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Shares of Arm Holdings (NASDAQ:ARM) are trading higher by 4% in midday action Tuesday, extending a year that has put the chip-IP designer in a class of its own among semiconductor design names. ARM stock is up 102% year to date (YTD) through Monday, thereby doubling in under five months. The rest of the chip-IP ... Arm Holdings Has Doubled in 2026. Is It Outperforming Other Chip-IP Stocks Like Synopsys, Cadence, and Qualcomm?

Regulatory scrutiny raises questions over licensing model in chip ecosystem

​Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 13, Evercore ISI reiterated an Outperform rating on Advanced Micro Devices, Inc. (NASDAQ:AMD), Arm Holdings, and Intel. ​The firm noted that the positive rating comes after the Q1 2026 server CPU market share […]

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,

Cerebras Systems stock exploded after its IPO debut as investors rushed into the company's massive growth and $24.6 billion backlog story.

June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.

The U.S. Federal Trade Commission has opened a formal antitrust investigation into Arm Holdings' licensing practices for its semiconductor technology. The probe focuses on how Arm structures and prices access to its chip designs for customers across the global electronics industry. The investigation introduces fresh regulatory risk around Arm's core licensing model at a time when scrutiny of large technology suppliers is increasing worldwide. For investors following Arm Holdings...

Intel may be mounting an impressive comeback, but AMD and Arm are still taking share in the AI-driven server CPU race.

Arm Holdings is facing an antitrust probe by the U.S. Federal ‌Trade Commission over the British chip designer's ‌licensing of its semiconductor technology, part of ongoing global scrutiny ​of the business, Bloomberg News reported on Friday. The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is ‌looking to assess ⁠if Arm will reject or downgrade the licensing agreements for its chip blueprints ⁠used to design central processing units, the report said, citing people familiar with the matter.

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

US equity indexes ended lower on Friday as crude oil prices and government bond yields rose, trigger

Arm Holdings claims that it can substantially reduce the cost of deploying server CPUs in AI data centers.

Arm Holdings' vast software and hardware ecosystem strengthens its semiconductor moat, reinforcing dominance in smartphones and device computing.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

Intel stock, AMD and Arm were falling as analysts warn of the dangers of assuming the AI trade will last indefinitely.

AI chipmaker priced shares above range as IPO demand exceeded available shares more than 20 times.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

The success of the Cerebras IPO, and particularly in the last-minute attempt by Arm to acquire the company prior to its debut, highlights just how strategic it is.

The AI data center market is growing -- for everybody but Intel.

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

Intel stock has led the chip rally but it faces fierce competition from Arm and Advanced Micro Devices.

Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS. The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter.

Investing.com -- AMD and ARM continued to gain ground in the server chip market at Intel’s expense in the first quarter of 2026, according to a report from UBS, which also found that PC shipments came in below seasonal norms for the second consecutive quarter.

Arm Holdings (NasdaqGS:ARM) and parent company SoftBank reportedly made a preliminary offer to acquire AI chipmaker Cerebras Systems. The approach came ahead of Arm's planned US$34b IPO and was ultimately rejected by Cerebras. The attempted deal points to interest in expanding Arm's AI semiconductor reach beyond internal product development. Arm Holdings, best known for its chip architectures that power a wide range of devices, is increasingly tied to the growth of AI-focused computing. The...

Cerebras reportedly rejected a preliminary acquisition approach weeks before its expected IPO pricing.

US equity indexes closed mixed on Wednesday, as communication services and technology led sectors am

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...