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The Fly12d agoneutral

HubSpot downgraded, Qualcomm upgraded: Wall Street's top analyst calls

InvestorsHub12d agobullish

Qualcomm (QCOM) shares surge after Daiwa upgrades stock to Outperform

Qualcomm Inc. (NASDAQ:QCOM) shares jumped 6% on Friday after Daiwa Securities upgraded the semiconductor company from Neutral to Outperform and raised optimism around its long-term growth opportunities.

Reuters Videos13d agoneutralVIDEO

Wall Street ends lower as chip stocks give up gains

<body>STORY: U.S. stocks ended lower on Thursday, with the Dow dropping nearly two-thirds of a percent, the S&P 500 shedding more than one-third of a percent and the Nasdaq dipping marginally.Uncertainty around peace talks between the U.S. and Iran weighed on the market, with Iran reviewing a proposal that would stop fighting but leave the most contentious issues unresolved.Meanwhile, market-leading chip stocks retreated after their recent rally.:: Arm Holdings   ArchiveU.S.-listed shares of Arm Holdings tumbled 10% as worries about the company's ability to secure sufficient supplies for its new AI chip overshadowed a strong earnings forecast.Intel and Advanced Micro Devices also declined, giving back some of their gains from earlier this week.Keith Buchanan, senior portfolio manager at Globalt Investments, said he'd now like to see a broadening of market gains beyond chip makers and other AI-linked companies."Leadership has become narrow again. And that's something that concerns us from our framework, is we don't feel like a participation has been what it needs to be to continue to power this bull market forward beyond the point where we are now. So earnings season is really important. We're right in the middle of it right now. So that will give us a little more clarity as to the storylines and, frankly, the momentum that we feel like has to start to spread away from where it's been concentrated over the past week and a half.":: CoreWeaveOther stock moves on Thursday included cloud provider CoreWeave, which closed down more than 6% but gained in extended trading after beating analysts' estimates for quarterly revenue. The company reported strong demand for its high-performance computing services used to train and deploy AI models.Shares of Datadog soared 31% after the cloud-monitoring company raised its full-year earnings forecast. Cybersecurity companies CrowdStrike jumped 8% and Palo Alto Networks added 7%.Elsewhere in the market, shares of Whirlpool slumped nearly 12% after the home-appliance maker missed first-quarter sales estimates and suspended its dividend.Investors now turn their attention to Friday's nonfarm payrolls report, which is expected to show continued labor market resilience.</body>

Motley Fool13d agobullish

Stock Market Today, May 7: Rally Falters as Oil Prices Rise Again

Today, May 7, 2026, strong earnings continued to boost stocks while the unclear status of U.S.-Iran negotiations weighed on markets.

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Investopedia13d agoneutral

AI Is Making Smartphones More Expensive—But Not For the Reason You Think

Smartphone shipments declined in the first quarter, a trend that's expected to continue this year as soaring memory costs force price hikes and drag on consumer demand.

AAPL ARM

Insider Monkey13d agoneutral

Wells Fargo Lifts PT on Arm Holdings (ARM), Says Q4 2026 Appears Tough

Arm Holdings plc (NASDAQ:ARM) is one of the top semiconductor stocks in our ranking of the top 10 chip stocks by YTD performance. Arm Holdings plc (NASDAQ:ARM) received a rating update from Wells Fargo on April 29. The firm lifted the price target on the stock to $220 from $175, reaffirming an Overweight rating on the […]

ARM

Proactive13d agoneutral

Arm slides as investors question near-term monetization of AI demand

Arm Holdings PLC (NASDAQ:ARM)'s fiscal fourth-quarter and June-quarter results were roughly in line with expectations, but the stock fell over 11% on Thursday as investors weigh the gap between strong enthusiasm for its AI opportunity and the more limited near-term execution, according to Bank...

ARM

Motley Fool13d agoneutral

Arm (ARM) Q4 2026 Earnings Call Transcript

Rene Haas: Thank you, Jeff, and welcome, everyone. Arm delivered a record quarter and record fiscal year. Licensing revenue grew 29% year-over-year to $819 million, driven by strong demand for the Arm platform.

ARM

Motley Fool13d agobullish

Stock Market Today, May 7: Rally Slows at Midday as Investors Watch Iran Developments

Arm Holdings tumbled on demand concerns, and markets await progress on reopening the Strait of Hormuz, today, May 7, 2026.

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Motley Fool13d agoneutral

Why Arm Holdings Stock Was Sliding Today

Arm reported strong results, but investors were more concerned about a supply chain issue.

AMD ARM INTC

MT Newswires13d agoneutral

ARM to Benefit From Agentic AI-Driven CPU Growth, RBC Says

ARM (ARM) is positioned to benefit from agentic artificial intelligence-driven CPU growth and there

ARM

MT Newswires13d agobullish

Top Midday Stories: Citi CEO Fraser Gives New ROTCE Targets; Datadog Shares Soar After Strong Earnings, Bullish Guidance

The Dow Jones Industrial Average was down, while the S&P 500 Index and the Nasdaq Composite were up

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Investopedia13d agoneutral

Chip Designer Arm Warns of Weakness in the Smartphone Market. Its Stock Is Sinking.

Arm shares slumped Thursday despite earnings that topped estimates, as the chip designer warned of weakness in the smartphone market.

ARM

MT Newswires13d agoneutral

Sector Update: Tech Stocks Gain Pre-Bell Thursday

Technology stocks were higher pre-bell Thursday, with the State Street Technology Select Sector SPDR

AMD ARM GOOGL XLK

MT Newswires13d agoneutral

Peace Deal Hopes, Strong Earnings Nudge US Equity Futures Higher Pre-Bell

US equity futures were slightly higher pre-bell Thursday as hopes for a finalized peace deal between

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Investor's Business Daily13d agobearish

Stock Market Today: Dow Rises After Jobless Claims; AI Stock Dives On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rose Thursday after weekly jobless claims. AI stock Arm dived on earnings.

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Yahoo Finance13d agoneutral

Why Arm Holdings stock is sinking

Arm Holdings sinks as memory becomes expensive for smartphones

ARM

GuruFocus.com13d agobullish

Arm's Record Quarter Isn't Enough After a 100% Rally

Royalty revenue lags licensing growth

ARM

GuruFocus.com13d agoneutral

Arm holdings Stock Sinks After AI Demand Warning Sparks Supply Fears

Arm Surges Then Sinks After CEO Flags Major AI Chip Supply Constraints

ARM

Quartz13d agobullish

Arm Holdings Q4 fiscal 2026 earnings beat on AI demand

The chip designer reported fourth-quarter profit of $313 million, up from $210 million a year earlier, but stock fell on supply concerns

ARM

InvestorsHub13d agobullish

Arm beats expectations but shares fall on supply concerns for AI chip

Arm Holdings (NASDAQ:ARM) reported quarterly earnings and guidance that surpassed Wall Street expectations, while highlighting strong customer demand for its recently launched artificial intelligence-focused data center processor. Despite the upbeat results, U.

AAPL ARM QCOM SSNLF

Barrons.com13d agobullish

Iran Talks, Fed Rates, Jobs Data, Inflation. This Market Rally Faces Big Tests Soon.

Arm beats expectations, Apple stock hits a record, gasoline prices could weigh on consumer spending, and more news to start your day.

AAPL ARM

Reuters13d agoneutral

S&P 500, Nasdaq futures hit records as oil extends losses

May 7 (Reuters) - S&P 500 and Nasdaq futures hovered near all-time highs on Thursday as oil prices retreated further on hopes of a U.S.-Iran peace deal that could potentially normalize crude supplies

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The Wall Street Journal13d agoneutral

Stocks to Watch: Whirlpool, Snap, Arm, McDonald’s

↘️ Whirlpool (WHR): The Michigan-based maker of refrigerators and washing machines roughly halved its full-year earnings guidance and suspeneded its dividend. The stock fell 15% in premarket trading. ↘️ Shell (UK:SHEL): The British energy giant said first-quarter earnings more than doubled, but warned of lower gas production due to the war with Iran.

ABNB ARM DASH MCD SNAP

Barrons.com13d agoneutral

These Stocks Are Today’s Movers: Arm, AMD, Apple, Fortinet, McDonald’s, Whirlpool, and More

Shares in Arm fall after the British chip maker reports solid earnings but suggests it may not be able to meet surging demand.

AAPL AMD ARM DDOG FSLY FTNT IONQ

Simply Wall St.13d agoneutral

Arm’s Record AI Results Test Lofty Valuation And Supply Constraints

Arm Holdings (NasdaqGS:ARM) reported record quarterly and annual results, driven by cloud AI demand and its first in-house AGI CPU. The company secured over $2b in demand for its new data center chip, positioning it as a new revenue source. Management is forecasting significant sales growth while flagging smartphone market weakness and emerging supply constraints. For investors watching AI infrastructure, Arm now sits more squarely in the center of the discussion. The stock has been strong,...

ARM

Motley Fool14d agoneutral

Arm's Recent Pivot Will Power a New $15 Billion Market

The chip designer posted its best quarter ever. Its results are about to get much stronger.

ARM INTC NVDA

Yahoo Finance14d agoneutral

Stock market today: Dow, S&P 500, Nasdaq stall as crude oil steadies in wait for Iran-US deal update

More records are in play amid optimism for a US-Iran peace deal and for AI-fueled earnings growth.

ARM

Yahoo Finance14d agoneutral

Stock market today: Dow, S&P 500 and Nasdaq futures trade flat following preliminary peace announcement

Major gauges held steady as markets adjusted to the potential of peace in Iran.

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