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A broader sell-off in AI stocks weighed on Arm.

A promising architecture now needs customers and working silicon

If the AGI CPU business continues to scale, Arm's valuation may prove easier to justify.

IPO Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with Anton Nicholas, Chief Executive Officer of ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed […]

Arm Holdings has surged 110.5% year to date, yet the broader valuation checks currently lean expensive rather than cheap for a stock that is closely linked to expectations around AI and high performance computing. Year to date, the share price gain of 110.5% sets a high bar for what future growth will need to deliver to support the current valuation. Arm's growing role in AI servers and data centers can support optimism on future royalties. However, any slowdown in end markets such as...

Arm Holdings is riding AI-driven growth across cloud, edge and automotive markets, but execution and elevated expectations remain central to its outlook.

Arm Holdings PLC (NASDAQ:ARM) remains well positioned to benefit from long-term AI infrastructure growth, according to Citi, which reiterated its ‘Buy’ rating and $300 price target while modestly increasing its fiscal 2027 forecasts following the company's latest quarterly results. Shares of...

AI momentum is colliding with weakness in Arm's core market.

Arm delivered record earnings, but investors are now weighing its fast-growing AI ambitions against an increasingly demanding valuation and rising regulatory scrutiny.

Arm's fiscal Q1 revenues rise 22.4% as licensing, royalties and AI cloud demand strengthen, but execution risks keep the stock a Hold.

AMD, Broadcom, and Arm just handed investors a rare pullback inside one of the most aggressive AI spending cycles on record. Whether that dip signals a buying opportunity or a warning depends on which risks you think the market is still ignoring.

During an interview with CNBC, Haas said that the shift away from x86 and toward Arm architecture in AI accelerated data centers is driving growth in the company’s revenue.

Investors are buying back into chip stocks, and Arm just delivered a promising quarterly report.

Arm sits 34% below its 52-week high after a brutal month, yet hyperscalers are quietly handing it control of their AI infrastructure. The question is whether this pullback is a warning or an opening.

Jensen Huang just called AI infrastructure the largest expansion in human history, yet NVIDIA shares sit $20 below a $5 trillion market cap. Here is what would need to go right and what could blow it all up.

Arm Holdings' record fiscal Q1 highlights surging AI CPU demand, data center growth and customer momentum as it scales its compute platform across AI infrastructure and edge devices.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

ARM reports record Q1 revenue of $1.29 billion, driven by a doubling of data center royalty revenue and surging demand for its AGI CPU, while navigating smartphone market weakness.

ARM (NASDAQ:ARM) reported record first-quarter fiscal 2027 results, with revenue rising 22% year over year to $1.29 billion as demand for its computing platform expanded across cloud AI infrastructure, edge devices and physical AI applications. Chief Executive Officer Rene Haas said the company del

Jay Goldberg, Seaport Research Partners senior analyst, semiconductors and electronics, reacts to Qualcomm's weak profit forecast for the current quarter and Arm Holdings Plc's sales outlook that also failed to impress investors. He speaks on "Bloomberg The Close."

Asking for a Trend Host Josh Lipton eyes several stocks making moves in after-hours trading, including Robinhood Markets (HOOD), Arm Holdings (ARM), and Carvana (CVNA) after reporting their latest earnings results.

The company reported a higher first-quarter profit of $270 million as demand for its chip designs exceeded expectations.

Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for ‌its energy-efficient chip designs for AI data centers. Demand for Arm's chip architecture has ‌surged as companies like Alphabet and Amazon.com build custom AI chips, boosting the company's licensing revenue and ​royalties as more complex chips are shipped to data centers. Revenue from royalties, which Arm collects on each chip shipped using its technology, rose 22% to $715 million in the first quarter, while licensing revenue grew 23% to $574 million.

(Updates with index/price moves and Federal Reserve/geopolitical news from the first paragraph.)

(Updates with index/price moves and Fed/company/geopolitical news from the first paragraph.) US e

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

The main US stock measures were mostly trending higher in Wednesday's premarket activity as traders

Today Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.

Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.

Arm Holdings (NasdaqGS:ARM) is back in focus as investors look ahead to its first quarter fiscal 2027 earnings report on July 29, a key moment in a packed tech earnings week. See our latest analysis for Arm Holdings. After a sharp run earlier in the year, Arm Holdings’ share price has recently cooled, with a 1 day share price return of down 8.14% and a 30 day share price return of down 22.22%, although the year to date share price return of 126.63% and 1 year total shareholder return of...