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$ARM
在首席执行官Rene Haas阐述宏大的长期前景后,股价飙升,预计2031年年收入将超过2025年水平的六倍。该公司还推出了首款内部芯片,Meta Platforms是初期客户。Arm预期新芯片到2031年将产生约$15B 的年收入,有助于总收入达到约$25B ,每股收益为9美元,这是由于代理人AI增长而导致的CPU需求上升所驱动的