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Major gauges held steady as markets adjusted to the potential of peace in Iran.

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Although the revenue and EPS for Arm Holdings (ARM) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.

↘️ Arm Holdings (ARM): The British semiconductor design company said it was seeing rampant demand for its new computer chips. Shares were volatile afterhours, recently falling more than 7%, after rising 14% during regular trading hours.

(Bloomberg) -- Arm Holdings Plc warned of sluggishness in the smartphone industry, crimping a vital source of the chip company’s revenue, while promising that AI data center growth would more than offset the slump. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitDOJ Plans Intervention in Trump Supreme Court Carroll AppealAnthropic Unveils AI Agents to Field Financial Services TasksIran Evaluating US

The semiconductor design company said it now has more than $2 billion of demand across fiscal 2027 and 2028 for its new Arm AGI CPUs.

Chip designer Arm Holdings beat estimates for its fiscal fourth quarter and with its outlook. Arm stock rose in extended trading.

Arm Holdings PLC (NASDAQ:ARM) shares extended gains after Wednesday’s closing bell following a stronger-than-expected March quarter earnings report and an upbeat outlook for the current period. For the first quarter of fiscal 2027, the company guided revenue to $1.26 billion at the midpoint...

Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial intelligence compute. The company expects quarterly revenue ‌of $1.26 billion, compared with estimates of $1.25 billion, according to data compiled by LSEG. Arm generates revenue by licensing its ‌technology to companies such as Nvidia and Apple, collecting royalty payments for every product built using its designs.

Advanced Micro Devices (AMD) is expected to capture about half of the total addressable market for s

Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.

US benchmark equity indexes were higher intraday, while oil prices tumbled as investors reacted to r

Advanced Micro Devices (AMD) reported solid results and an upbeat outlook but further outperformance

A strong report from AMD was good news for Arm.

The main US stock measures were pointing higher in Wednesday's premarket activity, while oil prices

Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.

In recent weeks, Arm Holdings has accelerated its push into artificial intelligence by unveiling its first in-house AGI CPU for data centers, announcing plans to design proprietary AI chips, and deepening enterprise AI collaboration with IBM ahead of its now-imminent fiscal Q4 2026 earnings release. These moves mark a shift from Arm’s traditional licensing-only model toward capturing more of the full-chip economics in AI infrastructure, while also introducing fresh competitive and execution...

U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a ‌shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket ‌trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.

Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

The chipmaker's data center segment brought in $5.8 billion, up 57% year over year, as AMD raised its second-quarter revenue outlook to $11.2 billion

Arm Holdings is due to release its results after markets close Wednesday, and traders are pricing in the likelihood of a big move in the chip designer's stock following the report.

Investing.com -- The rise of agentic AI is fundamentally restructuring data center architecture, moving beyond simple GPU-centric training toward complex workload orchestration. According to UBS analyst Timothy Arcuri, this shift is expected to catalyze a significant expansion in the server CPU Total Addressable Market (TAM). The bank estimates the server CPU TAM could grow roughly fivefold by 2030, rising from a $30 billion baseline in 2025 to approximately $170 billion. This trajectory is supp

The stock is benefiting from the increasing demand for CPUs.

Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.

May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit. 

Arm Holdings plc (NASDAQ:ARM) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called it a “real good one,” as he commented: Hey, after the close, we got a real good one, Arm Holdings, Rene Haas, you’ve seen him on, right?… We know what we heard […]

ARM heads into fiscal Q4 earnings with 18% revenue growth expected, but the model signals mixed odds for a beat despite strong royalty and licensing momentum.

The CBOE Volatility Index (CBOE:VIX) is up 2.2% today to hover just above 17, snapping back from Friday’s close as renewed Middle East tensions and crude price spikes reintroduce risk premium into options markets. The bounce comes one trading session after the S&P 500 set a fresh all-time high of 7,230, capping the index’s best ... Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.

Arm Holdings has just seen its fair value estimate lifted from US$148.09 to US$171.98, a move of about US$23.89 per share that puts a fresh spotlight on how analysts are recalibrating expectations. Recent research splits between those who see the higher target as a reflection of long term AI related CPU opportunities, and those who argue that a lot of that promise is already embedded in the stock. In the sections that follow, you will see how to interpret these shifting targets and keep track...