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Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the shortage in the company’s products, as he stated: And then there are the new agents that do things that are powered by CPUs from AMD, Arm Holdings, Intel. Hence why the […]
Qualcomm Inc. (NASDAQ:QCOM) shares jumped 6% on Friday after Daiwa Securities upgraded the semiconductor company from Neutral to Outperform and raised optimism around its long-term growth opportunities.
Investing.com -- Qualcomm Inc. (NASDAQ:QCOM) shares rose 6% Friday morning after Daiwa Securities analyst Louis Miscioscia upgraded the chipmaker from Neutral to Outperform with a price target of $225.
<body><p>STORY: U.S. stocks ended lower on Thursday, with the Dow dropping nearly two-thirds of a percent, the S&P 500 shedding more than one-third of a percent and the Nasdaq dipping marginally.</p><p>Uncertainty around peace talks between the U.S. and Iran weighed on the market, with Iran reviewing a proposal that would stop fighting but leave the most contentious issues unresolved.</p><p>Meanwhile, market-leading chip stocks retreated after their recent rally.</p><p>:: Arm Holdings</p><p> Archive</p><p>U.S.-listed shares of Arm Holdings tumbled 10% as worries about the company's ability to secure sufficient supplies for its new AI chip overshadowed a strong earnings forecast.</p><p>Intel and Advanced Micro Devices also declined, giving back some of their gains from earlier this week.</p><p>Keith Buchanan, senior portfolio manager at Globalt Investments, said he'd now like to see a broadening of market gains beyond chip makers and other AI-linked companies.</p><p>"Leadership has become narrow again. And that's something that concerns us from our framework, is we don't feel like a participation has been what it needs to be to continue to power this bull market forward beyond the point where we are now. So earnings season is really important. We're right in the middle of it right now. So that will give us a little more clarity as to the storylines and, frankly, the momentum that we feel like has to start to spread away from where it's been concentrated over the past week and a half."</p><p>:: CoreWeave</p><p>Other stock moves on Thursday included cloud provider CoreWeave, which closed down more than 6% but gained in extended trading after beating analysts' estimates for quarterly revenue. The company reported strong demand for its high-performance computing services used to train and deploy AI models.</p><p>Shares of Datadog soared 31% after the cloud-monitoring company raised its full-year earnings forecast. Cybersecurity companies CrowdStrike jumped 8% and Palo Alto Networks added 7%.</p><p>Elsewhere in the market, shares of Whirlpool slumped nearly 12% after the home-appliance maker missed first-quarter sales estimates and suspended its dividend.</p><p>Investors now turn their attention to Friday's nonfarm payrolls report, which is expected to show continued labor market resilience.</p></body>
Smartphone shipments declined in the first quarter, a trend that's expected to continue this year as soaring memory costs force price hikes and drag on consumer demand.
Arm Holdings plc (NASDAQ:ARM) is one of the top semiconductor stocks in our ranking of the top 10 chip stocks by YTD performance. Arm Holdings plc (NASDAQ:ARM) received a rating update from Wells Fargo on April 29. The firm lifted the price target on the stock to $220 from $175, reaffirming an Overweight rating on the […]
Arm Holdings PLC (NASDAQ:ARM)'s fiscal fourth-quarter and June-quarter results were roughly in line with expectations, but the stock fell over 11% on Thursday as investors weigh the gap between strong enthusiasm for its AI opportunity and the more limited near-term execution, according to Bank...
Rene Haas: Thank you, Jeff, and welcome, everyone. Arm delivered a record quarter and record fiscal year. Licensing revenue grew 29% year-over-year to $819 million, driven by strong demand for the Arm platform.
Arm Holdings tumbled on demand concerns, and markets await progress on reopening the Strait of Hormuz, today, May 7, 2026.
Arm reported strong results, but investors were more concerned about a supply chain issue.
ARM (ARM) is positioned to benefit from agentic artificial intelligence-driven CPU growth and there
Arm shares slumped Thursday despite earnings that topped estimates, as the chip designer warned of weakness in the smartphone market.
Technology stocks were higher pre-bell Thursday, with the State Street Technology Select Sector SPDR
Arm Holdings sinks as memory becomes expensive for smartphones
Royalty revenue lags licensing growth
Arm Surges Then Sinks After CEO Flags Major AI Chip Supply Constraints
The chip designer reported fourth-quarter profit of $313 million, up from $210 million a year earlier, but stock fell on supply concerns
Arm Holdings (NASDAQ:ARM) reported quarterly earnings and guidance that surpassed Wall Street expectations, while highlighting strong customer demand for its recently launched artificial intelligence-focused data center processor. Despite the upbeat results, U.
Arm beats expectations, Apple stock hits a record, gasoline prices could weigh on consumer spending, and more news to start your day.
↘️ Whirlpool (WHR): The Michigan-based maker of refrigerators and washing machines roughly halved its full-year earnings guidance and suspeneded its dividend. The stock fell 15% in premarket trading. ↘️ Shell (UK:SHEL): The British energy giant said first-quarter earnings more than doubled, but warned of lower gas production due to the war with Iran.
Arm Holdings (NasdaqGS:ARM) reported record quarterly and annual results, driven by cloud AI demand and its first in-house AGI CPU. The company secured over $2b in demand for its new data center chip, positioning it as a new revenue source. Management is forecasting significant sales growth while flagging smartphone market weakness and emerging supply constraints. For investors watching AI infrastructure, Arm now sits more squarely in the center of the discussion. The stock has been strong,...
The chip designer posted its best quarter ever. Its results are about to get much stronger.
More records are in play amid optimism for a US-Iran peace deal and for AI-fueled earnings growth.
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