WS #13079
Arm reported record Q1 revenue ($1.29B, +22% YoY), EPS beat ($0.45), data center royalties doubled, and AGI CPU demand exceeds $2B, reinforcing the AI bull case. Microsoft's strong Q4 earnings (revenue $90B, Azure +43%, EPS beat) drove a historic rally, while Meta's Q2 miss (EPS miss, FCF -91% YoY) triggered a 9% selloff, creating a sharp divergence in MAG7 sentiment.
Arm Holdings Strong Q1 Earnings
Arm reported record Q1 revenue ($1.29B, +22% YoY), EPS beat ($0.45), data center royalties doubled, and AGI CPU demand exceeds $2B, reinforcing the AI bull case.
Microsoft's strong Q4 earnings (revenue $90B, Azure +43%, EPS beat) drove a historic rally, while Meta's Q2 miss (EPS miss, FCF -91% YoY) triggered a 9% selloff, creating a sharp divergence in MAG7 sentiment.