ARM
ARM
$187.03
+$12.41 (+7.11%)
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Price History (Last 30 Days)
Latest News & Updates
Arm Holdings shares declined following Q3 earnings despite strong revenue growth...
Arm Holdings shares declined following Q3 earnings despite strong revenue growth and management confidence in hitting $2 billion CPU revenue targets across fiscal 2027-2028. The company is expanding into custom CPU manufacturing for data centers, capitalizing on the agentic AI boom. While the stock trades at a high forward P/E of 55x, analyst estimates may undervalue long-term AGI CPU opportunities, making it potentially attractive on this dip.
Qualcomm and Arm Holdings, leaders in mobile chip design, both saw their stock p...
Qualcomm and Arm Holdings, leaders in mobile chip design, both saw their stock prices plummet 14% following earnings reports on November 4. Qualcomm missed earnings estimates while Arm provided a weaker-than-expected outlook. Despite Arm's superior market position and growth prospects, its valuation at 220x P/E is too expensive. Qualcomm trades cheaper at 19x earnings but faces margin pressures. The author recommends waiting for better valuations before buying either stock.
Intel, Arm, and Marvell stocks have each fallen approximately 50-59% from their...
Intel, Arm, and Marvell stocks have each fallen approximately 50-59% from their June peaks. While all three remain up over 40% for 2026, only Marvell shows accelerating sales growth. Intel faces PC chip revenue declines and weak Q4 guidance, Arm's royalty growth has slowed to 8%, while Marvell's revenue growth is accelerating to 52% year-over-year. The analyst recommends buying only Marvell at current valuations.
The article analyzes four companies profiting from smartphones: Apple, Qualcomm,...
The article analyzes four companies profiting from smartphones: Apple, Qualcomm, Corning, and Arm Holdings. Apple's iPhone revenue grew 17% year-over-year, but growth is slowing and margins are pressured by rising memory costs. Qualcomm's handset chip revenue fell 26% and is expected to decline further as Apple develops its own modems. Corning's phone glass business is smaller than its optical communications segment, which is growing rapidly. Arm's smartphone royalties declined as memory prices impacted the market. Of the four, only Apple reported growing phone sales, making it the author's preferred choice despite its premium valuation.
The Nasdaq 100 has experienced significant pullback due to inflation concerns, p...
The Nasdaq 100 has experienced significant pullback due to inflation concerns, political headwinds around AI regulation, AI infrastructure funding fears, and technical profit-taking. However, the article argues the market is well-positioned for recovery based on favorable post-midterm seasonality, historical performance during rate-hiking cycles, and technical support levels offering attractive entry points for extended tech leaders.
The Nasdaq dropped 5.5% following midterm election results, as investors feared...
The Nasdaq dropped 5.5% following midterm election results, as investors feared political backlash against data center construction, particularly in Texas where the governor-elect proposed a temporary moratorium. Semiconductor stocks collapsed, with the VanEck Semiconductor ETF losing 11.2%. However, analysts argue this reaction is likely an overreaction, as AI demand remains strong and any slowdown would likely shift construction abroad rather than eliminate growth.
Arm Holdings exceeded earnings expectations with $1.44B in Q2 FY2027 revenue and...
Arm Holdings exceeded earnings expectations with $1.44B in Q2 FY2027 revenue and $0.52 EPS. The company projects $2 billion in AGI CPU revenue across fiscal 2027-28 with shipments targeted for Q4 2027. Arm-based servers captured over 50% market share at top hyperscalers in 2025, expected to exceed 60% by end of 2026. Licensing revenue surged 50% to $773M as customers accelerated long-term commitments, while data center royalties doubled year-over-year.
TSMC is identified as the superior foundry stock compared to Intel, holding a ne...
TSMC is identified as the superior foundry stock compared to Intel, holding a near-monopoly on advanced chip manufacturing with superior technological expertise, scale, and profitability. Intel's foundry business struggles with customer trust issues, lower yields, and unprofitable operations despite massive capital expenditures, while facing continued market share losses in server CPUs. TSMC trades at a more attractive valuation (17x forward P/E vs. Intel's 32x) and is recommended as the clear choice for foundry stock investment.
Zacks analyzes the Nasdaq 100 Index and AI-related stocks amid market volatility...
Zacks analyzes the Nasdaq 100 Index and AI-related stocks amid market volatility in 2026. Despite concerns over inflation, interest rates, AI funding fears, and political headwinds, the article argues the market's technical foundation remains intact. Extended growth leaders are completing mean-reversion pullbacks, presenting potential buying opportunities as historical seasonality and political gridlock suggest a post-midterm rally ahead.
STMicroelectronics announced a unified STM32 microcontroller platform spanning i...
STMicroelectronics announced a unified STM32 microcontroller platform spanning industrial, automotive, and robotics applications. The new STM32A family extends the platform into high-safety and automotive systems, enabling developers to reuse architectures, software, and tools across domains while supporting physical AI applications. The first three STM32A microcontrollers are sampling to customers with broader availability planned for 2027.
