Name: ARM CFO on Earnings, Benefitting from Mag 7 CapEx & Agentic AI Impact
Uploaded: 2026-02-06T21:20:29.337-06:00
Duration: 9 min 4 s

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Join Schwab’s panel of experts on&nbsp;December&nbsp;11th for 2026 Market Outlook — your guide to the forces shaping stocks, global markets, inflation, rates, and more.&nbsp;Hear from experts on where the markets may be heading, spot opportunities, and see what could drive your portfolio next year.Tune in on&nbsp;Thursday,&nbsp;December&nbsp;11th&nbsp;at 7pm Eastern on Schwab Network.

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Jason Child, CFO of Arm Holdings (ARM), talks about the company's recent earnings which he says got a boost from mega caps increasing CapEx spending. He explains how Mag 7 giants like Nvidia (NVDA) and Amazon (AMZN) use the company's tech in different ways. As for Arm's licensing revenue miss, Jason reassured investors the current quarter will show a reacceleration. He later notes how agentic AI will offer new opportunity for Arm in 2026.

ARM CFO on Earnings, Benefitting from Mag 7 CapEx & Agentic AI Impact

Expert commentary about top moving stocks, sectors, and commodities, along with CEO and analyst interviews.