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The Morning Bull - US Market Morning Update Tuesday, Jun, 2 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead roughly 0.3%, as investors weigh stronger global manufacturing data against higher borrowing costs. Several key factory scorecards, such as the China Manufacturing PMI at 51.8 and the UK gauge at 53.9, signal production is picking up, which suggests healthier demand for goods and raw materials. At...

(Bloomberg) -- Arm Holdings Plc may achieve its target of $15 billion in sales of its own chips earlier than anticipated, its chief executive officer said, reflecting stronger-than-projected demand from the AI boom.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found

Chip stocks, led by Intel and Qualcomm fell sharply, while PC stocks, led by Dell Technologies and HP jumped. A new kind of PC, even one armed with an Nvidia chip, will be an uphill climb. Amid a memory shortage, it could hardly be a worse moment to be launching a new PC platform.

The semiconductor leaders are reinventing the PC for the age of AI.

Arm Holdings plc (NASDAQ:ARM) is one of the 10 Stocks Entering June on Fire. Arm Holdings kicked off the first day of the month soaring to a new all-time high, as investors resorted to a flurry of positive developments, including Nvidia Corp.’s launch of new chips built on its architecture and two analysts’ optimistic rating […]

Nvidia has introduced the RTX Spark Superchip and Vera data center processor, both built on Arm architecture. The products target AI focused PCs and data centers and are set to be deployed through partners such as Dell and Lenovo. Arm Holdings (NasdaqGS:ARM) reports substantial customer interest in its AGI CPUs, with demand described as doubling. The announcement highlights an expansion of Arm’s role from IP licensing into deeper hardware partnerships across AI computing. Arm sits at the...

RTX Spark and Vera expand Arm's royalty base across PCs and data centers

Arm Holdings plc (NASDAQ:ARM) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer believes the stock still has room to grow, as he commented: Are we too late? I don’t think so. Today was also a […]

Arm Holdings (NASDAQ:ARM) stock is ripping higher in midday trading on Monday, June 1, jumping 18% to around $416 after NVIDIA‘s (NASDAQ:NVDA) RTX Spark Superchip launch validated the Arm architecture as the foundation for the next wave of AI PCs. The move builds on an already extraordinary run. ARM stock closed Friday at $353.29 and ... ARM Holdings Rockets 18%, Microsoft, Dell Rise on RTX Spark AI PC Launch

Arm stock hit a record high on Nvidia's plans to use an Arm design for the central processing unit in its AI PC chip.

Shares of NVIDIA (NASDAQ:NVDA) are up 4% in midday trading Monday, changing hands near $220 after the chipmaker unveiled its RTX Spark superchip at Computex 2026. The rally lifts NVDA stock well above Friday’s $211 close. The opposite story is playing out at Qualcomm (NASDAQ:QCOM). QCOM stock is down 7% to roughly $234, with an ... NVIDIA Rallies 4% on RTX Spark Launch as Qualcomm Falls 7% on AI PC Competition Fears

Shares of Intel Corp (NASDAQ:INTC, XETRA:INL), Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) fell sharply on Monday after Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) unveiled a new personal computer chip at the Computex trade show in Taipei, marking a...

New AI-focused PC chips arrive this fall with Dell, Lenovo, and Windows for Arm support.

The source of SoftBank’s surge is pure AI enthusiasm, as the Tokyo-based investor has pivoted from a mix of startups, e-commerce and telecom companies to quickly become a major player in all things artificial intelligence. Arm has been on a tear lately as investors swoon over its plans to design chips that are ideal for agentic AI uses in data centers, giving it a market cap of about $375 billion.

Shares of Nvidia and its partners climbed, while rivals' stocks sank Monday after CEO Jensen Huang made a number of announcements at a conference in Taiwan.

Nvidia has roiled the semiconductor sector with the launch of a PC chip. Nvidia late on Sunday unveiled its RTX Spark, which integrates Arm’s designs for a custom central-processing unit. Arm shares were up 10% in the premarket, having already more than tripled this year so far through Friday’s close.

Microsoft, Dell, and HP stocks popped after Nvidia announced a push into the personal computer market.

Microsoft, Dell and HP stocks popped after Nvidia announced a push into personal computers market.

Nvidia unveiled its Arm-based RTX Spark AI computing platform and several Wall Street firms raised price targets.

Nvidia unveils a new PC chip, driving up shares in several computer makers and sparking a selloff for rivals Intel, AMD, and Qualcomm.

The semiconductor stock is gaining market share in this rapidly growing segment of AI compute.

Arm has been the faster grower of the two, but will it last?

Arm Holdings plc (NASDAQ:ARM) was among the stocks Jim Cramer discussed in this changing market. Cramer highlighted the stock’s growth after he purchased it for the Charitable Trust, as he commented: Same goes for Arm Holdings. The chip design company had been putting up some pretty good numbers. But more important, it announced that rather […]

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.22%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.72%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.36%. June E-mini S&P futures (ESM26 ) rose +0.19%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.25%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.66%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...

I’ll cut to the chase. Arm Holdings (NASDAQ:ARM) has more than doubled year-to-date, and our proprietary model now sees only a sliver of upside left in the near term. Our 24/7 Wall St. price target for Arm is $314.30 over the next 12 months, implying roughly 3.83% upside from the recent close of $302.71. The ... Stock Price Prediction: Arm Holdings Has Limited Upside Despite 177% Rally

AMD Could Ride the Next AI Wave to Huge Earnings Growth, Wolfe Says

June S&P 500 E-Mini futures (ESM26) are trending up +0.18% this morning as investors became more confident that the U.S. and Iran are nearing a deal.

Mizuho Sees Massive AI Memory Boom, Lifts Micron Target to Street-Watching $1,150