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Goldman Cuts ARM To Sell On Shocking Smartphone Weakness

Goldman Cuts ARM To Sell On Shocking Smartphone Weakness Arm Holdings ADRs sank nearly 9% in premarket trading, on track for the largest intraday decline in almost a year, after the chip-architecture company reported softer-than-expected fiscal fourth-quarter royalty revenue tied to a slowdown in the smartphone industry, while assuring investors that data center demand can offset the slump. During an earnings call, Wells Fargo analyst Joe Quatrochi asked Arm CEO Rene Haas: "Clearly, data centers are very strong and accelerating, but then how do you think about consumer electronics, smartphones, et...
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Jul 27, 2026 / Tyler Durden
No-Go-Zone: Rotterdam Imposes Unprecedented Nighttime Exclusion Area
No-Go-Zone: Rotterdam Imposes Unprecedented Nighttime Exclusion Area Via Remix news, Rotterdam has introduced an unprecedented nighttime exclusion zone across large parts of the De Esch neighborhood following nearly three years of street racing, drug use, intimidation, prostitution, and persistent noise from migrant youth gangs. The order, which took effect on Thursday evening, makes it a criminal offense to enter the designated area between 11 p.m. and 5 a.m. without a valid reason. Police can fine anyone unable to explain why they are there. Residents, workers, visitors to local homes, and people attending events,...
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Mar 26, 2026 / Tyler Durden
The One Market Where Meta's New AI Glasses Can't Be Sold
The One Market Where Meta's New AI Glasses Can't Be Sold Meta Platforms' new AI Ray-Ban smart glasses with a built-in display are facing three major roadblocks in the European Union, where battery rules, AI regulations, and supply constraints have derailed plans to roll out the glasses across the continent. Bloomberg spoke with people familiar with the new AI glasses, an upgrade over the previous model, which lacked built-in optics, and warned that Meta is attempting to launch the glasses in the EU, but its manufacturing partner, EssilorLuxottica SA, will...
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Aug 14, 2026 / Tyler Durden
More Than Two-Thirds Of The Power Sought For US Data Centers Will Never Materialize
More Than Two-Thirds Of The Power Sought For US Data Centers Will Never Materialize It was almost a year ago, in November 2025, when we first calculated that the AI supercycle was facing a huge problem: namely, a power shortfall of (at least) 44 nuclear power plants, or GW or energy, by 2028. A Huge Problem For The AI Revolution: A Power Shortfall Of 44 Nuclear Power Plants By 2028 https://t.co/2ciiUudp8T — zerohedge (@zerohedge) November 12, 2025 ... said it sees US grid operators and utilities likely committing to about 28% of the 1,066...
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