Arm Holdings (ARM) remains highly dependent on the sluggish mobility market, notes CFRA’s Angelo Zino. He discusses the outlook for semiconductors, as well as ARM’s position in the semiconductor space. He talks about how the increasing emphasis on cloud and automotive arenas represents opportunities for ARM. He also looks at Micron (MU) and the state of data storage, highlighting that high bandwidth memory in next-gen servers represents a big opportunity. He then goes over the takeaways from Marvell’s (MRVL) earnings. He mentions that MRVL is encouraged by sequential growth in data centers. Tune in to find out more about the stock market today.