ARMR RESI725

British chip designer Arm plans to expand its presence in Southeast Asia as demand for data centers and AI technologies in the region grows strongly. Earlier this year Arm closed a $250 million partnership with Malaysia; Singapore could, according to Will Abbey, be the next partner. The expansion aims to benefit from increased investment in infrastructure and AI applications across Southeast Asia. » Altro su de.investing.com

AMD shares fell Monday after the Trump administration unveiled an $8.9 billion investment (bringing total federal support to $11.1 billion) for Intel, including a 9.9% US equity stake, a move framed as boosting domestic chip production; analysts say the deal raises Intel’s valuation floor but may not close its technology gap. The article notes AMD has gained 36% year-to-date, faces competition from rivals Arm, Nvidia and Intel, and cites bullish institutional views on AMD’s longer-term upside in CPUs and AI. AMD stock was trading down about 2.1% at last check. » Altro su finance.yahoo.com

Nvidia’s $4.3 billion equity portfolio is concentrated: 91% in CoreWeave and 4% in Arm. CoreWeave delivered rapid revenue growth but widened its net loss due to interest costs, heavy Microsoft dependence and huge capex plans, while Arm missed sales estimates this quarter amid higher R&D but is expanding licensing (CSS) and expects faster sales growth ahead. The piece views both as promising AI infrastructure plays but highlights valuation, customer-concentration and debt risks for investors. » Altro su finance.yahoo.com