ARM
ARM
$310.45
+$0.13 (+0.04%)
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Price History (Last 30 Days)
Latest News & Updates
Intel maintains a larger absolute revenue base ($16.1B in Q2 2026) with recent a...
Intel maintains a larger absolute revenue base ($16.1B in Q2 2026) with recent acceleration driven by new CEO Lip-Bu Tan's turnaround efforts, showing 25% year-over-year growth. ARM demonstrates stronger comparative growth momentum, nearly doubling quarterly revenue over two years to $1.3B, with expansion into AI-optimized data center CPUs complementing its dominant mobile device business.
After four and a half months of consolidation, technology stocks are breaking ou...
After four and a half months of consolidation, technology stocks are breaking out to the upside, led by semiconductor and AI-related companies. Despite concerns about AI safety and higher interest rates, the underlying economics of AI infrastructure investment remain strong, with demand for computing power continuing to expand beyond GPUs to CPUs, memory, and networking equipment. Bitcoin's rally signals returning risk appetite among investors.
The article compares Arm Holdings and NVIDIA as AI investment options. Arm power...
The article compares Arm Holdings and NVIDIA as AI investment options. Arm powers 99% of smartphones with 22.8% revenue growth and strong financials, while NVIDIA dominates AI infrastructure with $215.9 billion in revenue and 55.6% net margins. Despite Arm's solid fundamentals, the author recommends NVIDIA due to its superior valuation (24.5x Forward P/E vs. 125x), stronger leadership under CEO Jensen Huang, and greater upside potential in emerging areas like quantum computing.
The article argues that AI and semiconductor stocks are trading at expensive val...
The article argues that AI and semiconductor stocks are trading at expensive valuations with uncertain growth prospects. Instead, the author recommends Zcash and Solana as better investment alternatives. Zcash benefits from regulatory acceptance through selective disclosure features and institutional adoption via ETFs, while Solana is positioned to grow through tokenized assets and AI agents on its network.
Arm Holdings, which licenses CPU designs rather than manufacturing chips, is pos...
Arm Holdings, which licenses CPU designs rather than manufacturing chips, is positioned as a crucial but underappreciated player in the AI infrastructure boom. The company collects royalties on every unit shipped and is expanding beyond smartphones into data centers, where major tech companies like Amazon, Microsoft, Google, and Nvidia build Arm-based CPUs. With recent revenue growth of 23-24% and higher royalty rates from newer architectures, Arm has outperformed Nvidia over the past three years, though its valuation at 55x sales remains richly priced.
Arm Holdings stock jumped 8.57% after CEO Rene Haas announced the company is on...
Arm Holdings stock jumped 8.57% after CEO Rene Haas announced the company is on track to generate $2 billion from its new AI chip, with supply constraints easing. The AGI CPU represents Arm's first fully developed chip offering and addresses a massive market opportunity expected to grow to $170 billion by 2030.
Arm Holdings stock has fallen over 40% from its 52-week high amid an AI sector s...
Arm Holdings stock has fallen over 40% from its 52-week high amid an AI sector sell-off triggered by debate over AI model development pace. However, the author argues the stock's underlying business remains solid with record Q1 revenue growth of 22% and 29% earnings growth, as Arm's royalty model depends on chip shipments rather than AI timelines. The main concern is valuation: at 79x forward earnings, the stock requires years of extraordinary AI-driven growth to justify its price, making the author cautious despite the company's strong fundamentals.
Netflix stock rose 4% on Monday as AI-related stocks sold off following calls fr...
Netflix stock rose 4% on Monday as AI-related stocks sold off following calls from Anthropic and OpenAI leaders to slow AI development. Unlike major AI infrastructure spenders like Alphabet, Netflix invests primarily in content ($9.9B in H1 2026) rather than capital equipment ($415M), generating strong free cash flow of $12.5B expected for 2026. However, the stock remains down 36% from its 52-week high due to slowing revenue growth.
The article compares Arm Holdings and Credo Technology Group as semiconductor in...
The article compares Arm Holdings and Credo Technology Group as semiconductor investment options in 2026. Arm provides chip architecture blueprints with a strong royalty-based business model and 93.88% gross margins, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth and 35.4% net margins. The author recommends Credo despite its customer concentration risk, citing its impressive triple-digit growth trajectory and essential role in AI data center infrastructure.
IonQ has launched Superion 256, its sixth-generation quantum computing platform...
IonQ has launched Superion 256, its sixth-generation quantum computing platform featuring integrated electronic qubit control and 256 qubits. The company achieved significant manufacturing improvements with SkyWater, reducing design cycles from 9 to 2 months and increasing wafer lot production 12-fold. The system is designed for data center deployment and scales to millions of qubits, with customer deliveries expected in 2027.
