Notícias

Recent swings in Arm Holdings (NasdaqGS:ARM) have tracked a wider pullback in semiconductor and AI infrastructure stocks, after Broadcom’s cautious AI revenue outlook and a stronger US payrolls report prompted profit-taking in growth oriented technology names. See our latest analysis for Arm Holdings. Against that backdrop, Arm’s share price is now US$346.39, with a 7 day share price return down 15.28% after a sharp sector pullback. However, a 30 day share price return of 62.42% and year to...

US equity indexes dived following a sharp sell-off in technology, led by semiconductors, in midday t

Arm Holdings plc (NASDAQ:ARM) is one of the best NASDAQ stocks to buy and hold for 3 years. Mizuho lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $425 on June 4, maintaining an Outperform rating on the shares. It told investors in a research note that the company’s agentic AI tailwinds are […]

US equity indexes slumped after midday on Tuesday amid a sharp sell-off in technology, led by semico

The S&P 500 Index ($SPX ) (SPY ) today is down -0.28%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.80%. June E-mini S&P futures (ESM26 ) are down -0.25%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...

A $10,000 position in the SPDR S&P Semiconductor ETF (NYSEARCA:XSD) at the close on Thursday was worth roughly $8,873 by Friday’s close, and the people who got there did not own a single share of the stock that supposedly caused it. XSD fell 11.27% on June 5, 2026, dropping from $644.32 to $571.68, its worst ... After 11% Wipeout, XSD Investors Must Hate Broadcom

In recent days, Arm Holdings has been swept up in a wider pullback in AI-focused semiconductor names after Broadcom’s cautious chip outlook and stronger US jobs data prompted investors to reassess growth-sensitive technology exposure. Despite the pressure coming from sector and macro forces rather than new Arm-specific problems, the company sits at the crossroads of booming AI demand, intensifying competition, and fresh regulatory scrutiny of its licensing model. We’ll now examine how this...

It was a mind-blowing week for the AI trade, with only one reasonable conclusion.

Greed has given way to fear.

Nvidia's new CPU represents an existential threat to legacy CPU makers.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -2.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.35%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -4.77%. June E-mini S&P futures (ESM26 ) fell -2.97%, and June E-mini Nasdaq futures...

Arm Holdings (NasdaqGS:ARM) CEO flagged major hurdles for global chip export controls, saying AI CPU shipments to China are extremely difficult to fully restrict. The CEO also highlighted rapid data center CPU adoption, with ByteDance and Oracle using Arm based AGI CPUs in their AI data centers. These comments point to both regulatory complexity around AI hardware exports and deeper penetration of Arm designs in large scale AI infrastructure. For investors watching Arm Holdings at a share...

Arm Holdings executives unloaded millions worth of stock before an announcement from Nvidia drove shares to a record high.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.00%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.08%. June E-mini S&P futures (ESM26 ) are down -1.11%, and June E-mini Nasdaq futures...

While GPUs remain the engines powering AI inference, Kindig argues that CPUs are becoming the traffic controllers of the AI era.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

US equity futures were mostly lower pre-bell Friday as a sell-off in tech stocks continued and the U

Stock Market Today: The Dow Jones index rose Friday ahead of the May jobs report. Lululemon stock plunged on earnings.

Major stock indexes plunged Friday, with the Nasdaq closing 4% lower, as technology shares dropped for a second straight day. Meanwhile, Treasury yields surged after the monthly U.S. employment report indicated more jobs were added than expected in May.

While much of the chip sector dropped sharply, the software and cloud giant barely budged -- and its diversified path to AI revenue may be the reason.

Broadcom stock fell nearly 13%, pulling the Nasdaq 100 lower.

Broadcom shares sank and dragged the entire chip sector with them as the company missed on Q2 revenue and left AI guidance unchanged. Jefferies recommends buying the dip in AVGO stock.

US equity indexes were mixed as technology declined amid a broad-based rally, while slumping crude o

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.73%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.53%. June E-mini S&P futures (ESM26 ) rose +0.36%, and June E-mini Nasdaq futures...

US equity indexes rose ahead of Thursday's close as technology partially clawed back intraday declin

The chip designer's business is firing on all cylinders as the AI market expands.

AI Market Shakeout Sends SoftBank Shares Sharply Lower

The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...

Broadcom shares fell Thursday despite a better-than-expected earnings report, leading other chip stocks lower.