Arm Holdings plc American Depositary Shares (ARM)

SoftBank and OpenAI's planned joint venture in Japan to deliver AI services has been delayed, with launch preparations taking longer than initially expected. An update is anticipated by November.

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.

The article compares two growth stocks, Arm Holdings and Zoom Video, analyzing their potential investment opportunities in the technology sector.

AWS and HERE Technologies introduced SDV Accelerator, a cloud-based platform designed to help automotive manufacturers accelerate software-defined vehicle development through integrated cloud services, mapping technology, and partner solutions.

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, is also reporting earnings, with investors focused on the company's AI-related capital expenditures.