$ARM Holdings Ltd(ARM)$ Bullis

Bullish in short term, ARM has the advantage and likely to win, or settle a neutral agreement.

But bearish for long term. $Qualcomm(QCOM)$ may seek to diversify to RISC-V and compete with ARM directly.

Semi Earnings: Can AI Buzz Boost ARM and QCOM?

ARM and QCOM are set to release their earnings after the close of trading on Wednesday. During this earnings season, most semiconductor and AI-related companies have reported better-than-expected results due to strong AI demand. ---------- How do you expect the two semiconductor companies? Will they be affected by the previous license news?

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