Notícias

Simply Wall St.1d agoneutral

FTC Probe Tests Arm Holdings Rally And Rich Valuation Premium

The U.S. Federal Trade Commission has opened a formal antitrust investigation into Arm Holdings' licensing practices for its semiconductor technology. The probe focuses on how Arm structures and prices access to its chip designs for customers across the global electronics industry. The investigation introduces fresh regulatory risk around Arm's core licensing model at a time when scrutiny of large technology suppliers is increasing worldwide. For investors following Arm Holdings...

Barchart1d agoneutral

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

Intel may be mounting an impressive comeback, but AMD and Arm are still taking share in the AI-driven server CPU race.

Motley Fool2d agoneutral

Arm Holdings CEO Rene Haas Has a Big Warning for Intel and AMD

Arm Holdings claims that it can substantially reduce the cost of deploying server CPUs in AI data centers.

AMD ARM INTC

Zacks2d agoneutral

ARM's Powerful Ecosystem Advantage Drives Market Leadership

Arm Holdings' vast software and hardware ecosystem strengthens its semiconductor moat, reinforcing dominance in smartphones and device computing.

ARM QCOM

Barchart2d agoneutral

Stocks Slide as Inflation Fears Lift Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

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GuruFocus.com2d agoneutral

Cerebras Raises $5.55 Billion IPO at $40 Billion Valuation

AI chipmaker priced shares above range as IPO demand exceeded available shares more than 20 times.

AMZN ARM NVDA

Barchart3d agoneutral

Stocks Settle Higher on Strong Tech Earnings and Economic Resilience

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

AMD ARM AVGO B BA CDE CRWD DIA+18

Barchart3d agoneutral

Cerebras Stock Just Hit the Markets in the Largest IPO of 2026. Nvidia Investors, Be Warned.

The success of the Cerebras IPO, and particularly in the last-minute attempt by Arm to acquire the company prior to its debut, highlights just how strategic it is.

ARM

InvestorsHub3d agoneutral

AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)

Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS. The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter.

AMD ARM INTC

Investing.com3d agoneutral

New report shows AMD and ARM continue server share gains at Intel’s expense

Investing.com -- AMD and ARM continued to gain ground in the server chip market at Intel’s expense in the first quarter of 2026, according to a report from UBS, which also found that PC shipments came in below seasonal norms for the second consecutive quarter.

AMD ARM INTC

Simply Wall St.3d agoneutral

Arm’s Cerebras Bid Sheds Light On AI Chip Expansion Plans

Arm Holdings (NasdaqGS:ARM) and parent company SoftBank reportedly made a preliminary offer to acquire AI chipmaker Cerebras Systems. The approach came ahead of Arm's planned US$34b IPO and was ultimately rejected by Cerebras. The attempted deal points to interest in expanding Arm's AI semiconductor reach beyond internal product development. Arm Holdings, best known for its chip architectures that power a wide range of devices, is increasingly tied to the growth of AI-focused computing. The...

ARM

MT Newswires4d agoneutral

US Equity Indexes Mixed as Communication Services, Tech Help Outweigh Impact of Hot Producer Prices

US equity indexes closed mixed on Wednesday, as communication services and technology led sectors am

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MT Newswires4d agoneutral

US Equity Indexes Mixed as Communication Services, Tech Gains Offset Impact of Hot Producer Prices

US equity indexes were mixed ahead of Wednesday's close as communication services and technology top

ARM CSCO HPE MRVL MU NVDA ON ^DJI+2

Benzinga4d agoneutral

What's Going On With Arm Stock Wednesday?

Arm Holdings plc (NASDAQ:ARM) is trading higher by 5.05% on Wednesday as chip stocks catch a bid, with Technology (XLK) up 0.33%, and investors digest fresh U.S.-China headlines that keep the AI and semiconductor supply chain in focus, including those around export controls and market access. Arm’s China Exposure Draws Investor Attention China contributed 17% of Arm's fiscal 2025 revenue, down from 21% in fiscal 2024 and 24% in fiscal 2023, according to the company's latest annual filing, highli

ARM NVDA

Barchart5d agoneutral

Stocks Settle Mixed on Tech Weakness and Inflation Pressures

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

ADBE AMAT AMD ARM ASML ASTS AVGO CI+28

Insider Monkey5d agoneutral

Arm Holdings (ARM) Price Target Raised to $300 on AI and Data Center Momentum

Arm Holdings has drawn renewed interest from KeyBanc as the firm sees robust AI and data center demand accelerating licensing growth. The stock is twelfth on our list of 12 AI Stocks Wall Street Is Watching Now. On May 7, KeyBanc analyst John Vinh raised the price target on Arm Holdings to $300 from $170 and […]

AAPL ARM NVDA

Simply Wall St.8d agoneutral

Arm Holdings (NasdaqGS:ARM) Valuation Check After Record AI-Driven Earnings And Post-Results Volatility

Arm Holdings (NasdaqGS:ARM) reported record fourth quarter earnings, with revenue at US$1,490 million and net income at US$313 million. The results were helped by strong demand for its AI focused AGI CPU platform. See our latest analysis for Arm Holdings. Despite a 10.1% one day share price decline after earnings as investors focused on supply constraints and smartphone weakness, Arm still has strong momentum. The 30 day share price return is 48.29%, the year to date share price return is...

ARM

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

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

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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

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

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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>

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 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