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The Morning Bull - US Market Morning Update Wednesday, Aug, 5 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up around 0.1%, as investors weigh stronger factory activity against the risk of higher borrowing costs. The ISM Manufacturing PMI jumped to 55.6 in July, its best reading since May 2022, which signals factories are busier, hiring is improving and cost pressures are easing. At the same time, the 10 year Treasury yield sits near 4.69%, which keeps...

ARM stock rose 17% on Tuesday, piquing interest among retail traders.

A broader sell-off in AI stocks weighed on Arm.

A promising architecture now needs customers and working silicon

If the AGI CPU business continues to scale, Arm's valuation may prove easier to justify.

The company is now more confident in hitting its near-term CPU target.

One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.

Arm delivered record quarterly revenue and an earnings beat, while demand for its new AGI CPU surpassed $2 billion across fiscal 2027 and 2028.

IPO Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with Anton Nicholas, Chief Executive Officer of ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed […]

Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.

Arm Holdings has surged 110.5% year to date, yet the broader valuation checks currently lean expensive rather than cheap for a stock that is closely linked to expectations around AI and high performance computing. Year to date, the share price gain of 110.5% sets a high bar for what future growth will need to deliver to support the current valuation. Arm's growing role in AI servers and data centers can support optimism on future royalties. However, any slowdown in end markets such as...

Arm Holdings is riding AI-driven growth across cloud, edge and automotive markets, but execution and elevated expectations remain central to its outlook.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Arm reversed its initial after-hours decline as AI demand outweighed expectations for weaker smartphone royalties.

Arm Holdings PLC (NASDAQ:ARM) remains well positioned to benefit from long-term AI infrastructure growth, according to Citi, which reiterated its ‘Buy’ rating and $300 price target while modestly increasing its fiscal 2027 forecasts following the company's latest quarterly results. Shares of...

AI momentum is colliding with weakness in Arm's core market.

Arm delivered record earnings, but investors are now weighing its fast-growing AI ambitions against an increasingly demanding valuation and rising regulatory scrutiny.

Arm's fiscal Q1 revenues rise 22.4% as licensing, royalties and AI cloud demand strengthen, but execution risks keep the stock a Hold.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

AMD, Broadcom, and Arm just handed investors a rare pullback inside one of the most aggressive AI spending cycles on record. Whether that dip signals a buying opportunity or a warning depends on which risks you think the market is still ignoring.

During an interview with CNBC, Haas said that the shift away from x86 and toward Arm architecture in AI accelerated data centers is driving growth in the company’s revenue.

Investors are buying back into chip stocks, and Arm just delivered a promising quarterly report.

Arm sits 34% below its 52-week high after a brutal month, yet hyperscalers are quietly handing it control of their AI infrastructure. The question is whether this pullback is a warning or an opening.

Jensen Huang just called AI infrastructure the largest expansion in human history, yet NVIDIA shares sit $20 below a $5 trillion market cap. Here is what would need to go right and what could blow it all up.

Arm Holdings PLC (NASDAQ:ARM) beat first-quarter revenue and profit estimates and issued upbeat second-quarter guidance, sending its shares up 6.1% in early Thursday trading. The chip design company reported revenue of $1.29 billion for the quarter, ahead of analyst estimates of $1.26...

Arm Holdings' record fiscal Q1 highlights surging AI CPU demand, data center growth and customer momentum as it scales its compute platform across AI infrastructure and edge devices.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

The chip designer beat analyst estimates on revenue and earnings, but Arm stock dropped more than 8% after the results

Second-quarter royalty growth guided to 13% on smartphone weakness

Arm Holdings (NASDAQ:ARM) reported first-quarter results that exceeded Wall Street expectations for both earnings and revenue, yet the chip designer’s shares continued to slide as investors remained cautious despite an upbeat outlook. The company posted earnings per share of $0.