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Arm now leads x86 in AI servers and collects royalties from every chipmaker, including the ones it competes with.

Arm just scored a major AI server win, strengthening its long-term growth story and putting ARM stock back in focus.

Arm Holdings is a critical designer for AI infrastructure.

In recent days, Arm Holdings has seen its processor architecture surpass x86 systems as the leading platform for rack-scale AI GPU servers, while sector sentiment improved after Intel reported its strongest revenue growth in nearly 15 years. This combination of architectural gains in accelerated computing and a healthier backdrop for semiconductors has sharpened investor focus on Arm’s role in powering energy-efficient AI infrastructure. Now we’ll consider how Arm’s rising share in...

The print, which also included adjusted EPS of $0.42 against a consensus of $0.21, represented Intel's fastest revenue growth in nearly 15 years and triggered an immediate halo effect across the semiconductor space. Advanced Micro Devices (NASDAQ: AMD) and Arm Holdings (NASDAQ: ARM) are direct beneficiaries: both compete and, in AMD's case, increasingly cooperate with Intel in the server CPU market that is driving the current demand surge, and a strong Intel quarter raises the revenue ceiling fo

AMD says its chips are superior to Nvidia, Intel, and Arm offerings. It’s out-of-character bravado for the firm.

Arm Holdings' AI opportunity extends beyond hype as its architecture, royalty model and expanding markets support long-term growth potential.

Super Micro's stock surged after the AI server maker nearly doubled its margin outlook and revealed a record $60 billion order backlog.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

IDC sees AI infrastructure market approaching $500 billion this year

According to TheFly, Wells Fargo lowered the price target for Arm to $350 from $410 while maintaining an ‘Overweight’ rating on the stock.

Arm Holdings has staged one of the sharpest re-ratings in large-cap tech this year, but a brutal pullback from its highs raises a critical question about whether the royalty model can justify a valuation that makes even Nvidia look cheap.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross […]

Arm Holdings PLC (NASDAQ:ARM)'s long-term growth outlook is improving as rising demand for artificial intelligence workloads drives increased need for CPUs, according to Jefferies, which raised its price target on the semiconductor designer to $320 from $290. The company’s shares are up...

ARM’s stock saw the largest price target cut, though UBS reiterated its 'Buy' rating and retained 'Neutral' ratings for both Qualcomm and KLA.

Jefferies has raised its price target on Arm Holdings PLC (NASDAQ:ARM) to $320 from $290, arguing that orders for the chip designer's AGI CPU have risen further since full-year results as agentic artificial intelligence fuels demand for processors. The broker repeated its 'buy' rating on the...

Here's the one I would buy right now.

Japan's tech selloff spills into U.S. trading

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

Global stocks have suffered heavy falls in a “bloodbath” for companies linked to the AI boom.

The artificial intelligence boom is being held back by what the industry cannot build rather than what customers will not buy, according to Rene Haas, chief executive of Arm Holdings PLC (NASDAQ:ARM), the chip designer. Haas told CNBC that demand for chips, data centres, energy and skilled...

Arm Holdings has surged 141.4% year to date, yet its valuation checks flag the stock as expensive rather than a clear bargain. This creates a sharp tension between recent share price momentum and the current pricing of its fundamentals. The 141.4% year to date gain sets a high bar for what Arm Holdings needs to deliver to justify the current valuation. Investor focus on potential growth in server and AI related chips may support elevated expectations, while concerns around smartphone demand,...

Arm shares have shed nearly a third of their value since mid-June, and investors now face a fork in the road between a bargain and a value trap. Our proprietary model points firmly in one direction.

Arm Holdings (NasdaqGS:ARM) CEO commented on US export restrictions for AI capable CPUs to China and highlighted complexity in enforcing potential bans. The CEO pointed to stronger demand for Arm's AGI CPU, with customers such as ByteDance and Oracle now using the product. Arm is working with partners including TSMC, Oracle and Microsoft to secure key components across its supply chain for next generation chips. Arm Holdings enters this news cycle with a current share price of $277.01 and...

Arm Holdings' expanding royalty opportunities and AI-focused chip strategy are strengthening its long-term growth potential.

Chip stocks fell hard for the second straight trading session on Thursday, led by declines for memory-chip makers such as SK Hynix.

European equities traded in the US as American depositary receipts were slightly lower on Thursday m

Semiconductor stocks are dragging Nasdaq futures lower, while UnitedHealth stock jumped 4% after topping earnings expectations