Notícias

Motley Fool6d agobullish

Is Arm Holdings Stock a Buy After Shares Dip Following a Huge Run?

The stock dropped after previously more than doubling on the year.

24/7 Wall St.6d agobullish

Prediction: Arm’s 117% Rally Has Run Too Far

Few stocks have repriced as sharply as Arm in 2026. After bottoming near $105 in mid-January, shares climbed to the edge of their all-time high on a strong fiscal Q4 report and a multibillion-dollar AI data center backlog. The question is whether that move has run too far. Our 24/7 Wall St. price target for ... Prediction: Arm’s 117% Rally Has Run Too Far

Insider Monkey8d agoneutral

Jim Cramer on Taiwan Semi: “They Have More Business Than They Can Handle”

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. When a caller mentioned that they wished to add to their position, Cramer commented: They have more business than they can handle. What can I say? Even tonight, Arm Holdings said […]

ARM TSM

24/7 Wall St.8d agoneutral

ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?

If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily? Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) ... ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?

ARM GOOG GOOGL INTC NVDA

Barrons.com9d agobullish

In Rush to Buy CPUs, Intel Won’t Be the Only Winner

The rise of AI agents is swinging attention back to the main brain of data-center computing, the CPU.

AMD ARM INTC META

24/7 Wall St.9d agoneutral

Arm Is Quietly Becoming The CPU Backbone Of AI

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI

AMD ARM AVGO QCOM SSNLF

Motley Fool9d agobullish

Arm Just Made a Bold Prediction, And It Could Be a Huge Buy Signal

How big will the CPU market get?

ARM INTC NVDA

Zacks9d agobullish

Is Arm Holdings Stock a Buy After Its Record Q4 Earnings?

ARM hits strong quarterly revenues as AI cloud demand, AGI CPU traction and rising royalty growth strengthen its AI infrastructure push.

ARM

TheStreet9d agoneutral

Bank of America resets Arm stock forecast after earnings

Bank of America raised its price objective on Arm Holdings after the chip-design company posted a stronger March quarter, but the firm stopped short of turning more bullish on the stock as investors continue to price in a larger artificial-intelligence opportunity. In the Bank of America note, ...

ARM BAC

24/7 Wall St.9d agobullish

Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

Daiwa upgraded Qualcomm (NASDAQ:QCOM) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is shifting from smartphone chip supplier to broader AI infrastructure participant, and that the market is undervaluing the transition. The $85 price target raised by a single firm ... Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

AMD ARM INTC QCOM

Insider Monkey9d agoneutral

Jim Cramer Discusses Surging Value of Intel and AMD CPUs

Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the shortage in the company’s products, as he stated: And then there are the new agents that do things that are powered by CPUs from AMD, Arm Holdings, Intel. Hence why the […]

AMD ARM INTC NVDA

The Fly9d agoneutral

HubSpot downgraded, Qualcomm upgraded: Wall Street's top analyst calls

AMAT ARM DECK INTC NKE QCOM RKLB SATL+2

InvestorsHub9d agobullish

Qualcomm (QCOM) shares surge after Daiwa upgrades stock to Outperform

Qualcomm Inc. (NASDAQ:QCOM) shares jumped 6% on Friday after Daiwa Securities upgraded the semiconductor company from Neutral to Outperform and raised optimism around its long-term growth opportunities.

ARM QCOM

Investing.com9d agobullish

Qualcomm stock jumps 6% on Daiwa upgrade to Outperform

Investing.com -- Qualcomm Inc. (NASDAQ:QCOM) shares rose 6% Friday morning after Daiwa Securities analyst Louis Miscioscia upgraded the chipmaker from Neutral to Outperform with a price target of $225.

ARM QCOM

Reuters Videos9d agoneutralVIDEO

Wall Street ends lower as chip stocks give up gains

<body>STORY: U.S. stocks ended lower on Thursday, with the Dow dropping nearly two-thirds of a percent, the S&P 500 shedding more than one-third of a percent and the Nasdaq dipping marginally.Uncertainty around peace talks between the U.S. and Iran weighed on the market, with Iran reviewing a proposal that would stop fighting but leave the most contentious issues unresolved.Meanwhile, market-leading chip stocks retreated after their recent rally.:: Arm Holdings   ArchiveU.S.-listed shares of Arm Holdings tumbled 10% as worries about the company's ability to secure sufficient supplies for its new AI chip overshadowed a strong earnings forecast.Intel and Advanced Micro Devices also declined, giving back some of their gains from earlier this week.Keith Buchanan, senior portfolio manager at Globalt Investments, said he'd now like to see a broadening of market gains beyond chip makers and other AI-linked companies."Leadership has become narrow again. And that's something that concerns us from our framework, is we don't feel like a participation has been what it needs to be to continue to power this bull market forward beyond the point where we are now. So earnings season is really important. We're right in the middle of it right now. So that will give us a little more clarity as to the storylines and, frankly, the momentum that we feel like has to start to spread away from where it's been concentrated over the past week and a half.":: CoreWeaveOther stock moves on Thursday included cloud provider CoreWeave, which closed down more than 6% but gained in extended trading after beating analysts' estimates for quarterly revenue. The company reported strong demand for its high-performance computing services used to train and deploy AI models.Shares of Datadog soared 31% after the cloud-monitoring company raised its full-year earnings forecast. Cybersecurity companies CrowdStrike jumped 8% and Palo Alto Networks added 7%.Elsewhere in the market, shares of Whirlpool slumped nearly 12% after the home-appliance maker missed first-quarter sales estimates and suspended its dividend.Investors now turn their attention to Friday's nonfarm payrolls report, which is expected to show continued labor market resilience.</body>

Motley Fool10d agobullish

Stock Market Today, May 7: Rally Falters as Oil Prices Rise Again

Today, May 7, 2026, strong earnings continued to boost stocks while the unclear status of U.S.-Iran negotiations weighed on markets.

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Investopedia10d agoneutral

AI Is Making Smartphones More Expensive—But Not For the Reason You Think

Smartphone shipments declined in the first quarter, a trend that's expected to continue this year as soaring memory costs force price hikes and drag on consumer demand.

AAPL ARM

Insider Monkey10d agoneutral

Wells Fargo Lifts PT on Arm Holdings (ARM), Says Q4 2026 Appears Tough

Arm Holdings plc (NASDAQ:ARM) is one of the top semiconductor stocks in our ranking of the top 10 chip stocks by YTD performance. Arm Holdings plc (NASDAQ:ARM) received a rating update from Wells Fargo on April 29. The firm lifted the price target on the stock to $220 from $175, reaffirming an Overweight rating on the […]

ARM

Proactive10d agoneutral

Arm slides as investors question near-term monetization of AI demand

Arm Holdings PLC (NASDAQ:ARM)'s fiscal fourth-quarter and June-quarter results were roughly in line with expectations, but the stock fell over 11% on Thursday as investors weigh the gap between strong enthusiasm for its AI opportunity and the more limited near-term execution, according to Bank...

ARM

Motley Fool10d agoneutral

Arm (ARM) Q4 2026 Earnings Call Transcript

Rene Haas: Thank you, Jeff, and welcome, everyone. Arm delivered a record quarter and record fiscal year. Licensing revenue grew 29% year-over-year to $819 million, driven by strong demand for the Arm platform.

ARM

Motley Fool10d agobullish

Stock Market Today, May 7: Rally Slows at Midday as Investors Watch Iran Developments

Arm Holdings tumbled on demand concerns, and markets await progress on reopening the Strait of Hormuz, today, May 7, 2026.

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Motley Fool10d agoneutral

Why Arm Holdings Stock Was Sliding Today

Arm reported strong results, but investors were more concerned about a supply chain issue.

AMD ARM INTC

MT Newswires10d agoneutral

ARM to Benefit From Agentic AI-Driven CPU Growth, RBC Says

ARM (ARM) is positioned to benefit from agentic artificial intelligence-driven CPU growth and there

ARM

MT Newswires10d agobullish

Top Midday Stories: Citi CEO Fraser Gives New ROTCE Targets; Datadog Shares Soar After Strong Earnings, Bullish Guidance

The Dow Jones Industrial Average was down, while the S&P 500 Index and the Nasdaq Composite were up

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Investopedia10d agoneutral

Chip Designer Arm Warns of Weakness in the Smartphone Market. Its Stock Is Sinking.

Arm shares slumped Thursday despite earnings that topped estimates, as the chip designer warned of weakness in the smartphone market.

ARM

MT Newswires10d agoneutral

Sector Update: Tech Stocks Gain Pre-Bell Thursday

Technology stocks were higher pre-bell Thursday, with the State Street Technology Select Sector SPDR

AMD ARM GOOGL XLK

MT Newswires10d agoneutral

Peace Deal Hopes, Strong Earnings Nudge US Equity Futures Higher Pre-Bell

US equity futures were slightly higher pre-bell Thursday as hopes for a finalized peace deal between

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Investor's Business Daily10d agobearish

Stock Market Today: Dow Rises After Jobless Claims; AI Stock Dives On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rose Thursday after weekly jobless claims. AI stock Arm dived on earnings.

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Yahoo Finance10d agoneutral

Why Arm Holdings stock is sinking

Arm Holdings sinks as memory becomes expensive for smartphones

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