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Arm (NASDAQ:ARM) has been one of the wildest rides in semiconductors this year, and the question on every shareholder’s mind is whether the current run still has gas in the tank. After a vertical move off the spring lows, ARM trades at $347.57, and our proprietary model still sees room to push higher over the ... Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside
Shares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Technology and Qualcomm breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged 12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm said it expects $15 billion in sales from its data center business by 2029 as it moves beyond its core smartphone chip business and shifts its focus to AI.
Arm Holdings (NASDAQ:ARM) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the silicon. With agentic AI workloads pulling every hyperscaler toward custom CPUs and GPU racks, the two are quietly fighting over the same data center socket, just from opposite ... Arm Holdings vs Advanced Micro Devices: One Winner of The AI Data Center Showdown
Arm Holdings plc (NASDAQ:ARM) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 17, 2026, Bernstein analyst David Dai raised the firm’s price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $300 and maintained an Outperform rating. Dai described Arm as a structural beneficiary of the “renaissance of […]
Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips. Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.
Investing.com -- UBS raised price targets on two chip stocks in a note on Wednesday, identifying both as key beneficiaries of accelerating demand for standalone CPU deployments in agentic AI infrastructure, while pushing back against what it sees as overly aggressive market size expectations.
AMD Gets a Huge UBS Boost as CPU Rack Demand Heats Up
Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The early winners were obvious: Nvidia (NASDAQ:NVDA) dominated AI accelerators, while memory makers like Micron Technology (NASDAQ:MU) are benefiting from soaring demand for high-bandwidth memory. Now the battle is shifting toward a less glamorous but equally important component ... Masayoshi Son Says Arm Holdings Could Be Worth $4 Trillion. Should You Believe Him?
Arm Holdings stock is dropping once more, but that isn’t stopping analysts from hiking price targets.
According to The Wall Street Journal report, Son said Arm Holdings is positioned to become one of the world's most important suppliers of central processing units.
In recent days, Arm Holdings has been caught in a global pullback in high-growth semiconductor and technology names, as investors shifted away from richly valued AI beneficiaries amid worries about tighter monetary policy and profit-taking after a very large year-to-date rally. At the same time, Arm’s role at the center of AI compute, from its AGI CPU traction with hyperscalers to its partnership with Meta’s Stargate project, highlights an ongoing tension between a strong business narrative...
US equity indexes ended lower on Tuesday after steep declines in mega-cap semiconductor and other te
Shares of Arm Holdings (NASDAQ:ARM) stock are down 10% today, trading near $367 in Tuesday afternoon action. The slide pulls Arm shares well below their June 17 all-time intraday high of $444.8 and lands inside a broad, Korean-led chip and AI selloff rather than any Arm-specific stumble. Even after today’s drop, Arm stock remains up ... Arm Stock Is Up 235% in 2026: Is Today’s 10% Drawdown a Take-Profits Signal?
Applovin's stronger earnings growth outlook and AI-driven advertising momentum give it an edge over Arm Holdings despite both benefiting from AI trends.
Stanley Druckenmiller’s Duquesne Family Office disclosed positions in Arm Holdings (NASDAQ: ARM), Sea Limited (NYSE: SE), and STMicroelectronics (NYSE: STM) in its Q1 2026 13F, filed May 15, 2026. According to the filing, Arm was an addition during the quarter at roughly a 0.5% portfolio weight, while Sea and STMicro were larger existing positions at ... Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?
US stocks looked set for a sharply weaker open on Tuesday as a sell-off in technology shares deepens across global markets. Futures point to losses for the Nasdaq 100 of around 849 points, or 2.8%, while the S&P 500 is set to shed 1.3% and the Dow Jones to drop 0.4%. The weakness...
Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and Arm Holdings (NASDAQ:ARM). The billionaire who built Duquesne by reading macro tea leaves, and who famously sidestepped the dot-com unwind in 2000, dumped the highest-multiple AI software ... The Billionaire Who Called the 2008 Bubble Just Dumped Google to Bu
Bernstein's increased price target of 66.7% on ARM stock is mainly due to agentic AI tailwinds.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.62%. June E-mini S&P futures (ESM26 ) are up +0.80%, and June E-mini Nasdaq futures...
AMD and Arm are both chasing the next wave of AI CPU demand, but one stock looks better positioned today.
June S&P 500 E-Mini futures (ESM26) are up +0.98%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.64% this morning, pointing to a sharply higher open on Wall Street as sentiment got a boost after U.S. President Donald Trump signed a preliminary agreement to end the Iran war.
Rackspace Technology, Nebius Group, and Arm Holdings surged to 52-week highs amid growing Wall Street optimism and growth plans.
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