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The company is now more confident in hitting its near-term CPU target.

One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.

Arm delivered record quarterly revenue and an earnings beat, while demand for its new AGI CPU surpassed $2 billion across fiscal 2027 and 2028.

Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.

Arm reversed its initial after-hours decline as AI demand outweighed expectations for weaker smartphone royalties.

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Arm Holdings PLC (NASDAQ:ARM) beat first-quarter revenue and profit estimates and issued upbeat second-quarter guidance, sending its shares up 6.1% in early Thursday trading. The chip design company reported revenue of $1.29 billion for the quarter, ahead of analyst estimates of $1.26...

The chip designer beat analyst estimates on revenue and earnings, but Arm stock dropped more than 8% after the results

Arm Holdings (NASDAQ:ARM) reported first-quarter results that exceeded Wall Street expectations for both earnings and revenue, yet the chip designer’s shares continued to slide as investors remained cautious despite an upbeat outlook. The company posted earnings per share of $0.

Investing.com -- Arm Holdings reported first-quarter earnings per share of $0.45, surpassing analyst expectations of $0.4 by $0.05. The company posted revenue of $1.29 billion for the quarter, beating the consensus estimate of $1.27 billion.

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Arm could make a big move after its earnings report Wednesday.

The chief investment strategist at Concurrent Asset Management shares her top investment picks right now.

Earnings season kicks into high gear this week.

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

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

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...

September S&P 500 E-Mini futures (ESU26) are down -0.11%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.41% this morning, taking a breather after a chip-led rally in the prior session, with all eyes on the U.S. trading debut of SK Hynix.

In recent days, Arm Holdings reported that licensing and other revenues rose 29% year on year to US$819 million, with royalties up 11%, reflecting strong demand for its semiconductor intellectual property across artificial intelligence, cloud, mobile, and custom silicon markets, while AI-related enthusiasm also helped lift chip and memory peers across the Nasdaq. Arm is also preparing to release its first-quarter fiscal 2027 results later in July and promoting its new AGI CPU for AI...

The chip company is pivoting to the AI market.

AMD stock trades near the top of the S&P 500 as Goldman Sachs raised its price target on expectations of continued AI demand.

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 Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.

Chip Stocks Explode Higher: Nvidia, AMD, Intel Extend AI-Fueled Rally

BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play.

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.

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.

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.

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