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Is Arm still an under-the-radar AI winner? Wall Street is catching on fast.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Arm's huge rally is giving Masayoshi Son another source of funding for his expanding AI ambitions.

ARM has tripled off its January lows, hyperscalers are lining up for its AI silicon, and analysts keep raising their targets. So why does the setup feel less like a green light and more like a fork in the road?

The Morning Bull - US Market Morning Update Friday, Sep, 18 2026 US stock futures are higher this morning, with S&P 500 contracts up about 0.8% and Nasdaq 100 futures gaining close to 1%. The move comes after the US Federal Reserve lifted its key interest rate by 0.25 percentage points to a range of 3.75% to 4.00%, and signalled that borrowing costs could climb further. That rate affects everything from credit card bills to mortgage repayments. At the same time, August retail sales rose 1.2%,...

SoftBank Group Corp. has increased its margin loan backed by shares of its chip unit Arm Holdings Plc by $5 billion to $25 billion, according to people familiar with the matter, as the conglomerate finds ways to fund its expanding investments in artificial intelligence.

The chipmaker is racing to meet the surging demand for its new AI chips.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Rene Haas told CNBC his confidence in hitting the AGI CPU revenue goal has grown since Arm's July earnings call

The Philadelphia semiconductor index, known as SOX, rose for the third straight session Thursday. AMD stock was among the big gainers.

Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a broken story changes everything for investors holding a 247x earnings multiple.

Key Stats for Arm Holdings StockPrice change for Arm Holdings stock in last 6 months: 92%$ARM Stock Price as of Sep. 16: $24452-Week High: $453$ARM Stock Price Target: $289What Happened?Arm Holdings (ARM) stock is in focus after CEO Rene Haas told CNBC’s Jim Cramer on “Mad Money” that his confidence in meeting Wall Street’s demand expectations for Arm’s new AGI CPU chip keeps growing.

Arm's royalties arrive when chips ship, and phones still drive the biggest share. The business looks fine -- it's the price that gives me pause.

Arm Holdings (ARM) dropped more than 8% as chipmakers and AI stocks pulled back after prominent AI leaders called for slowing development, raising questions about future capital spending across the sector. The latest drop extends a wider pullback in Arm Holdings, with the share price down 14.47% over the past month and 39.70% over 90 days. This comes even after a strong year-to-date share price return of 108.32% and a 1-year total shareholder return of 55.34%, which points to momentum cooling...

The streamer put $415 million into property and equipment in the first half of 2026 -- about 1% of what Alphabet spent in the second quarter alone.

Arm sits underneath nearly every hyperscaler custom CPU program, collecting royalty checks as AI infrastructure spending accelerates, but its 120x forward multiple means a single stumble could trigger violent downside for a stock already swinging between $223 and $420.

Piper Sandler initiated coverage of Nvidia, Broadcom, AMD, Arm, and Marvell, all with "overweight" ratings.

Paying off one enormous loan may give Masayoshi Son room for another move.

Find insight on SoftBank Group, Apple, Meta and more in the latest Market Talks covering Technology, Media and Telecom.

More than 80 partners expand Arm's reach, but ecosystem spending does not automatically become royalty revenue.

Arm's smartphone empire built one of tech's most recognizable businesses, but the company's next billion-dollar bet is pointing somewhere else entirely, and the valuation debate it has sparked puts bulls and bears in direct conflict.

Arm Holdings PLC CEO Rene Haas said artificial intelligence could help find a cure for cancer within our lifetime, but warned that chip shortages are limiting the expansion of AI infrastructure. Haas said AI could eventually solve complex problems in...

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

Chip designer Arm previewed new innovations in its AI compute portfolio spanning data centers to edge devices.

Arm's new Samsung chip deal looks like a data center breakthrough, but the business investors are actually paying 298 times earnings for operates on completely different terrain from where this partnership lands.

Sands Capital, an investment management company, released its second-quarter 2026 investor letter for “Sands Capital Global Growth Fund”. The letter can be downloaded here. Global Growth seeks the best growth businesses worldwide, leveraging a research team that explores both developed and emerging markets for sustainable competitive advantages. In the quarter, global equities rebounded strongly, driven […]

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

Nvidia’s portfolio and product roadmap appear to be sending opposite messages about Arm. NVIDIA Corporation (NASDAQ:NVDA) disclosed that it sold its entire position in Arm Holdings plc (NASDAQ:ARM) by the end of 2025. Yet Nvidia’s Grace CPU uses the Arm architecture, and its Vera processor does too. The apparent contradiction disappears once investors separate owning […]

Arm Holdings' AGI CPU push could create about $15B in revenues by FY'31, with meaningful sales starting in FY'28 and no expected hit to its IP and CSS businesses.