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The U.S. Federal Trade Commission has opened a formal antitrust investigation into Arm Holdings' licensing practices for its semiconductor technology. The probe focuses on how Arm structures and prices access to its chip designs for customers across the global electronics industry. The investigation introduces fresh regulatory risk around Arm's core licensing model at a time when scrutiny of large technology suppliers is increasing worldwide. For investors following Arm Holdings...

Intel may be mounting an impressive comeback, but AMD and Arm are still taking share in the AI-driven server CPU race.

Arm Holdings is facing an antitrust probe by the U.S. Federal ‌Trade Commission over the British chip designer's ‌licensing of its semiconductor technology, part of ongoing global scrutiny ​of the business, Bloomberg News reported on Friday. The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is ‌looking to assess ⁠if Arm will reject or downgrade the licensing agreements for its chip blueprints ⁠used to design central processing units, the report said, citing people familiar with the matter.

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

US equity indexes ended lower on Friday as crude oil prices and government bond yields rose, trigger

Arm Holdings claims that it can substantially reduce the cost of deploying server CPUs in AI data centers.

Arm Holdings' vast software and hardware ecosystem strengthens its semiconductor moat, reinforcing dominance in smartphones and device computing.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

Intel stock, AMD and Arm were falling as analysts warn of the dangers of assuming the AI trade will last indefinitely.

AI chipmaker priced shares above range as IPO demand exceeded available shares more than 20 times.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

The success of the Cerebras IPO, and particularly in the last-minute attempt by Arm to acquire the company prior to its debut, highlights just how strategic it is.

The AI data center market is growing -- for everybody but Intel.

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

Intel stock has led the chip rally but it faces fierce competition from Arm and Advanced Micro Devices.

Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS. The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter.

Investing.com -- AMD and ARM continued to gain ground in the server chip market at Intel’s expense in the first quarter of 2026, according to a report from UBS, which also found that PC shipments came in below seasonal norms for the second consecutive quarter.

Arm Holdings (NasdaqGS:ARM) and parent company SoftBank reportedly made a preliminary offer to acquire AI chipmaker Cerebras Systems. The approach came ahead of Arm's planned US$34b IPO and was ultimately rejected by Cerebras. The attempted deal points to interest in expanding Arm's AI semiconductor reach beyond internal product development. Arm Holdings, best known for its chip architectures that power a wide range of devices, is increasingly tied to the growth of AI-focused computing. The...

Cerebras reportedly rejected a preliminary acquisition approach weeks before its expected IPO pricing.

US equity indexes closed mixed on Wednesday, as communication services and technology led sectors am

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...

US equity indexes were mixed ahead of Wednesday's close as communication services and technology top

Arm Holdings and SoftBank Group made an approach to acquire Cerebras Systems weeks before its expected initial public offering, which was rebuffed. Bailey Lipschultz has more on "Bloomberg Deals."

Arm Holdings plc (NASDAQ:ARM) is trading higher by 5.05% on Wednesday as chip stocks catch a bid, with Technology (XLK) up 0.33%, and investors digest fresh U.S.-China headlines that keep the AI and semiconductor supply chain in focus, including those around export controls and market access. Arm’s China Exposure Draws Investor Attention China contributed 17% of Arm's fiscal 2025 revenue, down from 21% in fiscal 2024 and 24% in fiscal 2023, according to the company's latest annual filing, highli

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

As AI data centers scale globally, Arm is helping run them while Fortinet is helping defend them.

Arm Holdings has drawn renewed interest from KeyBanc as the firm sees robust AI and data center demand accelerating licensing growth. The stock is twelfth on our list of 12 AI Stocks Wall Street Is Watching Now. On May 7, KeyBanc analyst John Vinh raised the price target on Arm Holdings to $300 from $170 and […]

Qualcomm stock surged Monday and is on pace for its first record close since 2024 as enthusiasm around AI chips and data-center demand continues to build.