The Silvant Large Cap Growth SMA returned +14.61% (gross)/+13.79% (net) for the quarter compared to the Russell 1000 Growth Index's return of +16.74%. Read more here.
Arm Holdings (NasdaqGS:ARM) is back in focus as investors look ahead to its first quarter fiscal 2027 earnings report on July 29, a key moment in a packed tech earnings week. See our latest analysis f
Arm could make a big move after its earnings report Wednesday.
A reminder to IPO fans.
Arm stock has shed nearly a third of its value in just one month, yet the company's AI data center pipeline tells a very different story heading into Wednesday's earnings report.
Dow and S&P 500 futures gain 0.8% and Nasdaq futures 1.4% ahead of Microsoft, Meta, Apple and Amazon results and Wednesday's Fed call.
ARM Holdings reports fiscal Q1 earnings soon, with expectations for double-digit growth, but a soaring share price and premium valuation may leave little room for disappointment.
In the upcoming Q1 earnings, the spotlight will be on whether Arm's AI CPU strategy is becoming its next major growth engine.
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