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YOU WONT BELIEVE: 2 - What They Never Told You

Arm Taps Amazon AI Veteran To Drive In-House Chip Push, Challenge Nvidia And AMD: Report

In a strategic move, Arm Holdings (NASDAQ:ARM) has recruited Rami Sinno, a former Amazon.com Inc (NASDAQ:AMZN) artificial intelligence (AI) chip director, to enhance its in-house chip development plans.

Benzinga

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

Benzinga

This Arm Holdings Analyst Begins Coverage On A Bullish Note; Here Are Top 4 Initiations For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Benzinga

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Nvidia, Broadcom Lead Semiconductor Surge As AI Demand, Tariff Relief And Big Tech Investments Fuel Momentum

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Marvell Technology (NASDAQ:MRVL), Arm Holdings (NASDAQ:ARM), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) continue to trend amid an exciting week that included the quarterly results of AMD, Super Micro, and Apple (NASDAQ:AAPL), boosting its U.S. investment and…

Benzinga

Arm Holdings Shares Tumbled On Thursday: What Happened?

Arm Holdings plc (NASDAQ:ARM) shares fell on Thursday after the chip designer reported fiscal first-quarter 2026 earnings that missed revenue expectations and issued a weaker-than-expected outlook for the current quarter.

Benzinga

Arm Holdings Shares Move Lower Following Q1 Earnings: Revenue Miss, EPS In Line, Soft Q2 Earnings Guidance

Arm Holdings Plc (NASDAQ:ARM) reported financial results for the first quarter of fiscal 2026 on Wednesday after the bell. Here’s what you need to know from the print.

Benzinga

Elon Musk Says 'They Simply Don't' Have The Funding, Doubts Stargate AI

On Tuesday, major artificial intelligence (AI) chip manufacturers, including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), and Qualcomm (NASDAQ:QCOM), traded lower.

Benzinga

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Trump's Latest Move On AI And China Propels Chip Stocks

Artificial intelligence (AI) chip stocks, including industry giants like Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), alongside key players such as Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), and Micron Technology (NASDAQ:MU), saw a significant surge in their stock prices on Tuesday.

Benzinga

Long-Term Bull Put Spread Provides Opportunities for ARM Bulls

Arm Holdings (ARM) is exhibiting strong bullish momentum, driven by robust financial performance and strategic positioning in the AI sector.

Barchart

UK extends deadline for Qualcomm to make offer for Alphawave

Qualcomm has been granted until May 27 to pursue a potential acquisition of Alphawave IP Group, whose valuable SerDes technology also drew interest from Arm Holdings before it ended its takeover attempt.

Tom’s Hardware

Arm Expects Its Market Share to Surge 50% This Year. Should You Buy ARM Stock Now?

Despite recent pullbacks, Arm Holdings shows long-term growth potential, with analysts predicting 85% upside.

Barchart

Arm Holdings Aims for 50% Data Center Market Share

Arm's goal to secure half the data center CPU market by 2025 signals a strategic shift driven by AI efficiency demands and competitive validation.

MarketBeat

2 Semiconductor Stocks to Buy for April 2025

These companies are both poised to capitalize on the growing markets for AI and data centers.

Barchart

Arm aims to capture 50% of data center CPU market in 2025

Arm Holdings aims to boost its data center CPU market share from 15% to 50% by the end of 2025, betting on AI-driven servers and growing support from major cloud service providers.

Tom’s Hardware

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Barchart

Arm Stock Faces a New Challenge, And It’s Not Just Valuation

Arm’s long-term growth potential remains strong. However, its high valuations make the stock sensitive to any signs of slowing momentum.

Fortune

Malaysia is buying Arm's blueprints for $250 million to realize its ambitions to be a 'non-aligned' chip player

Malaysia hopes its Arm deal will help foster 10 local chip companies with annual revenue between $1.5 billion to $2 billion each.

Windows Central

Qualcomm scores BIG win against Arm, can continue to sell Snapdragon X chips for PCs

Arm's lawsuit against Qualcomm seemingly has failed as the latter was not found guilty of using Arm's tech without a proper license. However, the actual fate between the two companies remains unknown.

Laptop

Qualcomm claims it only copied "1% or less" of Arm technology for the Snapdragon X

The legal battle between Qualcomm and Arm Holdings has entered the court system this week, with opening arguments from both tech companies.

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Laptop

Arm CEO Rene Haas says Intel's turmoil is 'a little sad' while sidestepping acquisition rumors

In a recent interview with the Verge, Rene Haas, CEO of Arm Holdings covered a wide array of topics including the AI PC race, politics, and the recent troubles at Intel.

Benzinga

Smart Money Is Betting Big In ARM Options

Investors with a lot of money to spend have taken a bearish stance on ARM Holdings (NASDAQ:ARM).

Benzinga

The Analyst Landscape: 10 Takes On ARM Holdings

During the last three months, 10 analysts shared their evaluations of ARM Holdings (NASDAQ:ARM), revealing diverse outlooks from bullish to bearish.

MarketBeat

Arm Holdings: Buy the Dip or Wait for a Better Price?

Arm Holdings stock's recent dip, while still exhibiting substantial year-to-date gains, presents a complex investment decision for investors.

Fortune

Jensen Huang says Softbank's Masayoshi Son once offered to help him buy Nvidia

Huang was speaking at Nvidia’s AI Summit in Tokyo where he also announced several AI collaborations with Softbank.

Kiplinger

Arm Stock: Why One Analyst Remains Hold-Rated After Earnings Beat

Arm Holdings stock is higher Thursday after the chipmaker reported strong earnings and gave an upbeat outlook, but not everyone is bullish. Here's why.

Barchart

Is ARM Stock Still a Buy After Light Q3 Guidance?

Arm Holdings is solidifying its position in the semiconductor industry, leveraging its robust software ecosystem and cutting-edge technology to drive long-term growth.

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