insidermonkey
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October 3
- Intel Rejects Arm Holdings plc's Acquisition Bid for Product Division Amid Ongoing Offers from Other Buyers➀ Intel has rejected Arm Holdings plc's acquisition bid for its product division; ➁ Arm has been approached by other buyers, including QUALCOMM, Broadcom, and Apollo Asset Management; ➃ The global AI infrastructure spending is expected to reach up to $500 billion by 2027; ➄ Companies are investing heavily in AI infrastructure, focusing on data centers, specialized hardware, and cloud infrastructure.
September 2
- Jim Cramer on AMD: Facing Tough Challenges➀ Jim Cramer highlights AMD's challenges in the tech sector, particularly in semiconductors, which don't benefit from rate cuts. ➁ He suggests mutual funds should shift towards companies that can boost earnings with lower rates. ➂ Cramer notes AMD's strong market position but warns of tough market conditions and the need for strategic adjustments.