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The Latest Breaking News from Arm Holdings

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.

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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 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

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.

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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

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.

Tom’s Hardware

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

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.

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

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…

The Economic Times

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

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

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.

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

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…

The Economic Times

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

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.

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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?

International Business Times UK

Jim Cramer Warns 'Parabolic' Chip Rally Signals Dot-Com Risks — How To Protect Your Portfolio

Jim Cramer said the semiconductor index's record 18-session winning streak and 47% surge are 'worrisome,' drawing parallels to February 2000.

Is Arm Stock a Buy at New All-Time Highs?

Arm Holdings reached an all-time high today. Should you buy the stock now?

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Tom’s Hardware

AMD's market cap hits all-time high, Intel hits 25-year high on Agentic AI's insatiable demand for CPUs

Demand for CPUs by AI systems is creating positive sentiment and drives AMD and Intel stocks to their highs.

Morgan Stanley Just Downgraded Arm Stock on Chipmaking Pivot. Why, and Should You Sell ARM Now?

As Arm Holdings moves into chipmaking, Morgan Stanley pours cold water with a downgrade. Now that ARM has slipped, is this a buying chance or a warning sign for ARM investors?

Arm Is Making ‘Bold Moves’ with New In-House Chips and Wall Street Loves It. Why Needham Says You Should Buy ARM Stock Here.

Arm is suddenly being viewed as more than an IP licensor, as its new AGI CPU and rising AI data center relevance are pushing Wall Street to re-rate the stock.

Arm's New Gambit: Building Chips to Challenge the AI Titans

Arm Holdings is fundamentally transforming its business model by launching its own in-house AI chip to capture a larger share of the data center market.

After a 19% Move Upward, Does ARM Stock Have More Room to Run?

ARM stock spiked 19% on Wednesday morning. Here's what might be coming next for Arm Holdings.

Arm Stock Just Entered Overbought Territory. Is It Too Late to Chase the Rally Here?

Arm stock rallies as the firm announces its first in-house AI chip. Here’s why the AGI CPU news warrants buying ARM shares in 2026.

HSBC Just Double-Upgraded Arm Stock. Does That Make It a Buy Here?

HSBC’s bold double upgrade has reignited the AI bull case for Arm, with sky-high expectations building. Is it worth buying now?

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