Arm Holdings PLC

NASDAQ:ARMUnited States

Oct 23, 2024

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• DJ Arm Holdings Unlikely to Pull Qualcomm License, Morningstar Says -- Market Talk, from 11:44PM ET on Wednesday Oct 23, 2024 by Dow Jones

  11:44PM ET on Wednesday Oct 23, 2024 by Dow Jones
  Companies Mentioned: QCOM, ARM
  
  0344 GMT - It seems unlikely that Arm Holdings would cancel Qualcomm's license to use its chip designs because such a move would be mutually destructive, Morningstar analyst Javier Correonero says. The companies are in a dispute because Arm doesn't think that the license it gave to a company Qualcomm acquired automatically transfers to Qualcomm via the deal, Correonero says. He notes a Bloomberg report saying that Arm has given Qualcomm a 60-day notice to cancel the chip design license held by the acquired firm, Nuvia. Correonero thinks the possible move could be "a step toward an eventual resolution." Qualcomm is one of Arm's top five biggest customers so a license revocation could affect over 10% of its revenue and cause other customers to worry about aggressive negotiation tactics, he says.(sherry.qin@wsj.com)
  

• DJ Arm-Qualcomm Chip Battle Intensifies. What's Next? -- Barrons.com, from 5:12PM ET on Wednesday Oct 23, 2024 by Dow Jones

  5:12PM ET on Wednesday Oct 23, 2024 by Dow Jones
  Companies Mentioned: MSFT, NVDA, QCOM, ARM
  
  By Tae Kim
  
  This article is from the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.
  
  Brinkmanship. Hi everyone. Arm Holdings is turning up the heat in its legal fight with Qualcomm, driving the share prices of both companies lower. Investors shouldn't overreact to the latest move, though. It's likely to spur a settlement between the two partners -- and it could be sooner rather than later.
  

• DJ Heard on the Street: Arm Singed by Escalation of Qualcomm Fight -- WSJ, from 11:34AM ET on Wednesday Oct 23, 2024 by Dow Jones

  11:34AM ET on Wednesday Oct 23, 2024 by Dow Jones
  Companies Mentioned: QCOM, ARM
  
  By Dan Gallagher
  
  The problem with going nuclear: Everyone can get burned.
  
  Take Arm Holdings, the U.K. company whose designs are the foundation for the key chips that power the world's mobile devices, as well as growing portions of the PC and server markets.
  

• DJ Qualcomm and Arm Stocks Drop. How a Legal Dispute Threatens Chip Disruption. -- Barrons.com, from 10:55AM ET on Wednesday Oct 23, 2024 by Dow Jones

  10:55AM ET on Wednesday Oct 23, 2024 by Dow Jones
  Companies Mentioned: INTC, QCOM, AMD, ARM
  
  By Adam Clark
  
  Qualcomm stock fell Wednesday after reports that chip-design firm Arm Holdings canceled a license agreement between the companies. The move escalates a dispute that could jeopardize Qualcomm's entry into personal computers.