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SoftBank Group has announced its acquisition of US semiconductor firm Ampere for $6.5 billion, driven by the surging demand for chips amid the AI boom. The deal, pending regulatory approval, is expected to close in the second half of 2025 and will enhance SoftBank's focus on AI technologies. Ampere specializes in high-performance, energy-efficient AI chip design based on the ARM platform, complementing SoftBank's existing stake in Arm Holdings.
Semiconductor stocks, essential for various technologies including AI and telecommunications, present both growth opportunities and significant risks due to market volatility, geopolitical tensions, and high R&D costs. Key players like NVIDIA, TSMC, Broadcom, and ASML dominate the sector, each facing unique challenges and advantages. Investors are advised to consider these factors when investing in this rapidly evolving industry.
Malaysian semiconductor designer SkyeChip is planning an initial public offering (IPO) in Malaysia, targeting a valuation of over 1 billion ringgit (approximately US$226 million) in the second half of 2025. This move supports Malaysia's initiative to enhance its semiconductor sector, which includes a US$250 million partnership with SoftBank’s Arm Holdings for domestic chip design. The country's IPO market experienced significant growth in 2024, raising US$1.6 billion, the highest since 2017.
UBS analyst Timothy Arcuri has reaffirmed a Buy rating and a $215 price target for ARM Holdings, following strong December quarter results that exceeded forecasts. The company is well-positioned to benefit from AI growth and custom ASIC activities, despite some variability in March quarter guidance. Other analysts have also raised their price targets, reflecting optimism in ARM's future revenue streams, while Bernstein maintains a cautious stance with an Underperform rating.
Elon Musk and Sam Altman engaged in a public dispute over the Stargate project, a joint venture involving OpenAI, SoftBank, and Oracle, aimed at investing up to $500 billion in AI infrastructure. Musk questioned the financial backing of SoftBank, while Altman defended the project's viability and emphasized its national importance. The exchange highlights ongoing tensions between the two, stemming from their shared history with OpenAI and Musk's departure in 2018.
Elon Musk expressed skepticism about the $500 billion Project Stargate, claiming that lead investor SoftBank has secured "well under $10B." The initiative, announced at a White House briefing, aims to create extensive AI infrastructure in the U.S. and includes plans for a $100 billion initial investment, starting with a data center in Texas. Musk's comments raise concerns about the project's financial viability, despite support from major tech partners like Microsoft and Oracle.
Key US equity indices saw gains, with the Nasdaq 100 rising 0.58% to 21,566, bolstered by an AI infrastructure fund announcement. Despite tariff concerns, Oracle shares surged 7% post-announcement, while Netflix reported strong earnings, pushing its stock to a record high. Upcoming earnings from major tech firms and the Fed's anticipated hold on rates are set to influence market sentiment.
Trading activity is subdued ahead of the Christmas holidays, with many market participants taking a break. The Dow is up 13% this year, while the Nasdaq 100 has nearly doubled that gain, despite Walmart shares dropping over 3% due to a lawsuit. Oil prices fell as the dollar strengthened, impacting crude costs.
AstraZeneca is enhancing its global operations with a $3.5 billion investment in the U.S. through 2026, creating over 1,000 high-skilled jobs, while navigating challenges in China following leadership changes. Strong demand for cancer and rare-disease treatments has led to improved financial performance, prompting a raised sales outlook. The company’s strategic refresh includes new board appointments to bolster governance and digital capabilities, reflecting confidence in its growth trajectory.
Dow Jones, S&P 500, and Nasdaq futures will open Sunday evening, with the final Federal Reserve meeting of 2024 scheduled for Dec. 17-18, where a quarter-point rate cut is expected. The stock market had a mixed week, with the Nasdaq slightly up, driven by gains in Alphabet, Tesla, and Broadcom, while Nvidia lagged amid rising Treasury yields. Palantir, MicroStrategy, and Axon Enterprise will join the Nasdaq 100 index, replacing Moderna, Super Micro Computer, and Illumina.
Arm Holdings plc
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softbank to acquire ampere for 6.5 billion amid ai demand surge
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