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Simply Wall St.8h agobearish

Arm (ARM) Faces FTC Probe and ESOP Expansion Is Its Licensing Edge at Risk?

Earlier this month, Arm Holdings filed a US$3.06 billion shelf registration for 13,821,271 ordinary shares tied to its employee share ownership plans, while the company came under a formal U.S. Federal Trade Commission antitrust investigation into its chip licensing practices and expansion into chip design. The combination of fresh regulatory scrutiny in the U.S. and South Korea and a large ESOP-related share registration raises important questions about how Arm balances its traditional...

Insider Monkey8h agoneutral

Does Arm Holdings (ARM) Offer an Attractive Risk Reward Opportunity?

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the first quarter of 2026. A copy of the letter is available to download here. The fund reported -13.09% in the first quarter, lagging the MSCI ACWI Index Net’s -3.20% return. Stock selection in the financials and information technology sectors contributed […]

24/7 Wall St.9h agobullish

Arm Holdings Is Up 104% and Smart Money Is Waiting for One Specific Level to Buy More

At $223.15, Arm Holdings (NASDAQ:ARM) screens as attractive to accumulators, with research desks pointing to the $210 to $215 range on any pullback as a favored entry zone. The stock has rebounded sharply from a steep first-quarter drawdown, and the post-earnings story has fundamentally changed what Arm is selling to Wall Street. Arm designs the ... Arm Holdings Is Up 104% and Smart Money Is Waiting for One Specific Level to Buy More

ARM GOOG GOOGL META MSFT SPY

Investor's Business Daily10h agobearish

Stock Market Today: Dow Rises Ahead Of Fed Minutes; Nvidia Shares Rally With Earnings Due (Live Coverage)

Stock Market Today: The Dow Jones index rose Wednesday ahead of the Fed minutes. Nvidia stock rallied ahead of earnings.

ARM CAVA MRVL NVDA QQQ SPY TGT ^DJI+2

Yahoo Finance10h agoneutral

Intel, Micron, and other semiconductor stocks extend bounce ahead of Nvidia earnings

Chip stocks bounce ahead of Nvidia eaernings.

AMD ARM INTC MRVL MU NVDA SNDK

Barchart1d agoneutral

Stocks Settle Lower on Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

AAL ADI AMAT AMD ARM ASML AU AVGO+25

24/7 Wall St.1d agobullish

Arm Holdings Has Doubled in 2026. Is It Outperforming Other Chip-IP Stocks Like Synopsys, Cadence, and Qualcomm?

Shares of Arm Holdings (NASDAQ:ARM) are trading higher by 4% in midday action Tuesday, extending a year that has put the chip-IP designer in a class of its own among semiconductor design names. ARM stock is up 102% year to date (YTD) through Monday, thereby doubling in under five months. The rest of the chip-IP ... Arm Holdings Has Doubled in 2026. Is It Outperforming Other Chip-IP Stocks Like Synopsys, Cadence, and Qualcomm?

ARM CDNS QCOM SNPS

GuruFocus.com1d agobearish

Arm Falls on Reported US Antitrust Probe

Regulatory scrutiny raises questions over licensing model in chip ecosystem

AAPL ARM

Insider Monkey2d agobullish

Evercore ISI Maintains Outperform Rating on Advanced Micro Devices (AMD)

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 13, Evercore ISI reiterated an Outperform rating on Advanced Micro Devices, Inc. (NASDAQ:AMD), Arm Holdings, and Intel. The firm noted that the positive rating comes after the Q1 2026 server CPU market share […]

AMD ARM INTC

The Fly2d agoneutral

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

AMAT ARM CRCL CRM CRWV DECK LRCX NBIS+4

24/7 Wall St.2d agoneutral

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,

AMAT ARM CRCL CRM CRWV DECK FFIV LRCX+4

Barchart2d agoneutral

Cerebras IPO Euphoria Sends CBRS Stock Into Rare Air

Cerebras Systems stock exploded after its IPO debut as investors rushed into the company's massive growth and $24.6 billion backlog story.

ARM CBRS IBM

Barchart2d agoneutral

Stocks Set to Open Lower as Oil Rises Amid Iran Impasse, Nvidia Earnings and Fed Minutes Awaited

June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.

AAL ADI AMAT ARM COIN DE INTU KEYS+6

Simply Wall St.4d agoneutral

FTC Probe Tests Arm Holdings Rally And Rich Valuation Premium

The U.S. Federal Trade Commission has opened a formal antitrust investigation into Arm Holdings' licensing practices for its semiconductor technology. The probe focuses on how Arm structures and prices access to its chip designs for customers across the global electronics industry. The investigation introduces fresh regulatory risk around Arm's core licensing model at a time when scrutiny of large technology suppliers is increasing worldwide. For investors following Arm Holdings...

ARM

Barchart4d agoneutral

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

Intel may be mounting an impressive comeback, but AMD and Arm are still taking share in the AI-driven server CPU race.

AMD ARM

Reuters4d agobearish

Arm Holdings to face US antitrust probe over chip tech, Bloomberg News reports

Arm Holdings is facing an antitrust probe by the U.S. Federal ‌Trade Commission over the British chip designer's ‌licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday. The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is ‌looking to assess ⁠if Arm will reject or downgrade the licensing agreements for its chip blueprints ⁠used to design central processing units, the report said, citing people familiar with the matter.

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Benzinga5d agobearish

Jim Cramer Said 'Smell' — AI Stocks Heard 'Sell'

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

AMD ARM AVGO DELL SMCI

Barchart5d agobullish

Stocks Settle Sharply Lower as Bond Yields Jump on Inflation Fears

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

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MT Newswires5d agoneutral

US Equity Markets End Lower as Rising Oil, Bond Yields Stoke Inflation Concerns

US equity indexes ended lower on Friday as crude oil prices and government bond yields rose, trigger

AMD ARM ASML INTC STM ^DJI ^IXIC

Motley Fool5d agoneutral

Arm Holdings CEO Rene Haas Has a Big Warning for Intel and AMD

Arm Holdings claims that it can substantially reduce the cost of deploying server CPUs in AI data centers.

AMD ARM INTC

Zacks5d agoneutral

ARM's Powerful Ecosystem Advantage Drives Market Leadership

Arm Holdings' vast software and hardware ecosystem strengthens its semiconductor moat, reinforcing dominance in smartphones and device computing.

ARM QCOM

Barchart5d agoneutral

Stocks Slide as Inflation Fears Lift Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

AAL APA ARM ASML AU AVGO B CCL+34

Barchart5d agobearish

Stocks Tumble on Inflation Jitters

The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

AAL ARM ASML AU AVGO B CCL CDE+27

Barrons.com5d agobearish

Intel Stock Is Falling as Analyst Issues Chip-Stock Bubble Warning

Intel stock, AMD and Arm were falling as analysts warn of the dangers of assuming the AI trade will last indefinitely.

AMD ARM INTC

GuruFocus.com5d agoneutral

Cerebras Raises $5.55 Billion IPO at $40 Billion Valuation

AI chipmaker priced shares above range as IPO demand exceeded available shares more than 20 times.

AMZN ARM NVDA

Barchart6d agoneutral

Stocks Settle Higher on Strong Tech Earnings and Economic Resilience

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

AMD ARM AVGO B BA CDE CRWD DIA+18

Barchart6d agoneutral

Cerebras Stock Just Hit the Markets in the Largest IPO of 2026. Nvidia Investors, Be Warned.

The success of the Cerebras IPO, and particularly in the last-minute attempt by Arm to acquire the company prior to its debut, highlights just how strategic it is.

ARM

Motley Fool6d agobearish

Why Intel Stock Slumped Today

The AI data center market is growing -- for everybody but Intel.

AMD ARM INTC

Barchart6d agobullish

Buying CBRS Stock After the Cerebras IPO Is a Bet on Engineering Magic. That Same Magic Could Be the Kiss of Death.

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

ARM TSM

Barrons.com6d agobearish

Intel Stock Drops. It’s Losing Ground to AMD and Arm.

Intel stock has led the chip rally but it faces fierce competition from Arm and Advanced Micro Devices.

AMD ARM INTC