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(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...

Arm Holdings plc (NASDAQ:ARM) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. Mentioning that the Charitable Trust started a position in the stock a while ago, Cramer said: Last Monday, the Trust added semiconductor design company, Arm Holdings, to the […]

Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. Cramer mentioned the company during the episode and commented: Throw in the four horsemen of Wednesday, and you could get a terrific opportunity to go back to an […]

Intel Corporation (NASDAQ:INTC) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. Noting that many stocks related to the company got crushed, Cramer said: Can the AI-related data center stocks keep winning? Let’s talk short-term and long-term. Last week, we had […]