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Arm Holdings is up ~270% YTD as royalties and cloud AI drive record revenues, yet a 67x forward sales multiple raises the buy-or-wait question.
Arm finds itself in the sweet spot as AI driven chip demand is accelerating the company’s next growth chapter.
While SpaceX’s anticipated public debut has Wall Street salivating over what could be the most consequential IPO in a decade, the historical record offers a sobering warning. The company filed its S-1 in May, outlining three business segments: Space (Falcon and Starship launch services), Connectivity (the Starlink broadband network), and AI (X and Grok subscriptions). ... SpaceX Is About to IPO. History Says a 55% Stock Drop Could Be Coming Next.
The U.S. Federal Trade Commission has reportedly opened an investigation into Arm Holdings' business practices. Regulators are examining allegations that Arm has attempted to monopolize parts of the semiconductor market. The inquiry focuses on how Arm structures its licensing model and interacts with chipmakers that rely on its designs. For investors watching NasdaqGS:ARM, this regulatory turn follows a period of very strong share price performance. The stock closed at $402.71, with returns...
If you have a decade-long retirement horizon and one slot left for an AI semiconductor name, the choice between Arm Holdings (NASDAQ:ARM) and NVIDIA (NASDAQ:NVDA) is the question that matters right now. Both ride the same AI buildout. Both were just repriced violently after NVIDIA’s blockbuster May quarter. Only one belongs in a portfolio designed ... Arm vs. NVIDIA: Which Semiconductor Stock Belongs in Your 10-Year Portfolio?
Arm stock's year-to-date return in 2026 is a jaw-dropping 268% as of June 2.
FTSE 100 down 23 points to 10,351 UK services sector PMI improved last month OECD growth forecast cut to 2.8%, or 2.1% if Iran war lasts 3.20pm: UK consumer confidence improves UK consumer confidence last month saw the largest monthly gain in sentiment since in five years, according...
Masayoshi Son has been called a visionary and a reckless gambler, sometimes in the same sentence. He bet on Alibaba before anyone in the West had heard of it. He lost billions on WeWork. He turned Arm Holdings into the backbone of the AI chip industry. On June 1 in Paris, he made his most sweeping ...
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’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.
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 […]