ARM
NASDAQ · Technology
Arm Holdings plc
$367.69
-40.03 (-9.82%)
ARM News30 articles
Intel Shares Surge on 18A-P Milestone and Server CPU Demand Uptick
Intel shares rose 3.5% to $121.10 after its 18A-P process entered risk production and Bernstein lifted its price target to $100 on improved server CPU demand.
Arm Surges 5.7% as Bernstein Lifts Target to $500 on AI CPU Boom
Arm shares surged 5.69% to $418.88 after Bernstein hiked its price target to $500, citing a CPU renaissance from agentic AI demand. The rally reflects investor shift to CPUs, but supply issues and an FTC probe remain risks.
VanEck Semiconductor ETF Hits New Peak as AI Chip Stocks Rally
SMH surged to a new high of $646.27 as AI chip stocks rallied, with Lam Research, Marvell, and ASML leading the gains. The ETF is up 72% year-to-date.
Valens Semiconductor Plunges 38% as Strong Jobs Data Triggers Broad Chip Selloff
Valens Semiconductor shares crashed 38% after May payrolls surged, triggering a broad chip selloff. Despite beating Q1 revenue guidance, the stock fell with the sector.
Oracle's $50B Infrastructure Push Raises Cash Flow Worries
Oracle shares fell 5.4% amid worries over $50B in planned capex and negative free cash flow, as investors eye the $553B AI backlog ahead of Q4 earnings.
Supermicro Surges on AI Server Demand, HPE Results Boost Sentiment
Super Micro shares jumped about 5% in early trading, driven by strong HPE results and new AI server launches with AMD and Arm, though memory cost and export risks persist.
Arm's AI Chip Revenue Target Nears as Demand Surges Beyond Expectations
Arm CEO Rene Haas says demand for its AI data-center CPU is outpacing forecasts, with customers like ByteDance and Oracle. Shares jumped 15.73% to an all-time high as Nvidia launched an Arm-based PC chip.
Market Movers: Micron Surges on AI, Preferred Bank Undervalued
US stock futures edged higher Tuesday amid robust global manufacturing data, while Micron Technology reported a 196% surge in Q2 revenue driven by AI demand.
Arm's CEO Pay Tied to $2 Trillion Market Cap Goal
Arm Holdings shares jumped premarket after a CEO pay plan tied to $1-2 trillion market cap targets by 2031 was unveiled, with Q4 revenue up 20% to $1.49B.
Arm Surges to Record as Mizuho Hikes Target to $360 on AI CPU Demand
Arm Holdings shares surged 10.76% to a record close, as Mizuho Securities lifted its price target to $360, the highest on Wall Street, betting on AI-driven CPU demand.
Arm Soars on Nvidia Vera CPU Ties, Record Revenue
Arm shares jumped 12.7% on upbeat analyst notes tying it to Nvidia's Vera CPU. Record revenue of $4.92 billion and $2 billion in AGI CPU demand through 2028 fuel the rally.
Arm Stock Retreats After AI Rally as Nvidia Rivalry Intensifies
Arm Holdings shares slipped Tuesday after a 46.5% rally last week, as Nvidia's new Arm-based CPU and $81.6B quarterly revenue raise the stakes in AI chips.
Arm Surpasses $300 as Wall Street Embraces AI CPU Shift
Arm Holdings shares crossed $300 on Friday, driven by Wall Street's pivot to AI CPUs. Nvidia's record revenue and Bernstein's bullish call fueled the rally.
Arm Hits $300 Milestone as AI CPU Demand Surges
Arm Holdings shares crossed $300 for the first time, extending a 38% rally driven by strong earnings and bullish analyst coverage on AI CPU demand.
AI Stocks Rally as Nvidia Results Spur Broader Sector Gains
AI-linked stocks rallied on Thursday, with Arm, Rigetti, IBM, and Bloom Energy surging as the AI trade widened beyond Nvidia. Deere fell despite beating earnings estimates.
Arm Soars to Record High on AI-Driven Server CPU Demand
Arm Holdings shares jumped 15% to $256.73 after Bernstein initiated coverage with an outperform rating and $300 target, citing agentic AI-driven demand for server CPUs.
Arm Holdings Surges on Analyst Upgrade and AI Chip Optimism
Arm Holdings ADRs surged 15.1% to $256.73 on Wednesday after Bernstein initiated coverage with an outperform rating and a $300 price target, fueling optimism in AI chip stocks.
Dow Jones Rebounds Past 50,000 as Tech Stocks Rally
The Dow Jones Industrial Average closed above 50,000 on Wednesday, rising 1.3% as tech stocks surged ahead of Nvidia earnings. Lower bond yields and oil prices supported the rebound.
Intel Stock Plunges 12.9% as AI Rally Falters and Server Share Slips
Intel shares dropped 12.9% last week, closing at $108.77, as the AI-driven rally in chip stocks lost momentum and UBS reported a sharp decline in Intel's server CPU market share.
Intel Shares Slide 13% as Chip Rout Deepens, Apple Deal Fails to Sustain Rally
Intel shares dropped 13% for the week, closing at $108.77, as a broader chip selloff and market share losses to AMD and Arm erased gains from a reported Apple chip deal.
Intel Shares Slide as Server Chip Market Share Erodes to AMD and Arm
Intel shares tumbled 6.5% Friday after UBS data revealed its server CPU market share fell to 54.9% in Q1, while AMD and Arm advanced. The drop extends a three-day slide amid profit-taking in chip stocks and persistent rate worries.
Intel Stock Slides as AMD and Arm Gain Server CPU Market Share
Intel shares fell 3.9% as UBS data shows server CPU market share dropped to 54.9% in Q1, with AMD and Arm gaining ground.
Cerebras IPO Prices at $185, Raising $5.55 Billion in Year’s Largest Debut
Cerebras Systems priced its IPO at $185 per share, raising $5.55 billion and valuing the AI chipmaker at $56.43 billion. Shares begin trading May 14 on Nasdaq under CBRS.
SoftBank's OpenAI Bet Drives Record Annual Profit, But Financing Questions Loom
SoftBank's net profit more than tripled in Q4 to ¥1.83 trillion, fueled by gains from its OpenAI investment. The full-year profit hit a Japanese record, but the company faces a cash test as it funds a $64.6 billion commitment.
Qualcomm Shares Surge on AI Optimism and Analyst Upgrade
Qualcomm shares rose 6% after Daiwa Securities upgraded the stock, highlighting AI-driven revenue growth in automotive and IoT sectors.
Oil Surge on Iran Tensions Drags US Futures Lower
US stock futures slipped as oil surged above $96 on renewed Iran conflict, stoking inflation fears. The S&P 500 fell 0.38%, with chip stocks declining, while Nvidia and Microsoft gained.
Dow Slides Below 50,000 as Oil Volatility and Chip Selloff Weigh on Market
The Dow fell 313 points to close below 50,000 amid oil volatility and a chip stock selloff. Nvidia and Microsoft gained, while jobless claims rose and the Fed signaled rates on hold.
Chip Slump Halts S&P 500's Record Run on Tariff Ruling
The S&P 500 fell 0.38% as chip stocks slid, with Intel and AMD each dropping about 3%, while a trade court ruling against Trump's tariffs added to uncertainty.
S&P 500 Retreats from Record as Chip Stocks Slide; Oil Volatility and Whirlpool Warning Weigh
U.S. stocks retreated Thursday, with the S&P 500 sliding 0.38% from its record as chip stocks cracked. Intel and AMD fell 3% each, and the PHLX chip index dropped 2.7%. Oil volatility and a Whirlpool warning added to market unease.
Dow Jones Slips Below 50,000 as Chip Stocks Drag, Focus Shifts to Jobs Data
The Dow Jones Industrial Average fell below 50,000 on Thursday as chip stocks retreated and investors awaited the monthly jobs report.