Latest news with #Arm-powered
The Verge
25-06-2025
- The Verge
Discord is working on a Windows on Arm app
Discord is working on a native Windows on Arm version of its communications app. An early development preview build is available for testers, ahead of a full Arm64 release for compatible Arm-powered devices. Discord spokesperson Claudia Fellerman confirmed to The Verge that the company is working on a build for Windows on Arm, but it's in the early stages of development so it's not clear exactly when it will release publicly. While you can install Discord on Qualcomm-powered Copilot Plus devices right now, the emulated experience often freezes and is slow to load chat history or channels. You can also use unofficial Discord clients that are native to Windows on Arm. In recent weeks I've been testing an early version of Discord that's compiled for Windows on Arm and it's just like using the app on an Intel-powered device. There is no lag navigating around and the performance is a lot better. Once Discord is available officially for Windows on Arm, this will join the hundreds of apps that are native for the latest Qualcomm-powered Copilot Plus PCs. Emulation is generally a good experience for lightweight apps on Windows, but for apps like Discord and Premiere Pro you very much need a native version for the best performance. The Windows on Arm app tracking site currently has 731 apps listed, with nearly 42 percent native Arm64. Less than 10 percent of apps tracked are not supported on Windows on Arm, and around 31 percent are supported by Microsoft's Prism emulator. Microsoft has managed to convince a large portion of app developers to build native Arm64 apps, including Chrome, Dropbox, Zoom, Photoshop, Spotify, and more.
Yahoo
10-05-2025
- Business
- Yahoo
Tariffs Knock Down Arm Stock. Should Investors Buy the Dip?
Arm didn't provide an outlook for fiscal 2026 due to economic uncertainty. End-market demand for smartphones could take a big hit, hurting Arm's royalty revenue. A sky-high valuation adds to the risks. 10 stocks we like better than Arm Holdings › Arm Holdings (NASDAQ: ARM) spooked investors this week by declining to offer an outlook for fiscal 2026, which kicked off in April, along with its quarterly report. Arm cited uncertainty surrounding U.S. tariff policy for the cautious stance. Arm's intellectual property and technology are pervasive across the semiconductor industry. Arm-based chips reign supreme in the smartphone, microcontroller, and embedded markets, and they're making inroads in PCs and servers as well. The explosion in artificial intelligence (AI) infrastructure spending is a boon, and increasing chip complexity, coupled with rising demand for custom chips, is pushing up royalty rates. While Arm has plenty of visibility into its licensing pipeline, the company can't predict end-market demand. Arm earns royalties for each device shipped that uses its technology, so the volume of Arm-powered devices is the main driver of royalty revenue. Arm generates higher royalties for more complex chips, like server CPUs, and lower royalties for simpler chips like microcontrollers. With Arm's outlook uncertain and the stock well off its all-time high, should investors buy the dip or stay away? The smartphone market is critical for Arm. An Arm-powered chip is at the heart of essentially every iPhone and Android device that ships. In 2024, IDC estimates that global smartphone shipments grew 6.4% to 1.24 billion. While smartphones are currently exempt from the worst of the U.S. tariffs on Chinese imports, the situation could change at any time. As it stands today, Apple expects tariffs to add around $900 million in costs in the current quarter, even as the company races to use non-Chinese manufacturing partners to source U.S.-bound iPhones. Smartphone prices in the U.S. could rise if Apple and its competitors pass off those higher costs to consumers, and they could rise further if a higher tariff rate is eventually put in place. More expensive smartphones would likely knock down demand, leading consumers to hold on to their old phones for longer. If smartphone prices were rising in a vacuum, the hit to Arm would be small. Unfortunately, that's not the case. The prices of a wide range of products are likely to rise in the U.S. under the current tariff regime, and prices will spike further if the delayed reciprocal tariffs are allowed to go into effect. While the timing and severity are up in the air, a recession in the U.S. is a real possibility. Downturns or recessions in other global economies, triggered by a drop in exports to the U.S., are a possibility as well. Weakness in the smartphone market could extend well beyond the U.S. if the impact of tariffs cascades in such a manner. Outside of smartphones, Arm's push into PCs and servers could be stunted by slumping demand. The PC market would likely take a similar hit as the smartphone market under the worst-case scenario, with prices rising and end users holding on to devices for longer. In the server market, any slowdown in data center investment activity would hurt Arm's effort to grow its server CPU business. In the long run, Arm will almost certainly remain dominant in its core markets and continue to gain ground elsewhere. In the short run, though, the company's results are anyone's guess. One reason investors should be cautious, outside of the unprecedented level of uncertainty created by U.S. tariff policy, is Arm's valuation. The company is valued at around $125 billion, which puts the price-to-earnings ratio based on fiscal 2025 adjusted EPS well over 200. That's optimistic, to say the least. While Arm's long-term growth story is still intact, the risks from U.S. tariffs, combined with a beyond-premium valuation, make the stock a risky bet. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Arm Holdings wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $623,103!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $717,471!* Now, it's worth noting Stock Advisor's total average return is 909% — a market-crushing outperformance compared to 162% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 5, 2025 Timothy Green has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple. The Motley Fool has a disclosure policy. Tariffs Knock Down Arm Stock. Should Investors Buy the Dip? was originally published by The Motley Fool
