ARM
Arm Holdings plc American Depositary Shares
Stock$144.90
+$0.77 (+0.53%)
Current Price (API): $144.90About
Arm Holdings is the IP owner and developer of the ARM architecture, which is used in 99% of the world's smartphone CPU cores, and it also has high market share in other battery-powered devices like wearables, tablets, or sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped.
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Latest News & Updates
Major tech companies made significant announcements this week: Netflix and Sony...
Major tech companies made significant announcements this week: Netflix and Sony raised prices on streaming and gaming services; OpenAI warned of dependency risks on Microsoft; Arm Holdings entered chip production with its AGI CPU; Tesla reported strong delivery expectations; and various semiconductor and AI companies announced partnerships and expansions. Additionally, Snowflake laid off its documentation team in favor of AI-generated content, and a judge temporarily blocked efforts to sideline Anthropic.
Arm Holdings is entering the chipmaking business for the first time with its Arm...
Arm Holdings is entering the chipmaking business for the first time with its Arm AGI CPU designed for AI data centers. Management forecasts revenue could reach $25 billion by fiscal 2031 with $15 billion coming from the new AI chip, potentially driving EPS to $9. At current valuations, this could represent a 318% stock price increase if targets are achieved.
Arm Holdings announced its first in-house silicon product, the AGI CPU, marking...
Arm Holdings announced its first in-house silicon product, the AGI CPU, marking a strategic shift from IP licensing to direct chip manufacturing for AI data centers. The 136-core processor, built on TSMC's 3nm process, targets energy efficiency in AI workloads. Meta is the lead partner and co-developer, with support from OpenAI, Cloudflare, and SAP. Arm's stock surged 15% on the announcement, with analyst upgrades citing potential $15 billion annual revenue by 2031, positioning the company as a disruptive competitor to Intel and AMD in the AI infrastructure market.
Despite Nvidia's exceptional business performance—including 73% revenue growth,...
Despite Nvidia's exceptional business performance—including 73% revenue growth, $1 trillion revenue forecast through 2027, and strong guidance—the stock has stalled over the past six months. The market's cautious valuation (36x P/E) reflects concerns about sustaining high margins as competition intensifies from custom AI chips developed by major tech companies like Google, Amazon, and Meta. The stock may remain stuck until investors gain confidence that the AI boom will last longer than expected or that Nvidia's software and networking platforms can insulate the business from traditional hardware cycles.
The AI market is shifting from GPU-focused training to CPU-dependent inference,...
The AI market is shifting from GPU-focused training to CPU-dependent inference, creating a new growth opportunity. Arm launched its first in-house AI CPU, while Intel and AMD announced plans to raise CPU prices by up to 15% due to expected shortages. Nvidia is also entering the CPU market, and all major chip makers are positioned to benefit from surging CPU demand driven by agentic AI deployment.
Arm Holdings unveiled a new AI-focused CPU called the Arm AGI CPU designed for A...
Arm Holdings unveiled a new AI-focused CPU called the Arm AGI CPU designed for AI data centers and agentic AI workloads. The chip is expected to generate $15 billion in annual revenue by 2031, with major customers including Meta, OpenAI, Cloudflare, and partnerships with Amazon, Microsoft, and Alphabet. Arm's stock surged 16.38% on the announcement.
U.S. markets rebounded on March 25, 2026, driven by chip sector optimism and rep...
U.S. markets rebounded on March 25, 2026, driven by chip sector optimism and reports of an Iran peace proposal. The S&P 500 rose 0.54%, Nasdaq gained 0.77%, and the Dow climbed 0.66%. Semiconductor stocks surged on CPU price increase plans, while consumer cyclicals benefited from falling oil prices. However, the S&P 500 remains down nearly 4% year-to-date amid ongoing market volatility and inflation concerns.
Arm Holdings surged 18% after announcing its entry into the data center CPU mark...
Arm Holdings surged 18% after announcing its entry into the data center CPU market with a $25 billion revenue projection by 2031, driven by rising demand for agentic AI. However, AMD and Intel are also positioned to benefit from the supply-constrained CPU market and surging demand, with both companies raising prices amid strong growth prospects.
Intel stock surged 8% today driven by two factors: optimism about a potential U....
Intel stock surged 8% today driven by two factors: optimism about a potential U.S.-Iran ceasefire that could reduce economic uncertainty and oil prices, and positive sentiment from Arm Holdings' announcement of a new AI processor expected to generate $15 billion in sales by 2031. However, the article cautions that ceasefire hopes may be premature and investors should evaluate Intel's AI transition on its own merits rather than based on competitor announcements.
AMD stock rose 6.06% on March 25, 2026, driven by investor optimism about a pote...
AMD stock rose 6.06% on March 25, 2026, driven by investor optimism about a potential U.S.-Iran ceasefire and positive sentiment from Arm Holdings' announcement of significant AI chip sales projections. However, the article cautions that without a definitive ceasefire agreement, investors should focus on AMD's long-term AI market prospects rather than short-term geopolitical rumors.
