issued a fiscal Q2 outlook above market expectations. Nvidia (NVDA), Advanced Micro Devices (AMD), and Arm (ARM) were among the biggest outperformers across the S&P 500 and the Nasdaq.Iran's Foreign Minister Abbas Araghchi, the main mediator between Tehran and Washington, arrived in Islamabad, according to The Wall Street Journal. US envoys Steve Witkoff and Jared Kushner will travel to Pakistan on Saturday to participate in direct talks with Iran, CNN cited the White House.There is, however, no confirmation yet that American delegates will meet directly with Araghchi, according to both publications. US Vice President JD Vance will be on standby to travel if there is progress in the negotiations, a White House official told the WSJ.West Texas Intermediate crude oil futures fell 1% to $94.87, while Brent crude futures rose 0.8% to $105.95. Both WTI and Brent were up more than 1.5% each earlier in the session.In precious metals, gold futures rose 0.1% to $4,726.8, and silver futures climbed 0.5% to $75.91, after both traded lower earlier in the session.In economic news, the University of Michigan consumer sentiment index was revised up to 49.8 for April from 47.6 preliminary, compared with expectations for 48.5 in a Bloomberg-compiled survey. The index remains below the final 53.3 print in March. Respondents expected a 4.7% inflation rate over the next year and 3.5% annual inflation over the next five years, up from 3.8% and 3.2%, respectively, in March.US Attorney General for DC Jeanine Pirro said Friday on X that she has ordered her office to close its investigation into Federal Reserve Chair Jerome Powell. The Inspector General for the Federal Reserve has been asked to scrutinize cost overruns related to building construction, Pirro said. The move likely brings Kevin Warsh closer to taking over from Powell next month.Most US Treasury yields fell, with the 10-year slipping 1.5 basis points to 4.31% and the two-year dropping 4.2 basis points to at 3.78%.

Dow JonesNasdaq CompositeS&P 500$AMD$ARM$INTC$NVDA
Asia Markets

US Equity Indexes Mixed This Week as Surging Technology Fails to Outweigh Iran Geopolitics

US equity indexes closed mixed this week, as quarterly earnings helped the technology sector top charts while a failure to hold the second round of Iran peace talks knocked confidence.* The S&P 500 closed at 7,165.08 on Friday, up 0.6% this week, according to data compiled by FactSet. The Nasdaq Composite ended at 24,836.60, rising 1.5% over the past five days. The Dow Jones Industrial Average ended at 49,310.32, down 0.4% from a week ago.* Technology and energy led sector gainers, while health care and financials were among the steepest decliners.* Intel's Q1 galvanized the technology sector as the chipmaker reported blowout results, pushing its shares as high as 25% on Friday. Arm (ARM), Advanced Micro Devices (AMD), and Texas Instruments (TXN) each delivered returns of more than 20% this week.* Investors balked after Tesla (TSLA) unveiled its capital expenditure guidance for 2026, taking the shine off Q1 beats. TechCrunch reported the firm plans to spend $25 billion this year, compared with $8.5 billion in 2025. Tesla's shares ended 5.9% lower this week.* Late Friday, WTI and Brent crude oil futures trading at $94.74 and $105.79, respectively, were higher from a week ago, reflecting mainly the US-Iran's failure to hold the second round of talks in Pakistan earlier this week. The duo remained at an impasse up until Thursday, as Tehran refused to negotiate a peace deal as long as the US Navy continued to blockade its ports and Washington refused to lift the siege.* However, on Friday, news emerged that US envoys Steve Witkoff and Jared Kushner will travel to Islamabad, Pakistan, on Saturday to participate in direct talks with Iran, CNN cited the White House. On the same day, Tehran also announced it is sending Foreign Minister Abbas Araghchi to Pakistan, the news report said. WTI and Brent crude futures traded lower on Friday.

Dow JonesNasdaq CompositeS&P 500$AMD$ARM$INTC$TSLA$TXN
Japan

US Equity Indexes Mixed as Intel Boosts Technology, Trump's Peace Envoys Set to Travel to Pakistan

US equity indexes traded mixed on Friday as Intel's (INTC) blowout Q1 results galvanized the tech sector amid reports that the White House is sending its Iran peace envoys to Pakistan for talks this weekend.The Nasdaq Composite jumped 1.5% to 24,802.2, with semiconductor manufacturers among the top gainers ahead of the close on Friday. The S&P 500 was up 0.7% to 7,158.3, but the Dow Jones Industrial Average declined 0.3% to 49,163.3.Intel shares rose 20%, the top gainer on the S&P 500 and the Nasdaq, after the company reported higher fiscal Q1 adjusted earnings and revenue. The chipmaker issued a fiscal Q2 outlook above market expectations.Nvidia (NVDA), Advanced Micro Devices (AMD), and Arm Holdings (ARM) were among the biggest outperformers across the S&P 500 and the Nasdaq.Iran's Foreign Minister Abbas Araghchi, the main mediator between Tehran and Washington, arrived in Islamabad, according to The Wall Street Journal. US envoys Steve Witkoff and Jared Kushner will travel to Pakistan on Saturday to participate in direct talks with Iran, CNN cited the White House.There is, however, no confirmation yet that American delegates will meet directly with Araghchi, according to both publications. US Vice President JD Vance will be on standby to travel if there is progress in the negotiations, a White House official told the WSJ.West Texas Intermediate crude oil futures fell 1.1% to $94.79, while Brent crude futures rose 0.8% to $105.87. Both WTI and Brent were up more than 1.5% each earlier in the session.

Dow JonesNasdaq CompositeS&P 500$AMD$ARM$INTC$NVDA

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