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ARM Holdings reports fiscal Q1 earnings soon, with expectations for double-digit growth, but a soaring share price and premium valuation may leave little room for disappointment.
In the upcoming Q1 earnings, the spotlight will be on whether Arm's AI CPU strategy is becoming its next major growth engine.
The chief investment strategist at Concurrent Asset Management shares her top investment picks right now.
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
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.
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