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Arm's CEO says stronger AI demand could pull forward its own-chip sales target.

Laptops enabled with these chips will go live this fall.

Nvidia has unveiled its first-ever PC processor. Here’s what the RTX Spark launch means for NVDA shares and the sector at large.

Nvidia’s bold push into AI-powered PCs has put Dell in the spotlight, potentially unlocking another major growth avenue for the hardware giant.

Arm says major cloud and tech customers are using its data center CPUs.

Arm Holdings plc (NASDAQ:ARM) is one of the best stocks to buy now for long term growth. On May 28, Mizuho lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $360 from $290 while maintaining an Outperform rating on the shares. The firm stated that it increased targets in the semiconductor space after analyzing the […]

Investing.com -- Wolfe Research is pushing back against the market's enthusiastic reaction to Nvidia's personal computer chip announcement at Computex, calling the combined $360 billion gain in market capitalization between Nvidia and Arm Holdings a significant overreaction to what the firm sees as a limited commercial opportunity.

Nvidia stock may have a lot more upside, Goldman Sachs says.

Haas told Reuters that banning AI CPUs ​would be nearly impossible due to the challenge of setting precise performance and memory bandwidth limits.

Arm Holdings (NASDAQ:ARM) Chief Executive Rene Haas said on Tuesday that restricting exports of processors used in artificial intelligence applications to China would be challenging because of the broad range of uses for modern computing chips. His comments highlight the complexities policymakers face as governments seek to limit access to advanced technologies while maintaining the flow of products that serve a wide variety of commercial and industrial functions.

Arm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the ‌export to China of CPUs that are useful for AI because of ‌their widespread use and as it would be difficult to block only AI CPUs. "CPUs are kind of ​like oil relative to the application space," Haas said in an interview with Reuters. Banning artificial intelligence CPUs would be nearly impossible because of the challenge of establishing specific performance thresholds and memory bandwidth limits as is possible with the ‌graphics processing units (GPUs) made by ⁠Nvidia, Haas said.

The world’s only $5 trillion company can sell the concept that AI computing won’t be confined to data centers.

The Morning Bull - US Market Morning Update Tuesday, Jun, 2 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead roughly 0.3%, as investors weigh stronger global manufacturing data against higher borrowing costs. Several key factory scorecards, such as the China Manufacturing PMI at 51.8 and the UK gauge at 53.9, signal production is picking up, which suggests healthier demand for goods and raw materials. At...

(Bloomberg) -- Arm Holdings Plc may achieve its target of $15 billion in sales of its own chips earlier than anticipated, its chief executive officer said, reflecting stronger-than-projected demand from the AI boom.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found

Chip stocks, led by Intel and Qualcomm fell sharply, while PC stocks, led by Dell Technologies and HP jumped. A new kind of PC, even one armed with an Nvidia chip, will be an uphill climb. Amid a memory shortage, it could hardly be a worse moment to be launching a new PC platform.

The semiconductor leaders are reinventing the PC for the age of AI.

Arm Holdings plc (NASDAQ:ARM) is one of the 10 Stocks Entering June on Fire. Arm Holdings kicked off the first day of the month soaring to a new all-time high, as investors resorted to a flurry of positive developments, including Nvidia Corp.’s launch of new chips built on its architecture and two analysts’ optimistic rating […]

Nvidia has introduced the RTX Spark Superchip and Vera data center processor, both built on Arm architecture. The products target AI focused PCs and data centers and are set to be deployed through partners such as Dell and Lenovo. Arm Holdings (NasdaqGS:ARM) reports substantial customer interest in its AGI CPUs, with demand described as doubling. The announcement highlights an expansion of Arm’s role from IP licensing into deeper hardware partnerships across AI computing. Arm sits at the...

RTX Spark and Vera expand Arm's royalty base across PCs and data centers

Arm Holdings plc (NASDAQ:ARM) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer believes the stock still has room to grow, as he commented: Are we too late? I don’t think so. Today was also a […]

Arm Holdings (NASDAQ:ARM) stock is ripping higher in midday trading on Monday, June 1, jumping 18% to around $416 after NVIDIA‘s (NASDAQ:NVDA) RTX Spark Superchip launch validated the Arm architecture as the foundation for the next wave of AI PCs. The move builds on an already extraordinary run. ARM stock closed Friday at $353.29 and ... ARM Holdings Rockets 18%, Microsoft, Dell Rise on RTX Spark AI PC Launch

Arm stock hit a record high on Nvidia's plans to use an Arm design for the central processing unit in its AI PC chip.

Shares of NVIDIA (NASDAQ:NVDA) are up 4% in midday trading Monday, changing hands near $220 after the chipmaker unveiled its RTX Spark superchip at Computex 2026. The rally lifts NVDA stock well above Friday’s $211 close. The opposite story is playing out at Qualcomm (NASDAQ:QCOM). QCOM stock is down 7% to roughly $234, with an ... NVIDIA Rallies 4% on RTX Spark Launch as Qualcomm Falls 7% on AI PC Competition Fears

Shares of Intel Corp (NASDAQ:INTC, XETRA:INL), Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) fell sharply on Monday after Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) unveiled a new personal computer chip at the Computex trade show in Taipei, marking a...

New AI-focused PC chips arrive this fall with Dell, Lenovo, and Windows for Arm support.

The source of SoftBank’s surge is pure AI enthusiasm, as the Tokyo-based investor has pivoted from a mix of startups, e-commerce and telecom companies to quickly become a major player in all things artificial intelligence. Arm has been on a tear lately as investors swoon over its plans to design chips that are ideal for agentic AI uses in data centers, giving it a market cap of about $375 billion.

Shares of Nvidia and its partners climbed, while rivals' stocks sank Monday after CEO Jensen Huang made a number of announcements at a conference in Taiwan.

Nvidia has roiled the semiconductor sector with the launch of a PC chip. Nvidia late on Sunday unveiled its RTX Spark, which integrates Arm’s designs for a custom central-processing unit. Arm shares were up 10% in the premarket, having already more than tripled this year so far through Friday’s close.

Microsoft, Dell, and HP stocks popped after Nvidia announced a push into the personal computer market.

Microsoft, Dell and HP stocks popped after Nvidia announced a push into personal computers market.