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The Latest Breaking News from Arm Holdings

AMD vs. ARM: AMD Is Winning Today, But Arm May Be Building Something Even Bigger

AMD is grabbing server share from Intel now, while Arm bets its power-efficient chips will reshape AI computing long-term. Two very different threats.

A $2 Billion Reason to Buy Arm Holdings Stock Now

A $2 Billion Reason to Buy Arm Holdings Stock Now

Arm delivered record quarterly revenue and an earnings beat, while demand for its new AGI CPU surpassed $2 billion across fiscal 2027 and 2028.

US Stock Market: Arm Holdings tops Q2 forecasts on AI demand, shares fall on royalty growth concerns

US Stock Market: Arm Holdings tops Q2 forecasts on AI demand, shares fall on royalty growth concerns

Arm Holdings beat quarterly revenue and earnings estimates and issued a stronger-than-expected revenue forecast, supported by robust demand for AI infrastructure and data centre chips. However, the stock fell nearly 7% in after-hours trading after the company warned of softer smartphone royalty growth, overshadowing optimism around its expanding AI business.

The Economic Times

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Arm Holdings Earnings Preview: AI Optimism Faces Its Next Big Test

In the upcoming Q1 earnings, the spotlight will be on whether Arm's AI CPU strategy is becoming its next major growth engine.

Stocks Set to Open Sharply Higher as Oil Prices Sink, Big Tech Earnings and Fed Meeting in Focus

September S&P 500 E-Mini futures (ESU26) are up +0.98%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.59% this morning, pointing to a sharply higher open on Wall Street as a slump in oil prices boosted investor sentiment at the start of a busy week.

No Matter Who Wins the Smartphone and AI Chip Races, ARM Stock Still Benefits

Arm now leads x86 in AI servers and collects royalties from every chipmaker, including the ones it competes with.

Arm Just Scored a Major Server Market Share Win. What That Means for ARM Stock Here.

Arm just scored a major AI server win, strengthening its long-term growth story and putting ARM stock back in focus.

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This Analyst Just Downgraded ARM Stock. Here's Why.

This Analyst Just Downgraded ARM Stock. Here's Why.

Arm stock in focus as HSBC analyst downgrades the chip designer to "Hold." Here’s why Frank Lee recommends at least some caution in playing ARM shares.

3 European Stocks to Carry Investors Through the Back Half of 2026

3 European Stocks to Carry Investors Through the Back Half of 2026

European stocks are outpacing the S&P 500 in 2026, and ArcelorMittal, Arm Holdings, and Novartis are three Euro Stoxx 50 components with index-beating returns.

Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar

Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar

Qualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from ‌previous estimates of $22 billion, ⁠and ⁠with handsets only making up a third of its chip revenue by then.

The Economic Times

Nasdaq Futures Gain After Brutal Tech Selloff, Micron Earnings in Focus

Nasdaq Futures Gain After Brutal Tech Selloff, Micron Earnings in Focus

September Nasdaq 100 E-Mini futures (NQU26) are up +0.40% this morning as investors bought the dip in technology stocks after a brutal selloff in the previous session.

Why Bernstein Just Raised Its Price Target on Arm Stock by Nearly 70%

Why Bernstein Just Raised Its Price Target on Arm Stock by Nearly 70%

Bernstein's increased price target of 66.7% on ARM stock is mainly due to agentic AI tailwinds.

ARM Stock Is Supercharging Its Path to $15 Billion in Chip Sales

ARM Stock Is Supercharging Its Path to $15 Billion in Chip Sales

Arm finds itself in the sweet spot as AI driven chip demand is accelerating the company’s next growth chapter.

Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to China

Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to China

Arm Holdings CEO Rene Haas said on ‌Tuesday ⁠that ⁠it would be difficult to block the export of CPUs to China that are ⁠useful for ‌AI because of their widespread ⁠use and as it would be difficult to only block AI CPUs.

The Economic Times

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S&P Futures Gain as Bond Yields Fall, U.S.-Iran Updates Awaited

June S&P 500 E-Mini futures (ESM26) are trending up +0.15% this morning as Treasury yields fell, putting the benchmark index on course for its eighth consecutive weekly gain.

Arm Surges on New $300 Price Target: ARM Stock Is at the ‘Center of the Renaissance’ in CPUs

Arm stock pushes higher as Bernstein initiates coverage with an “outperform” rating. Here’s why analyst David Dai sees ARM shares ripping higher from here as the year unfolds.

Tom’s Hardware

US FTC reportedly launches antitrust probe into Arm following its launch of its own AGI CPU — regulators investigate if chip designer is restricting architecture access to rivals

The U.S. FTC is looking into Arm Holdings to see if it's abusing its market position as a dominant chip designer to gives its new chip manufacturing business an advantage over competitors who build semiconductors based on Arm designs.

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.

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The Economic Times

Arm Holdings to face US antitrust probe over chip tech: Report

The US Federal Trade Commission is investigating Arm Holdings. The probe focuses on Arm's licensing of its chip technology. Regulators want to know if Arm is illegally monopolizing parts of the semiconductor market. This scrutiny is part of global attention on Arm's business practices. Arm faces similar investigations in other…

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.

2 Market-Beating Tech Stocks That Could Become Even Bigger Winners in AI

As AI data centers scale globally, Arm is helping run them while Fortinet is helping defend them.

The Economic Times

US stocks today: US market ends lower as semiconductor stocks reverse earlier gains

The S&P 500 closed lower as chip stocks like Intel and Arm Holdings retreated, while U.S.-Iran peace talk uncertainty impacted the broader market. Despite a strong quarter driven by AI and tech rallies, concerns over chip supply and geopolitical tensions tempered investor sentiment. Oil prices edged down, though Nvidia and…

Taiwan Semi Just Dumped Its Stake in ARM Stock. Why Investors Don’t Seem to Care.

Taiwan Semiconductor sold its Arm Holdings stake, yet ARM stock has held firm as Wall Street keeps betting on AI, data centers, and fresh chip ambitions.

Option Volatility And Earnings Report For May 4 - 8

We have Palantir, Advanced Micro Devices, Coinbase, Coreweave, Arista Networks, Arm Holdings, Shopify and Uber Technologies all reporting in what shapes as a busy and pivotal week for stocks.

Taiwan Semi Is Selling ARM Stock. Should You?

As Taiwan Semiconductor Manufacturing Company cashes out of Arm Holdings, should you follow suit?

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