News

One designs chips; the other manufactures them, and their valuations tell starkly different stories about growth versus value.

Is Arm still an under-the-radar AI winner? Wall Street is catching on fast.

Astera Labs is riding explosive demand for AI connectivity chips with gross margins above 70%. Arm is compounding royalty revenue across billions of devices while its data center business accelerates.

During the September 16 episode of Mad Money, host Jim Cramer discussed the recent pullback in Arm Holdings plc (NASDAQ:ARM) and shared his perspective on the stock trajectory, as he commented: The whole AI data center cohort peaked in June, then most of them bottomed near the end of July before rebounding like crazy. Some […]

Arm's licensing model generates 18.4% net margins with minimal debt, while Intel battles a net loss and negative free cash flow amid its foundry pivot.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Arm's huge rally is giving Masayoshi Son another source of funding for his expanding AI ambitions.

ARM has tripled off its January lows, hyperscalers are lining up for its AI silicon, and analysts keep raising their targets. So why does the setup feel less like a green light and more like a fork in the road?

The Morning Bull - US Market Morning Update Friday, Sep, 18 2026 US stock futures are higher this morning, with S&P 500 contracts up about 0.8% and Nasdaq 100 futures gaining close to 1%. The move comes after the US Federal Reserve lifted its key interest rate by 0.25 percentage points to a range of 3.75% to 4.00%, and signalled that borrowing costs could climb further. That rate affects everything from credit card bills to mortgage repayments. At the same time, August retail sales rose 1.2%,...

SoftBank Group Corp. has increased its margin loan backed by shares of its chip unit Arm Holdings Plc by $5 billion to $25 billion, according to people familiar with the matter, as the conglomerate finds ways to fund its expanding investments in artificial intelligence.

The chipmaker is racing to meet the surging demand for its new AI chips.

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

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Rene Haas told CNBC his confidence in hitting the AGI CPU revenue goal has grown since Arm's July earnings call

Bullish comments from Arm Holdings’ chief executive last night are helping its stock rank among the Nasdaq’s top gainers today.

The Philadelphia semiconductor index, known as SOX, rose for the third straight session Thursday. AMD stock was among the big gainers.

Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a broken story changes everything for investors holding a 247x earnings multiple.

Here's a check of the markets in the first few minutes of trading.

The market punished Arm as an AI stock — yet phones, not AI, are what actually drive its revenue today.

Key Stats for Arm Holdings StockPrice change for Arm Holdings stock in last 6 months: 92%$ARM Stock Price as of Sep. 16: $24452-Week High: $453$ARM Stock Price Target: $289What Happened?Arm Holdings (ARM) stock is in focus after CEO Rene Haas told CNBC’s Jim Cramer on “Mad Money” that his confidence in meeting Wall Street’s demand expectations for Arm’s new AGI CPU chip keeps growing.

Arm Holdings' 39% three-month slide contrasts with expanding cloud AI opportunities, but cyclicality and a 36.47X sales multiple temper upside.

Data-center royalties are doubling, but Arm's premium valuation requires adoption across far more than one computing market.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.08%. E-mini S&P futures (ESU26 ) are down -0.21%, and September E-mini...

Arm's royalties arrive when chips ship, and phones still drive the biggest share. The business looks fine -- it's the price that gives me pause.

Arm Holdings (ARM) dropped more than 8% as chipmakers and AI stocks pulled back after prominent AI leaders called for slowing development, raising questions about future capital spending across the sector. The latest drop extends a wider pullback in Arm Holdings, with the share price down 14.47% over the past month and 39.70% over 90 days. This comes even after a strong year-to-date share price return of 108.32% and a 1-year total shareholder return of 55.34%, which points to momentum cooling...

The streamer put $415 million into property and equipment in the first half of 2026 -- about 1% of what Alphabet spent in the second quarter alone.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

Arm sits underneath nearly every hyperscaler custom CPU program, collecting royalty checks as AI infrastructure spending accelerates, but its 120x forward multiple means a single stumble could trigger violent downside for a stock already swinging between $223 and $420.

Piper Sandler initiated coverage of Nvidia, Broadcom, AMD, Arm, and Marvell, all with "overweight" ratings.

Arm earns royalties every time a chip uses its architecture, while Credo builds the connectivity that links those chips inside AI data centers. Both are essential to the AI build-out, but only one is growing at a triple-digit pace.