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Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

The chipmaker's data center segment brought in $5.8 billion, up 57% year over year, as AMD raised its second-quarter revenue outlook to $11.2 billion

Arm Holdings is due to release its results after markets close Wednesday, and traders are pricing in the likelihood of a big move in the chip designer's stock following the report.

Investing.com -- The rise of agentic AI is fundamentally restructuring data center architecture, moving beyond simple GPU-centric training toward complex workload orchestration. According to UBS analyst Timothy Arcuri, this shift is expected to catalyze a significant expansion in the server CPU Total Addressable Market (TAM). The bank estimates the server CPU TAM could grow roughly fivefold by 2030, rising from a $30 billion baseline in 2025 to approximately $170 billion. This trajectory is supp

The stock is benefiting from the increasing demand for CPUs.

Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.

May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit. 

Arm Holdings plc (NASDAQ:ARM) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called it a “real good one,” as he commented: Hey, after the close, we got a real good one, Arm Holdings, Rene Haas, you’ve seen him on, right?… We know what we heard […]

ARM heads into fiscal Q4 earnings with 18% revenue growth expected, but the model signals mixed odds for a beat despite strong royalty and licensing momentum.

The CBOE Volatility Index (CBOE:VIX) is up 2.2% today to hover just above 17, snapping back from Friday’s close as renewed Middle East tensions and crude price spikes reintroduce risk premium into options markets. The bounce comes one trading session after the S&P 500 set a fresh all-time high of 7,230, capping the index’s best ... Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.

Arm Holdings has just seen its fair value estimate lifted from US$148.09 to US$171.98, a move of about US$23.89 per share that puts a fresh spotlight on how analysts are recalibrating expectations. Recent research splits between those who see the higher target as a reflection of long term AI related CPU opportunities, and those who argue that a lot of that promise is already embedded in the stock. In the sections that follow, you will see how to interpret these shifting targets and keep track...

Taiwan Semiconductor sold its Arm Holdings stake, yet ARM stock has held firm as Wall Street keeps betting on AI, data centers, and fresh chip ambitions.

US equity futures were marginally lower pre-bell Monday as the standoff in the Strait of Hormuz cont

US equity futures were lower pre-bell Monday as the standoff in the Strait of Hormuz continued, with

We have Palantir, Advanced Micro Devices, Coinbase, Coreweave, Arista Networks, Arm Holdings, Shopify and Uber Technologies all reporting in what shapes as a busy and pivotal week for stocks.

(Updates to add more information on the headline) US equity investors will look out for Iran endi

US equity investors will look out for Iran ending its ceasefire agreement with Washington if the US

First quarter earnings season is in full swing, with a full slate of semiconductor and consumer companies slated to report results.

Tech stocks are in focus amid an earnings bonanza, layoffs, and AI spending plans.

ON Semiconductor, Pfizer, Uber, McDonald’s, and many more will report earnings this week. Economic releases will include the April jobs report and purchasing managers index.

Markets enter a big week following last week's Federal Reserve meeting and mega-cap technology earnings convergence, with focus now shifting to Friday's April jobs report at 8:30am that will provide insights into labor market health amid geopolitical uncertainties and energy-driven economic pressures.

Is ARM a good stock to buy? We came across a bullish thesis on Arm Holdings plc on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on ARM. Arm Holdings plc’s share was trading at $175.49 as of April 21st ARM’s trailing and forward P/E were 233.47 and 85.47 […]

Arm Holdings plc (NASDAQ:ARM) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. During the episode, Cramer mentioned that QUALCOMM reminds him of the company and said: Kind of reminds me of its competitor, Arm Holdings, a position we’ve been trying to build for the Charitable Trust ahead of […]

As Taiwan Semiconductor Manufacturing Company cashes out of Arm Holdings, should you follow suit?

We have recently shared Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. Arm Holdings plc (NASDAQ:ARM) is one of the stocks discussed by Jim Cramer. British design house Arm Holdings plc (NASDAQ:ARM)’s shares have been on a tear lately. They are up by a strong 45% over the past month […]

The April 2026 scoreboard for AI infrastructure stocks is in, and the gap between the leaders is wider than most expected. Marvell Technology (NASDAQ:MRVL) stock ran away with the month, posting a 67% gain from the March 31 close of $99 to the April 30 close of $165.15. Arm Holdings (NASDAQ:ARM) stock finished second with ... ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

Palantir and Nvidia partner CoreWeave head into earnings next week. Lithium play Albemarle is in a base ahead of earnings.

Corning Incorporated (NYSE:GLW) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. Highlighting the stock’s recent parabolic move, Cramer said: Let’s go back to the rain metaphor for a moment, though. We’re on the cusp of the big four tech earnings, Amazon, Alphabet, Meta, and […]

I am stepping into Arm Holdings (NASDAQ:ARM) at a moment when the stock has nearly doubled year to date, royalty rates are climbing on Armv9 adoption, and a fresh earnings report lands in less than a week. The setup is rich, the valuation is rich, and the model still finds room to run. Our 24/7 ... Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate

TSMC has fully exited its equity stake in Arm Holdings (NasdaqGS:ARM), closing out a long running ownership link between the chip foundry and the CPU design company. Arm shares have come under pressure as investors react to concerns that OpenAI has missed internal growth and revenue targets, raising questions about the pace of AI infrastructure build out. Arm Holdings, trading on NasdaqGS:ARM, sits at the center of global CPU architecture used across smartphones, data centers and embedded...