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Arm Holdings (ARM) is back in focus after fresh data on its semiconductor intellectual property business, with licensing and royalty revenue growth tied to AI, cloud computing, custom silicon, and a new AGI CPU for data centers. See our latest analysis for Arm Holdings. At a share price of $327.87, Arm Holdings has seen a 9.20% 1 day share price return and a 120.15% 90 day share price return, while the 1 year total shareholder return sits at 120.71%. This reflects strong recent momentum...
In recent days, Arm Holdings reported that licensing and other revenues rose 29% year on year to US$819 million, with royalties up 11%, reflecting strong demand for its semiconductor intellectual property across artificial intelligence, cloud, mobile, and custom silicon markets, while AI-related enthusiasm also helped lift chip and memory peers across the Nasdaq. Arm is also preparing to release its first-quarter fiscal 2027 results later in July and promoting its new AGI CPU for AI...
The chip company is pivoting to the AI market.
European equities traded in the US as American depositary receipts were rising on Thursday morning,
Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 7.4% at $555.62 in early trading Thursday, adding to a 259% gain over the past 12 months through to Wednesday’s close.
Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 1.6% at $526.07 in Thursday’s premarket, adding to a 259% gain over the past 12 months through to Wednesday’s close. “AMD’s 146% surge since April, versus 58% for the SOX [PHLX Semiconductor Index], has left the shares priced at a premium to peers with little room for error,” Naji wrote.
Major indexes finished higher Thursday, aided by chip and memory stocks, as investors monitored the latest military attacks between the U.S. and Iran.
ARM's licensing revenues jump 29% in fiscal Q4, driving 20% overall revenue growth as demand for AI infrastructure, custom silicon and next-generation chip designs remains robust.
US stocks are expected to extend losses on Wednesday after oil prices spiked following an exchange of strikes between the US and Iran that led to President Donald Trump declaring the ceasefire "over". Dow Jones futures were down 1.1%, with S&P 500 futures pointing to a 0.9% drop, while...
Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
Arm Holdings plc (NASDAQ:ARM) is one of the best stocks on the rise to invest in. UBS lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $470 from $260 on June 24 and maintained a Buy rating on the shares. The stock also received a rating update from Mizuho on June 4. The firm lifted the […]
The S&P 500 Index ($SPX ) (SPY ) today is up +0.43%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. September E-mini S&P futures (ESU26 ) are up +0.46%, and September E-mini Nasdaq futures...
Arm Holdings (NASDAQ:ARM) has been one of 2026’s most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains. With shares now near $315, the question is whether the AI CPU thesis still has room to run or if the easy money has already been made. ... Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels
ARM posts another quarter of solid revenue growth, with rising licensing activity and a growing royalty base reflecting sustained demand for its chip architecture.
Arm stock is up 194% this year, but money flow and options turned bearish since mid-June as rate-hike fears put the priciest chip at risk.
Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.
Arm Holdings stock has surged 194.1% year to date, yet its valuation checks flag a very different picture, with the shares screening as expensive on traditional metrics even after recent pullbacks. The 194.1% year to date gain has quickly priced in a lot of optimism about Arm Holdings' role in AI infrastructure and data center CPUs. Expectations around AI related chip demand and new CPU products can support elevated pricing, while supply constraints and execution risks in shifting further...
Oracle Cloud Infrastructure has joined Arm Holdings' AGI CPU ecosystem, extending Arm's reach into agentic AI data center workloads. The move brings Arm's AGI CPU platform into a major cloud provider's infrastructure, broadening access for enterprise AI customers. This follows recent interest in Arm's agentic AI solutions and adds a new cloud partner to its growing ecosystem. Arm Holdings, traded as NasdaqGS:ARM, is drawing fresh attention as Oracle Cloud Infrastructure adopts its AGI CPU...
Investing.com -- SoftBank Group has reportedly resumed discussions with a group of lenders for a $10 billion loan secured by its ownership stake in OpenAI. The Japanese technology investor had previously attempted to arrange similar financing but faced resistance from banks concerned about the challenges of valuing private companies.
European stocks are outpacing the S&P 500 in 2026, and ArcelorMittal, Arm Holdings, and Novartis are three Euro Stoxx 50 components with index-beating returns.
(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St
ARM is expanding its AI infrastructure strategy with the AGI CPU, targeting growing demand for agentic AI data center workloads.
Investing.com -- ByteDance is racing to finalize the design of a next-generation in-house CPU by early 2027 at the latest, with mass production and wider deployment targeted for the second half of that year, South China Morning Post reported Monday, citing three people familiar with the matter. The disclosure, the first of its kind for the TikTok parent, underscores how urgently one of the world's most valuable private tech companies is building out its own silicon stack to sustain explosive gro
Arm Holdings plc (NASDAQ:ARM) is one of the best fast growth stocks to buy according to hedge funds. On June 2, at Computex 2026, Arm Holdings plc (NASDAQ:ARM) announced that Oracle Cloud Infrastructure, or OCI, had joined the Arm AGI CPU ecosystem. OCI is the latest addition to a growing list of partners backing Arm’s […]