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Stock Indexes Fall as Chipmakers Retreat
Barchart75d agobearish
Stock Indexes Fall as Chipmakers Retreat

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

UBS Remains Bullish on Arm Holdings (ARM) – Here’s Why
Insider Monkey76d agoneutral
UBS Remains Bullish on Arm Holdings (ARM) – Here’s Why

Arm Holdings plc (NASDAQ:ARM) is one of the best stocks on the rise to invest in. UBS lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $470 from $260 on June 24 and maintained a Buy rating on the shares. The stock also received a rating update from Mizuho on June 4. The firm lifted the […]

Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels
24/7 Wall St.78d agobullish
Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

Arm Holdings (NASDAQ:ARM) has been one of 2026’s most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains. With shares now near $315, the question is whether the AI CPU thesis still has room to run or if the easy money has already been made. ... Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

Arm (ARM) Stock Looks Expensive Despite Fresh Agentic AI Demand News
Simply Wall St.80d agoneutral
Arm (ARM) Stock Looks Expensive Despite Fresh Agentic AI Demand News

Arm Holdings stock has surged 194.1% year to date, yet its valuation checks flag a very different picture, with the shares screening as expensive on traditional metrics even after recent pullbacks. The 194.1% year to date gain has quickly priced in a lot of optimism about Arm Holdings' role in AI infrastructure and data center CPUs. Expectations around AI related chip demand and new CPU products can support elevated pricing, while supply constraints and execution risks in shifting further...

Arm (ARM) Expands Its AGI CPU Ecosystem With Oracle Cloud Infrastructure
Simply Wall St.80d agoneutral
Arm (ARM) Expands Its AGI CPU Ecosystem With Oracle Cloud Infrastructure

Oracle Cloud Infrastructure has joined Arm Holdings' AGI CPU ecosystem, extending Arm's reach into agentic AI data center workloads. The move brings Arm's AGI CPU platform into a major cloud provider's infrastructure, broadening access for enterprise AI customers. This follows recent interest in Arm's agentic AI solutions and adds a new cloud partner to its growing ecosystem. Arm Holdings, traded as NasdaqGS:ARM, is drawing fresh attention as Oracle Cloud Infrastructure adopts its AGI CPU...

Investing.com81d agoneutral
SoftBank reportedly reopens talks for $10bn loan backed by OpenAI stake

Investing.com -- SoftBank Group has reportedly resumed discussions with a group of lenders for a $10 billion loan secured by its ownership stake in OpenAI. The Japanese technology investor had previously attempted to arrange similar financing but faced resistance from banks concerned about the challenges of valuing private companies.

Bloomberg82d agoneutral
Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings

(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St

Investing.com83d agoneutral
ByteDance targets CPU mass production in H2 2027 to power AI push - SCMP

Investing.com -- ByteDance is racing to finalize the design of a next-generation in-house CPU by early 2027 at the latest, with mass production and wider deployment targeted for the second half of that year, South China Morning Post reported Monday, citing three people familiar with the matter. The disclosure, the first of its kind for the TikTok parent, underscores how urgently one of the world's most valuable private tech companies is building out its own silicon stack to sustain explosive gro

Arm Holdings (ARM) Is A Part Of A Second “1776,” Says Newsletter
Insider Monkey84d agoneutral
Arm Holdings (ARM) Is A Part Of A Second “1776,” Says Newsletter

Arm Holdings (NASDAQ:ARM) is one of the Top 13 Stocks That Will Skyrocket. This stock is part of an interview of Porter Stansberry and Luke Lango, where they pitch a new “1776 moment.” They argue that while the year 1776 is famous for American independence from the British Empire, the year also featured “three tectonic […]

TD Cowen Raises its Price Target on Arm Holdings (ARM)
Insider Monkey85d agoneutral
TD Cowen Raises its Price Target on Arm Holdings (ARM)

Arm Holdings plc (NASDAQ:ARM) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 24, 2026, TD Cowen raised its price target on Arm Holdings plc (NASDAQ:ARM) to $475 from $265 and kept a Buy rating. TD Cowen said agentic AI is shifting more work from the […]

Stocks Pressured by Weakness in Chipmakers
Barchart86d agoneutral
Stocks Pressured by Weakness in Chipmakers

The S&P 500 Index ($SPX ) (SPY ) today is down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.38%. September E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini Nasdaq futures...

Arm (ARM) Wants To Be The Next Full Stack AI Infrastructure Provider
Simply Wall St.86d agoneutral
Arm (ARM) Wants To Be The Next Full Stack AI Infrastructure Provider

SoftBank CEO Masayoshi Son outlined a long-term vision for Arm Holdings to become a full-stack AI infrastructure provider. Arm is planning to move beyond licensing chip designs and into selling complete processors, echoing parts of Nvidia's business approach. Son suggested Arm's value could eventually be many times higher than today, tying that ambition to the company’s role in AI infrastructure. Arm Holdings, traded as NasdaqGS:ARM, is drawing fresh attention after Masayoshi Son set out an...