1 Chip Stock Making Bold Plans
From Motley Fool Hidden Gems Investing by The Motley Fool
May 7, 2026 · 29 min
About this episode
The episode discusses ARM Holdings' decision to enter semiconductor manufacturing, compares it to AMD's earnings, and addresses various listener questions.
It takes a lot of careful thought and planning to add more semiconductor manufacturing capacity. ARM Holdings has said they’ve seen enough demand that they are getting into the manufacturing business themselves. On today’s show, we break down ARMs decision to add production capacity, how it compared to AMD’s results, Doordash’s peculiar earnings, and we dig into the mailbag. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - ARM Holdings and Advanced Micro Devices blowout earnings - ARM’s ambitious new goal to build its own chips - The bottlenecks to bringing on new chip capacity - Doordash’s earnings missing guidance - Mailbag: Why do Starbucks and Dominoes have negative shareholder equity? - Mailbag: How will the SaaSpocalypse affect CRM and WIX? Companies discussed: AMD, ARM, NVDA, GOOG, META, ASML, LCRX, KLAC, DASH, SBUX, DPZ, CRM, WIX Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not…
People in this episode
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Topics covered
- semiconductor manufacturing
- ARM Holdings
- AMD earnings
- Doordash earnings
- investing insights
- mailbag questions
Keywords
- ARM Holdings
- AMD
- semiconductors
- Doordash
- investing
- earnings report
- mailbag
Mentioned in this episode
Organizations: ARM Holdings, Advanced Micro Devices, Doordash, Starbucks, Dominoes, CRM, WIX, NVDA, GOOG, META
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