SoftBank (9984.T) is reportedly in talks to buy the remaining 25 percent stake in Arm ahead of the semiconductor company's IPO debut. Radio Free Mobile Founder Richard Windsor joins Yahoo Finance Live to examine supposed valuation expectations from Arm's potential anchor investors, such as Nvidia (NVDA).
"If you look at some of the other anchor investors, you could make a case that though potential investors would be trading on a lower multiple relative to Arm," Windsor says.
Windsor goes on to break down Palantir's (PLTR) artificial intelligence exposures and the criteria he looks for in tech companies' plans for generative A.I. rollouts.
This post was written by Luke Carberry Mogan.
