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Is Arm Holdings plc (ARM) A Good Stock To Buy Now?
Insider Monkey61d agobullish
Is Arm Holdings plc (ARM) A Good Stock To Buy Now?

Is ARM a good stock to buy? We came across a bullish thesis on Arm Holdings plc on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on ARM. Arm Holdings plc’s share was trading at $342.23 as of June 11th. ARM’s trailing and forward P/E were 402.62 and 156.25 respectively according […]

Buy, Hold, or Sell: Arm Holdings Shed 25% to Clear the Air as the Warsh Fed Digs In. Is It a Buy at $342?
24/7 Wall St.61d agoneutral
Buy, Hold, or Sell: Arm Holdings Shed 25% to Clear the Air as the Warsh Fed Digs In. Is It a Buy at $342?

At $342.23, Arm Holdings (NASDAQ:ARM) appears fairly valued, with a more attractive entry point sitting at or below $310 on any macro-driven technical consolidation. The stock has become the cleanest pure-play on agentic AI infrastructure, but the round trip from $100 to $428 and back to the mid-$300s in six months argues for patience over ... Buy, Hold, or Sell: Arm Holdings Shed 25% to Clear the Air as the Warsh Fed Digs In. Is It a Buy at $342?

FTC Probe Puts Arm Licensing Model And AGI CPU Plans In Focus
Simply Wall St.62d agobearish
FTC Probe Puts Arm Licensing Model And AGI CPU Plans In Focus

Arm Holdings (NasdaqGS:ARM) is facing a newly disclosed U.S. Federal Trade Commission investigation into its semiconductor licensing practices. The inquiry comes as Arm expands from its traditional IP licensing model into chip manufacturing, drawing fresh antitrust scrutiny. Regulators are examining whether Arm’s licensing approach may restrict third party access, even as the company promotes broad support for its new AGI CPU platform. For readers following NasdaqGS:ARM, this shifts the...

Arm (ARM), NVIDIA (NVDA) Executive Highlight Shift Toward Agentic AI Computing
Insider Monkey62d agoneutral
Arm (ARM), NVIDIA (NVDA) Executive Highlight Shift Toward Agentic AI Computing

Arm Holdings (NASDAQ:ARM) is one of the best IPO stocks to buy and hold for 2 years. On June 2, Chris Bergey, Arm’s Executive VP of the Edge AI Business Unit, announced that the newly unveiled NVIDIA RTX Spark is set to redefine personal computing for the agentic era. As AI shifts from traditional application-based […]

Intel Jumps 8%, AMD Rises 4% on Bank of America’s $170 Billion Server-CPU Call
24/7 Wall St.62d agobullish
Intel Jumps 8%, AMD Rises 4% on Bank of America’s $170 Billion Server-CPU Call

Shares of Intel (NASDAQ:INTC) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470. Both chip names are rebounding after a rough stretch earlier this week. The catalyst is a bullish Bank of America research note projecting the total addressable market for server ... Intel Jumps 8%, AMD Rises 4% on Bank of America’s $170 Billion Server-CPU Call

Investing.com63d agoneutral
BofA lifts targets on AMD and ARM, raises CPU TAM to $170bn

Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.

Mizuho Raises PT on Arm Holdings (ARM), Here’s What You Should Know
Insider Monkey63d agoneutral
Mizuho Raises PT on Arm Holdings (ARM), Here’s What You Should Know

Arm Holdings plc (NASDAQ:ARM) is one of the Best Up and Coming AI Stocks to Buy Now. The company completed its IPO in 2023 with a market valuation of roughly $54.5 billion and was considered one of the largest IPOs of the year. Since then, the company has gone on to become a prominent AI […]

Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff
24/7 Wall St.63d agobearish
Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff

Shares of Qualcomm (NASDAQ:QCOM) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape. The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness ... Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff

Up 200% YTD, This Is Where Arm Holdings Will End The Year
24/7 Wall St.64d agoneutral
Up 200% YTD, This Is Where Arm Holdings Will End The Year

Arm (NASDAQ: ARM) has been one of the most explosive AI infrastructure trades of 2026, with shares rocketing 197.19% year to date as the chip designer cements its position at the center of the agentic AI buildout. After a 52.32% surge over the past month, the stock is consolidating. Our 24/7 Wall St. price target ... Up 200% YTD, This Is Where Arm Holdings Will End The Year

Jim Cramer on Arm Holdings: “I Wish I Had Kicked It Out Altogether”
Insider Monkey64d agoneutral
Jim Cramer on Arm Holdings: “I Wish I Had Kicked It Out Altogether”

Arm Holdings plc (NASDAQ:ARM) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer highlighted the stock’s rally after its position was trimmed for the Charitable Trust, as he stated: On the other side of the equation, alright, well, let’s talk about parabolas. Now, I have […]

Broader Market Settles Lower as Chip Stocks Sink
Barchart64d agoneutral
Broader Market Settles Lower as Chip Stocks Sink

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.26%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.12%. June E-mini S&P futures (ESM26 ) fell -0.36%, and June E-mini Nasdaq futures...

Arm Holdings (NasdaqGS:ARM) Valuation Check After Sector Selloff And Ongoing AI Growth Optimism
Simply Wall St.64d agobearish
Arm Holdings (NasdaqGS:ARM) Valuation Check After Sector Selloff And Ongoing AI Growth Optimism

Recent swings in Arm Holdings (NasdaqGS:ARM) have tracked a wider pullback in semiconductor and AI infrastructure stocks, after Broadcom’s cautious AI revenue outlook and a stronger US payrolls report prompted profit-taking in growth oriented technology names. See our latest analysis for Arm Holdings. Against that backdrop, Arm’s share price is now US$346.39, with a 7 day share price return down 15.28% after a sharp sector pullback. However, a 30 day share price return of 62.42% and year to...