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The S&P 500 Index ($SPX ) (SPY ) today is down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.41%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.23%. June E-mini S&P futures (ESM26 ) are down -0.14%, and June E-mini Nasdaq futures...
Investors Reassess Valuations After Huge Year To Date Rally
NVIDIA Corp. used Computex to expand its push into AI PCs and data-center infrastructure, raising the competitive stakes for Intel Corp., Advanced Micro Devices Inc., Arm Holdings Plc, Qualcomm Inc., Apple Inc., and the broader semiconductor supply chain. NVIDIA Targets...
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...
BofA Sees AI Hardware Momentum Building Across Chips
Arm Holdings is up ~270% YTD as royalties and cloud AI drive record revenues, yet a 67x forward sales multiple raises the buy-or-wait question.
Arm finds itself in the sweet spot as AI driven chip demand is accelerating the company’s next growth chapter.
While SpaceX’s anticipated public debut has Wall Street salivating over what could be the most consequential IPO in a decade, the historical record offers a sobering warning. The company filed its S-1 in May, outlining three business segments: Space (Falcon and Starship launch services), Connectivity (the Starlink broadband network), and AI (X and Grok subscriptions). ... SpaceX Is About to IPO. History Says a 55% Stock Drop Could Be Coming Next.
The U.S. Federal Trade Commission has reportedly opened an investigation into Arm Holdings' business practices. Regulators are examining allegations that Arm has attempted to monopolize parts of the semiconductor market. The inquiry focuses on how Arm structures its licensing model and interacts with chipmakers that rely on its designs. For investors watching NasdaqGS:ARM, this regulatory turn follows a period of very strong share price performance. The stock closed at $402.71, with returns...
If you have a decade-long retirement horizon and one slot left for an AI semiconductor name, the choice between Arm Holdings (NASDAQ:ARM) and NVIDIA (NASDAQ:NVDA) is the question that matters right now. Both ride the same AI buildout. Both were just repriced violently after NVIDIA’s blockbuster May quarter. Only one belongs in a portfolio designed ... Arm vs. NVIDIA: Which Semiconductor Stock Belongs in Your 10-Year Portfolio?
Arm stock's year-to-date return in 2026 is a jaw-dropping 268% as of June 2.
FTSE 100 down 23 points to 10,351 UK services sector PMI improved last month OECD growth forecast cut to 2.8%, or 2.1% if Iran war lasts 3.20pm: UK consumer confidence improves UK consumer confidence last month saw the largest monthly gain in sentiment since in five years, according...
Masayoshi Son has been called a visionary and a reckless gambler, sometimes in the same sentence. He bet on Alibaba before anyone in the West had heard of it. He lost billions on WeWork. He turned Arm Holdings into the backbone of the AI chip industry. On June 1 in Paris, he made his most sweeping ...
Arm's CEO says stronger AI demand could pull forward its own-chip sales target.
Laptops enabled with these chips will go live this fall.
Nvidia’s bold push into AI-powered PCs has put Dell in the spotlight, potentially unlocking another major growth avenue for the hardware giant.
Arm says major cloud and tech customers are using its data center CPUs.
Arm Holdings plc (NASDAQ:ARM) is one of the best stocks to buy now for long term growth. On May 28, Mizuho lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $360 from $290 while maintaining an Outperform rating on the shares. The firm stated that it increased targets in the semiconductor space after analyzing the […]
Investing.com -- Wolfe Research is pushing back against the market's enthusiastic reaction to Nvidia's personal computer chip announcement at Computex, calling the combined $360 billion gain in market capitalization between Nvidia and Arm Holdings a significant overreaction to what the firm sees as a limited commercial opportunity.
Haas told Reuters that banning AI CPUs would be nearly impossible due to the challenge of setting precise performance and memory bandwidth limits.
Arm Holdings (NASDAQ:ARM) Chief Executive Rene Haas said on Tuesday that restricting exports of processors used in artificial intelligence applications to China would be challenging because of the broad range of uses for modern computing chips. His comments highlight the complexities policymakers face as governments seek to limit access to advanced technologies while maintaining the flow of products that serve a wide variety of commercial and industrial functions.
Arm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export to China of CPUs that are useful for AI because of their widespread use and as it would be difficult to block only AI CPUs. "CPUs are kind of like oil relative to the application space," Haas said in an interview with Reuters. Banning artificial intelligence CPUs would be nearly impossible because of the challenge of establishing specific performance thresholds and memory bandwidth limits as is possible with the graphics processing units (GPUs) made by Nvidia, Haas said.
The world’s only $5 trillion company can sell the concept that AI computing won’t be confined to data centers.
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