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Taiwan's silicon shield wants for reinforcement

BREAKINGVIEWS-Taiwan's silicon shield wants for reinforcement The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Robyn Mak HONG KONG, Nov 7 (Reuters Breakingviews) - How sturdy is Taiwan's silicon shield? That's the question that will keep Taipei on edge as Donald Trump prepares to take office again. Though exports from the $800 billion economy to the United States are surging thanks to chipmaker Taiwan Semiconductor Manufacturing 2330.TW , the president-elec
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Arm forecasts results in line with expectations and shares drop

UPDATE 4-Arm forecasts results in line with expectations and shares drop Recasts first sentence with share fall and AI, adds analyst comments, paragraphs 1-3 and 7 Arm's second-quarter revenue rises 5% to $844 million Shares recently traded at roughly 70 times expected earnings Arm's designs power nearly every smartphone in the world Shares fall 4.5% after-hours By Max A.
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Arm second-quarter revenue and profit top expectations

Arm second-quarter revenue and profit top expectations Arm's second-quarter revenue rises 5% to $844 million Shares recently traded at roughly 70 times expected earnings Arm is in midst of introducing its v9 architecture By Max A. Cherney SAN FRANCISCO, Nov 6 (Reuters) - Chip designer Arm Holdings O9Ty.F , ARM.O topped revenue and profit expectations for the second quarter on Wednesday, in part because customers are using a more profitable version of its next-generation technology.
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Trump win sends markets into parallel realities

BREAKINGVIEWS-Trump win sends markets into parallel realities The author is a Reuters Breakingviews columnist. The opinions expressed are his own. By Francesco Guerrera LONDON, Nov 6 (Reuters Breakingviews) - Welcome to the pick ’n’ mix market. Donald Trump’s surprisingly clear victory in the U.S. presidential election has sent investors rushing into parallel, but clashing, realities.
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Super Micro slumps on soft sales guide, uncertain annual filing; JPM turns bearish

BUZZ-Super Micro slumps on soft sales guide, uncertain annual filing; JPM turns bearish ** Super Micro Computer's SMCI.O shares slump 24.5% to $20.93 early Weds after AI server maker guided for lower sales and said annual results filing uncertain ** SMCI falls as low as $20.20 on session, lowest since May 2023 ** Co late Tues said still unable to predict when it will file its annual report with U.S.
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