Arm Holdings plc American Depositary Shares (ARM)

The article highlights five tech stocks positioned to benefit from AI growth over the next decade, focusing on companies with strong market positions in AI infrastructure, chips, and emerging technologies.

Kigen, a global eSIM and iSIM security solutions company, was awarded 'IoT Solution of the Year' by Mobile Breakthrough Awards for its innovative eIM solution, which enables efficient eSIM management for IoT devices across various networks.

President Trump is considering sweeping restrictions on technology exports to China, potentially blocking global shipments of products containing U.S.-developed software in retaliation for China's rare earth export controls.

Intel strengthens its position through strategic moves, including selling its Altera stake and exploring potential partnerships with ARM and Tesla, signaling a potential turnaround in its business strategy.

Arm Holdings, a key player in the AI theme, is set to report earnings on July 31. The company has consistently exceeded expectations, with strong royalty and licensing revenue. However, the recent broader weakness in AI stocks could weigh on Arm's post-earnings performance if the results don't impress the market. Meta Platforms, a partner of Arm,...