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Companies

ARM Holdings

Mentioned in 6 analyzed podcast episodes across 4 shows

Mentioned On

Bloomberg TechWSJ Tech News BriefingMad Money w/ Jim CramerAcquired

Episode Mentions

Bloomberg Tech

Bloomberg Tech · May 13, 2026

Anthropic Eyeing Over $900 Billion Valuation

“Attempted to acquire Cerebras with SoftBank in cash-stock deal valued at $100B; signaling shift toward chip manufacturing”

U.S.-China AI Chip Export PolicyNVIDIA H200 Chip Access and Chinese Market RestrictionsAnthropic Funding Round and Valuation Dynamics
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Bloomberg Tech

Bloomberg Tech · Apr 28, 2026

OpenAI Linked Stocks Fall on Report It Missed Targets

“Semiconductor design company with SoftBank relationship; up 8% despite broader tech selloff”

OpenAI Revenue and User Growth TargetsAI Infrastructure Spending and ROICompetitive Dynamics: OpenAI vs Anthropic vs Google
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WSJ Tech News Briefing

WSJ Tech News Briefing · Apr 24, 2026

TNB Tech Minute: Intel Stock On Track to Break Dot-Com Era Record

“One of several chip companies Meta has announced deals with this year for AI infrastructure”

Intel Stock Performance and ValuationAI Boom Impact on Semiconductor DemandFederal Government Chip Manufacturing Investment
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 7, 2026

'Mad Money w/ Jim Cramer 4/7/26

“Semiconductor company; Cramer recommends over Qualcomm due to better execution”

Market Technical Analysis and Moving AveragesConsumer Spending Patterns and Economic SlowdownRetail Sector Performance and Competitive Dynamics
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Acquired

Acquired · Jan 27, 2025

TSMC Founder Morris Chang

“Architecture company whose ARM ISA enabled fabless ecosystem and TSMC's dominance by displacing Intel's x86 monopoly”

Pure-play foundry business modelLearning curve pricing strategyMoore's Law and process node development
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Acquired

Acquired · Jan 21, 2025

TSMC (Remastered)

“IP company providing instruction set architecture licensed to fabless companies and foundry customers”

Semiconductor manufacturing and foundry business modelsCompetitive moats and process power in capital-intensive industriesHorizontal vs. vertical integration in technology value chains
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