Reported On October 8th: 'Networking Startup Eliyan Draws Takeover Interest, Held Early Talks With Arm'- The Information
https://www.theinformation.com/newsletters/dealmaker/networking-startup-eliyan-draws-takeover-interest-held-early-talks-arm
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Arm stock falls over 3% premarket as Qualcomm lawsuit pressure mounts. Get key technical levels, earnings outlook, and price targets.
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https://www.theinformation.com/newsletters/dealmaker/networking-startup-eliyan-draws-takeover-interest-held-early-talks-arm
ARM Holdings has recovered 11.5% over the past month, driven by accelerating AI adoption and expanding data-center demand. The company's Q1 fiscal 2027 revenues rose 22% to $1.29B with data-center royalties more than doubling. However, its forward P/S multiple of 43.54X far exceeds the semiconductor industry average of 5.14X, warranting caution. Analysts recommend holding for existing shareholders while prospective investors should await a better entry point.
Headwinds For The AI Trade Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: This article is about the big picture, not an individual stock. The chart of NVDA stock
While AMD has outperformed Nvidia in 2026 with a 200% rise versus Nvidia's 30%, the article argues Nvidia offers greater future upside. AMD's valuation has become stretched with its forward P/E ratio surging, and despite strong data center growth of 107%, it lags Nvidia's 117% growth. Nvidia's upcoming Vera Rubin chip architecture and projected 70% revenue growth in 2027 position it as the better investment despite being the world's largest company.
Nine of 11 sectors are higher in Friday's regular session, with the top three split across defensive, growth and cyclical groups. The leaders are separated rather than clustered, with no single gap clearly standing apart from the other breaks across the table.