ticker,date,open,high,low,close,news
ARM,2023-09-14,56.1,66.28,55.54,63.59,
ARM,2023-09-15,68.63,69.0,60.75,60.75,
ARM,2023-09-18,57.95,58.7407,55.02,58.0,
ARM,2023-09-19,56.25,56.78,53.88,55.17,
ARM,2023-09-20,55.17,55.4,51.52,52.91,
ARM,2023-09-21,51.78,52.8,49.85,52.16,
ARM,2023-09-22,52.9,52.9,50.3548,51.32,
ARM,2023-09-25,51.12,54.5,50.02,54.44,
ARM,2023-09-26,53.93,54.53,52.7,53.52,
ARM,2023-09-27,54.4,54.4099,51.7894,52.99,
ARM,2023-09-28,53.5,56.5,52.86,55.49,
ARM,2023-09-29,56.21,56.79,53.08,53.52,
ARM,2023-10-02,53.475,54.1899,51.91,52.26,
ARM,2023-10-03,51.96,52.235,50.8,51.57,
ARM,2023-10-04,51.97,53.81,51.31,53.46,
ARM,2023-10-05,53.9,53.9,52.09,52.51,
ARM,2023-10-06,52.72,54.21,51.55,54.08,
ARM,2023-10-09,54.4,55.8,53.37,54.25,
ARM,2023-10-10,55.24,55.86,54.2,55.71,
ARM,2023-10-11,56.17,56.33,54.38,54.68,
ARM,2023-10-12,54.75,54.75,51.41,51.85,
ARM,2023-10-13,52.5,52.56,50.0,50.78,
ARM,2023-10-16,51.04,52.35,51.04,52.09,
ARM,2023-10-17,51.0,52.76,50.65,52.29,
ARM,2023-10-18,52.28,52.7,51.275,51.9,
ARM,2023-10-19,52.0,52.7,49.53,49.74,
ARM,2023-10-20,49.74,49.74,46.5,47.87,
ARM,2023-10-23,47.22,51.88,46.5,50.21,
ARM,2023-10-24,52.0,52.8917,51.05,52.37,
ARM,2023-10-25,52.7,52.79,49.31,49.44,
ARM,2023-10-26,50.06,51.11,49.5,50.17,
ARM,2023-10-27,51.26,51.33,48.81,49.09,
ARM,2023-10-30,49.51,49.9,47.28,47.9,
ARM,2023-10-31,47.9,49.66,47.12,49.29,
ARM,2023-11-01,49.61,50.52,48.3,50.52,
ARM,2023-11-02,51.4,53.56,51.3,52.82,
ARM,2023-11-03,52.82,53.86,52.25,53.49,
ARM,2023-11-06,53.98,54.46,52.52,53.1,
ARM,2023-11-07,53.45,56.1,53.26,55.27,
ARM,2023-11-08,55.27,55.56,53.39,54.4,
ARM,2023-11-09,51.0,52.05,49.82,51.58,
ARM,2023-11-10,52.0,52.5,51.01,52.27,
ARM,2023-11-13,52.2,52.5,50.57,51.69,
ARM,2023-11-14,53.0,53.5,52.28,53.43,
ARM,2023-11-15,54.4,56.03,54.08,55.43,
ARM,2023-11-16,55.51,55.6799,53.47,54.23,
ARM,2023-11-17,55.11,55.74,54.26,54.99,
ARM,2023-11-20,55.35,59.24,55.27,58.68,
ARM,2023-11-21,58.0,58.9,56.43,58.66,
ARM,2023-11-22,59.0,64.92,59.0,61.76,
ARM,2023-11-24,61.5,64.2,61.41,63.88,
ARM,2023-11-27,63.05,63.69,60.99,61.0,
ARM,2023-11-28,60.84,62.68,60.79,61.92,
ARM,2023-11-29,62.52,63.41,61.69,62.21,
ARM,2023-11-30,62.58,63.5,60.91,61.5,
ARM,2023-12-01,61.51,64.43,60.91,63.9,
ARM,2023-12-04,63.9,63.9,60.8,61.93,
ARM,2023-12-05,61.73,64.349,60.37,63.59,
ARM,2023-12-06,64.35,64.69,60.89,61.06,
ARM,2023-12-07,61.52,62.97,61.2,62.44,
ARM,2023-12-08,62.44,67.4399,62.235,67.23,
ARM,2023-12-11,67.26,67.26,64.29,64.89,
ARM,2023-12-12,65.0,66.25,63.28,64.71,
ARM,2023-12-13,65.41,66.5,62.75,65.61,
ARM,2023-12-14,66.52,71.79,66.37,70.735,
ARM,2023-12-15,70.5,71.89,69.29,71.03,
ARM,2023-12-18,69.96,70.0915,68.02,68.87,
ARM,2023-12-19,69.23,70.5499,68.81,69.43,
ARM,2023-12-20,69.5,72.9897,68.38,68.4,
ARM,2023-12-21,70.0,71.95,69.3,71.2,
ARM,2023-12-22,72.0,73.4385,71.48,72.29,
ARM,2023-12-26,73.27,74.0,71.76,73.41,
ARM,2023-12-27,74.5,74.76,73.4101,74.25,
ARM,2023-12-28,74.79,78.35,74.5,77.47,
ARM,2023-12-29,78.36,78.66,74.6,75.145,
ARM,2024-01-02,73.5,73.52,68.243,68.92,
ARM,2024-01-03,67.07,68.5,65.11,67.91,
ARM,2024-01-04,68.99,69.6,67.14,68.39,
ARM,2024-01-05,69.12,70.39,66.52,67.05,
ARM,2024-01-08,67.76,73.1846,67.52,72.84,
ARM,2024-01-09,72.8,72.98,70.91,71.88,
ARM,2024-01-10,73.0,74.38,69.86,70.77,
ARM,2024-01-11,71.67,71.872,68.19,69.77,
ARM,2024-01-12,70.85,70.91,69.01,70.0,
ARM,2024-01-16,70.0,70.0,67.55,68.48,
ARM,2024-01-17,68.0,69.96,66.66,69.86,
ARM,2024-01-18,72.0,74.8,71.41,74.23,
ARM,2024-01-19,75.07,78.9674,74.43,78.58,
ARM,2024-01-22,78.58,79.94,76.5,77.11,
ARM,2024-01-23,77.0,77.59,75.46,76.35,
ARM,2024-01-24,77.2,77.6699,74.8,75.74,
ARM,2024-01-25,76.49,79.65,73.26,73.91,
ARM,2024-01-26,73.14,73.89,70.8,71.17,
ARM,2024-01-29,72.0,72.95,71.2,72.93,
ARM,2024-01-30,73.498,74.15,70.85,71.97,
ARM,2024-01-31,70.66,72.54,69.62,70.67,
ARM,2024-02-01,71.87,72.55,69.32,70.52,
ARM,2024-02-02,71.1,71.95,70.0,71.0,
ARM,2024-02-05,71.99,74.28,71.6,73.27,
ARM,2024-02-06,75.0,75.45,71.8,72.98,
ARM,2024-02-07,73.07,77.71,72.25,77.01,
ARM,2024-02-08,94.41,126.585,94.0,113.89,
ARM,2024-02-09,105.99,117.82,102.09,115.21,
ARM,2024-02-12,120.16,164.0,118.69,148.97,
ARM,2024-02-13,128.12,137.5,117.0,119.98,
ARM,2024-02-14,133.81,134.84,121.02,126.4,
ARM,2024-02-15,131.0,135.0,123.51,133.68,
ARM,2024-02-16,129.5,135.98,123.05,128.34,
ARM,2024-02-20,123.78,123.8,115.49,121.77,
ARM,2024-02-21,117.76,125.5,116.81,123.39,
ARM,2024-02-22,132.87,138.5,128.51,128.53,
ARM,2024-02-23,129.095,136.0,128.86,133.34,
ARM,2024-02-26,139.0,149.92,138.175,146.2,
ARM,2024-02-27,144.905,147.33,137.0,137.95,
ARM,2024-02-28,136.15,136.29,131.31,133.86,
ARM,2024-02-29,136.28,141.22,135.45,141.04,
ARM,2024-03-01,141.48,144.98,139.04,141.62,
ARM,2024-03-04,145.39,148.48,137.75,138.01,
ARM,2024-03-05,135.5,136.37,130.0,134.07,
ARM,2024-03-06,138.09,139.337,133.263,136.99,
ARM,2024-03-07,140.0,146.54,138.81,140.85,
ARM,2024-03-08,139.69,142.9,131.2,131.48,
ARM,2024-03-11,126.6,130.742,124.12,126.74,
ARM,2024-03-12,125.0,129.99,121.38,129.5,
ARM,2024-03-13,129.0,132.7,125.8,131.27,
ARM,2024-03-14,130.13,136.29,127.59,130.96,
ARM,2024-03-15,128.71,134.2,126.12,126.97,
ARM,2024-03-18,128.17,132.8,127.73,129.75,
ARM,2024-03-19,125.5,127.1,121.52,124.59,
ARM,2024-03-20,126.53,131.98,125.23,131.33,
ARM,2024-03-21,134.7,137.0,132.014,133.6,
ARM,2024-03-22,133.81,136.1,132.5,134.15,
ARM,2024-03-25,137.155,143.75,137.15,138.31,
ARM,2024-03-26,141.1,145.0,126.91,127.96,
ARM,2024-03-27,130.0,130.86,122.83,125.62,
ARM,2024-03-28,125.68,128.32,124.16,124.99,
ARM,2024-04-01,126.36,128.73,124.641,126.91,
ARM,2024-04-02,125.2,125.63,121.12,124.28,
ARM,2024-04-03,123.0,125.98,122.62,125.31,
ARM,2024-04-04,126.5,127.98,121.82,122.01,
ARM,2024-04-05,122.6,125.72,120.02,124.82,
ARM,2024-04-08,124.82,130.5,123.39,129.25,
ARM,2024-04-09,133.51,135.41,124.5,126.81,
ARM,2024-04-10,124.99,127.6,123.895,125.18,
ARM,2024-04-11,126.0,131.2,125.51,131.13,
ARM,2024-04-12,128.99,130.339,125.37,126.33,
ARM,2024-04-15,126.2,126.87,120.95,122.32,
ARM,2024-04-16,122.0,124.24,120.91,122.22,
ARM,2024-04-17,121.87,122.682,107.01,107.56,
ARM,2024-04-18,106.32,107.296,102.58,104.92,
ARM,2024-04-19,100.0,103.01,85.61,87.16,
ARM,2024-04-22,89.94,94.315,89.06,93.11,
ARM,2024-04-23,97.32,98.37,95.05,96.04,
ARM,2024-04-24,102.0,103.75,97.2401,99.88,
ARM,2024-04-25,96.05,99.67,95.5,97.93,
ARM,2024-04-26,101.4,102.3,98.22,101.95,
ARM,2024-04-29,102.2,103.4,99.05,103.24,
ARM,2024-04-30,103.02,105.194,100.85,101.21,
ARM,2024-05-01,99.98,100.6,95.24,95.29,
ARM,2024-05-02,98.99,100.3,96.13,98.0,
ARM,2024-05-03,101.62,104.36,100.449,101.7,
ARM,2024-05-06,103.82,107.92,103.595,106.98,
ARM,2024-05-07,109.3,109.69,106.54,107.8,
ARM,2024-05-08,107.8,109.94,104.65,106.07,
ARM,2024-05-09,99.27,106.9,97.76,103.59,
ARM,2024-05-10,106.2,110.372,106.2,108.84,
ARM,2024-05-13,114.0,117.58,110.86,117.23,
ARM,2024-05-14,115.82,117.41,114.35,116.65,
ARM,2024-05-15,118.4,118.5,112.516,113.67,
ARM,2024-05-16,115.69,116.875,113.89,114.27,
ARM,2024-05-17,115.6,115.68,109.61,110.35,
ARM,2024-05-20,111.0,111.33,108.69,110.46,
ARM,2024-05-21,110.0,115.779,109.5,114.77,
ARM,2024-05-22,115.01,117.36,111.65,112.43,
ARM,2024-05-23,117.0,117.33,110.38,112.53,
ARM,2024-05-24,112.77,115.56,111.6,114.64,
ARM,2024-05-28,115.455,125.98,115.32,124.94,
ARM,2024-05-29,123.7,123.7,119.05,120.65,
ARM,2024-05-30,121.8,123.5,117.77,120.73,
ARM,2024-05-31,119.92,123.88,116.01,120.52,
ARM,2024-06-03,125.0,129.85,122.54,127.12,
ARM,2024-06-04,126.875,127.67,122.89,125.86,
ARM,2024-06-05,126.83,136.85,126.72,136.67,
ARM,2024-06-06,134.79,138.41,132.41,137.125,
ARM,2024-06-07,136.93,140.97,135.31,136.57,
ARM,2024-06-10,134.785,142.09,132.5,140.0,
ARM,2024-06-11,139.0,147.5,139.0,143.92,
ARM,2024-06-12,146.0,158.71,145.2,155.59,
ARM,2024-06-13,157.335,161.49,150.67,157.6,
ARM,2024-06-14,159.9,167.69,153.5,157.89,
ARM,2024-06-17,160.17,162.7,153.62,160.29,
ARM,2024-06-18,160.03,177.31,159.32,174.13,
ARM,2024-06-20,173.13,173.85,156.0,160.76,
ARM,2024-06-21,156.562,162.2,151.372,160.3,
ARM,2024-06-24,156.87,157.77,150.6,151.001,
ARM,2024-06-25,151.57,161.95,149.5,160.615,
ARM,2024-06-26,161.63,166.8,159.51,164.68,
ARM,2024-06-27,162.556,168.82,160.79,166.935,
ARM,2024-06-28,167.25,170.88,162.33,163.62,
ARM,2024-07-01,163.43,163.85,152.55,158.83,
ARM,2024-07-02,156.85,163.62,155.27,163.46,
ARM,2024-07-03,162.42,170.66,159.31,168.24,
ARM,2024-07-05,172.0,182.65,169.6,181.06,
ARM,2024-07-08,181.04,186.38,179.515,184.7,
ARM,2024-07-09,186.1,188.75,179.11,182.28,
ARM,2024-07-10,183.39,187.47,178.52,186.46,
ARM,2024-07-11,186.84,187.28,173.03,173.16,
ARM,2024-07-12,174.07,183.05,173.5,180.71,
ARM,2024-07-15,182.11,183.73,176.87,177.545,
ARM,2024-07-16,180.0,180.9,172.54,178.73,
ARM,2024-07-17,169.98,172.3,161.53,161.72,
ARM,2024-07-18,165.85,166.66,152.22,158.41,
ARM,2024-07-19,162.85,165.05,160.63,163.4,
ARM,2024-07-22,165.47,168.79,162.68,163.55,
ARM,2024-07-23,163.24,173.23,161.87,171.7,
ARM,2024-07-24,167.15,167.15,157.18,157.68,
ARM,2024-07-25,151.68,155.63,140.0,149.14,
ARM,2024-07-26,155.36,155.51,145.61,149.12,
ARM,2024-07-29,146.38,149.9,138.72,141.44,
ARM,2024-07-30,140.73,142.07,129.1,132.96,
ARM,2024-07-31,143.41,145.48,138.94,144.26,
ARM,2024-08-01,128.71,134.87,118.18,121.48,
ARM,2024-08-02,114.75,115.37,108.75,113.41,
ARM,2024-08-05,97.86,113.5,96.66,109.99,
ARM,2024-08-06,115.59,117.96,109.51,113.39,
ARM,2024-08-07,117.8,120.09,106.53,107.12,
ARM,2024-08-08,111.8,118.68,107.94,118.39,
ARM,2024-08-09,118.98,120.29,115.79,117.0,
ARM,2024-08-12,117.66,122.0,115.32,117.13,
ARM,2024-08-13,119.7,125.7,118.3,123.79,
ARM,2024-08-14,128.82,130.67,123.79,125.92,
ARM,2024-08-15,129.76,132.05,128.43,130.44,
ARM,2024-08-16,131.2,133.1,130.2,130.3,
ARM,2024-08-19,130.62,132.44,126.29,132.31,
ARM,2024-08-20,132.215,135.6,128.02,129.95,
ARM,2024-08-21,131.41,131.46,127.79,131.2,
ARM,2024-08-22,132.43,133.63,128.55,129.8,
ARM,2024-08-23,130.0,138.05,129.74,135.63,
ARM,2024-08-26,134.505,135.3,127.36,128.84,
ARM,2024-08-27,127.465,131.62,125.49,131.2,
ARM,2024-08-28,130.105,131.3,121.88,125.32,
ARM,2024-08-29,125.5,134.94,125.37,131.93,
ARM,2024-08-30,133.07,137.1,131.84,132.88,
ARM,2024-09-03,129.865,130.39,122.04,123.72,
ARM,2024-09-04,121.7,123.4,118.56,120.95,
ARM,2024-09-05,119.45,124.43,118.63,123.17,
ARM,2024-09-06,122.004,122.165,114.91,117.38,
ARM,2024-09-09,122.635,126.24,120.08,125.63,
ARM,2024-09-10,127.77,128.467,123.021,127.22,
ARM,2024-09-11,129.2,140.63,128.179,140.41,
ARM,2024-09-12,136.32,141.38,135.7,139.13,
ARM,2024-09-13,142.0,149.93,141.37,147.37,
ARM,2024-09-16,143.0,143.76,136.58,138.4,
ARM,2024-09-17,140.4,142.45,136.28,136.84,
ARM,2024-09-18,137.0,143.1,136.7,138.36,
ARM,2024-09-19,144.99,147.42,140.14,140.59,
ARM,2024-09-20,140.0,140.75,137.41,138.88,
ARM,2024-09-23,139.88,143.6,139.8,141.72,
ARM,2024-09-24,142.28,144.698,139.72,143.3,
ARM,2024-09-25,143.3,149.7,143.16,146.43,
ARM,2024-09-26,152.0,152.39,144.0,149.18,
ARM,2024-09-27,150.0,150.75,144.3,145.58,
ARM,2024-09-30,140.96,145.0,140.62,143.01,
ARM,2024-10-01,142.84,144.39,135.85,135.99,
ARM,2024-10-02,136.29,139.3,132.8,137.0,
ARM,2024-10-03,136.23,141.41,136.0,138.17,
ARM,2024-10-04,141.2,142.0,137.6,140.55,
ARM,2024-10-07,139.48,144.89,139.2,141.28,
ARM,2024-10-08,141.52,144.25,140.882,143.52,
ARM,2024-10-09,144.59,148.64,142.15,148.5,
ARM,2024-10-10,146.24,152.0,145.02,149.33,
ARM,2024-10-11,148.69,152.3,148.3,151.46,
ARM,2024-10-14,153.1,164.16,153.1,161.82,
ARM,2024-10-15,160.0,160.62,147.0,150.66,
ARM,2024-10-16,154.0,155.2,151.294,152.5,
ARM,2024-10-17,157.71,158.8,154.09,154.6,
ARM,2024-10-18,155.565,155.74,151.96,153.03,
ARM,2024-10-21,152.195,154.113,149.4,152.35,
ARM,2024-10-22,150.46,152.94,149.83,152.58,
ARM,2024-10-23,147.8,148.44,140.7,142.41,
ARM,2024-10-24,143.3,143.48,138.4,141.04,
ARM,2024-10-25,142.0,145.56,141.5,143.75,
ARM,2024-10-28,145.0,152.58,144.2,149.87,
ARM,2024-10-29,150.0,157.69,148.28,157.24,
ARM,2024-10-30,152.5,155.478,150.48,154.4,
ARM,2024-10-31,145.26,146.23,140.25,141.25,
ARM,2024-11-01,144.17,146.78,140.62,141.48,
ARM,2024-11-04,140.0,142.5,137.29,137.5,
ARM,2024-11-05,139.21,141.29,138.5,140.65,
ARM,2024-11-06,143.73,146.06,141.01,144.68,
ARM,2024-11-07,140.0,154.65,139.77,150.65,
ARM,2024-11-08,148.7,149.12,144.42,147.48,
ARM,2024-11-11,145.59,145.89,138.7,141.965,
ARM,2024-11-12,141.52,143.12,137.3,139.92,
ARM,2024-11-13,139.57,140.535,135.07,135.1,
ARM,2024-11-14,137.25,138.792,134.8,136.35,
ARM,2024-11-15,133.17,133.17,126.81,128.73,
ARM,2024-11-18,127.5,130.11,126.356,128.66,
ARM,2024-11-19,128.5,133.7,128.0,133.06,
ARM,2024-11-20,131.02,133.77,130.076,133.7,
ARM,2024-11-21,136.25,138.2,131.13,133.14,
ARM,2024-11-22,132.0,136.27,131.45,135.99,
ARM,2024-11-25,138.67,142.24,138.09,139.68,
ARM,2024-11-26,139.51,140.2,135.6,136.72,
ARM,2024-11-27,134.87,135.35,129.6,133.37,
ARM,2024-11-29,133.04,137.28,132.59,134.29,
ARM,2024-12-02,134.2,141.4,134.2,140.34,
ARM,2024-12-03,139.5,142.279,139.44,140.38,
ARM,2024-12-04,142.5,144.54,141.06,141.3,
ARM,2024-12-05,140.86,142.46,137.56,137.95,
ARM,2024-12-06,138.145,142.42,136.63,140.89,
ARM,2024-12-09,140.15,143.2,136.26,139.64,
ARM,2025-01-27,148.9,152.27,142.318,145.96,
ARM,2025-01-28,148.0,150.5,145.96,149.47,
ARM,2025-01-29,150.66,151.75,145.21,147.6,
ARM,2025-01-30,150.3,154.88,149.5,153.23,
ARM,2025-01-31,154.0,162.96,153.55,159.55,
ARM,2025-02-03,153.55,159.36,152.0,155.65,
ARM,2025-02-04,157.5,163.65,155.8,162.2,
ARM,2025-02-05,162.94,173.95,162.5,173.26,
ARM,2025-02-06,162.0,170.45,158.7,167.47,
ARM,2025-02-07,166.5,170.736,160.87,162.51,
ARM,2025-02-10,162.955,163.4,158.58,160.84,
ARM,2025-02-11,160.07,163.11,157.288,157.74,
ARM,2025-02-12,155.0,157.9,154.01,155.41,
ARM,2025-02-13,154.97,168.39,153.8,164.83,
ARM,2025-02-14,160.165,161.344,156.12,159.54,
ARM,2025-02-18,160.5,161.15,155.65,160.32,
ARM,2025-02-19,157.56,160.936,152.29,154.36,
ARM,2025-02-20,153.2,154.05,147.53,150.85,
ARM,2025-02-21,151.245,151.99,143.8,144.84,
ARM,2025-02-24,145.055,145.612,138.05,140.53,
ARM,2025-02-25,139.32,139.5,133.16,136.69,
ARM,2025-02-26,139.43,141.57,137.91,138.97,
ARM,2025-02-27,142.01,144.41,130.145,130.29,
ARM,2025-02-28,129.3,133.98,127.43,131.69,
ARM,2025-03-03,133.0,133.94,120.07,121.05,
ARM,2025-03-04,122.06,125.91,117.89,122.44,
ARM,2025-03-05,124.625,125.49,120.36,124.78,
ARM,2025-03-06,120.5,123.4,117.75,118.015,
ARM,2025-03-07,118.52,127.581,117.52,125.61,
ARM,2025-03-10,120.5,121.8,114.38,116.46,
ARM,2025-03-11,116.0,118.4,110.25,111.4,
ARM,2025-03-12,115.52,117.98,112.0,112.7,
ARM,2025-03-13,114.0,114.665,109.9,112.05,
ARM,2025-03-14,115.79,118.62,115.21,118.0,
ARM,2025-03-17,118.06,123.7,118.055,121.37,
ARM,2025-03-18,120.56,120.648,116.36,119.72,
ARM,2025-03-19,119.44,120.49,116.244,117.91,
ARM,2025-03-20,116.82,120.44,115.81,119.07,
ARM,2025-03-21,116.0,119.43,115.5,119.07,
ARM,2025-03-24,122.125,126.27,122.0,124.85,
ARM,2025-03-25,124.92,125.5,123.1,124.28,
ARM,2025-03-26,123.0,123.45,114.17,114.93,
ARM,2025-03-27,114.0,114.04,109.26,112.47,
ARM,2025-03-28,111.5,113.03,106.73,107.8,
ARM,2025-03-31,104.0,106.93,101.364,106.81,
ARM,2025-04-01,105.72,108.46,103.58,106.98,
ARM,2025-04-02,104.38,110.135,104.38,108.14,
ARM,2025-04-03,101.16,103.24,97.33,97.72,
ARM,2025-04-04,91.665,95.38,84.3901,87.71,
ARM,2025-04-07,80.92,94.14,80.92,88.65,
ARM,2025-04-08,94.375,96.54,84.117,85.82,
ARM,2025-04-09,85.98,107.94,85.5,106.57,
ARM,2025-04-10,99.5,102.0,95.345,100.467,
ARM,2025-04-11,100.01,105.665,99.2,103.99,
ARM,2025-04-14,108.21,109.46,102.86,105.02,
ARM,2025-04-15,104.81,106.24,102.66,103.8,
ARM,2025-04-16,98.0,101.71,97.895,101.0,
ARM,2025-04-17,100.73,100.73,98.8401,100.73,
ARM,2025-04-21,99.79,100.23,95.32,96.83,
ARM,2025-04-22,98.3,101.847,97.945,100.55,
ARM,2025-04-23,106.4,109.5,104.67,105.13,
ARM,2025-04-24,107.36,112.5,107.067,112.01,
ARM,2025-04-25,112.0,114.83,110.7,113.34,
ARM,2025-04-28,112.53,114.18,110.01,112.08,
ARM,2025-04-29,112.6,113.591,111.49,111.65,
ARM,2025-04-30,108.88,114.24,107.54,113.97,
ARM,2025-05-01,117.0,119.571,115.23,115.371,
ARM,2025-05-02,118.54,123.98,118.54,123.27,
ARM,2025-05-05,121.09,123.43,120.5,121.95,
ARM,2025-05-06,118.0,123.58,118.0,122.44,
ARM,2025-05-07,123.105,124.44,120.19,124.19,
ARM,2025-05-08,119.195,119.8,114.365,116.52,
ARM,2025-05-09,117.56,118.82,114.8,115.8,
ARM,2025-05-12,121.63,125.45,121.31,124.81,
ARM,2025-05-13,125.0,128.9,124.2,126.68,
ARM,2025-05-14,128.97,134.9,128.81,133.45,"[""ARM Shares Initially Tumbled on Outlook Before Rallying. Is It Time to Buy the Stock? Arm Holdings turned in strong fiscal Q4 results, but issued cautious guidance. The company is seeing strong revenue growth both with smartphones and within the data center. The recent easing of China-U.S. trade tensions should help allay investor fears. 10 stocks we like better than Arm Holdings \u203a Share prices of Arm Holdings (NASDAQ: ARM) initially sank following the cautious outlook it issued with its fiscal 2025 fourth-quarter results on Wednesday, May 7, but the stock has rallied back this week following the news over the weekend that the U.S.-China trade war was cooling down. The stock is now trading up more than 17% over the past year, but down 31% from its summer 2024 all-time highs, as of this writing. Given the recent volatility the stock has seen, let's take a closer look at the semiconductor company's most recent earnings results and guidance to see what investors should do with their shares. While its stock price initially tumbled, Arm's fiscal Q4 results were actually quite strong. Its revenue soared 34% year over year to $1.24 billion, with both royalty revenue and license revenue hitting records. That edged past the $1.23 billion analyst revenue consensus. License revenue led the way, soaring 53% year over year to $634 million. The company said the growth was driven by significant demand for its Armv9 technology, although it noted that license revenue can fluctuate due to the timing and size of multiple high-value license agreements. The company also signed a multi-year artificial intelligence (AI) partnership with the Malaysian government to accelerate the development of an Arm-based AI ecosystem in the country. The deal will give the country access to Arm technology at the CSS (Compute Subsystem) level to rapidly design chips. This means the country is getting deeper access to Arm's chip design framework. It increased its number of Arm Total Access licenses in the quarter by 4 to 44. More than half of its top 30 customers use this license. Its Arm Flexible Access customer count reached 314. Royalty revenue, meanwhile, climbed 18% year over year to $607 million. The growth was driven by the continued adoption of its newer Armv9 architecture, which carries a much higher royalty rate than its v8 technology. It said that its royalty growth was broad-based, with strength in the data center, automotive, smartphones, and Internet of Things verticals. In the data center market, it said it expects half of new server chips and hyperscalers (companies with massive data centers) to be Arm-based this year. Part of this is due to the acceleration of Nvidia's (NASDAQ: NVDA) Blackwell chip. While Nvidia's graphics processing units (GPUs) are not based on ARM architecture, Nvidia's Grace Blackwell superchip combines its GPUs with Arm-based central processing units (CPUs). Arm also said it is seeing more customers turn to it for custom silicon, both with CPU, GPU, and NPU (neural processing unit) solutions. Meanwhile, despite only a 2% increase in smartphone shipments in the quarter, Arm saw its smartphone royalty revenue increase 30%. The company's technology is in nearly every advanced smartphone, so this is a huge market for it. The company credited the launch of its Armv9-based platform focused on Edge AI, which processes AI workloads on devices instead of the cloud. It said several smartphone chipmakers have begun using the platform. Annualized contract value (ACV), which smooths out license revenue, climbed 15% to $1.37 billion. Looking ahead, Arm management did not offer full-year guidance due to limited visibility. It said that about 10% to 20% of its revenue typically comes from shipments into the U.S. For the first quarter, it is looking for revenue to range between $1.0 billion and $1.1 billion, representing year-over-year growth of 12%. Royalty growth is projected to be between 25% and 30%. However, it faces a tough comparison for licensing revenue. It projected adjusted EPS to be between $0.30 and 0.38. Analysts were looking for adjusted EPS of $0.42 on revenue of $1.1 billion. Arm is seeing nice momentum both in the data center, which should continue with the ramp-up of Nvidia's Grace Blackwell superchip. At the same time, it's also seeing strong momentum with smartphones, despite only modest shipment growth. In the past, the company has said its Armv9 technology royalty rates can be up to double for CSS, which is being used both in data centers and edge devices, like smartphones, to handle AI workloads. As such, the company is proving to be an AI winner. The cooling of the U.S.-China trade war, meanwhile, should help ease much of the pressure from tariffs. While the company is growing much faster than the smartphone market, shipment volumes are still important. This should allay investor fears about a potential smartphone market slowdown. From a valuation perspective, the stock trades at a forward price-to-earnings (P/E) ratio of over 67 based on fiscal 2026 analyst estimates. That's high, but toward the low end of the range where the stock has traded in the past since its IPO in September 2023. Overall, I think ARM should be solid over the long run, and I think it has one of the best models in the semiconductor space. However, given its valuation, I would keep position sizes on the smaller side. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Arm Holdings wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $598,613!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $753,878!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 922% \u2014 a market-crushing outperformance compared to 169% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of May 12, 2025 Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. ARM Shares Initially Tumbled on Outlook Before Rallying. Is It Time to Buy the Stock? was originally published by The Motley Fool"", ""Investors Shouldn't Be Too Comfortable With Arm Holdings' (NASDAQ:ARM) Earnings Arm Holdings plc (NASDAQ:ARM) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders have noticed something concerning in the numbers. We check all companies for important risks. See what we found for Arm Holdings in our free report. We can see that Arm Holdings received a tax benefit of US$72m. This is meaningful because companies usually pay tax rather than receive tax benefits. Of course, prima facie it's great to receive a tax benefit. However, the devil in the detail is that these kind of benefits only impact in the year they are booked, and are often one-off in nature. Assuming the tax benefit is not repeated every year, we could see its profitability drop noticeably, all else being equal. So while we think it's great to receive a tax benefit, it does tend to imply an increased risk that the statutory profit overstates the sustainable earnings power of the business. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. As we have already discussed Arm Holdings reported that it received a tax benefit, rather than paying tax, in the last year. As a result we don't think its profit result, which includes that tax-boost, is a good guide to its sustainable profit levels. Because of this, we think that it may be that Arm Holdings' statutory profits are better than its underlying earnings power. But the happy news is that, while acknowledging we have to look beyond the statutory numbers, those numbers are still improving, with EPS growing at a very high rate over the last year. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. While it's really important to consider how well a company's statutory earnings represent its true earnings power, it's also worth taking a look at what analysts are forecasting for the future. At Simply Wall St, we have analyst estimates which you can view by clicking here. This note has only looked at a single factor that sheds light on the nature of Arm Holdings' profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.""]"
ARM,2025-05-15,133.005,135.18,129.0,133.07,"[""Why Arm Holdings Stock Was Moving Higher Today Chip stocks got a boost on new deals with Saudi Arabia. Arm is reportedly gaining market share from AMD and Intel. 10 stocks we like better than Arm Holdings \u203a Shares of Arm Holdings (NASDAQ: ARM) are moving higher today for two primary reasons. First, there was an upward trend in semiconductor stocks as several companies announced AI deals in the Middle East, assuaging concerns that \""AI diffusion\"" rules won't be as strict as some had feared. Additionally, a report from Citigroup said that Arm was taking market share from AMD and Intel in microprocessors. As a result, the stock is up 4.2% as of 11:25 a.m. ET. Nvidia is a major customer for Arm, so the news out of Saudi Arabia that Nvidia will sell hundreds of thousands of AI chips to the country should favor Arm as well. Both Nvidia and AMD announced deals to sell chips to Humain, an AI start-up formed by Saudi Arabia's sovereign wealth fund. Additionally, Citi said that according to Mercury Research, Arm gained 281 basis points sequentially in microprocessor shipments in the first quarter, increasing its market share to 13.6%. Intel still dominates the market with 65.3% market share., which could create a further opportunity for Arm to gain market share. Arm shares pulled back after it reported fourth-quarter earnings last week. While the results were solid, management's forecast for fiscal first-quarter profit was below the consensus, and it declined to give full-year guidance due to general macroeconomic uncertainty and a lack of clarity from its customers. However, the news from Citigroup underscores a structural advantage that Arm has, which is that its chips are more power-efficient than the x86 design used by Intel and AMD, which is helping it gain market share in areas like data centers. Given the need to control energy usage in the data center, Arm looks like a good bet to continue gaining market share. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Arm Holdings wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $613,951!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $796,353!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 948% \u2014 a market-crushing outperformance compared to 170% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of May 12, 2025 Citigroup is an advertising partner of Motley Fool Money. Jeremy Bowman has positions in Advanced Micro Devices and Arm Holdings. The Motley Fool has positions in and recommends Advanced Micro Devices and Intel. The Motley Fool recommends the following options: short May 2025 $30 calls on Intel. The Motley Fool has a disclosure policy. Why Arm Holdings Stock Was Moving Higher Today was originally published by The Motley Fool"", ""Jim Cramer on Arm Holdings (ARM): Wait for a \u2018Bounce\u2019 and \u2018Don\u2019t Sell It Here\u2019 We recently published a list of Top 10 Buzzing Stocks in May. In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against other top buzzing stocks in May. The latest quarterly results from a couple of major technology companies have soothed concerns about AI demand that prevailed in the market following the launch of DeepSeek. Storm Uru, Manager at Liontrust Global Dividend Fund, said while talking to CNBC that the Satya Nadella-led tech giant\u2019s results were \u201cextraordinary.\u201d David Grain, Founder & CEO of Grain Management, also believes AI demand could be strong amid a variety of factors. READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks making moves these days. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter\u2019s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 38 A caller recently asked Jim Cramer about Arm Holdings plc (NASDAQ:ARM) during the Lightning Round segment of his program on CNBC. Cramer recommended the stock to hold the stock and \u201ctrim\u201d when it bounces: Overall, ARM ranks 7th on our list of top buzzing stocks in May. While we acknowledge the potential of ARM, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ARM but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey."", ""1 Simple Quote That Shows Why Arm Holdings Is a Buy Arm Holdings fell after its earnings report in part because it did not provide guidance. The stock trades at a premium due to its competitive strengths and growth potential. The company's business model is more resilient than investors might think. 10 stocks we like better than Arm Holdings \u203a Like a lot of high-priced tech stocks, Arm Holdings (NASDAQ: ARM) has been volatile over the last year. Its shares have whipsawed as investors assess the central processing unit (CPU) architecture specialist's future, and that was on display in its latest earnings report. The stock tumbled about 10% after-hours on May 7 after the company's fiscal fourth-quarter earnings report came out. Its results edged out expectations with revenue rising 34% to $1.24 billion and adjusted earnings per share jumping from $0.36 to $0.55. However, the stock fell as Q1 guidance was below expectations, and management did not offer full-year guidance due to a lack of clarity from its customers and uncertainty around trade and the economy. So what's an investor to conclude? Let's find out. Arm trades at a premium valuation due to its growth rate, wide profit margins, and competitive advantages, which put additional pressure on guidance as it's priced based on future earnings. The stock currently sits at a price-to-earnings (P/E) ratio of 166, but investors may be overreacting to the lack of full-year guidance. In an interview with The Motley Fool, CFO Jason Child said that the company had given full-year guidance before but decided not to do so now due to uncertainty around tariffs, saying, \""There could be some supply chain impacts that happen later in the year, and we already normally have a pretty wide range just for our license business.\"" He concluded, \""It would mean that we'd have to give such a big range that it just annoys people.\"" Investors should understand that the lack of guidance isn't due to a weakness. It's due to a lack of visibility because of the uncertainty in the economy and the lack of full-year guidance from customers like Apple. While investors might want more clarity, especially given the stock's premium, it's also worth remembering that Arm is more resilient than it looks. The company has two revenue streams. It makes money from licensing its semiconductor technology to its customers, and then it makes money through royalties when those products sell. It can take two or three years for a product to go from being licensed to being in production, at which point Arm begins to earn royalties. So Arm's royalty revenue is mostly pre-determined because the products it earns royalties on have already been licensed. What isn't known is the timing of production on some of them and how many will be sold. The royalty rates have already been negotiated. Licensing revenue is harder to predict and can swing significantly from one quarter to the next. In fiscal Q4, for example, the company signed a major deal with the Malaysian government for around $250 million. Arm has a unique business model in the semiconductor industry based on licenses and royalties. Child explained on the earnings call that the stock also has one hidden advantage: \""Arm's revenues today come from technology developed years or even decades ago, and our costs today are investments for future revenue streams.\"" That's a key point and shows why the stock is a buy. Hardware companies, like semiconductor companies, naturally sell products they've already made, but the costs associated with Arm's current revenue are minimal. Since it sells designs rather than products, it has almost no cost of goods sold (COGS). In fiscal 2025, for example, its COGS were $121 million on $4.01 billion in revenue, or just 3%. Its other expenses were $984 million in selling, general, and administrative expenses, and $2.07 billion in research and development (R&D). In other words, there's $1.1 billion of direct costs related to Arm's existing revenue since R&D is an investment in the future. That means the business's operating margin excluding R&D would be 72%. Very few, if any, publicly traded companies can claim to be that profitable. Arm's business is exceptionally profitable, and about half of its royalty revenue comes from products launched 10 or more years ago. That should reassure investors that the business can continue to thrive despite this year's uncertainty. Regardless of what happens with the trade war and the global economy, Arm still looks well-positioned for long-term growth as demand for semiconductors will continue to grow and it gains market share. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Arm Holdings wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $613,951!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $796,353!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 948% \u2014 a market-crushing outperformance compared to 170% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of May 12, 2025 Jeremy Bowman has positions in Arm Holdings. The Motley Fool has positions in and recommends Apple. The Motley Fool has a disclosure policy. 1 Simple Quote That Shows Why Arm Holdings Is a Buy was originally published by The Motley Fool"", ""Why Intel Stock Is Sinking Today A research note from Citi revealed that Intel's market share has fallen to its lowest level in more than two decades. The troubled chipmaker is ceding market share to rival Arm Holdings. 10 stocks we like better than Intel \u203a Shares of Intel (NASDAQ: INTC) are falling on Wednesday. The semiconductor giant's stock lost 4.4% as of 3:30 p.m. ET and as much as 4.9% earlier in the day. The fall comes as the S&P 500 lost 0.2% and the Nasdaq Composite rose 0.3%. A Citi research note revealed Intel's market share has fallen to a two-decade low as rival Arm Holdings makes significant gains. Intel shares declined after a Citi research note published Wednesday highlighted a concerning trend for the chipmaker. The note revealed that Intel's share of chip shipments fell by more than 1.8% to 65.3% in the first quarter of 2025. That's the lowest level since Citi began modeling the industry in 2002. This drop in market share comes as Arm Holdings made substantial gains, expanding its share to 13.6% in the first quarter from 10.8% in the fourth quarter of 2024. Advanced Micro Devices also ceded market share, but the company's stock was less affected by the news after the company announced a $6 billion stock buyback. The data highlights a troubling trend for the already embattled Intel. Arm's ultra energy-efficient chip design has traditionally dominated the mobile market, but lagged far behind Intel in laptops, data centers, and other markets. This looks to be shifting, at least for the time being. Despite the concerning news, Citi maintained its neutral rating on Intel stock. I think a wait-and-see approach is valid here. I think Intel will eventually be able to turn the ship around, but it's far from guaranteed. How its new CEO handles the next year will speak volumes to its future. Before you buy stock in Intel, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Intel wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $613,951!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $796,353!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 948% \u2014 a market-crushing outperformance compared to 170% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of May 12, 2025 Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Intel. The Motley Fool recommends the following options: short May 2025 $30 calls on Intel. The Motley Fool has a disclosure policy. Why Intel Stock Is Sinking Today was originally published by The Motley Fool""]"
ARM,2025-05-16,133.35,136.15,132.9,135.96,
ARM,2025-05-19,130.0,133.28,128.31,132.05,"Best-Performing ETFs of Last Week U.S. stocks closed higher on Friday, marking the fifth consecutive day of gains and capping off a robust week for Wall Street. Investors brushed off disappointing consumer sentiment data and lingering inflation concerns to quite an extent. The S&P 500 added 5.3%, the Dow Jones advanced 3.4% and the Nasdaq rose 7.2% last week. Technology stocks powered much of the rally. NVIDIA NVDA and Tesla TSLA shares surged last week, due to Trump's Middle East dealmaking tour. Saudi Arabia approved the use of SpaceX’s Starlink satellite internet service for aviation and maritime use. Musk also said he plans to bring robotaxis to the country. Meanwhile, NVIDIA will send 18,000 AI chips to Saudi Arabia. Despite the market's gains, economic data revealed persistent consumer unease. The University of Michigan’s consumer sentiment index fell to its second-lowest level on record. Moreover, consumers now anticipate prices to rise by 7.3% over the next year, indicating an increase from 6.5% the previous month. Investor sentiment was buoyed by a 90-day tariff truce between U.S. and Chinese officials, calming fears of an escalating trade war. The agreement helped drive risk-on behavior and renewed confidence in the markets. “Markets are repricing the stagflation risk right now,” said Jamie Cox, managing partner at Harris Financial Group, as quoted on CNBC. “The U.S. consumer may say he/she is worried, but they aren’t spending like they are. Consumption trumps all once you filter out all the noise.” While the truce brought temporary relief, trade uncertainty looms. President Donald Trump announced that his administration will begin sending letters to various countries outlining new tariff rates within the next two to three weeks. These letters would replace direct negotiations in cases where time constraints exist. Against this backdrop, below we highlight a few winning exchange-traded funds (ETFs) of last week. YieldMax SMCI Option Income Strategy ETF SMCY – Up 27.6% last week The YieldMax SMCI Option Income Strategy ETF seeks current income and exposure to the share price of the common stock of Super Micro Computer, Inc., subject to a limit on potential investment gains. Note that Super Micro Computer stock surged 36% last week. The ETF yields 86.72% annually. STKd 100% MSTR & 100% COIN ETF APED – Up 25.9% The STKd 100% MSTR & 100% COIN ETF seeks to achieve its investment objective by employing derivatives, namely swap agreements and listed options contracts, to gain long exposure to two underlying securities, MicroStrategy (MSTR) and Coinbase Global (COIN). MSTR shares lost about 5% last week while COIN shares jumped 27.5%. Simplify Volt TSLA Revolution ETF TESL – Up 25.7% Elon Musk announced during President Donald Trump’s recent Gulf tour that Saudi Arabia will authorize SpaceX’s Starlink service for aviation and maritime use. Musk also commented on the future of Tesla’s robotaxis. As a result, Tesla shares surged 8.6% last week. Simplify Volatility Premium ETF SVOL – Up 22.4% The Simplify Volatility Premium ETF seeks to provide investment results, before fees and expenses that correspond to approximately one-fifth to three-tenths of the inverse of the performance of the S&P 500 VIX short-term futures index while also seeking to mitigate extreme volatility. ProShares VIX Short-Term Futures ETF (VIXY) lost 5% last week, giving a push to its inverse ETF. Arm Holdings PLC ADRhedged ARMH – Up 17.2% Arm Holdings PLC – ADR ARM gained 12% last week. The Arm Holdings PLC ADRhedged seeks to provide investment results that correspond generally, before fees and expenses, to the total return of the ordinary shares of Arm Holdings PLC in its local market. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research"
ARM,2025-05-20,131.978,132.04,129.7,131.04,"Get Bullish Exposure To Arm With This Option Spread The market just entered a power trend, and Arm Holdings (ARM) stock is hovering around its 200-day moving average. The stock is showing signs of accumulation, and the 50-day moving average is also starting to turn upward. All of that combines to form a fairly bullish picture. Investors interested in taking some bullish exposure can do so with much lower..."
ARM,2025-05-21,128.9,135.34,128.6,130.45,
ARM,2025-05-22,129.6,131.139,128.958,129.28,"[""3 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade Nvidia has enjoyed a data center boom, and its success probably won't dry up anytime soon. Palantir is very expensive, but it's an AI stock investors will want to work into their portfolios. Arm Holdings is pulling away from the field in a growing semiconductor industry. These 10 stocks could mint the next wave of millionaires \u203a It may not be a stretch to call artificial intelligence (AI) this generation's most significant growth opportunity. Just think briefly about how much the world has changed since ChatGPT became a thing, and that was just at the end of 2022. Research by Market Research Future estimates that the global AI industry was worth approximately $106 billion last year, but will grow by over 30% annually to over $2 trillion by 2035. Some of the top AI stocks have already produced massive returns over the past couple of years, but can still be tremendous winners over the next decade. Here are three examples, and why they are poised to reward long-term investors. Nvidia (NASDAQ: NVDA) has been arguably the biggest beneficiary of the initial artificial intelligence investment cycle. Its GPU accelerator chips have become the de facto choice for companies building data centers to train and operate AI models. The good news is that data center spending remains robust. However, chip demand may eventually shift from cloud data centers to more nuanced AI applications. CEO Jensen Huang recently spoke on several new products, including a desktop-sized AI supercomputer, specialized servers for agentic AI, and software to help develop humanoid robotics. Overall, Huang believes AI is an infrastructure opportunity worth trillions of dollars. In other words, AI could create opportunities that aren't even evident yet today. Nvidia's foresight helped it race to market dominance in AI accelerator chips, so it's hard to find a better company to invest in that's helping lay the foundation for AI and the new technologies it helps create over the coming decade. Palantir Technologies (NASDAQ: PLTR) is probably the market's hottest AI stock. I've even warned investors about the stock's inflated valuation, so it's not for everyone. But if you're looking a decade ahead, you may not find a company with more exciting growth opportunities. Palantir develops custom software applications on its proprietary platforms. Its growth has accelerated since the company launched its AI-focused AIP platform two years ago. The company is growing profitably, too, with a whopping Rule of 40 score (revenue growth rate plus profit margin) of 83 in Q1 2025. Palantir's software is highly flexible; it can help guide military missions, optimize supply chains, and manage scheduling for a large hospital. The company started in government, which still accounts for over half its business today, though the private sector will likely drive the bus over the next decade. Palantir currently has just 622 commercial customers. With approximately 20,000 large corporations operating in the United States alone, customer acquisition could sustain high growth for the foreseeable future. As I said above, investors must tread carefully because Palantir is expensive. Still, this is a long-term winner, and investors can nibble and buy opportunistically if the price decreases. Arm Holdings (NASDAQ: ARM) probably has the clearest growth prospects on this list. The company designs and licenses semiconductor chip architecture, including chips used in data centers, smartphones, vehicles, etc. Approximately 47% of the world's chips use Arm-based designs, up from 43% in 2022, so Arm is expanding its market share. In the next decade, growth in new markets like AI, smart manufacturing, and robotics will lift the global semiconductor market. Research from Roots Analysis estimates the world's semiconductor market was worth $623 billion last year, and will grow to over $1 trillion by 2035. Arm Holdings will benefit, and the company's expanding market share suggests it's winning in the high-growth areas. Arm Holdings stock is expensive, but that's fair given its industry leadership and jaw-dropping 97% gross profit margin. Analysts believe the company will grow earnings by an average of 28% annually over the long term. This is another stock where investors should buy more when it dips, and let the company grow into its current share price and beyond over the long term. Ever feel like you missed the boat in buying the most successful stocks? Then you\u2019ll want to hear this. On rare occasions, our expert team of analysts issues a \u201cDouble Down\u201d stock recommendation for companies that they think are about to pop. If you\u2019re worried you\u2019ve already missed your chance to invest, now is the best time to buy before it\u2019s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you\u2019d have $351,127!* Apple: if you invested $1,000 when we doubled down in 2008, you\u2019d have $40,106!* Netflix: if you invested $1,000 when we doubled down in 2004, you\u2019d have $642,582!* Right now, we\u2019re issuing \u201cDouble Down\u201d alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon. See the 3 stocks \u00bb *Stock Advisor returns as of May 19, 2025 Justin Pope has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia and Palantir Technologies. The Motley Fool has a disclosure policy. 3 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade was originally published by The Motley Fool"", ""Is Arm Holdings Stock a Buy Now? Shares of Arm Holdings fell after its latest quarterly report was released, but they are rising once again. The stock trades at a premium right now, but the company could justify it by clocking healthy growth. Adoption of Arm's AI-focused architecture is likely to drive terrific growth in the company's bottom line. 10 stocks we like better than Arm Holdings \u203a It has been just over a year-and-a-half since Arm Holdings (NASDAQ: ARM) made its stock market debut on the Nasdaq exchange in September 2023, and anyone who bought shares of the British technology company during its initial public offering (IPO) is sitting on tremendous gains of 159% as of this writing. However, Arm stock has witnessed some choppiness on the market of late thanks to the broader sell-off in technology stocks in the wake of the tariff-fueled turmoil. The stock was hammered again earlier this month following the release of its fiscal 2025 fourth-quarter results (for the three months ended March 31) on May 7. Arm stock retreated 6% on the day following its earnings release as its guidance turned out to be below expectations. However, the company plays a central role in the global semiconductor industry, an area that's set for solid secular growth in the coming years. This probably explains why investors have started buying Arm stock once again as it is up 13% following its post-earnings drop. Should you join them? Arm Holdings is an expensive stock. It is trading at 177 times trailing earnings. The forward earnings multiple of 72 suggests that its bottom line is likely to improve at a terrific pace over the next year, but even that remains on the expensive side. The expensive valuation explains why investors decided to hit the sell button following the company's latest quarterly report. Though Arm reported healthy year-over-year growth of 34% in its revenue along with a 53% spike in earnings, which was enough to help it beat analysts' expectations, the guidance wasn't solid enough to justify the valuation. The company's revenue guidance for the current quarter points toward a year-over-year increase of just 11%, while earnings are on track to drop by 15%. Clearly, the guidance doesn't justify the expensive multiples at which Arm stock is currently trading. This poor guidance can be attributed to the potential impact of tariffs on Arm's business. CFO Jason Child pointed out on the recent earnings conference call: Arm's conservative guidance stems from the possibility that its royalty business could be impacted if there is a drop in the shipments of chips into the U.S. from the international locations where they are manufactured on account of tariffs. After all, Arm gets a royalty on the sale of each chip that's designed using its intellectual property. A potential rise in the manufacturing costs of chips on account of import duties could have negatively impacted its chip sales and revenue stream. Given that royalties accounted for 54% of Arm's revenue in the previous fiscal year, it is easy to see why the company adopted a conservative stance. However, semiconductor imports into the U.S. have been exempted from duties, while China has also adopted a similar stance. Even better, the trade war between the U.S. and China is showing signs of cooling down as both economic giants have agreed to substantially roll back reciprocal tariffs while they work on a trade deal. So, there is a good chance that Arm's numbers for the current quarter could exceed its expectations. Another important thing worth noting is that the company's business is getting a big boost thanks to artificial intelligence (AI), and that could make this stock worth buying from a long-term perspective. While there is no doubt that Arm is trading at an expensive valuation right now, there is a good chance that it may be able to justify its expensive multiple in the long run. That's because the company has been gaining share in the lucrative AI server market. CEO Rene Haas pointed this out on the latest earnings conference call, saying: \""Arm is now increasingly the first choice for AI cloud deployments. We expect up to 50% of new server chips at hyperscalers to be Arm based this year.\"" Haas said that tech giants such as Nvidia, Google, and Microsoft have been designing chips based on the company's AI-focused Armv9 architecture. Investors should note that Armv9 reportedly commands double the royalty as compared to the previous generation architecture. Wall Street analysts are expecting the Armv9 architecture to account for 60% to 70% of Arm's royalty revenue in the future as compared to 25% earlier this year. This suggests that the company's margin profile could improve in the future following a jump of 3 percentage points in its non-GAAP (adjusted) operating margin in the previous fiscal year. Not surprisingly, analysts are expecting Arm's earnings to grow by 33% in the next fiscal year following a projected jump of 10% in the current one. However, Arm could end up delivering stronger growth than that thanks to the higher royalty that its AI-centric architecture commands. That's why investors looking for a growth stock can still consider buying Arm as it can sustain its rally by delivering better-than-expected earnings growth. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Arm Holdings wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $642,582!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $829,879!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 975% \u2014 a market-crushing outperformance compared to 172% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of May 19, 2025 Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Is Arm Holdings Stock a Buy Now? was originally published by The Motley Fool"", ""Jim Cramer Recommends Peer Broadcom over Arm Holdings (ARM) We recently published a list of Jim Cramer Talked About These 10 Stocks Recently. In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against other stocks that Jim Cramer discussed recently. On Tuesday, Jim Cramer, host of Mad Money, broke down the day\u2019s market movements as he pointed to rising bond yields as the main force behind a series of notable shifts in stock performance. READ ALSO Jim Cramer\u2019s Recent Thoughts on These 15 Stocks and Jim Cramer Put These 12 Stocks Under the Spotlight Cramer offered a broader perspective and explained that on most days, individual stocks respond either to the movements of other stocks or to the overall direction of the market. He said that the market, in turn, often takes its cues from the bond market, which he described as its \u201cmuch larger sibling.\u201d On Tuesday, he noted that the bond market heavily influenced stock prices. He highlighted that every downward movement in bond prices, which translates to higher interest rates, was met with negative reactions from the stock market. According to Cramer, such a relationship meant that rising rates handed the advantage to the market bears and tipped the scales in their favor during daily trading. For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 20. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey\u2019s database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter\u2019s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Holders: 43 Pointing out the pin action on the stock, a caller asked about Arm Holdings plc (NASDAQ:ARM). In response, Cramer said: Arm Holdings (NASDAQ:ARM) creates and licenses processor technology and related tools that companies use to build electronic products. The company is involved in developing microprocessors, graphics units, system components, software, and design tools. Overall, ARM ranks 3rd on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of ARM as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ARM and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.""]"
ARM,2025-05-23,126.14,127.66,125.01,127.18,
ARM,2025-05-27,130.05,135.99,129.73,133.96,
ARM,2025-05-28,134.825,138.49,133.95,135.54,
ARM,2025-05-29,138.5,138.59,126.75,128.1,
ARM,2025-05-30,127.61,127.8,121.56,124.53,"[""Arm Holdings (NasdaqGS:ARM) Collaborates With Cerence AI To Enhance In-Car AI Capabilities Arm Holdings has been a focal point in the market, witnessing a 21% price increase over the past month, underpinned by a recent strategic partnership with Cerence Inc. This collaboration aims to enhance AI capabilities, potentially strengthening Arm's position in the competitive tech landscape. Amidst mixed movements in major indexes and a rally in technology stocks following Nvidia's strong earnings report, Arm's partnership news likely added upward momentum in countering broader market shifts. Meanwhile, Arm's promising full-year financial metrics and future guidance could have fortified investor confidence amid fluctuating macroeconomic trends. Buy, Hold or Sell Arm Holdings? View our complete analysis and fair value estimate and you decide. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. The recent collaboration between Arm Holdings and Cerence Inc. to enhance AI capabilities is anticipated to bolster Arm's revenue and earnings forecasts. This strategic move is likely to amplify Arm's potential in driving royalty revenues from partnerships with industry giants like AWS and NVIDIA, as AI becomes a cornerstone technology across multiple sectors including smartphones, autos, and IoT. Arm's investment in R&D and effort to expand their market presence through advanced technologies may further sustain this revenue trajectory despite existing challenges like the Qualcomm lawsuit and concentrated customer base. Over the longer term, Arm's shares have seen a total return of 12.34% over the past year, indicating steady performance amidst broader market fluctuations. Although Arm's one-year return matched the US Market, it surpassed the Semiconductors industry growth of 9.1%, underscoring its resilience and competitive edge in the tech sector. Given the recent strategic developments, analysts remain optimistic about Arm's future prospects, setting a consensus price target of US$131.81. This stands in contrast to the 21% share price jump in recent months, yet Arm's current share price at US$122.44 reflects a 2.75% discount to this target. However, bullish analysts suggest a higher fair value target of US$203.0, based on expectations of significant revenue growth and improved profit margins through 2028. Investors might assess these factors when considering Arm's valuation in the context of projected earnings growth and market expectations. Click here and access our complete financial health analysis report to understand the dynamics of Arm Holdings. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:ARM. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com"", ""Loop Capital Analyst Dissects Arm Holdings plc (NASDAQ:ARM) Earnings Loop Capital recently lowered the price target on Arm Holdings plc (NASDAQ:ARM) to $155 from $195 and kept a Buy rating on the shares after the company's Q4 results. Arm architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. In an investor note, the analyst noted that while revenue and design traction remained intact, the company's guidance was slightly below Street, and Arm was holding off on a FY26 guide while also increasing its operating expense guidance to reflect ongoing growth opportunities. A robotic arm holding a semiconductor chip, emphasizing the precision and quality of the company's production equipment. In the latest earnings report, the company reported earnings per share of $0.55, beating market estimates by $0.03. The revenue over the quarter was $1.24 billion, up over 33% compared to the revenue over the same period last year and smashing analyst expectations by $10 million. While we acknowledge the potential of ARM, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ARM and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 33 Most Important AI Companies You Should Pay Attention To and 30 Best AI Stocks to Buy According to Billionaires Disclosure: None."", ""ARM vs. APP: Which AI-Exposed Tech Stock is a Better Buy Right Now? Both AppLovin Corporation APP and Arm Holdings plc ARM and are tech companies riding the AI wave, AppLovin through sophisticated AI-driven advertising algorithms and app monetization engines and Arm Holdings through its advanced chip architectures that fuel AI hardware performance, making them compelling, innovation-focused plays on the accelerating demand for AI solutions across industries. Their shared emphasis on harnessing artificial intelligence to drive efficiency, scalability, and business impact places them at the forefront of a broader technological shift, where AI is rapidly becoming central to competitive advantage and long-term growth. AppLovin is accelerating its evolution into a leading AI-powered advertising platform, shifting its core strategy toward high-growth, high-margin segments within the digital ecosystem. A key milestone in this transition was the $900 million sale of its gaming unit to Tripledot Studios, allowing the company to streamline its operations and intensify focus on its proprietary AXON 2.0 technology, an AI engine that intelligently optimizes ad delivery, targeting, and performance. With AI now embedded at the heart of its operations, AppLovin is investing heavily in automation and advanced algorithmic tools designed to enhance advertiser efficiency and drive better outcomes across campaigns. These innovations enable the platform to serve over 10 million businesses globally, offering data-driven precision and scalability in an increasingly competitive digital advertising market. AppLovin\u2019s recent earnings underscore the impact of its AI-led approach to advertising. The company continues to benefit from AXON 2.0, which uses deep learning to deliver high-conversion ad placements across mobile apps. In the first quarter of 2025, revenue surged 40% year over year, driven by strong advertiser demand and improved campaign performance through intelligent optimization. Operational efficiency has scaled with AI integration, as reflected by an 83% year-over-year jump in adjusted EBITDA, alongside a remarkable 144% increase in net income. For the full year 2024, revenue rose 43%, while adjusted EBITDA climbed 81%, validating the company\u2019s ability to deliver profitability through advanced technology and smart resource allocation. Arm Holdings maintains a dominant foothold in the semiconductor industry. Its low-power chip architecture has long been a critical component in smartphones and tablets. Major tech giants like Apple AAPL, Qualcomm QCOM, and Samsung have consistently relied on ARM\u2019s designs. ARM remains well-positioned to benefit from rapid advancements in AI and the Internet of Things. Its energy-efficient chips are increasingly embedded in smart devices, autonomous technologies, and cloud infrastructure. With AI workloads and IoT deployments accelerating, the need for scalable, power-efficient solutions has never been greater. Arm Holdings\u2019 ongoing efforts to tailor its architecture for AI applications further enhance its growth prospects. A distinctive aspect of Arm Holdings\u2019 business model is its licensing and royalty structure. ARM licenses its chip designs to major technology companies and earns royalties on every chip sold. This model provides a steady stream of revenues without significant capital expenditure. Furthermore, partnerships with key industry players allow the company to maintain relevance, ensuring it remains a preferred choice in sectors like automotive, data centers, and smart devices. Currently, tariff-related risks pose a potential headwind for Arm Holdings. The company revealed that approximately 10\u201320% of its royalty revenues stem from shipments into the U.S. market. Ongoing tariff tensions risk raising the cost of imported chips, which could dampen end-market demand in the United States. Higher prices may make imported, ARM-based devices less attractive compared to domestically produced alternatives, weakening ARM\u2019s competitive edge. This could lead to a decline in royalty revenues and, potentially, a slowdown in its licensing business. As a result, new product development may face delays, and demand for ARM\u2019s technology licenses could be negatively impacted. According to the Zacks Consensus Estimate, APP is poised to deliver a robust 24% year-over-year increase in sales, along with an impressive 85% surge in earnings per share (EPS) for the current fiscal year, highlighting strong operating leverage and accelerating profitability from its AI-driven advertising platform. Image Source: Zacks Investment Research In contrast, ARM is expected to report a more modest 17% sales growth and a relatively muted 5.5% increase in EPS, suggesting a steadier growth trajectory as it continues to scale its licensing model and invest in AI-enabled chip innovation. While both companies are benefiting from secular tech tailwinds, APP's significantly higher earnings momentum may reflect greater short-term operational efficiency and demand capture in the evolving digital advertising landscape. Image Source: Zacks Investment Research Arm Holdings trades at a forward 12-month P/E of 70.45X, well below its median of 103.99X, signaling a relative valuation discount. However, it still carries a steep premium, reflecting lofty expectations tied to its AI and IoT potential. In contrast, AppLovin\u2019s forward P/E of 39.05X is only slightly above its median of 38.78X, suggesting a more grounded valuation. Given APP\u2019s stronger earnings growth outlook and operational momentum, its current valuation appears more attractive. Investors may find better near-term upside in APP, especially as its AI-driven ad tech model continues to convert growth into profitability more effectively. While both Arm and AppLovin are strategically positioned to benefit from the rise of AI, AppLovin stands out for its ability to translate innovation into profitability more efficiently. Its sharpened focus on AI-powered ad technology, combined with strong operational execution, positions it for sustained growth. Moreover, AppLovin\u2019s valuation appears more grounded relative to its earnings potential, offering a favorable risk-reward profile. In contrast, Arm Holdings\u2019 premium pricing and exposure to external risks could limit near-term upside. For investors seeking a tech-forward, AI-driven company with scalable returns and strategic clarity, AppLovin emerges as the Buy right now. APP currently sports a Zacks Rank #1 (Strong Buy), while ARM carries a Zacks Rank #4 (Sell). You can see the complete list of today\u2019s Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report QUALCOMM Incorporated (QCOM) : Free Stock Analysis Report Apple Inc. (AAPL) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report AppLovin Corporation (APP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research""]"
ARM,2025-06-02,124.8,127.48,123.588,126.055,
ARM,2025-06-03,127.53,130.64,126.93,128.78,
ARM,2025-06-04,129.4,130.685,127.33,130.366,"Qualcomm CEO: We're diversifying beyond declining Apple business Listen and subscribe to Opening Bid on Apple Podcasts, Spotify, Amazon Music, YouTube or wherever you find your favorite podcasts. Qualcomm's (QCOM) next 40 years will look different than its past four decades as it seeks to diversify into data centers and cash in on the AI gold rush. But that also likely means going at things other than its lucrative business with Apple's (AAPL) iPhone. Qualcomm has been Apple's largest cellular modem provider, but the tech giant is transitioning to its own in-house C1 modem in a bid to boost margins. ""That's our contract, you know, and if we don't get a new contract, that's what it is,"" Qualcomm CEO Cristiano Amon said on Yahoo Finance's Opening Bid podcast (see video above; listen below). ""And there's so much drama and association about the Apple relationship, which I think it's not warranted, to be honest."" The tech duo's licensing agreement ends in 2027. Research firm Futurum estimates that Qualcomm's annual modem revenue from Apple is between $5.7 billion and $5.9 billion. Analysts estimate Qualcomm will pull in about $43.5 billion in sales this year. Qualcomm has said publicly it expects to have a 70% share in iPhones launching this fall. That will drop to 20% for iPhones next fall, and then stand to be zero for iPhones debuting in fall 2027. Yahoo Finance caught up with the globe-trotting Amon — fresh off a visit to Saudi Arabia with other top execs and the Trump administration — at the Nasdaq. Amon began his career at Qualcomm as an engineer in 1995. ""We're planning our business assuming that they [Apple] are going to use their own modem,"" Amon said. ""And what's exciting about the company is all of this growth that we're creating, all of those other markets, including on Android. Like, if you look at our Android business, it has continued to grow."" To offset the lost Apple sales, Qualcomm continues to invest in the connected car cockpit and the internet of things domain. The company thinks it can grow its business from these two segments to $22 billion by 2030, up from $8.3 billion in fiscal year 2024. ""Qualcomm's diversified growth across these specific verticals is credibly expected to significantly exceed the revenue scale of modem-only handset customers well into the era of 6G,"" Futurum researchers wrote in a note. The company also announced in mid-May that it plans to launch processors designed for data centers to power artificial intelligence, which will connect to Nvidia (NVDA) chips. Qualcomm failed to successfully expand into data centers years ago and returns to the field with formidable rivals in AMD (AMD), Intel (INTC), and soon ARM (ARM). ""It's a massive TAM [total addressable market] and will continue to grow at very high growth rates for decades. If we can build something unique and disruptive, there's room for Qualcomm,"" Amon said of the data center push. The Street has taken a wait-and-see approach to Qualcomm's stock, preferring to witness tangible progress in diversifying its business away from Apple. Qualcomm's stock has been trading at a price-to-earnings ratio discount to the S&P 500 (^GSPC) for the past three years, according to data from Evercore ISI tech analyst Mark Lipacis. The current P/E multiple is roughly a 39% discount to the S&P 500. The stock also trades at a more than 20% discount versus its 20-year median P/E. Shares are down 28% in the past year compared to a 13% advance for the S&P 500. ""We expect Qualcomm's P/E to continue trading at a discount to the market until it demonstrates more traction into the IoT, Auto and PC markets,"" Lipacis added. Three times each week, Yahoo Finance Executive Editor Brian Sozzi fields insight-filled conversations and chats with the biggest names in business and markets on Opening Bid. You can find more episodes on our video hub or watch on your preferred streaming service. Brian Sozzi is Yahoo Finance's Executive Editor. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com. Click here for the latest technology news that will impact the stock market Read the latest financial and business news from Yahoo Finance"
ARM,2025-06-05,131.09,134.25,128.49,129.55,
ARM,2025-06-06,129.93,135.14,129.93,133.11,"Arm Holdings' Power Efficiency Poised for AI and IoT Growth Arm Holdings’ ARM core strength in power-efficient chip architecture continues to secure its leadership in the mobile computing space, but its relevance is growing far beyond smartphones and tablets. Known for enabling sleek, energy-saving designs in devices from Apple AAPL, Qualcomm QCOM and Samsung, Arm’s role is expanding rapidly as these tech leaders shift their focus to the next wave: artificial intelligence (AI) and the Internet of Things (IoT). The company’s ability to deliver high performance on minimal power makes its chips ideal for the increasingly connected, intelligent world. AI models are being embedded in everything from wearables to cloud data centers, and ARM’s architecture, known for both flexibility and power thriftiness, is being adopted to meet these new demands. Apple, which already builds its M-series chips on ARM designs, continues to lean on that architecture as it deepens AI integration across devices. Qualcomm, long reliant on Arm for its Snapdragon processors, is driving AI-forward smartphones and automotive solutions. Meanwhile, Samsung not only incorporates ARM architecture in mobile and consumer electronics but is also exploring AI and IoT opportunities through its Exynos chips. These companies’ reliance on Arm Holdings is not only sustained, it’s intensifying. As Apple, Qualcomm, and Samsung each scale their AI capabilities and broaden their IoT strategies, they are all tethered to ARM’s ability to deliver power efficiency at scale. Arm’s push to further optimize its architecture for machine learning and edge computing applications keeps it well-aligned with the future needs of its top clients. In this context, ARM is no longer just the mobile chip enabler; it’s becoming an indispensable AI and IoT infrastructure layer for Apple, Qualcomm and Samsung, reinforcing its strategic position in the broader tech ecosystem. The stock has surged 11% in the past three months, significantly underperforming the industry’s 24% rally. Image Source: Zacks Investment Research From a valuation standpoint, ARM trades at a forward price-to-sales ratio of 28.31, well above the industry’s 8.12. It carries a Value Score of F. Image Source: Zacks Investment Research The Zacks Consensus Estimate for ARM’s earnings has been on the decline over the past 30 days. Image Source: Zacks Investment Research ARM stock currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report QUALCOMM Incorporated (QCOM) : Free Stock Analysis Report Apple Inc. (AAPL) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research"
ARM,2025-06-09,135.0,141.32,134.82,138.61,"BofA Securities Adjusts Price Target on ARM Holdings to $150 From $135 ARM Holdings ADR (ARM) has an average rating of overweight and mean price target of 140.42, accordin"
ARM,2025-06-10,138.8,141.58,135.87,140.63,
ARM,2025-06-11,140.99,144.3,138.941,140.38,Arm Holdings Stock Sees RS Rating Climb To 73 A Relative Strength Rating upgrade for Arm Holdings ADR shows improving technical performance. Will it continue?
ARM,2025-06-12,137.44,140.63,137.21,138.62,
ARM,2025-06-13,135.81,138.52,134.57,135.55,"[""America's Chip Crackdown Just Handed China a $8B AI Opportunity Arm (NASDAQ:ARM) CEO Rene Haas is joining a growing chorus of semiconductor leaders warning that U.S. export restrictions on China could backfirehurting not just American chipmakers, but consumers and the entire pace of global innovation. Speaking at the Founders Forum Global in Oxford, Haas said that forcing China to build alternative ecosystems doesn't just isolate themit shrinks the market opportunity for everyone. It makes the pie smaller, he said, adding that Arm's own exposure to China is quite significant. His view echoes recent remarks from Nvidia (NASDAQ:NVDA) CEO Jensen Huang, who has been increasingly vocal about the consequences of these export bans. Warning! GuruFocus has detected 3 Warning Signs with ARM. Nvidia is already seeing the fallout. The company expects to lose around $8 billion in Chinese revenue this quarter alone after the U.S. tightened curbs on data center chip exports. Huang said in an April interview that Chinese AI firms are stepping in fast to fill the gap. The Chinese competitors have evolved, he noted, calling Huawei a formidable player. With Nvidia no longer selling its top AI chips to China, homegrown rivals are gaining momentum. While Arm and Nvidia once explored a merger, they now compete head-to-head in high-performance computing, with Arm claiming a unique edge across both large-scale data centers and low-power edge devices like earbuds. Despite the escalating rhetoric, there may be a thaw underway. Washington and Beijing just concluded a new round of trade negotiations, and Donald Trump declared a deal was DONE to restore rare metal exports from China. U.S. Commerce Secretary Howard Lutnick added that some tech curbs could be rolled back in return. Behind the scenes, Haas said his time in Washington has surged in the past 18 months, as Arm works to ensure policymakers understand what's at stake. The current administration has a lot of smart people connected to our industry, he said, signaling a willingness to engagebut also a growing urgency to shift course. This article first appeared on GuruFocus."", ""Arm Holdings (ARM) Gets a \u2018Hold\u2019 from Benchmark\u2014But Its AI Momentum Is Hard to Ignore Arm Holdings plc (NASDAQ:ARM) is one of the 15 AI Stocks Making Waves on Wall Street. On June 12, Benchmark analyst Cody Acree reiterated a \u201cHold\u201d rating on the stock. The rating reaffirmation follows a virtual conference call with the company\u2019s Senior Director of Investor Relations, Alexis Waadt. Expressing optimism regarding Arm\u2019s strong fundamental performance drivers, the firm highlighted Arm\u2019s impressive 96.98% gross margin and 23.94% year-over-year revenue growth. The firm particularly noted Arm\u2019s globally expanding licensing opportunities, robust position in the mobile market, as well as recent growth drivers in AI PCs, data centers, and more. The company also boasts diverse revenue streams and strategic partnerships, and holds the flexibility to navigate market challenges and leverage upcoming opportunities in the AI landscape. Analysts on Wall Street currently have a consensus \u201cBuy\u201d rating on the stock. The average price target of $147 implies a 5.7% upside; however, the Street-high target of $180 implies an upside of 29.4%. Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company that designs and manufactures semiconductor technology and other related products. While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Buzzing AI Stocks on Latest News and Ratings and 10 Trending AI Stocks on Wall Street Right Now. Disclosure: None.""]"
ARM,2025-06-16,137.25,143.58,137.25,142.014,
ARM,2025-06-17,140.83,149.25,140.5,144.72,"Why Arm Holdings Stock Soared Higher Today Late last week, Meta Platforms announced it was buying a 49% stake in Scale AI for nearly $15 billion. That deal shows Meta's commitment to improving its position in the AI space. Meta will be the first buyer of Arm's first in-house-designed AI chips. 10 stocks we like better than Arm Holdings › Shares of Arm Holdings (NASDAQ: ARM) jumped by 4.8% on Monday during a session in which the S&P 500 rose 0.9% and the Nasdaq Composite rose 1.5%. Frustrated with his company's progress in the artificial intelligence (AI) space, CEO Mark Zuckerberg has accelerated Meta Platform's already lavish spending on the technology -- and the social media giant's latest AI gambit also gave a lift to Arm Holdings' shares. Meta announced Thursday that it was acquiring a 49% stake in Scale AI, a company at the forefront of the technology's development, for nearly $15 billion. Investors in Arm were pleased to hear it because that company -- which until recently has not made its own chips, but rather licensed its technology to other chipmakers -- is launching its own line of AI-capable chips as early as this summer, and Meta will be the first customer for them. The news that Meta has committed to further increasing its AI spending is being viewed as a sign that Arm's relationship with Meta could become even more lucrative than was originally thought. Arm will keep licensing its cores and other technology to other chipmakers, but this pivot into designing its own chips too could help accelerate its earnings and revenue growth, especially given the customers it has lined up. However, it is also facing accusations in court and complaints filed with numerous regulators by one of its most important customers, Qualcomm, which alleges that it breached its license agreements and is engaging in anticompetitive behaviors. Arm could be forced to alter its business practices and may face steep fines if those allegations are found to be true. Given the uncertainty around how these cases could play out and the stock's lofty price-to-earnings ratio of more than 180, I would avoid Arm shares for now. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Arm Holdings wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $653,702!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $870,207!* Now, it’s worth noting Stock Advisor’s total average return is 988% — a market-crushing outperformance compared to 172% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms and Qualcomm. The Motley Fool has a disclosure policy. Why Arm Holdings Stock Soared Higher Today was originally published by The Motley Fool"
ARM,2025-06-18,145.16,147.98,143.18,146.05,"[""NVIDIA vs. Arm Holdings: Which AI Chip Designer Has an Edge? NVIDIA Corporation NVDA and Arm Holdings Plc ARM are two major semiconductor designers helping power the growth of artificial intelligence (AI). NVIDIA leads the GPU market and has become closely linked with AI training and inference. Arm Holdings is gaining importance with its AI-optimized CPU architectures, which are increasingly used in cloud and edge applications. For investors looking to benefit from AI\u2019s expansion, it\u2019s important to compare these two companies and see which offers a stronger investment case today. Here\u2019s a closer look at their strengths, risks, valuations and where they stand against each other. NVIDIA is at the center of AI computing, with its products widely used across data centers, gaming and autonomous vehicles. The company continues to see strong demand from cloud providers, enterprises and startups building AI systems. In the first quarter of fiscal 2026, NVIDIA\u2019s data center revenues rose 73% year over year to $39.1 billion, showing the strength of this part of its business. Its newer Hopper 200 and Blackwell GPU platforms are being adopted quickly as customers work to grow their AI infrastructure. Much of this demand comes from large cloud providers that depend on NVIDIA GPUs for their AI workloads. The Blackwell architecture promises significantly higher performance, and upcoming versions like Blackwell Ultra and Vera Rubin are expected to strengthen NVIDIA\u2019s position further as AI demand keeps growing. However, the company faces near-term challenges from export restrictions. New U.S. rules stopped NVIDIA from selling its H20 chips to China, leading to lost sales of $2.5 billion in the first quarter. NVIDIA expects to lose another $8 billion in H20 sales during the second quarter. Despite the projected revenue loss from the Chinese market, the company is still on track for major growth, forecasting $45 billion in revenues (+/-2%) for the second quarter, representing 50% year-over-year growth. Arm Holdings has long played a key role in the semiconductor industry, with its low-power chip designs widely used in smartphones and tablets. Big names like Apple, Qualcomm and Samsung continue to rely on ARM\u2019s architecture. Arm Holdings is positioned to benefit from the growing use of AI and the Internet of Things (IoT). Its energy-efficient chips are used in smart devices, autonomous systems and cloud infrastructure. As demand for scalable and power-saving solutions increases, ARM\u2019s focus on AI-ready designs could support its future growth. A key part of Arm Holdings\u2019 model is its licensing and royalty setup, which brings in steady revenues without heavy capital spending. Its partnerships across industries help it maintain relevance in areas like automotive, data centers and consumer devices. However, Arm Holdings faces challenges from global trade issues and tariffs. About 10-20% of its royalty revenues come from U.S. shipments, and higher tariffs could slow demand. Its exposure to China adds another risk, as local firms turn to RISC-V, an open-source chip technology backed by the Chinese government. This could weaken Arm Holdings\u2019 share of the Chinese market over time. The Zacks Consensus Estimate projects NVIDIA\u2019s earnings per share (EPS) to rise 42.1% in fiscal 2026 and 31.3% in fiscal 2027. Over the past 30 days, earnings estimates have been revised upward, showing strong confidence. Image Source: Zacks Investment Research For Arm Holdings, EPS is expected to grow 5.5% in fiscal 2026 and 34.8% in 2027. However, the EPS estimate trend for ARM has been moving down over the last 60 days, reflecting less certainty about the near-term performance. Image Source: Zacks Investment Research Both stocks have seen ups and downs over the past year due to macro uncertainty and geopolitical tension. NVIDIA shares have risen 6.2% over the past year, while Arm Holdings has declined 16.9%. Image Source: Zacks Investment Research On the valuation front, NVIDIA trades at a more reasonable level. Its price-to-sales (P/S) multiple is 16.26X, far below Arm Holdings\u2019 31.2X. This suggests that NVIDIA offers better value relative to its growth potential. Image Source: Zacks Investment Research Both NVIDIA and Arm Holdings are important to the AI chip market, but NVIDIA\u2019s scale, technology leadership and ability to manage challenges give it the advantage right now. Arm\u2019s growth story is solid, but concerns about tariffs, China exposure and a high valuation make NVIDIA the stronger choice for investors looking for more balanced risk and return in AI. NVIDIA carries a Zacks Rank #3 (Hold), making it a clear winner over Arm Holdings, which has a Zacks Rank #4 (Sell) at present. You can see the complete list of today\u2019s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research"", ""Is ARM's 22% Plummet Over a Year Offering a Fair Price for the Stock? Arm Holdings plc ARM stock has declined significantly over the past year. Shares have declined 22% against the industry\u2019s 4.3% growth. Image Source: Zacks Investment Research Considering the current weakness of ARM shares, investors may wonder if now is the right time to invest in the stock. Let\u2019s delve deeper. ARM\u2019s core strength in power-efficient chip architecture remains central to its leadership in mobile computing. Its designs power sleek, energy-saving devices from Apple AAPL, Qualcomm QCOM, and Samsung, making ARM the foundation of today\u2019s mobile innovation. As demand for performance on minimal power rises, Arm Holdings\u2019 chips continue to dominate smartphones and tablets. Apple leverages ARM\u2019s architecture for its M-series chips, while Qualcomm depends on it to power its Snapdragon lineup. Samsung integrates ARM designs across mobile and consumer electronics, further affirming its critical role. ARM\u2019s proven ability to balance high efficiency and low power draw has solidified its status in the mobile era. ARM is rapidly emerging as a foundational player in the age of artificial intelligence (AI) and the Internet of Things (IoT). As Apple, Qualcomm and Samsung pursue AI-driven innovation, they increasingly rely on ARM\u2019s flexible, energy-efficient architecture. AI models are being embedded into everything from wearables to cloud data centers, and ARM\u2019s chips are built to meet these growing demands. Apple continues to scale its AI integration on ARM-based silicon, Qualcomm expands its AI capabilities in mobile and automotive, and Samsung explores next-gen IoT through Exynos chips powered by ARM. With machine learning and edge computing at the forefront, ARM is becoming an indispensable infrastructure for the next wave of tech advancement. ARM faces notable risks due to its significant exposure to China, its second-largest market. Growth in the region has been sluggish, and one potential reason is the rising adoption of RISC-V, an open-source chip architecture increasingly favored by Chinese firms. This trend may soon accelerate, as the Chinese government is preparing to issue formal guidelines aimed at promoting the development and widespread use of RISC-V technology. Such state-backed support could further weaken ARM\u2019s position in the Chinese semiconductor ecosystem over the coming years. Given China's strategic focus on reducing dependence on foreign chip architectures, Arm\u2019s reliance on this market presents a long-term concern. If RISC-V adoption continues to gain traction, Arm Holdings\u2019 growth prospects in China could remain muted, affecting its broader global momentum. These evolving competitive dynamic highlights a key vulnerability in Arm\u2019s business model that investors should closely monitor. ARM\u2019s potential move into producing its own CPUs presents both opportunity and risk. On one hand, entering the hardware space could significantly expand its total addressable market and drive revenue growth. However, this strategy could also backfire by turning Arm Holdings into a direct competitor to its top customers, potentially straining key relationships. The risk is heightened by reports that the company is hiring talent away from these same clients, which may further fuel tensions. While the hardware push offers upside, it could alienate partners and jeopardize existing licensing revenues from major chipmakers. At the same time, ARM\u2019s move to develop its CPUs could significantly compress its gross margins, as the company would begin absorbing the direct costs associated with chip manufacturing. ARM may face near-term headwinds as analyst sentiment turns cautious. Over the past 60 days, five downward revisions have been made to its first-quarter fiscal 2025 earnings estimates, with no upward adjustments. This trend reflects growing concern over the company's ability to meet prior expectations amid evolving industry dynamics. Image Source: Zacks Investment Research Notably, the Zacks Consensus Estimate for earnings has dropped by 15% during this period, signaling potential softness in revenue or margin performance. Such cuts can weigh on investor confidence and may lead to increased volatility in the stock until visibility around growth drivers improves. Image Source: Zacks Investment Research ARM stock is currently expensive. It is priced at around 73.36 times forward 12-month earnings per share, significantly higher than the industry\u2019s average of 30.64 times. When looking at the trailing 12-month EV-to-EBITDA ratio, ARM is trading at around 103.73 times, far exceeding the industry\u2019s average of 19.24 times. ARM may no longer justify investor confidence despite its leadership in power-efficient chip architecture and rising relevance in AI and IoT. The company faces multiple headwinds, from weakening growth in China due to increasing adoption of rival technologies like RISC-V, to potential fallout with top clients as it pushes into CPU manufacturing. This shift could hurt existing partnerships and pressure margins. Analyst sentiment has also turned negative, with multiple downward revisions to earnings estimates. Coupled with an overstretched valuation compared to peers, these factors suggest limited upside. Investors may want to exit positions before challenges deepen further. ARM currently carries a Zacks Rank #4 (Sell). You can see the complete list of today\u2019s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report QUALCOMM Incorporated (QCOM) : Free Stock Analysis Report Apple Inc. (AAPL) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research""]"
ARM,2025-06-20,146.705,148.48,143.26,145.09,"15 AI stocks to watch outside of the Magnificent 7 Some investors may be wondering if they missed out on Nvidia's (NVDA) artificial intelligence (AI) run. Futurum CEO Daniel Newman joins Morning Brief to highlight 15 alternative AI plays, including Broadcom (AVGO), Palantir (PLTR), and Oracle (ORCL), that could benefit from the next wave of custom chip demand. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here."
ARM,2025-06-23,143.0,149.59,142.6,149.33,
ARM,2025-06-24,151.0,157.23,150.9,156.41,
ARM,2025-06-25,157.11,159.88,156.68,157.31,"Arm Reaches For New Highs After Laying Groundwork For The AI Revolution An unsung hero in the artificial intelligence revolution is a relatively small U.K. chip design company called Arm Holdings. On Tuesday, Arm stock got a Relative Strength Rating upgrade that pushed its stock into an elite group. Arm designs chip cores and licenses them to makers of the microprocessors that run electronic devices."
ARM,2025-06-26,158.535,160.4,157.245,158.15,
ARM,2025-06-27,159.0,166.36,158.76,165.45,"Teradyne Announces Election of Two New Independent Directors Technology and semiconductor industry veterans Drew Henry and Dr. Necip Sayiner to join Board NORTH READING, Mass., June 26, 2025--(BUSINESS WIRE)--Teradyne, Inc. (NASDAQ:TER) announced the election of two new independent directors to its Board of Directors (the ""Board""). Drew Henry, Executive Vice President of Strategy & Ecosystem at Arm Holdings, and Dr. Necip Sayiner, former President and CEO of Intersil Corporation, will join the Teradyne Board effective July 1, 2025. Mr. Henry was appointed to the Board's Compensation Committee and Nominating and Corporate Governance Committee, and Dr. Sayiner was appointed to the Board’s Audit Committee. These appointments are part of a multi-year board refreshment process, led by the Board’s Nominating and Corporate Governance Committee and aided by an independent search firm, to thoughtfully evolve the Board with directors that possess complementary skills aligned with Teradyne’s strategic priorities to accelerate shareholder value creation. With these appointments and following the conclusion of Ford Tamer’s tenure as a Director at the 2025 Annual Meeting, the Board will expand from seven to nine directors, five of whom have been added over the past three years and eight of whom are independent. ""We are very excited to welcome Drew and Necip to our Board of Directors,"" said Paul Tufano, Teradyne’s Chairman. ""Drew’s extensive experience within the semiconductor industry, particularly in the Compute space, will provide valuable insights to the Board as Teradyne pursues new opportunities in the Semiconductor Test and Product Test businesses. Necip’s deep technical expertise and leadership across networking and analog mixed signal, driving targeted growth through end market diversification, will provide a unique perspective to the Board across Teradyne’s businesses. We are confident that the Company will continue to benefit from the Board’s perspectives and insights as we advance our efforts to push the technology and operating boundaries."" About Drew Henry Drew Henry is the Executive Vice President of Strategy & Ecosystem at Arm Holdings, a global leader in semiconductor and software design. Since joining Arm in 2017, he has held multiple senior roles and helped shape Arm’s growth strategy across its global business. Mr. Henry brings more than 30 years of deep industry experience across the semiconductor, computing, and technology sectors, with a focus on strategic growth, platform development, and operational execution. Prior to joining Arm, Mr. Henry served as the CEO of Acetti Software, a venture-funded cloud start-up, and held senior roles at SanDisk where he was the Senior Vice President and General Manager for various business units developing data storage solutions for telecommunication, consumer electronics, automotive, and cloud companies. Mr. Henry spent over a decade at Nvidia where he was the General Manager for GeForce, Nvidia’s brand of graphics processing units. He holds a Master of Science in Electrical Engineering from the University of Southern California and a BS in Engineering Physics from the University of the Pacific. About Necip Sayiner Dr. Necip Sayiner is a seasoned executive with over 25 years of leadership experience in the semiconductor industry and a proven track record of value creation. He served as President and CEO of Intersil Corporation, where he led the company’s $3.2B sale to Renesas Electronics in 2017, and later joined Renesas as Executive Vice President and General Manager until 2019. Prior to Intersil, he was President and CEO of Silicon Laboratories and held senior executive positions at Agere Systems. Dr. Sayiner has also contributed to the broader industry as Chairman of the Semiconductor Industry Association. He currently serves on the boards of Sandisk, Rambus, and Axcelis Technologies. Dr. Sayiner holds a Ph.D. in Electrical Engineering from the University of Pennsylvania, an MS in Engineering from Southern Illinois University, and dual BS degrees in Electrical and Electronics Engineering and Physics from Bosphorus University in Turkey. About Teradyne Teradyne (NASDAQ:TER) designs, develops, and manufactures automated test equipment and advanced robotics systems. Its test solutions for semiconductors and electronics products enable Teradyne’s customers to consistently deliver on their quality standards. Its advanced robotics business includes collaborative robots and mobile robots that support manufacturing and warehouse operations for companies of all sizes. For more information, visit teradyne.com. Teradyne® is a registered trademark of Teradyne, Inc., in the U.S. and other countries. View source version on businesswire.com: https://www.businesswire.com/news/home/20250626452054/en/ Contacts For more information, contact: Traci Tsuchiguchi Investor Relations Tel 978.370.2444 investorrelations@teradyne.com"
ARM,2025-06-30,166.965,168.31,161.222,161.71,
ARM,2025-07-01,160.0,161.75,153.517,156.33,"[""Guggenheim Boosts Arm Holdings (ARM) Price Target\u2014Here\u2019s What\u2019s Driving It Arm Holdings plc (NASDAQ:ARM) is one of the 10 AI Stocks Making Waves on Wall Street. On June 30, Guggenheim analyst John DiFucci raised the price target on the stock from $147.00 to $187.00, maintaining a \u201cBuy\u201d rating. The firm cited increased visibility in Arm\u2019s license revenue for the rating affirmation, noting that it is anticipated to result in royalty revenue growth over the next several years. According to analyst DiFucci, 2025 has seen software stocks moving with broad economic sentiment instead of company fundamentals. Even though security stocks outperformed software on the whole, their underlying growth has slowed except in areas such as Identity and Data security. Pixabay/Public Domain The firm further stated that even though some positive momentum exists, backed by retail trading and FX tailwinds, corporate IT demand is weak, which is why earnings may fall short. This is why the firm has raised the price target modestly, based on expected higher revenue growth. While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you\u2019re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks in the Spotlight and 10 AI Stocks Investors are Watching. Disclosure: None."", ""Arm Holdings (NasdaqGS:ARM) Reports Mixed Earnings With Rising Sales But Declining Net Income Arm Holdings experienced a significant share price increase of 55% in the last quarter, reflecting recent strategic developments and market trends. The partnership with Cerence Inc. to enhance AI capabilities likely bolstered investor confidence, aligning with the broader market rally driven by improving geopolitical stability and positive economic indicators. Despite a mixed earnings report, where sales rose but net income declined, the favorable market environment for tech stocks, coupled with Arm's strong industry position, supported its appreciation. Additionally, the decision not to pursue the Alphawave acquisition may have stabilized market perceptions, contributing positively to the overall price movement. Buy, Hold or Sell Arm Holdings? View our complete analysis and fair value estimate and you decide. Trump has pledged to \""unleash\"" American oil and gas and these 22 US stocks have developments that are poised to benefit. The recent developments at Arm Holdings, notably the strategic partnership with Cerence Inc. to bolster AI capabilities, could significantly influence the company's revenue and earnings forecasts. With the tech sector thriving amid improving economic conditions, Arm's focus on AI and partnerships with hyperscalers like AWS and NVIDIA is expected to drive robust growth in smartphones, autos, and IoT. Despite hurdles such as the Qualcomm lawsuit and concentrated customer risks, Arm's R&D investments and CSS technology are poised to enhance its licensing revenues and royalty rates. Over the last year, including dividends, Arm's total return was 1.12%. This is a stark contrast to its recent quarterly performance, which saw a share price increase of 55%. In comparison, Arm underperformed the US market's 13.7% return and the Semiconductor industry's 18.7% return over the past year. The company's execution of strategic measures and industry positioning offers a mixed performance narrative in the longer term. As for valuation, Arm's current share price of US$122.44 stands at a 20.04% discount to the consensus analyst price target of US$132.31. The disparity between the bullish analyst target of US$203.0 and the most bearish of US$73.0 reflects differing anticipations of future growth rates and valuation multiples. While Arm's share price has appreciated, aligning future price movements with analysts\u2019 forecasts will be contingent on revenue reaching US$7.4 billion and earnings US$2.8 billion by 2028, against an anticipated PE ratio of 108.0x. The valuation report we've compiled suggests that Arm Holdings' current price could be inflated. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:ARM. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com""]"
ARM,2025-07-02,154.205,155.24,152.03,154.63,
ARM,2025-07-03,155.86,157.42,154.16,155.09,"Why Arm Holdings Stock Soared 30% in June Through its CPU architecture licensing, Arm has broad exposure to AI growth. The stock seemed to gain on Apple's WWDC conference. Its valuation could put pressure on the stock from here. 10 stocks we like better than Arm Holdings › Shares of Arm Holdings (NASDAQ: ARM) shot up last month on a broader bullish trend in the semiconductor industry that lifted peers like Nvidia and AMD as concerns around tariffs and a potential recession simmered down, and the risk-on artificial intelligence (AI) trade returned. There was no single news item that drove Arm stock higher, but several events combined to send the stock up 30% by the end of the month, according to data from S&P Global Market Intelligence. As you can see from the chart below, the stock marched steadily higher over the course of the month, easily outperforming the S&P 500. There was relatively little company-specific news out on Arm last month, but the company, which is best known for power-efficient CPU architecture, is a close partner of tech giants like Apple and Nvidia, giving it a broad range of exposure across the tech industry. The company, which licenses its architecture to those partners, is also sensitive to the economic cycle, which can drive demand. So it responded favorably to signs that the U.S. economy remained resilient, according to data, even with new tariffs in place. In fact, one of Arm's best days last month came from Apple's World Wide Developer Conference (WWDC), where Apple announced a number of new features to its iOS software and Apple Intelligence. Apple is a major customer for Arm, and the news was enough to drive Apple stock up 4.1% on the day on its second-highest trading volume day of the month. After Arm stock dipped briefly, it surged over the last full week of June in line with broader market gains as Mideast tension tamped down, and inflation remained modest through May, showing that tariffs had not yet had a meaningful impact on prices. Arm closed out the month receiving a bullish note from Guggenheim, which maintained a buy rating on the stock and raised its price target from $147 to $187. Arm stock has fallen over the first two days of July as the valuation is arguably stretched following last week's gains. The company's competitive advantages are formidable due to its technological edge in power efficiency, but significant growth is already baked into the stock as it trades at a price-to-sales ratio of 41. While the business looks like a good bet to continue growing, investors may want to wait for a more attractive price point before buying the stock. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Arm Holdings wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $697,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $939,655!* Now, it’s worth noting Stock Advisor’s total average return is 1,045% — a market-crushing outperformance compared to 178% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Jeremy Bowman has positions in Advanced Micro Devices, Arm Holdings, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, and Nvidia. The Motley Fool has a disclosure policy. Why Arm Holdings Stock Soared 30% in June was originally published by The Motley Fool"
ARM,2025-07-07,154.0,154.0,145.4,146.88,"[""Arm Announces Earnings Release Date for First Quarter Fiscal Year Ended 2026 CAMBRIDGE, England, July 07, 2025--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) today announced it will report financial results for the first quarter of fiscal year 2026 on Wednesday, July 30, 2025, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. The live audio webcast will be available at: https://edge.media-server.com/mmc/p/ttpouhi2 and a replay of the conference call can be accessed on http://investors.arm.com/ shortly afterwards. The replay will be available for four weeks. About Arm Arm is the industry\u2019s highest-performing and most power-efficient compute platform with unmatched scale that touches 100 percent of the connected global population. To meet the insatiable demand for compute, Arm is delivering advanced solutions that allow the world\u2019s leading technology companies to unleash the unprecedented experiences and capabilities of AI. Together with the world\u2019s largest computing ecosystem and 22 million software developers, we are building the future of AI on Arm. All information is provided \""as is\"" and without warranty or representation. This document may be shared freely, attributed and unmodified. Arm is a registered trademark of Arm Limited (or its subsidiaries or affiliates). All brands or product names are the property of their respective holders. \u00a9 1995-2025 Arm Limited. View source version on businesswire.com: https://www.businesswire.com/news/home/20250707836761/en/ Contacts Media Kristen Ray Kristen.Ray@arm.com Investors Arm Investor Relations Investor.Relations@arm.com"", ""Has ARM's 16% Decline Over a Year Created a Buying Opportunity? Shares of Arm Holdings plc ARM have dropped 16% over the past year, underperforming the broader semiconductor industry, which posted a solid 16% gain during the same period. This stark contrast raises an important question for investors: With ARM stock lagging behind its peers, could this present a potential buying opportunity, or is there more downside ahead? Image Source: Zacks Investment Research Let\u2019s take a closer look at what\u2019s driving the stock\u2019s weakness and whether now might be a smart time to invest. ARM\u2019s core strength in power-efficient chip architecture remains central to its leadership in mobile computing. Its designs power sleek, energy-saving devices from Apple AAPL, Qualcomm QCOM, and Samsung, making ARM the foundation of today\u2019s mobile innovation. As demand for performance on minimal power rises, Arm Holdings\u2019 chips continue to dominate smartphones and tablets. Apple leverages ARM\u2019s architecture for its M-series chips, while Qualcomm depends on it to power its Snapdragon lineup. Samsung integrates ARM designs across mobile and consumer electronics, further affirming its critical role. ARM\u2019s proven ability to balance high efficiency and low power draw has solidified its status in the mobile era. ARM is rapidly emerging as a foundational player in the age of artificial intelligence (AI) and the Internet of Things (IoT). As Apple, Qualcomm, and Samsung pursue AI-driven innovation, they are increasingly relying on ARM\u2019s flexible and energy-efficient architecture. AI models are being embedded into everything from wearables to cloud data centers, and ARM\u2019s chips are built to meet these growing demands. Apple continues to scale its AI integration on ARM-based silicon, Qualcomm expands its AI capabilities in mobile and automotive, and Samsung explores next-gen IoT through Exynos chips powered by ARM. With machine learning and edge computing at the forefront, ARM is becoming an indispensable infrastructure for the next wave of tech advancement. ARM faces notable risks due to its significant exposure to China, its second-largest market. Growth in the region has been sluggish, and one potential reason is the rising adoption of RISC-V, an open-source chip architecture increasingly favored by Chinese firms. This trend may soon accelerate, as the Chinese government prepares to issue formal guidelines aimed at promoting the development and widespread use of RISC-V technology. Such state-backed support could further weaken ARM\u2019s position in the Chinese semiconductor ecosystem over the coming years. Given China's strategic focus on reducing dependence on foreign chip architectures, the company\u2019s reliance on this market presents a long-term concern. If RISC-V adoption continues to gain traction, Arm Holdings\u2019 growth prospects in China could remain muted, affecting its broader global momentum. These evolving competitive dynamic highlights a key vulnerability in ARM\u2019s business model that investors should closely monitor. ARM\u2019s potential move into producing its own CPUs presents both an opportunity and a risk. On one hand, entering the hardware space could significantly expand its total addressable market and drive revenue growth. However, this strategy could also backfire by turning Arm Holdings into a direct competitor to its top customers, potentially straining key relationships. The risk is heightened by reports that the company is hiring talent away from these same clients, which may further fuel tensions. While the hardware push offers upside, it could alienate partners and jeopardize existing licensing revenues from major chipmakers. At the same time, ARM\u2019s move to develop its CPUs could significantly compress its gross margins, as the company would begin absorbing the direct costs associated with chip manufacturing. ARM may face near-term headwinds as analyst sentiment turns cautious. Over the past 60 days, five downward revisions have been made to its first-quarter fiscal 2025 earnings estimates, with no upward adjustments. This trend reflects growing concern over the company's ability to meet prior expectations amid evolving industry dynamics. Image Source: Zacks Investment Research Notably, the Zacks Consensus Estimate for earnings has dropped by 15% during this period, signaling potential softness in revenues or margin performance. Such cuts can weigh on investor confidence and may lead to increased volatility in the stock until visibility around growth drivers improves. Image Source: Zacks Investment Research ARM stock is currently expensive. It is priced at around 82.54 times forward 12-month earnings per share, significantly higher than the industry\u2019s average of 33.55 times. When looking at the trailing 12-month EV-to-EBITDA ratio, ARM is trading at around 120.3 times, far exceeding the industry\u2019s average of 21.16 times. ARM may no longer justify investor confidence, despite its leadership in power-efficient chip architecture and rising relevance in AI and IoT. The company faces multiple headwinds, including weakening growth in China due to increasing adoption of rival technologies like RISC-V, as well as potential fallout with top clients as it pushes into CPU manufacturing. This shift could hurt existing partnerships and pressure margins. Analyst sentiment has also turned negative, with multiple downward revisions to earnings estimates. Coupled with an overstretched valuation compared to peers, these factors suggest limited upside. Investors may want to exit positions before challenges deepen further. ARM currently carries a Zacks Rank #4 (Sell). You can see the complete list of today\u2019s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report QUALCOMM Incorporated (QCOM) : Free Stock Analysis Report Apple Inc. (AAPL) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research""]"
ARM,2025-07-08,148.93,150.0,147.05,147.79,
ARM,2025-07-09,149.59,152.78,147.8,148.02,"[""Exclusive: Arm estimates a 14-fold increase in data center customers since 2021, company says By Max A. Cherney SAN FRANCISCO (Reuters) -The number of customers that use Arm (ARM)-based chips in data centers has grown to 70,000, a 14-fold increase since 2021, the company told Reuters. Under the guidance of Chief Executive Rene Haas, chip technology maker Arm has been working to expand its business into the PC market and has made substantial gains selling its architecture for data center chips as well. Like other chip companies, Arm has benefitted from the frenzy around generative artificial intelligence computing and said a significant portion of its data center growth is due to AI. The company said it had seen a 12-fold spike in startups that are using Arm chips from 2021. Arm's strong outlook arrives as the chip industry faces near term challenges. While chips related to building AI data centers have boomed, other large swaths of the semiconductor market such as PC and mobile sales have remained slow. The company declined to provide annual financial guidance due to trade uncertainty when it released results in May. Chips based on the Arm architecture are known for delivering high performance with low energy consumption, which is one of the reasons it powers just about every mobile phone on the planet. Such performance has been adapted by chip designs for data center processors, which typically consume substantially more energy. The data center market earlier proved difficult for Arm to break into, but the company has more recently been aided by cloud computing giants such as Amazon (AMZN), Alphabet's (GOOG, GOOGL) Google and Microsoft (MSFT) developing home-grown Arm chips for use in their sprawling infrastructure. Customers often rent Arm-based chips through a cloud computing company such as Amazon's AWS. Amazon has rolled out several generations of its data center processor (CPU) since 2018, including artificial intelligence versions, and added millions Arm-based chips to its cloud computing platform. But SoftBank (SFTBY)-owned Arm has made big gains in other areas as well, as it seeks to erode the computing dominance of designs from Advanced Micro Devices (AMD) and Intel (INTC), based on the x86 architecture. The group of developers worldwide working to make apps that run its tech is crucial to a chip company's success. According to the company, Arm has roughly doubled the number of applications since 2021 running on Arm-based machines to 9 million. The developer base working with the company's computing architecture has increased by 1.5 times to 22 million since 2021. (Reporting by Max A. Cherney in San Francisco; Editing by Sonali Paul)"", ""Market Chatter: Arm Sees 14-Fold Rise in Data Center Customers Since 2021 The number of customers using Arm Holdings-based (ARM) chips in data centers has jumped to about 70,"", ""Sector Update: Tech Stocks Edge Higher Premarket Wednesday Technology stocks were edging higher premarket Wednesday with the Technology Select Sector SPDR Fund"", ""ARM Holdings (ARM): Embracing Higher Royalties and Data Center Growth Artisan Partners, an investment management company, released its \u201cArtisan Developing World Fund\u201d second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund (Investor Class) returned 14.40% compared to 11.99% for the MSCI Emerging Markets Index. The Artisan Developing World Fund has returned 192.04% cumulatively, since June 30, 2015, compared to 60.03% for the index. Equities rose in the quarter despite uncertainty around US trade initiatives, strife in longer-dated bond markets, shifts in global currency preferences, and flash points in geopolitical conditions. US markets outperformed international markets in local currency terms for the same period. In addition, please check the fund\u2019s top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Artisan Developing World Fund highlighted stocks such as Arm Holdings plc (NASDAQ:ARM). Arm Holdings plc (NASDAQ:ARM) develops and licenses central processing unit products and related technologies for semiconductor companies. The one-month return of Arm Holdings plc (NASDAQ:ARM) was 5.28%, and its shares lost 20.74% of their value over the last 52 weeks. On July 8, 2025, Arm Holdings plc (NASDAQ:ARM) stock closed at $147.79 per share, with a market capitalization of $156.21 billion. Artisan Developing World Fund stated the following regarding Arm Holdings plc (NASDAQ:ARM) in its second quarter 2025 investor letter: A leading semiconductor chip on a computer robot arm, reflecting the technology advances of the company. Arm Holdings plc (NASDAQ:ARM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge fund portfolios held Arm Holdings plc (NASDAQ:ARM) at the end of the first quarter, compared to 43 in the previous quarter. While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the risk and potential of ARM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.""]"
ARM,2025-07-10,149.0,149.0,145.618,148.55,"[""Update: Market Chatter: Arm Sees 14-Fold Rise in Data Center Customers Since 2021 (Updates to include Arm's response in the last paragraph.) The number of customers using Arm Hold"", ""Nvidia initiated, Roku upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: KeyBanc upgraded Roku (ROKU) to Overweight from Sector Weight with a $115 price target. The firm says the combination of a budget shift and the company's advertising innovation is creating \""multiyear tailwinds.\"" Piper Sandler upgraded Oracle (ORCL) to Overweight from Neutral with a price target of $270, up from $190. The firm's latest chief investment officer survey reinforced a \""bullish spending backdrop\"" for artificial intelligence infrastructure and for Oracle, increasing enterprise demand could \""add another layer\"" of growth to the company's OpenAI-Stargate opportunity. Goldman Sachs upgraded McDonald's (MCD) to Buy from Neutral with an unchanged price target of $345, suggesting 18% upside. The firm sees the company using its \""marketing power\"" to elevate consumer awareness around its new menu offerings to generate traffic and check growth. Wolfe Research upgraded Piper Sandler (PIPR) to Outperform from Peer Perform with a $339 price target. Piper is positioned to benefit disproportionately from the ramping bank and sponsor merger deals, the firm tells investors in a research note. Baird upgraded Trex Company (TREX) to Outperform from Neutral with a price target of $75, up from $65. The firm believes the company's \""relatively stable\"" sell-through trends should be a positive for investor sentiment. Top 5 Downgrades: Needham downgraded CoreWeave (CRWV) to Hold from Buy without a price target. The firm believes the company's Core Scientific (CORZ) acquisition is a strategic fit but argues that the latter's valuation is full at current share levels. H.C. Wainwright double downgraded Coinbase (COIN) to Sell from Buy with a $300 price target on valuation. The firm still views Coinbase as a \""Best of Breed\"" crypto exchange but says the stock's valuation has \""outstripped near-term fundamentals\"" following the 150% rally since the April lows. Morgan Stanley downgraded Molina Healthcare (MOH) to Equal Weight from Overweight with a price target of $266, down from $364. Unexpected near-term challenges currently outweigh the long-term upside levers referenced in the firm's initiation, the firm tells investors in a research note, also citing incremental pressures across Exchange and other insurance lines of business. Morgan Stanley also downgraded Centene (CNC) to Equal Weight from Overweight with a price target of $33, down from $70. TD Cowen downgraded Lockheed Martin (LMT) to Hold from Buy with a price target of $480, down from $500. The firm believes the shares could remain range-bound over the next year given the F-35 and execution challenges. Piper Sandler downgraded Workday (WDAY) to Underweight from Neutral with a price target of $235, down from $255. Piper's latest chief investment officer survey reinforced a \""bullish spending backdrop\"" for artificial infrastructure and \""elevating risks\"" to the broader application category. Top 5 Initiations: Goldman Sachs initiated coverage of Nvidia (NVDA) with a Buy rating and $185 price target. The firm initiated the U.S. digital semiconductor and electronic design automation software group, saying it is most constructive on merchant silicon and EDA vendors tied to artificial intelligence related capital spending. Goldman also started coverage of Lam Research (LRCX), Seagate (STX), Applied Materials (AMAT), Broadcom (AVGO), Synopsis (SNPS), Texas Instruments (TXN), Microchip (MCHP), NXP Semiconductors (NXPI), Analog Devices (ADI), and SanDisk (SNDK) with Buy ratings; AMD (AMD), Arm (ARM), Marvell (MRVL), KLA Corp. (KLAC), Micron (MU), Western Digital (WDC), On Semi (ON), Qorvo (QRVO), GlobalFoundries (GFS), Amkor Technology (AMKR), and Entegris (ENTG) with Neutral; and Teradyne (TER), Skyworks (SWKS), and MKS Inc. (MKSI) with Sell. Seaport Research initiated coverage of GE Vernova (GEV) with a Buy rating and $630 price target. The firm is \""very bullish\"" on GE Vernova's Power and Electrification divisions and sees the Wind division as \""an out-of-the-money option\"" on an eventual rebound in U.S. onshore wind development. Seaport Research initiated coverage of Quanta Services (PWR) with a Neutral rating and no price target. The firm awaits a lower valuation or reduced financial leverage before recommending shares of Quanta. Deutsche Bank initiated coverage of Cinemark (CNK) with a Buy rating and $36 price target. The firm expects the volume of films released to theaters to continue to improve in the second half of 2025 and beyond. BofA reinstated coverage of Estee Lauder (EL) with a Buy rating and $110 price target. BofA is confident that Estee Lauder's \""Beauty Reimagined\"" plan will drive an earnings recovery and forecasts a 4% revenue compound annual growth rate, which should come with high incremental margin drop through."", ""Mizuho Raises Arm Holdings (ARM) Price Target, Citing Strong Azure and AI Tailwinds Arm Holdings plc (NASDAQ:ARM) ranks among the 20 best fast growth stocks to invest in. On July 2, Mizuho maintained its Outperform rating on Arm Holdings plc (NASDAQ:ARM) and raised its price target from $160 to $180. In contrast to consensus projections of $1.05 billion and $0.35 for the June quarter, the research firm maintained its revenue and EPS estimates at $1.07 billion and $0.35, respectively. With Azure penetration rising from 5\u201310% in 2024 to 15-20% in 2025 and potentially reaching roughly 33% in 2026, the firm sees Arm Holdings plc (NASDAQ:ARM) as a \u201cmajor beneficiary\u201d of Cobalt, which it predicts would expand 100% year over year in 2025. Mizuho outlined some other growth drivers as well, including the potential benefits of an OpenAI/ARM AI processor for Softbank\u2019s Project Stargate, a potential CPU relationship with META, and the availability of over 1,500 engineers for CPU/GPU/DPU development thanks to Softbank\u2019s acquisitions of Graphcore and Ampere. Arm Holdings plc (NASDAQ:ARM) is British software design and semiconductor company. The company provides microprocessors, graphics processing units, systems intellectual property (IPs), and other associated services. While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you\u2019re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. Read More: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds Disclosure: None.""]"
ARM,2025-07-11,145.94,145.94,145.94,145.94,"Why Arm Holdings Gained 31% in the First Half of 2025 Arm shares soared on the announcement of the Stargate Project. The company continued to deliver solid growth on the top and bottom lines. 10 stocks we like better than Arm Holdings › Shares of Arm Holdings (NASDAQ: ARM) continued to march higher in the first half of the year, benefiting from the broader tailwinds in artificial intelligence (AI), market share gains, and solid growth in its earnings report. Arm, which licenses its central processing unit (CPU) architecture to partners like Apple and Nvidia, is well positioned to capitalize on the data center boom and future growth in edge AI, as its architecture is more power-efficient than the competing x86 alternative used by Intel and AMD. As a result, Arm continues to earn a high valuation since it has a long runway of growth in the AI era. According to data from S&P Global Market Intelligence, the stock finished the first half of the year up 31%. As you can see from the chart below, Arm started the year on a high note before crashing on tariff-driven concerns and then recovered to nearly its previous peak. Arm has one of the most resilient business models in the semiconductor sector, as it earns money when it signs its licensing agreements and on royalties when the products containing its designs are sold. That creates a long-term, high-margin revenue stream and is part of the reason the stock trades at a price-to-sales (P/S) ratio of 39 right now. Through the first half of 2025, Arm jumped early in the year as it was named as one of the partners in the Stargate project, which plans to invest up to $500 billion in AI infrastructure. Softbank, the Japanese investment giant that owns roughly 90% of Arm, will be one of the lead partners, which could be an advantageous position for Arm. The stock soared on the news. In its two quarterly reports, the company showed off solid growth on both the top and bottom lines, though the stock pulled back both times. In May, during the fiscal fourth quarter, the stock fell in part due to management's decision not to provide full-year guidance, which was due to broader uncertainty in trade policy and the fact that its customers had also not provided guidance. Overall revenue rose 34% to $1.24 billion, paced by strong licensing growth, and operating income was $410 million, showing its impressive margins. Arm still has a lot of growth in front of it, but given its high valuation, it may take time for the stock to move substantially higher. Still, the business is in an excellent position to capitalize on the AI boom. Investors may want to take advantage of any pullbacks in the stock over the rest of the year. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Arm Holdings wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $694,758!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $998,376!* Now, it’s worth noting Stock Advisor’s total average return is 1,058% — a market-crushing outperformance compared to 180% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Jeremy Bowman has positions in Advanced Micro Devices, Arm Holdings, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Intel, and Nvidia. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy. Why Arm Holdings Gained 31% in the First Half of 2025 was originally published by The Motley Fool"
ARM,2025-07-14,145.94,145.96,140.7,144.54,"From Smartphones to AI: ARM's Expanding Global Tech Influence Arm Holdings ARM has long been recognized for its power-efficient chip architecture, a key factor behind its dominance in the mobile computing space. However, its influence now extends well beyond smartphones and tablets. Renowned for powering sleek, energy-efficient designs in devices from industry giants like Apple AAPL, Qualcomm QCOM and Samsung, Arm Holdings is emerging as a foundational force in the rapidly evolving realms of artificial intelligence (AI) and the Internet of Things (IoT). What sets ARM apart is its unmatched ability to deliver high performance with minimal power consumption, an increasingly critical requirement as the world becomes more connected and intelligent. From wearables to cloud data centers, AI workloads are proliferating across device categories, and Arm Holdings’ flexible, energy-efficient architecture is being adopted to meet these next-generation demands. Apple continues to rely heavily on Arm Holdings’ architecture, using it as the backbone for its M-series chips and accelerating AI integration across its ecosystem. Qualcomm, a long-time partner, leverages Arm Holdings’ designs in its Snapdragon processors to fuel AI-driven innovations in smartphones and automotive platforms. Samsung, too, embeds Arm technology in its mobile and consumer electronics devices while advancing AI and IoT capabilities through its Exynos chipsets. The reliance on ARM by these tech leaders isn’t just continuing — it’s deepening. As Apple, Qualcomm and Samsung scale up their AI ambitions and broaden their IoT strategies, Arm Holdings remains central to enabling this transformation through its scalable power efficiency. The company’s commitment to optimizing its architecture for machine learning and edge computing further strengthens its alignment with the strategic needs of its top clients. In this light, Arm Holdings is no longer just a key player in mobile chip design — it is fast becoming an essential infrastructure layer powering the AI and IoT future for Apple, Qualcomm and Samsung. Its growing role cements its position as a critical enabler in the broader technology ecosystem. The stock has climbed 41% in the past three months, underperforming the industry’s 45% growth. Image Source: Zacks Investment Research From a valuation standpoint, ARM trades at a forward price-to-sales ratio of 30.92, well above the industry’s 8.64. It carries a Value Score of F. Image Source: Zacks Investment Research The Zacks Consensus Estimate for ARM’s earnings has remained unchanged over the past 30 days. Image Source: Zacks Investment Research ARM stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report QUALCOMM Incorporated (QCOM) : Free Stock Analysis Report Apple Inc. (AAPL) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research"
ARM,2025-07-15,148.375,150.15,146.35,147.11,
ARM,2025-07-16,151.325,155.04,148.21,153.9,
ARM,2025-07-17,157.11,159.5,153.54,157.18,"[""Intel\u2019s Fall Was Two Decades In the Making. Can It Turn Things Around? Once the king of chipmaking, Intel\u2019s decline has been one for the ages, with its stock down two-thirds from its 2020 high. Almost two decades ago, new technologies slowly began to challenge Intel dominance: Arm -based CPUs and Nvidia accelerated GPU computing. Intel\u2019s customers mostly said that they weren\u2019t interested in those alternatives."", ""These Were the 2 Best-Performing Stocks in the Nasdaq-100 in June 2025 The Nasdaq-100 Index performed very well in the month of June. The two top performers saw their prices increase nearly 5 times the index. Micron Technology and Arm Holdings were major winners for their shareholders. 10 stocks we like better than Micron Technology \u203a The Nasdaq-100 index had an outstanding month in June. The index, consisting of the 100 largest non-financial stocks listed on the Nasdaq stock market, gained 6.3% in June. The two powerhouse technology stocks below, however, performed even better. Here's how well they did -- and why. Micron Technology's (NASDAQ: MU) share price increased 30.5% last month. That made it the Nasdaq-100's top performer. Micron designs and manufactures data storage products that have uses in generative artificial intelligence (AI), an area that has garnered plenty of investors' interest lately given that it's in the early days of what many believe is a massive growth opportunity. In late June, the company reported fiscal third-quarter results for the period ended on May 29. Micron Technology reported revenue of $9.3 billion, a 15.5% increase from the previous quarter and up 36.6% from a year ago. The company's high-bandwidth memory (HBM) used for AI training had quarter-over-quarter revenue growth of 50%. Management forecasts revenue of $10.4 billion to $11 billion for the fourth quarter, a 15% rise from the third quarter at the midpoint of its guidance. Arm Holdings (NASDAQ: ARM) stock appreciated by 29.9% in June. The company designs, develops, and licenses central processing units (CPUs) for semiconductor and original equipment manufacturing companies like Apple and Nvidia. Arm Holdings' stock price has been volatile this year, with the shares dropping from about $122 to $85 in April after large across-the-board tariffs were announced. The shares subsequently recovered and closed at nearly $146 on July 11. June's price movement appears tied to broader positive sentiment after the Trump administration delayed some tariff implementations. Arm Holdings reported fiscal fourth-quarter results in early May. Revenue for the period ended on March 31 grew 34% year over year to $1.2 billion. Before you buy stock in Micron Technology, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Micron Technology wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $674,281!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $1,050,415!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 1,059% \u2014 a market-crushing outperformance compared to 180% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of July 15, 2025 Lawrence Rothman, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple and Nvidia. The Motley Fool has a disclosure policy. These Were the 2 Best-Performing Stocks in the Nasdaq-100 in June 2025 was originally published by The Motley Fool"", ""Why Arm Holdings Stock Was Moving Higher Today BNP Paribas upgraded its rating on Arm Holdings. The bank sees it benefiting from a push into custom chips. The stock remains expensive, but its future is promising. 10 stocks we like better than Arm Holdings \u203a Shares of Arm Holdings (NASDAQ: ARM) were climbing today as one Wall Street analyst took a brighter view of the company. In a note this morning, BNP Paribas raised its rating on the CPU architecture specialist from neutral to outperform, and lifted its price target from $110 all the way up to $210. As a result, the stock was up 4.2% as of 1:11 p.m. ET. The bank upgraded the stock as analyst David O'Connor said that its new ASIC (application-specific integrated circuit) business, which refers to custom chips, could double the company's operating profit, even if it only captured 7% of the addressable market. O'Connor also said that there's still \""significant upside\"" in the stock, as the ASIC product line is not being fully valued. By nearly doubling the price target on Arm, the analyst is giving the stock an implied upside of 40%. Arm is moving further into custom chips, scoring Meta Platforms as its first major customer in February. The move represents a shift from the company's historical business model of licensing its architecture designs, but it also exposes it to a large market, and investors have priced in growth as the company trades at a high valuation. Arm stock is expensive, trading at a price-to-sales ratio of 38, but the stock deserves a premium. Not only is it delivering strong growth and impressive margins, but it has a resilient business model of licensing its battery-efficient CPU technology, which has given the company a competitive advantage in markets like smartphones and, increasingly, data centers. Additionally, its combination of revenue streams from licensing and royalties also ensures it has a long pipeline of revenue. The business is in great shape, though Arm's growth will be tested by its valuation. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Arm Holdings wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $679,653!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $1,046,308!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 1,060% \u2014 a market-crushing outperformance compared to 179% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of July 15, 2025 Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Jeremy Bowman has positions in Arm Holdings and Meta Platforms. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy. Why Arm Holdings Stock Was Moving Higher Today was originally published by The Motley Fool""]"
ARM,2025-07-18,158.5,161.95,156.385,156.74,"[""Zacks Investment Ideas feature highlights: Microsoft, Nvidia, Alphabet, Arm Holdings and Advanced Micro Devices Chicago, IL \u2013 July 18, 2025\u2013 Today, Zacks Investment Ideas feature highlights Microsoft's MSFT, Nvidia NVDA, Alphabet GOOGL, Arm Holdings ARM and Advanced Micro Devices AMD. No two years on Wall Street are the same. However, 2025 is an extreme example of how one year can differ from the next. 2024 was marked by a dovish Federal Reserve board and a slow grind higher in the major market indices. 2025 started with a returning administration in Washington DC (albeit four years later), the 'DeepSeek' scare, and the 'Liberation Day' fallout. First, a Chinese company released the 'DeepSeek\"" chatbot, which had similar performance to OpenAI and Microsoft's wildly popular 'ChatGPT' large language model, and was allegedly 'trained' at a fraction of the cost, suggesting that the company had found the holy grail of AI. In the following weeks, AI leaders such as Nvidia, Alphabet, Arm Holdings and Advanced Micro Devices would suffer swift losses as China threatened to take the lead in the high-stakes race for artificial intelligence supremacy. Then, on April 2nd, President Donald Trump announced a sweeping package of tariffs on hundreds of countries, accelerating the losses and sending stocks into bear market territory. On April 9th, President Trump announced a 90-day pause on 'reciprocal tariffs and stocks soared. Since then, stocks reacted positively to a preliminary and unexpected trade deal between the US and its largest trading partner, China. Finally, despite rampant investor fears, stocks exhibited resilience and shook off a targeted US attack on Iranian nuclear plants. Savvy investors understand that there are always lessons to be learned. Three of my key takeaways include: 1. Time Heals on Wall Street: Whether it was DeepSeek or the tariff fallout, the US market tends to shake off bad news as time passes. 2. Headlines can be a Distraction: Nearly every economist on Wall Street predicted that the Trump tariff policy would cause rampant inflation. In reality, the inflation rate is hovering near its lowest level in multiple years. 3. Price Action is Truth: The 21-day moving average is a fantastic intermediate-term guide for investors. In the first part of the year, it warned investors to stay out of the market. However, once the market regained the 21-day moving average, it never looked back. It's been a turbulent year, but 2025 has once again proven Wall Street's ability to climb the proverbial \""wall of worry.\"" From the initial DeepSeek shock and the tariff scares, the market has demonstrated remarkable resilience. From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months. Free: See Our Top Stock And 4 Runners Up Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@zacks.com https://www.zacks.com Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research"", ""2025: Wall Street's Steep Ascent Up the Wall of Worry No two years on Wall Street are the same. However, 2025 is an extreme example of how one year can differ from the next. 2024 was marked by a dovish Federal Reserve board and a slow grind higher in the major market indices. 2025 started with a returning administration in Washington DC (albeit four years later), the \u2018DeepSeek\u2019 scare, and the \u2018Liberation Day\u2019 fallout. First, a Chinese company released the \u2018DeepSeek\u201d chatbot, which had similar performance to OpenAI and Microsoft\u2019s (MSFT) wildly popular \u2018ChatGPT\u2019 large language model, and was allegedly \u2018trained\u2019 at a fraction of the cost, suggesting that the company had found the holy grail of AI. In the following weeks, AI leaders such as Nvidia (NVDA), Alphabet (GOOGL), Arm Holdings (ARM), and Advanced Micro Devices (AMD) would suffer swift losses as China threatened to take the lead in the high-stakes race for artificial intelligence supremacy. Then, on April 2nd, President Donald Trump announced a sweeping package of tariffs on hundreds of countries, accelerating the losses and sending stocks into bear market territory. Image Source: Zacks Investment Research On April 9th, President Trump announced a 90-day pause on \u2018reciprocal tariffs and stocks soared. Since then, stocks reacted positively to a preliminary and unexpected trade deal between the US and its largest trading partner, China. Finally, despite rampant investor fears, stocks exhibited resilience and shook off a targeted US attack on Iranian nuclear plants. Savvy investors understand that there are always lessons to be learned. Three of my key takeaways include: 1. Time Heals on Wall Street: Whether it was DeepSeek or the tariff fallout, the US market tends to shake off bad news as time passes. 2. Headlines can be a Distraction: Nearly every economist on Wall Street predicted that the Trump tariff policy would cause rampant inflation. In reality, the inflation rate is hovering near its lowest level in multiple years. 3. Price Action is Truth: The 21-day moving average is a fantastic intermediate-term guide for investors. In the first part of the year, it warned investors to stay out of the market.However, once the market regained the 21-day moving average, it never looked back. Image Source: Zacks Investment Research Bottom Line It\u2019s been a turbulent year, but 2025 has once again proven Wall Street\u2019s ability to climb the proverbial \u201cwall of worry.\u201d From the initial DeepSeek shock and the tariff scares, the market has demonstrated remarkable resilience. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research"", ""Microvast vs. Arm Holdings: Which Tech Growth Stock is the Better Bet? Both Microvast MVST and Arm Holdings ARM are innovators in the cutting-edge technology space. MVST focuses on innovative and reliable lithium-ion batteries equipped with advanced technologies, while Arm\u2019s core business involves licensing its processor designs to semiconductor companies and original equipment manufacturers. Both companies surf in major tech-waves, including electrification, AI and semiconductors. Those willing to invest in growth-driven leading technologies will benefit from this comparative analysis. It will help them make an informed decision about which stock is a better choice now. MVST is a frontrunner of the electrification revolution, establishing itself as a major innovator of lithium-ion batteries. From the MV-I battery to its True All-Solid-State Battery (ASSB), the company has embarked on the journey to leave its footprint in the evolving battery space. The MV-I battery, which has an energy density of 180 Wh/kg, stands out in the electric boat market. Recognizing its potential, Evoy has partnered with the company to include MV-I in the leisure boat product line, serving new opportunities for MVST in the $7.7 billion electric boat market. In 2024, revenues increased 23.9% year over year, mainly driven by a 41.6% rise in sales volume from 1,139.6 MWh in 2023 to 1,613.6 MWh in 2024. Moving into the boat market, which offers the company a chance to meet the rising demand for fast-charging solutions for cargo transport, will likely increase sales volume. Therefore, expecting rapid growth in revenues is quite realistic. Microvast True ASSB technology is instrumental in improving safety, energy density and efficiency for data center backup power systems and electric school buses, while setting the stage for robotics and EVs in the future. These innovations not only address the vital needs of the industry but also establish MVST as a major player, enabling it to capture a greater share of the battery market, which is anticipated to expand, seeing a CAGR of 16.6% between 2025 and 2034. Meanwhile, the market in which MVST operates is cut-throat. The battery market is dominated by tech-giants including Tesla, Samsung SDI and BYD. These established names have the advantage of significant resources, brand value and an extensive supply chain, making it challenging for MVST to gain or retain market share. To capture a larger piece of the market, the company will have to make hefty investments, distorting its ability to grow while remaining profitable. Arm Holdings is a quintessential innovator, acting as an architectural backbone for digital services. Its power-efficient chip structure has been vital for its dominance in the mobile computing space. The company is well-known for its sleek and energy-efficient designs in Apple and Samsung devices. Within the realm of AI and the Internet of Things, ARM is turning out to be an eminent name. Apple\u2019s M-series chips are based on ARM\u2019s architecture, while Samsung incorporates ARM\u2019s designs across mobile and consumer electronics, testifying to its growing needs. Now, the question of why these tech-giants are so hip about ARM\u2019s architecture lies within its ability to deliver high performance with minimal power consumption. These characteristics are extremely important to serve the world as it becomes more connected and intelligent. Recently, Arm Holdings disclosed that the number of customers that use ARM-based chips in data centers has increased 14X to 70,000 since 2021. This data captures the growing need for an efficient chip architecture that ARM provides to its customers. Having said that, Arm registered record revenues crossing the $1-billion quarterly mark in the first quarter of 2025. The rising deployment of Armv9 CPUs and Compute Subsystems in chips for both smartphones and data centers fueled this growth. However, the company has not been able to show promising growth in China, its second-largest market. The rising adoption of RISC-V, an open-source chip architecture, is one of the main reasons behind this sluggishness. The China government is keen on issuing formal guidelines aimed at promoting the widespread use of RISC-V, which will weaken ARM\u2019s position in China. The Zacks Consensus Estimate for Microvast\u2019s 2025 sales is set at $466.7 million, indicating 22.9% year-over-year growth. The consensus estimate for earnings is pegged at 13 cents per share compared with the preceding year\u2019s actual loss of 27 cents per share. There has been no change in analyst estimates or revisions lately. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Arm Holdings\u2019 2025 sales is pegged at $4.7 billion, indicating 17.1% year-over-year growth. The consensus estimate for earnings is $1.72 per share, suggesting a 5.5% year-over-year rise. There has been no change in analyst estimates or revisions lately. Image Source: Zacks Investment Research Microvast is currently trading at a forward 12-month P/E ratio of 16.44X, which is below the 12-month median of 26.78X. Arm is trading at 81.13X, lower than the 12-month median of 121.96X. Although both stocks are trading at a discount compared with their historical valuations, MVST appears way cheaper than ARM. Image Source: Zacks Investment Research Both Microvast and Arm Holdings\u2019 deals with leading technologies often grab investors\u2019 attention. Currently, MVST is finding itself at the threshold of multiple opportunities stemming from efficient battery technology, enabling it to navigate through the challenging market. Arm Holdings, which has a strong growth narrative, can be affected by the large-scale adoption of RISC-V, threatening its position in the China market. Despite both stocks being fundamentally strong, MVST is a better choice for investors since it is significantly cheaper than ARM, offering investors growth opportunities. MVST and ARM currently have a Zacks Rank #3 (Hold). You can see the complete list of today\u2019s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report Microvast Holdings, Inc. (MVST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research""]"
ARM,2025-07-21,159.15,164.58,158.189,161.92,
ARM,2025-07-22,161.0,162.132,153.24,156.5,"[""Arm Holdings (ARM) Stays on Analyst Radar as AI Demand Fuels Fresh Price Target Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Analysts Are Tracking Closely. On July 21, Wells Fargo reiterated its rating on the stock as \u201cOverweight\u201d and raised its price target to $175 per share from $145. The firm is confident about Arm\u2019s potential to capitalize on the growing opportunities in the AI sector. Although the firm is optimistic about Arm\u2019s role in the emerging AI opportunity, it also remains cautious about Q1 2026 EPS due to the recent outperformance. It also remains focused on AI DC-driven 2026 royalty revenue upside. According to recent data, Arm-based server CPU shipments grew 104% year-over-year in the first calendar quarter of 2025. Moreover, tariff uncertainty did lead to a lack of formal fiscal 2026 guidance, but Arm noted earlier that royalty revenue would grow in the high-teens to low-twenties percentage range year-over-year. A financial analyst wearing glasses, hunched over a computer reviewing investment data. The firm is of the view that there could be a modest increase in the upcoming earnings report scheduled for July 3. It also anticipates Arm to maintain above-target annual contract value and licensing revenue growth of an estimated 20% year-over-year. This will be backed by booming license demand tied to AI computing needs. Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company that designs and manufactures semiconductor technology and other related products. While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks Gaining Attention on Wall Street and 10 AI Stocks Investors Are Watching Closely. Disclosure: None."", ""Netflix downgraded, Intel initiated: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: UBS upgraded Albertsons (ACI) to Buy from Neutral with a price target of $27, up from $22. The recent share pullback does not reflect the company's sales opportunity from pharmacy cross-shopping and digital, the firm says. Northcoast upgraded United Natural Foods (UNFI) to Buy from Neutral with a $36 price target. The firm's confidence in the shares is restored post the fiscal Q4 report and management update. Baird upgraded STMicroelectronics (STM) to Outperform from Neutral with a price target of $50, up from $23. The firm increased the second half of 2025 estimates and upgraded the shares citing the ongoing cycle recovery, the company's gross margin expansion, a bottom in silicon carbide revenue, and STM's higher content in upcoming new products. William Blair upgraded Booz Allen (BAH) to Outperform from Market Perform. Solid June quarter results reflect the new administration warming up to Booz Allen's role as a provider of mission-critical AI, cybersecurity, software development, and data analytics services, the firm tells investors in a research note. KeyBanc upgraded Cleveland-Cliffs (CLF) to Overweight from Sector Weight with a $14 price target. The firm sees an improved risk/reward for the shares following the company's Q2 report. Top 5 Downgrades: Phillip Securities downgraded Netflix (NFLX) to Sell from Neutral with an unchanged price target of $950. The firm cites valuation for the downgrade following the recent share rally. Loop Capital downgraded Shopify (SHOP) to Hold from Buy with an unchanged price target of $120. The downgrade is based on valuation and not a more bearish view of the company's fundamentals, the firm tells investors in a research note. JPMorgan downgraded Lululemon (LULU) to Neutral from Overweight with a price target of $224, down from $303. Field work shows that while consumers are responding favorably to Lululemon's new product and fabric innovation, this is being more than offset by customers not responding as well to the updated core-seasonal colors, which represents an estimated 40% of the inventory mix, the firm tells investors in a research note. Compass Point downgraded Circle Internet (CRCL) to Sell from Neutral with a price target of $130, down from $205 after the U.S. stablecoin legislation passed last week. The firm still believes USDC can be an integral part of the financial system, though it is more cautious towards Circle's long-term economics than its $53B valuation implies. Barclays downgraded Sarepta (SRPT) to Equal Weight from Overweight with a price target of $18, down from $32. The firm highlights the \""numerous twists and turns\"" from both the FDA and company in the past few days following the death of a third patient. Top 5 Initiations: Loop Capital initiated coverage of Intel (INTC) with a Hold rating and $25 price target. The firm says TSMC's (TSM) advanced-node manufacturing is better than Intel's, and views TSMC as the \""obvious manufacturing partner\"" to get Intel's products more competitive with AMD (AMD), Nvidia (NVDA) and Arm (ARM). Stephens resumed coverage of Repligen (RGEN) with an Overweight rating and $160 price target. The firm views Repligen as the leader within the bioprocessing industry. TD Cowen initiated coverage of Carnival (CCL) with a Buy rating and $36 price target. The firm views Carnival as an industry leader with an opportunity to boost margins. TD Cowen initiated coverage of Norwegian Cruise Line (NCLH) with a Buy rating and $31 price target. The firm says Norwegian is a premium cruise line trading at an airline valuation multiple. TD Cowen initiated coverage of Royal Caribbean (RCL) with a Buy rating and $405 price target. The firm cites Royal's strong growth and \""best-in-class\"" margins for the Buy rating.""]"
ARM,2025-07-23,156.96,159.75,155.714,159.28,"[""Arm Rises 3% as Wells Fargo Lifts Price Target to $175 Arm (ARM, Financials) gained more than 3% Monday after Wells Fargo boosted its price target for the chip designer to $175 from $145, citing strong prospects tied to artificial intelligence. Shares ended the day near $162 and are up about 33% so far in 2025. Warning! GuruFocus has detected 4 Warning Signs with ARM. The firm develops CPU architectures used by Nvidia (NVDA, Financials), Microsoft (MSFT, Financials) and Alphabet's Google (GOOGL, Financials). According to Wells Fargo's Sunday note to clients, growing demand for AI infrastructure especially from data centers could accelerate Arm's royalty revenue this fiscal year. Wells Fargo said it expects Arm's AI and custom silicon designs to drive meaningful royalty revenue growth, despite uncertainty over tariffs. Arm will report fiscal Q1 earnings after the U.S. market closes on July 30. This article first appeared on GuruFocus."", ""Arm Holdings (ARM) Reports Strong Year-Over-Year Performance Despite Net Income Dip Arm Holdings benefited from a recent partnership with Cerence Inc., which may have supported its 61% price increase last quarter. The collaboration aims to enhance AI in vehicles, potentially giving Arm significant market leverage, especially given Cerence's focus on the automotive sector. Additionally, Arm\u2019s earnings report showcased a strong year-over-year performance, despite a dip in net income for the quarter. Amid a backdrop where the S&P 500 and Nasdaq retreated from record highs, Arm's positive developments might have countered the broader market's trends, marking a distinctive contrast in its overall market performance. Buy, Hold or Sell Arm Holdings? View our complete analysis and fair value estimate and you decide. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 19 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. The partnership between Arm Holdings and Cerence Inc. highlighted in the introduction could potentially bolster Arm's revenue and earnings forecasts. By enhancing AI capabilities in the automotive sector, Arm may strengthen its position and capitalize on emerging market opportunities. This collaboration aligns with Arm's existing narrative of strategic engagement with hyperscalers and its focus on AI-driven revenue growth. Given the ambitious projections within the company's narrative, this partnership provides potential validation for expected revenue and royalty increases, though existing risks, such as legal uncertainties with Qualcomm, remain pertinent. Over the longer term, Arm's total shareholder return was a 1% decline over the past year, contrasting with its significant quarterly share price increase. In comparison, the company underperformed the US Semiconductor industry, which returned 26.9% over the same one-year period. This discrepancy suggests a tangible impact from recent developments, but it also underlines the volatility in Arm's stock performance amidst broader industry trends. Despite Arm's current share price of US$161.92, which exceeds consensus analyst price targets like US$142.28, the partnership news may influence reevaluation of these targets. The market's confidence in Arm\u2019s projected growth must adjust not just to positive developments but also to challenges like R&D expenses and customer concentrations. The ongoing analysis suggests a cautious market view on expectations versus potential, reflecting concerns about elevated valuation metrics in light of industry comparatives. Understand Arm Holdings' track record by examining our performance history report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ARM. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com"", ""Nvidia, Apple Partner Sets Up After 217% Surge; Custom Chip King Eyes AI Boom Arm Holdings has tripled since it went public in 2023. Shares are setting up in a deep cup with handle base with a buy point of 168.31.""]"
ARM,2025-07-24,160.0,161.75,157.9,159.99,
ARM,2025-07-25,160.0,164.56,159.14,163.17,"Elon Musk Says 'They Simply Don't' Have The Funding, Doubts Stargate AI Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. 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. This decline comes after the reports of significant disagreements between OpenAI and SoftBank (OTC:SFTBY) regarding the operational control and execution of the ambitious $500 billion Stargate AI project, leading to a substantial scale-back of its original scope. Internal feuds between OpenAI CEO Sam Altman and SoftBank founder Masayoshi Son have stalled the project, dramatically scaling back its grand vision, and drawing a sharp “I told you so” from Elon Musk, who has consistently questioned the venture’s financial backing. Trending: 7,000+ investors have joined Timeplast's mission to eliminate microplastics—now it's your turn to invest in the future of sustainable plastic before time runs out. The Stargate AI project, initially envisioned as a massive $500 billion initiative for building AI infrastructure, has faced severe delays due to fundamental clashes between Altman and Son. Although they initially agreed to share leadership, with Altman overseeing operations and Son managing financing, their partnership has been fraught with disputes over control, governance, and strategic direction. This feud has stalled significant progress, leaving Stargate without any secured data center deals and scaling ambitions back to a single, smaller facility in Ohio by year’s end. The internal deadlock has sapped the project’s momentum just months after its high-profile White House debut. Amid a persistent shortage of Nvidia chips driven by surging AI demand, a June report indicated a growing opportunity for AMD. Companies like Oracle (NYSE:ORCL) and OpenAI are increasingly considering AMD’s next-generation Instinct GPUs, specifically engineered for large-scale AI workloads, as viable alternatives for major projects such as Stargate, given Nvidia’s challenges in meeting supply. See Also: This AI-Powered Trading Platform Has 5,000+ Users, 27 Pending Patents, and a $43.97M Valuation — You Can Become an Investor for Just $500.25 Arm Holdings solidified its crucial role in the AI landscape by joining OpenAI’s Stargate infrastructure project in February. During the company’s third-quarter earnings call, CEO Rene Haas highlighted Arm’s increasing presence in data center deployments, driven by key collaborations with OpenAI, Oracle, and SoftBank. Arm’s chip architecture is poised to form the core of large-scale AI infrastructure for the Stargate project, beginning with an 875-acre AI campus in Abilene, Texas. This initiative will commence with a 200-megawatt data center, with plans to expand up to 1.2 gigawatts, underscoring Arm’s architecture as a foundational element for future AI growth. Adding to the skepticism, Elon Musk has reiterated his doubts about the Stargate project’s financial viability. Reacting to the news of the stalled OpenAI and SoftBank AI infrastructure venture, Musk posted on X, formerly Twitter, referencing his earlier assertion that the project lacks actual funding. “They simply don’t,” he wrote, responding to a user who resurfaced his earlier remark – “They don’t actually have the money.” Musk, whose own AI startup xAI is constructing a massive data center in Memphis, has consistently questioned the feasibility of Stargate. Read Next: $100k+ in investable assets? Match with a fiduciary advisor for free to learn how you can maximize your retirement and save on taxes – no cost, no obligation. If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Image via Shutterstock This article Elon Musk Says 'They Simply Don't' Have The Funding, Doubts Stargate AI originally appeared on Benzinga.com"
ARM,2025-07-28,165.02,166.88,162.037,164.37,"This is the Most Dangerous Week for Investors in 20 Years This might be the most critical week for investors in years. In fact, in over two decades of investing, and more than a decade as a professional analyst, I’ve never seen a single week with this many potentially market-moving headlines. Between earnings surprises, critical inflation and jobs data, a Federal Reserve decision, and a looming tariff cliff, investors are facing a powder keg of risk. The S&P 500 might be flirting with record highs, but August 1st could bring a shift. I’ll walk you through each of the market-moving headlines to watch in this week’s stock market update. Trump’s proposed tariffs would affect major trading partners with rates up to 35% if deals aren’t finalized by the Friday deadline. China, Canada, Mexico, and the EU are all in last-minute negotiations. Some deals are in progress. China and Japan have agreed in principle to frameworks that would keep rates lower. But others remain unsettled. More impactful are the sector-specific tariffs already rolling out. Steel, copper, and car parts are under new restrictions. Trump has also threatened additional tariffs on pharmaceuticals, semiconductors, and lumber—some as high as 200%. These aren’t bargaining chips anymore. They’re weapons in a broader plan to repatriate manufacturing and redraw the global supply chain. And for some U.S.-based companies, this could be a windfall. Some stocks stand to benefit massively from this shifting landscape. Pharmaceuticals: The administration is floating a tariff of up to 200% on imported pharmaceuticals to push drugmakers back to U.S. soil. While the market hasn’t reacted strongly yet - due to assumptions that implementation will be delayed - the announcement alone could rattle drugmakers like Teva which leads in overseas generics manufacturing. On the flip side, companies like Eli Lilly (LLY) and Thermo Fisher Scientific (TMO), both with significant U.S. production, could see a tailwind. Semiconductors: A proposed 25% tariff on imported chips and related equipment would impact a wide swath of industries, from autos to smartphones. But for U.S. fabricators like Intel (INTC) and Micron Technology (MU), this could be a breakout moment. Despite Intel’s recent disappointing earnings, its U.S. fabs in Arizona, New Mexico, and Ohio could become strategic assets. Copper & Steel: Tariffs on imported copper jump to 50% on August 1 and join the already high tariff on steel. That boosts domestic suppliers like Freeport-McMoRan (FCX), with shares already up 16% this year. Steel, too, is seeing a resurgence, with Cleveland-Cliffs (CLF) benefitting from its 100% U.S. flat-rolled production. Lumber: A brewing trade spat with Canada makes increased lumber tariffs all but certain. The administration is considering a 25% rate on Canadian softwood. Weyerhaeuser (WY), with over 10 million acres of U.S. timberland, could see higher prices and stronger margins. As if tariffs weren’t enough, a packed earnings calendar has already sent individual stocks soaring or crashing over the last two weeks. Investors are rewarding companies that can boost guidance but severely punishing anyone failing to beat expectations. SoFi Technologies (SOFI) reports Tuesday with shares are up nearly 190% in a year but stuck around $21 each. With a price-to-book ratio of 3.5x, it's looking expensive for a bank stock. While growth is strong and the company’s digital banking model remains compelling, investors should be cautious at these levels. ARM Holdings (ARM) reports Wednesday and has already surged 30% this year. Riding the AI wave, ARM benefits from chip design dominance, but at 42x sales, it’s priced for perfection. Any dip could be a buying opportunity for long-term believers. Meta Platforms (META) and Microsoft (MSFT) also report Wednesday. Microsoft is expected to grow 14% annually but trades at 14x price to sales. Without a major AI breakthrough or less contention with OpenAI, it may struggle to justify the premium. Meta, meanwhile, trades at a more reasonable 11x sales and is aggressively expanding AI-driven advertising tools. I’d favor Meta at these levels and consider adding on dips. Robinhood Markets (HOOD) has defied the doubters, including me. Up 180% this year, the company is charging into tokenized assets and stock trading in Europe. With projected 27% revenue growth and expanding product lines, it’s hard to ignore, though margins and regulation remain concerns. Coinbase Global (COIN) reports Thursday and despite slow 12% projected revenue growth, its U.S.-regulated exchange status and Circle stablecoin exposure give it a unique edge. At 15x sales, it’s not cheap, but the long-term thesis is gaining momentum as crypto adoption grows. I love talking stocks and that face-to-face community we’re building on the YouTube channel. Join the Bow Tie Nation and check out all the 2025 stock picks on Let’s Talk Money! Beyond earnings and tariffs, this week includes three economic landmines: Earnings have been strong. The economy is holding up - for now. But with so many potential shocks on the calendar, this is the time to hedge. Buy puts on the S&P 500 ETF (SPY): A simple way to protect your portfolio from a broad market downturn while still letting your individual stocks run. With volatility nearing lows for the year, option premiums on the index fund are relatively cheap. Sell call options against individual stocks: This generates income and reduces risk while allowing for some upside though it will limit gains to the option’s strike price. Look for domestic winners: Companies with U.S.-based production and supply chains could thrive as tariffs hit competitors. We’re entering a new economic era—one defined by onshoring, inflation, and volatility. Investors who prepare now won’t just survive it. They’ll profit from it. Disclosure: This is the Most Dangerous Week for Investors in 20 Years is written by Joseph Hogue, CFA who is a former equity analyst and economist. Born and raised in Iowa, after serving in the Marine Corps, Joseph worked in corporate finance and real estate before starting a career in investment analysis. He has appeared on Bloomberg and CNBC and led a team of equity analysts for a venture capital research firm. He holds a master’s degree in business and the Chartered Financial Analyst (CFA) designation. Positions in stocks mentioned: SOFI, META, ARM"
ARM,2025-07-29,164.0,166.247,160.78,163.47,
ARM,2025-07-30,162.32,165.25,161.36,163.325,
ARM,2025-07-31,148.35,149.0,139.11,141.372,"Arm-Backed Ambiq Micro Shares Rise 61% After $96 Million IPO (Bloomberg) -- Ambiq Micro Inc. shares rose 61% in their first trading day, after the maker of ultra-low power semiconductors for AI applications raised $96 million in an upsized initial public offering. Most Read from Bloomberg The World’s Data Center Capital Has Residents Surrounded An Abandoned Art-Deco Landmark in Buffalo Awaits Revival Budapest’s Most Historic Site Gets a Controversial Rebuild San Francisco in Talks With Vanderbilt for Downtown Campus We Should All Be Biking Along the Beach Shares of the Austin-based company closed at $38.53 each on Wednesday in New York, above the IPO price of $24 apiece. The stock was halted twice for volatility. Ambiq’s offering of 4 million shares was marketed in a range of $22 to $25 each. The trading gives Ambiq a market value of $680 million, based on the outstanding shares listed in its filings. Including stock options, warrants and restricted stock units, Ambiq has a diluted value closer to $741 million. Ambiq’s platform promises to deliver as much as five times lower energy consumption versus traditional chips, the filings show. The Arm Holdings Plc-backed company’s chip technology is helping to move AI computing power from the data center to wearable products such as smartwatches and fitness trackers, whose power limitations have previously hampered their AI potential. “In phase one of the company we saw customers extend the battery life of devices, but the real value proposition that matters is when we enable the same battery life and add AI functions that were not viable before,” said Scott Hanson, Ambiq’s chief technology officer. Other potential applications of Ambiq’s technology could include embedding large language models on devices such as augmented- and virtual-reality glasses, Hanson said in an interview with Bloomberg News. Largest Customer Ambiq has a relatively concentrated customer base. Its largest customer in the first quarter of this year, which it didn’t identify, accounted for 38% of revenue in the period, according to the filings. End customers accounting for 10% or more of net sales during the quarter included Garmin Ltd., Alphabet Inc.’s Google and another unidentified customer. In 2024, China’s Huawei Technologies Co. accounted for 41% of net sales, while Garmin had 24% and Google had 21%. Ambiq’s revenues have shifted away from mainland China, which generated 45.5% of sales in the first half of last year but only 8% to 9.5% based on preliminary sales figures for the first half of this year, according to the filings. The company was focusing outside China due to geopolitical concerns and subsidized competitors creating a price-sensitive environment in that country, the filings show. The company reported a net loss of $8.3 million on revenue of $15.7 million in the three months ended March 31, compared with a loss of $9.8 million on $15.2 million revenue in the same period in 2024, the filings show. Chip designer Arm, Kleiner Perkins, Singaporean state-backed investor EDB Investments Pte, VentureTech Alliance and Conductive Ventures are among Ambiq’s investors. Bank of America Corp. and UBS Group AG led the offering. The company’s shares trade on the New York Stock Exchange under the symbol AMBQ. --With assistance from Michael Hytha. (Updates with shares in first three paragraphs.) Most Read from Bloomberg Businessweek Russia Builds a New Web Around Kremlin’s Handpicked Super App Burning Man Is Burning Through Cash It’s Not Just Tokyo and Kyoto: Tourists Descend on Rural Japan Everyone Loves to Hate Wind Power. Scotland Found a Way to Make It Pay Off Cage-Free Eggs Are Booming in the US, Despite Cost and Trump’s Efforts ©2025 Bloomberg L.P."
ARM,2025-08-01,137.995,140.06,135.25,137.55,"[""Arm AI Ambitions Grow, But Analysts Warn Of Margin Trouble Ahead Arm Holdings (NASDAQ:ARM) underwhelmed with its latest quarterly results, prompting Wall Street analysts to revise their ratings on the chip designer. The company reported fiscal first-quarter revenue of $1.053 billion, up 12% year-over-year. It missed analyst estimates of $1.055 billion. Arm reported first-quarter adjusted earnings of 35 cents per share, which is in line with analyst estimates. Also Read: Chipmaker Arm Is Riding AI Wave And Outperforming The Market Arm expects second-quarter revenue of $1.01 billion to $1.11 billion, compared to estimates of $1.056 billion. The company anticipates second-quarter adjusted earnings of 29 cents to 37 cents per share, compared to estimates of 35 cents per share. Needham analyst Charles Shi reiterated a Hold rating for ARM. Rosenblatt analyst Kevin Cassidy maintained a Buy rating and a $180 price forecast for ARM. Goldman Sachs analyst James Schneider reiterated ARM with a Neutral rating and reduced the price forecast from $160 to $150. JPMorgan analyst Harlan Sur maintained a rating of Overweight for ARM and increased the price forecast from $150 to $175. Needham: Shi sees Arm\u2019s first-quarter results and second-quarter guidance as primarily in line with expectations. While full-year revenue expectations remain unchanged, guidance now suggests a weaker third quarter and stronger fourth quarter. Licensing revenue, Shi says, offsets softer royalties due to weak smartphone trends. Arm is transitioning from a pure IP licensing model to a product-centric approach, likely involving chiplet or full-chip development. This shift, driven partly by expanded design services revenue from SoftBank, pushes operating expenses higher\u2014raising fiscal 2026 OpEx by around $100 million. Shi believes this transformation could pressure earnings soon, even as it signals a bold strategic pivot with long-term implications. Rosenblatt: Cassidy views Arm\u2019s first-quarter fiscal 2026 results as roughly in line with expectations, though earnings guidance came in slightly below consensus due to increased R&D spending, primarily to support its growing relationship with SoftBank. Cassidy remains optimistic that this investment will yield a positive return, particularly in AI data center applications. He highlights the strong momentum of Arm\u2019s Compute Subsystem (CSS), which helps customers bring AI-enabled products to market faster and supports higher royalty rates. First-quarter revenue of $1.053 billion, driven by a 25% year-over-year rise in royalties, slightly exceeded forecasts. While license revenue dipped 1%, this was expected due to timing shifts. Cassidy forecasted continued growth from AI, hyperscaler deployments, and Arm\u2019s expanding product partnerships. Goldman Sachs: Schneider sees Arm\u2019s latest quarterly results as primarily in line with expectations, but believes the stock may face near-term pressure. While revenue and EPS matched Street estimates, royalty revenue came in below forecast, and management\u2019s updated guidance pointed to slower royalty growth and elevated operating expenses. Schneider notes that expectations were high going into the report, driven by optimism around AI deployments and smartphone recovery. However, lower visibility in smartphone demand and deferral of royalty recognition have tempered the outlook. Arm is well-positioned for long-term gains in data centers and benefits from increasing royalty rates. Still, Schneider remains Neutral on the stock. He cut his EPS estimates by 6% and lowered his price forecast, citing limited near-term upside and high valuation. JPMorgan: Arm\u2019s fiscal first-quarter 2026 results as in line with expectations. Substantial licensing revenue helped offset weaker royalties tied to soft smartphone demand. For the September quarter, Arm guided revenue of $1.06 billion\u2014matching consensus\u2014but EPS guidance of 33 cents missed expectations due to higher operating expenses. While full-year revenue expectations remain unchanged, management now expects royalty growth to come in at the low end of its prior 10\u201315% range. Sur remains impressed by Arm\u2019s success with its Compute Subsystem (CSS) architecture, which generates royalty rates above 10%, but expresses concern over the company\u2019s push into full chip development. He warns this could erode margins and potentially alienate key customers. Price Action: ARM stock is down by 13.8% at $140.78 at the last check on Thursday. Read Next: Garmin Stock Climbs After Strong Q2 Beat, Fitness And Outdoor Sales Surge, MYLAPS Acquisition Image: Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? This article Arm AI Ambitions Grow, But Analysts Warn Of Margin Trouble Ahead originally appeared on Benzinga.com \u00a9 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved."", ""Stocks Erase Early Gains as Chip Makers and Big Pharma Retreat The S&P 500 Index ($SPX) (SPY) Thursday closed down -0.37%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down -0.74%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.55%. September E-mini S&P futures (ESU25) fell -0.43%, and September E-mini Nasdaq futures (NQU25) fell -0.60%. Stock indexes gave up an early advance on Thursday and settled lower, with the Dow Jones Industrials falling to a 2-week low. ARM Holdings Plc plunged more than -13% to weigh on chip stocks after the company forecast Q2 adjusted EPS below the consensus. Also, pharmaceutical companies retreated Thursday to weigh on the overall market after President Trump sent letters to 17 drug makers, demanding they slash drug prices. Morgan Stanley Says Nvidia Has \u2018Exceptional\u2019 Strength. Should You Buy NVDA Stock Here? With UnitedHealth Under DOJ Investigation, Should You Buy, Sell, or Hold UNH Stock Now? As Trump Says He Wants Tesla to \u2018THRIVE,\u2019 How Should You Play TSLA Stock? Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Stocks on Thursday initially moved higher, with the S&P 500 and Nasdaq 100 posting new record highs. Stellar earnings results from Microsoft and Meta Platforms lifted the broader market early Thursday after they boosted their capital spending plans and pledged to continue investing in artificial intelligence. Thursday's economic news was mixed for stocks as reports showed a resilient labor market, although consumer spending was weaker than expected and price pressures and labor costs remained sticky. US weekly initial unemployment claims rose +1,000 to 218,000, showing a stronger labor market than expectations of 224,000. US Jun personal spending rose +0.3% m/m, weaker than expectations of +0.4% m/m. Jun personal income rose +0.3% m/m, stronger than expectations of +0.2% m/m. The US Jun core PCE price index, the Fed's preferred inflation gauge, rose +2.8% y/y, stronger than expectations of +2.7% y/y. The US Q2 employment cost index rose +0.9%, stronger than expectations of +0.8%. The US Jul MNI Chicago PMI rose +6.7 to a four-month high 47.1, stronger than expectations of 42.0. In the latest tariff news, President Trump said Thursday that he will impose a tariff rate of 15% on imports from South Korea and that a deal with Taiwan was also being drafted as the two countries reached \""a certain degree of consensus.\"" In addition, trade deals are in the offing for Thailand and Cambodia after they agreed to a ceasefire. Finally, President Trump extended Mexico's current tariff rates for 90 days to allow more time for trade negotiations. The markets this week will focus on any news of new trade deals before Friday's deadline. On Friday, Jul nonfarm payrolls are expected to increase by +109,000, and the Jul unemployment rate is expected to rise by +0.1 to 4.2%. Also, Jul average hourly earnings are expected +0.3% m/m and +3.8% y/y. In addition, the Jul ISM manufacturing index is expected to increase by +0.2 to 49.5. Finally, the University of Michigan Jul consumer sentiment index is expected to be unrevised at 61.8. The markets are awaiting President Trump's August 1 deadline for trade deals to avoid high tariffs. On July 16, Mr. Trump announced that he intends to send a tariff letter to more than 150 countries, notifying them that their tariff rates could be 10% or 15%, effective August 1. As an update, Mr. Trump last Wednesday said, \""We'll have a straight, simple tariff of anywhere between 15% and 50%,\"" an indication that the floor for tariffs is rising and suggesting that he would not go below 15%. Federal funds futures prices are discounting the chances for a -25 bp rate cut at 42% at the September 16-17 FOMC meeting and 36% at the following meeting on October 28-29. This week kicks off the earnings season's busiest week, with 38% of the stocks in the S&P 500 reporting quarterly earnings, double the amount reported last week. The earnings results of Magnificent Seven members will be front and center, with Apple and Amazon.com reporting after today's closing. Early results show that S&P 500 earnings are on track to rise +4.5% for the second quarter, better than the pre-season expectations of +2.8% y/y, according to Bloomberg Intelligence. With over 55% of S&P 500 firms having reported, around 82% exceeded profit estimates. Overseas stock markets on Thursday settled mixed. The Euro Stoxx 50 fell from a 2.5-week high and closed down -1.36%. China's Shanghai Composite slid to a 1-week low and closed down -1.18%. Japan's Nikkei Stock 225 closed up +1.02%. Interest Rates September 10-year T-notes (ZNU25) Thursday closed up +2 ticks. The 10-year T-note yield fell -0.6 bp to 4.365%. T-notes posted modest gains on Thursday due to some positive carryover from a rally in 10-year UK gilts to a 3.5-week high. Also, falling inflation expectations were supportive for T-notes after the 10-year breakeven inflation rate fell to a 1-week low Thursday of 2.381%. In addition, month-end buying of longer-term government debt securities by bond fund managers to extend duration and balance their bond portfolios was supportive for T-notes. T-notes fell back from their best levels after weekly jobless claims rose less than expected, and the Q2 employment cost index and the Jun core PCE price index, the Fed's preferred inflation gauge, rose more than expected, hawkish factors for Fed policy. In addition, T-notes have some negative carryover from Wednesday when Fed Chair Powell dampened speculation of a Fed rate cut in September when he said that with inflation risks from tariffs, the current modestly restrictive policy stance is appropriate. European government bond yields today are moving lower. The 10-year German bund yield is down -1.0 bp to 2.695%. The 10-year UK gilt yield fell to a 3.5-week low of 4.557% and is down -3.5 bp to 4.567%. The Eurozone Jun employment rate remained unchanged at a record low of 6.2%, showing a stronger labor market than expectations of a +0.1 point increase to 6.3%. The German Jul unemployment change rose by +2,000, showing a stronger labor market than expectations of +15,000. German Jul CPI (EU harmonized) eased to +1.8% y/y from +2.0% y/y in Jun, weaker than expectations of +1.9% y/y and the slowest pace of increase in 10 months. Swaps are discounting the chances at 10% for a -25 bp rate cut by the ECB at the September 11 policy meeting. US Stock Movers ARM Holdings Plc (ARM) closed down more than -13% to lead losers in the Nasdaq 100 and lead chip stocks lower after forecasting Q2 adjusted EPS of 29 cents-37 cents, the midpoint below the consensus of 35 cents. Also, GlobalFoundries (GFS) closed down more than -5%, and KLA Corp (KLAC), Applied Materials (AMAT), Micron Technology (MU), and Texas Instruments (TXN) closed down more than -4%. In addition, Microchip Technology (MCHP), ASML Holding NV (ASML), and NXP Semiconductors NV (NXPI) closed down more than -3%. Pharmaceutical companies retreated Thursday to weigh on the overall market after President Trump sent letters to 17 drug makers, demanding they slash drug prices. As a result, Bristol-Myers Squibb (BMY) closed down more than -5% and Merck & Co (MRK) closed down more than -4%. Also, Eli Lilly (LLY) closed down more than -3%, and Pfizer (PFE), Amgen (AMGN), Gilead Sciences (GILD), and Vertex Pharmaceuticals (VRTX) closed down more than -2%. Align Technology (ALGN) closed down more than -36% to lead losers in the S&P 500 after reporting Q2 net revenue of $1.01 billion, weaker than the consensus of $1.06 billion, and forecasting Q3 net revenue of $965 million-$985 million, well below the consensus of $1.04 billion. Baxter International (BAX) closed down more than -22% after reporting Q2 sales from continuing operations of $2.81 billion, below the consensus of $2.82 billion, and cut its full-year adjusted EPS forecast to $2.42-$2.52 from a previous forecast of $2.47-$2.55. International Paper (IP) closed down more than -12% after reporting Q2 adjusted operating EPS of 20 cents, well below the consensus of 40 cents. Qualcomm (QCOM) closed down more than -7% after reporting Q3 handset revenue of $6.33 billion, below the consensus of $6.48 billion. UnitedHealth Group (UNH) closed down more than -6% to lead losers in the Dow Jones Industrials after Baird downgraded the stock to underperform from neutral with a price target of $198. Lam Research (LRCX) closed down more than -4% after the company said it expects Q1 revenue to ease from current-quarter levels, with Chinese customers potentially scaling back after a spending spree. Meta Platforms (META) closed up more than +11% to lead gainers in the Nasdaq 100 after reporting Q2 revenue of $47.53 billion, well above the consensus of $44.83 billion and raised its capital expenditure estimate to $66 billion-$72 billion from a previous estimate of $64 billion-$72 billion, the midpoint above the consensus of $67.79 billion. EBay (EBAY) closed up more than +18% to lead gainers in the S&P 500 after reporting Q2 net revenue of $2.73 billion, better than the consensus of $2.64 billion, and forecasting Q3 net revenue of $2.69 billion-$2.74 billion, stronger than the consensus of $2.65 billion. CH Robinson Worldwide (CHRW) closed up more than +18% after reporting Q2 adjusted EPS of $1.29, stronger than the consensus of $1.16, and after Baird upgraded the stock to outperform from neutral with a price target of $135. Carvana (CVNA) closed up more than +17% after reporting Q2 revenue of $4,84 billion, well above the consensus of $4.57 billion. Western Digital (WDC) closed up more than +10% after reporting Q4 adjusted EPS of $1.66, above the consensus of $1.48, and forecast Q1 adjusted EPS of $1.39-$1.69, the midpoint above the consensus of $1.42. Norwegian Cruise Line Holdings (NCLH) closed up more than +9% after reporting Q2 adjusted Ebitda of $694.0 million, better than the consensus of $671.1 million, and raised its full-year occupancy forecast to 103% from 102.5%, above the consensus of 102.6%. Huntington Ingalls Industries (HII) closed up more than +7% after reporting Q2 EPS of $3.86, well above the consensus of $3.23. Microsoft (MSFT) closed up more than +3% to lead gainers in the Dow Jones Industrials after reporting Q4 revenue of $76.44 billion, stronger than the consensus of $73.89 billion. Earnings Reports (8/1/2025) Cboe Global Markets Inc (CBOE), Chevron Corp (CVX), Church & Dwight Co Inc (CHD), Colgate-Palmolive Co (CL), Dominion Energy Inc (D), Exxon Mobil Corp (XOM), Franklin Resources Inc (BEN), Kimberly-Clark Corp (KMB), Linde PLC (LIN), LyondellBasell Industries NV (LYB), Moderna Inc (MRNA), Regeneron Pharmaceuticals Inc (REGN), T Rowe Price Group Inc (TROW), WW Grainger Inc (GWW). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com"", ""Arm Holdings (ARM) Announces 2026 Q2 Revenue Guidance of US$1.01B to US$1.11B Arm Holdings experienced significant market activity over the last quarter with a 42% increase in its share price. This upward momentum was likely influenced by the company's recent earnings guidance, projecting second-quarter 2026 revenue between $1.01 billion and $1.11 billion, reflecting confidence in its growth trajectory. Additionally, Arm's partnership with Cerence Inc. to enhance AI capabilities in vehicles may have bolstered market sentiment. While the broader tech market also enjoyed gains due to strong earnings from giants like Microsoft and Meta, Arm's strategic initiatives appear aligned with these industry movements, adding weight to its robust performance during this period. Buy, Hold or Sell Arm Holdings? View our complete analysis and fair value estimate and you decide. Find companies with promising cash flow potential yet trading below their fair value. The partnership between Arm Holdings and Cerence Inc. to enhance AI capabilities in vehicles is a promising development, significantly contributing to the recent share price increase of 42%. This aligns with Arm's efforts to drive revenue growth through strategic engagements with major AI and semiconductor players. The anticipated revenue range for Q2 2026, coupled with the boost in market sentiment, can potentially result in increased investor confidence in Arm's growth prospects. Over the last year, Arm's total return, inclusive of both share price movement and dividends, stood at 13.29%. This indicates a steady performance, although it underperformed against the broader US Semiconductor industry, which reported a return of 39.1% in the same period. The current share price of US$163.33 is above the consensus analyst price target of US$145.86, reflecting a 10.69% premium. The upbeat projections for Arm's future earnings and revenue, driven by its AI partnerships and R&D investments, may positively influence these forecasts. With earnings currently at US$792 million and forecasts predicting rapid growth, analysts remain divided with price targets ranging from US$80.0 to a more optimistic US$210.0. The broad spectrum of price targets suggests some uncertainty, but bullish expectations are based on robust revenue growth and expanding profit margins. The valuation report we've compiled suggests that Arm Holdings' current price could be inflated. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ARM. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com"", ""Arm Invests Ahead Of Return, Stock Drops Arm Holdings (NASDAQ:ARM) dropped 11% after its Q1 fiscal 2026 report as the company is clearly spending ahead of itself to shift from licensing core IP to building chiplets and fuller solutions, and SoftBank kicked in $126 million during the quarter. Warning! GuruFocus has detected 2 Warning Sign with ARM. Needham kept a Hold, warning the transition is expensive and OpEx is rising, but noted royalty revenue still accelerated 25% y/y, so growth is intact even as the cost structure changes. Morgan Stanley stayed Overweight with a $194 target, saying the planned $655 million in Q2 operating spending is not a cut but a build for future demand. Guggenheim, still bullish at $187, called the post earnings decline a chance to get in, framing royalty softness and a weaker bottom line as temporary while AI exposure stays intact. KeyBanc raised its target to $190 from $175 and kept its Overweight, acknowledging that developing full solutions is hard but that capturing just 10% share could add several billion dollars in revenue. The fallout stayed isolated to ARM as Intel slipped 2% and AMD held flat, making the move feel like a story of strategic repositioning rather than broad sector weakness. Investors should care because the current hit is deliberate investment; the coming quarters will show if the chiplet pivot and sustained royalty growth turn today's pain into a stronger franchise. The real test is execution and evidence of product traction feeding revenue. This article first appeared on GuruFocus.""]"
ARM,2025-08-04,140.1,140.61,138.25,140.05,
ARM,2025-08-05,140.5,140.88,135.21,137.23,"[""Arm Stock: Are Investors Missing the Forest for the Trees? Arm Holdings posted first-quarter results that were in line with estimates. Earnings fell due to an increase in research and development spending. However, media reports and management hint at some big things in the works. 10 stocks we like better than Arm Holdings \u203a Arm Holdings (NASDAQ: ARM) has been a clear winner since its 2023 initial public offering as the stock has tripled in less than two years. However, investors have greeted its last two earnings reports less warmly. For the second time in a row on Thursday, Arm stock dove following its earnings report after offering disappointing guidance. Back in May, shares fell 6.2% after management declined to give full-year guidance due to uncertainty in the macro environment and the semiconductor sector. This time around, the stock fell 13.4% after first-quarter results only matched estimates and guidance for the second quarter was underwhelming. The company's first-quarter results were in line with guidance, since revenue rose 12% to $1.05 billion as it lapped a large licensing deal from the quarter a year ago. Adjusted earnings per share fell from $0.40 to $0.35 as the company stepped up its investments in R&D, which rose 48% to $440 million on an adjusted basis. Some investors seemed to balk at those expenses given the double-digit sell-off in the stock, but Arm could be setting itself up for some big wins down the road. Arm didn't make any product announcements on the earnings call despite questions from analysts, but media reports have been trickling out about its plans for new chip components after finding success with Compute Subsystems (CSS), a more advanced starting point to build chips, which moves its design strategy beyond Arm v9 CPUs. On the earnings call, CEO Rene Haas said that CSS has \""been successful beyond our expectations.\"" In an interview with The Motley Fool, Arm CFO Jason Child explained the evolution of the company's strategy from licensing its CPU architecture to now possibly designing its own chips. Child described the status of the product development as being far enough along that it's time to increase investment for things like lab testing, more complete design, and growing head count around those products. He called the investment \""offensive spending,\"" and said the company has a track record of turning this kind of investment into high-leverage revenue, as it did with CSS. With this investment cycle, Arm is also responding to what its customers want. Haas said on the earnings call that newer customers and even traditional customers have \""asked for a better starting point as they develop their systems on chips.\"" By doing more of the design work, Arm can both charge more money for its product and save its customers valuable time bringing products to market, especially at a time when many of its customers are racing to develop artificial intelligence (AI) models. On the one hand, the post-earnings sell-off in the stock is understandable. A 12% revenue increase, even with difficult comparisons, isn't particularly exciting, and a decline in profits tends to be anathema for growth stocks. Arm also trades at a lofty price-to-sales valuation of 42, showing high expectations are baked into the stock. However, it makes sense for the company to advance its product strategy right now, when AI demand is soaring from all end users. Arm already has a unique competitive advantage in the industry with its battery-efficient CPU design, which gives it a clear edge in markets like smartphones and, increasingly, data centers. Building chiplets or even complete chips with that technology inside seems like a winning strategy, especially as Arm continues to take market share from the X86 design employed by Intel and Advanced Micro Devices. Investors will have to be patient with the current investment cycle, but it seems likely to pay off for Arm, given the strong performance of CSS and customer interest in more advanced products. Arm may not even have to take a product to market to reward investors. A simple announcement may be enough for that. It's unclear when we'll get an update, but viewed in that context, it's much easier to look at the increase in R&D spending as an investment in future growth and a potentially transformative product, rather than just a headwind on profits. Arm has the competitive advantage and strength of its core business to take such a risk, and the success with CSS should lead to other wins. For long-term investors, taking advantage of the post-earnings sell-off looks like a smart move. The Motley Fool\u2019s expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They\u2019ve just revealed their 10 best stocks to buy now \u2014 did Arm Holdings make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor\u2019s total average return is up 1,039% vs. just 181% for the S&P \u2014 that is beating the market by 858.19%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $631,505!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $1,103,313!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of August 4, 2025 Jeremy Bowman has positions in Advanced Micro Devices and Arm Holdings. The Motley Fool has positions in and recommends Advanced Micro Devices and Intel. The Motley Fool recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy. Arm Stock: Are Investors Missing the Forest for the Trees? was originally published by The Motley Fool"", ""Arm Holdings (ARM) Delivers \u2018Respectable\u2019 Quarter\u2014But Investors Wanted More Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Making Waves on Wall Street. On July 31, Benchmark analyst Cody Acree reiterated a Hold rating on the stock without a price target. Bechmark noted that Arm has delivered \u201ca very respectable quarter\u201d, delivering robust growth across major metrics. Even though the report and outlook aligned with Street expectations, it failed to offer upside that investors had grown accustomed to since the company\u2019s debut. An executive presenting share and portfolio performance of the investment management company to a boardroom full of investors. The in-line results are a consequence of a softer smartphone market and a slight 1% annual decline in licensing revenue after a strong previous quarter. The firm reiterated its hold rating, looking for improving market trends and a possibly more attractive valuation. Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company that designs and manufactures semiconductor technology and other related products. While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks Making Waves on Wall Street and 10 AI Stocks Analysts Are Watching Closely Disclosure: None."", ""Ambiq Micro's IPO Could Signal the Next Wave of AI-Driven Chip Stocks Ambiq Micro debuted to much fanfare on the first day of trading following its highly touted IPO. The company is a pioneer in ultra-low-power semiconductors used at the edge. While Ambiq Micro's future looks bright, that are potential risks investors shouldn't ignore. 10 stocks we like better than Ambiq Micro \u203a Since generative artificial intelligence (AI) burst on the scene more than two years ago, some of the biggest beneficiaries have been chipmakers. More specifically, advanced semiconductors provide the computational horsepower necessary to breathe life into these AI algorithms. Nvidia, Broadcom, and Arm Holdings have all been at the forefront of AI chip design and reaped the rewards. Nvidia and Broadcom stocks have soared 961% and 439%, respectively, since late 2022, while Arm has gained 173% since its September 2023 initial public offering (IPO). Ambiq Micro (NYSE: AMBQ) made a big splash during its public debut, as the low-power chip designer's stock surged 61% on its first day of trading last Wednesday, though it has since leveled off. Investors have been keen to profit from the ongoing adoption of AI, and the robust demand for Ambiq Micro stock suggests that power-miserly AI chip stocks could mark the next frontier. One of the biggest challenges associated with the increasing adoption of AI is the issue of power consumption. Most chipmakers have taken a brute-force approach, increasing the sheer magnitude of computational horsepower to decrease the time necessary to train and run these next-generation algorithms. The complex calculations required are computationally intensive, resulting in an increasing amount of energy consumption. Ambiq is taking a different approach. In the S-1 filed with the Securities and Exchange Commission (SEC) prior to its IPO, the company described itself as a \""pioneer and leading provider of ultra-low-power semiconductor solutions designed to address the significant power consumption challenges of general-purpose and AI compute -- especially at the edge.\"" Ambiq suggests its hardware and software innovations \""deliver two to five times lower power consumption than traditional semiconductor design.\"" The company is currently focused on the edge, including personal devices, as well as the medical and healthcare industries. Many of these applications are currently handled by small devices with limited battery life, where reduced power consumption is critical. In the future, Ambiq is working to expand its ultra-low-power technology to other areas of AI, including high-performance computing (HPC), data centers, and automotive, which could mark the next wave of AI chip solutions. The need for power-miserly solutions could usher in the next wave of AI chips, and Ambiq's results are intriguing. For the year ended Dec. 31, the company generated revenue of $76 million, up 16% year over year, while its loss per share of $113.81 improved 24%. The trend continued in the quarter ended March 31, as revenue of $15.7 million climbed 3%, while its loss per share of $18.96 improved 30%. There is a significant concentration risk. Ambiq divulged that its top five customers accounted for 92% of revenue in the most recent quarter. Furthermore, wireless device specialist Garmin, Alphabet's Google, and \""another confidential customer\"" represented 38%, 25%, and 23% of net sales, respectively, according to its regulatory filing. Ambiq's flagship system-on-a-chip (SoC) is designed for smaller form-factor devices, such as smartwatches, fitness trackers, hearing aids, virtual and augmented reality glasses, and livestock tracking devices. Chief technology officer (CTO) Scott Hanson noted the company's next frontier is smart glasses. \""We spent the last 10-plus years figuring out how to build the lowest power chips, and so we're in a great position to attack the same problem (on glasses),\"" he said. The low-power wearable chips market is expected to grow by 15% annually between 2024 and 2030 to nearly $28 billion. When viewed in the context of Ambiq's 2024 sales of $76 million, the opportunity is apparent. It's important to remember that while Ambiq's potential is clear, risks abound. It has only just entered the glare of the public spotlight, and investors should keep in mind the aforementioned concentration risk and mounting losses, though its results are moving in the right direction. There's also the matter of Ambiq's valuation. As of market close on Monday, the stock had a market cap of roughly $673 million and trailing-12-month sales of $76.6 million. That works out to about 9 times sales, and while that's certainly not outrageous, it is a high price to pay for an unprofitable company with little public track record. As such, investors interested in taking a stake in this ultra-low-power pioneer should make Ambiq a small part of a well-balanced portfolio. Before you buy stock in Ambiq Micro, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Ambiq Micro wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $624,823!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $1,064,820!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 1,019% \u2014 a market-crushing outperformance compared to 178% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of August 4, 2025 Danny Vena has positions in Alphabet, Broadcom, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Garmin, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. Ambiq Micro's IPO Could Signal the Next Wave of AI-Driven Chip Stocks was originally published by The Motley Fool""]"
ARM,2025-08-06,137.41,137.8,135.01,136.12,"[""Raymond James Reiterates Outperform on Arm Holdings (ARM), Raises PT to $165 Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Analysts Are Watching Closely. On July 31, Raymond James analyst Srini Pajjuri raised the price target on the stock to $165.00 (from $140.00) while maintaining an \u201cOutperform\u201d rating. The rating affirmation follows Arm\u2019s fiscal first-quarter results, which were in-line with expectations. However, fiscal second-quarter outlook was weaker than anticipated. Royalty revenue grew 25% year-over-year backed by strong data center performance. This was, despite weakness in smartphone and IoT units. The firm also talked about royalty rate expansion. A financial analyst looking at a monitor filled with stock market charts of U.S. listed semiconductor companies. Looking ahead, the firm is optimistic on the back of strong v9/CSS adoption and growing Data Center opportunity. Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company that designs and manufactures semiconductor technology and other related products. While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Must-Watch AI Stocks on Wall Street and 10 AI Stocks Making Waves on Wall Street Disclosure: None."", ""Glencore to Keep London Listing After Dropping New York Plans The commodities giant said that despite the scale and depth of U.S. capital markets, switching its listing wouldn\u2019t offer better value for shareholders at this time."", ""This Arm-Backed Chipmaker Just Soared 98% on Day One -- Should You Buy the Hype? Ambiq Micro specializes in low-powered semiconductors for edge AI applications, such as personal devices. The company's technology looks promising, but its sales indicate that Ambiq Micro is a minor player in the broader market. The stock is reasonably priced, even after its exciting IPO, but there are risks. 10 stocks we like better than Ambiq Micro \u203a The booming demand for artificial intelligence (AI) has opened the door for up-and-coming companies to enter the public markets. Ambiq Micro (NYSE: AMBQ) is the latest initial public offering (IPO) stock success story. It recently began trading and jumped a whopping 98% on day one. The company's low-powered semiconductor technology has garnered interest, including from Arm Holdings, the renowned chip design company, which has already invested in Ambiq Micro. AI chips have become a booming industry, and Ambiq is still a tiny company, worth less than $1 billion. Here is what you need to know about this relatively unknown AI chip stock, and whether investors should consider buying into the hype today. At the moment, artificial intelligence revolves around data centers, massive clusters of chips and computing resources that pool together to train and operate AI models at scale, where millions of people can simultaneously prompt and utilize the technology. But over time, AI must move further into the real world to realize its potential. The smart watch you wear, the machines in factories, and the smart collar around an animal's neck are localized uses, also referred to as the edge, where AI must shrink down to a bite-sized version. Ambiq Micro specializes in low-power semiconductors for such applications, where devices must balance performance with low power consumption to be practical. Ambiq Micro's core end markets are currently in personal devices, healthcare, industrials, and smart buildings and homes. To date, the company has shipped chips powering over 265 million devices. Management estimates that its core end markets will create a $22.5 billion addressable market by 2028. Ambiq Micro generated just $76 million in total revenue last year, so this is a wide-open growth opportunity. The company claims that its proprietary platform, sub-threshold power optimized technology (SPOT), is its secret sauce that will enable it to continue to build and capture this addressable market. Arm Holdings is a world leader in chip designs and other intellectual property, so its backing speaks positively to Ambiq Micro's technology. At the same time, Ambiq Micro is still a small company compared to the leading chip stocks, so it's fair to wonder why a company hasn't simply acquired Ambiq Micro if its SPOT platform is such a game changer for the broader AI landscape. It could be due to the competition in the low-powered semiconductor space from numerous companies, including some deep-pocketed incumbents, like Texas Instruments, who may feel they can beat it with their offerings. The company's primary end markets totaled $12.8 billion as of 2023, so Ambiq Micro's $76 million in total sales last year signals that it's currently a minor player in the broader market and must make that ground up over time. Ambiq Micro's top 10 customers also contributed nearly all of its sales last year, despite having over 200 total customers. Losing any of those key relationships would likely devastate growth, and Ambiq Micro's sales grew by just 16.1% from 2023 to 2024. That's not bad, but it's also not remarkable when talking about base numbers under $100 million. Ambiq Micro will need to prove, through many quarters of strong business results, that it genuinely has special technology. There are enough red flags that investors must be careful not to let the hype get out of hand. Fortunately, it doesn't appear to have reached that point yet. The stock's valuation is fairly reasonable despite its impressive gains on its first trading day. Ambiq Micro has a $673 million market cap, at the time of this writing, valuing the stock at under 10 times last year's revenue. That's reasonable for a growing semiconductor company with AI opportunities. For comparison, Nvidia trades at a price-to-sales ratio of 29. One could expect Ambiq Micro to trade at a significant discount to that, given Nvidia's industry leadership and growth. Investors shouldn't feel compelled to chase the stock if it continues to soar higher, but it may be worth nibbling here if you believe in the technology. The big-picture opportunities favor Ambiq Micro -- it simply must prove whether it will be among the companies leading the way as edge AI materializes over the coming years. Before you buy stock in Ambiq Micro, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Ambiq Micro wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $631,505!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $1,103,313!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 1,039% \u2014 a market-crushing outperformance compared to 181% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of August 4, 2025 Justin Pope has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Texas Instruments. The Motley Fool has a disclosure policy. This Arm-Backed Chipmaker Just Soared 98% on Day One -- Should You Buy the Hype? was originally published by The Motley Fool""]"
ARM,2025-08-07,137.77,139.68,134.61,135.57,"[""Arm Holdings plc (ARM) Had To Guide Up, Says Jim Cramer We recently published 10 Stocks Jim Cramer Talked About As He Warned About \u201cHave-Not\u201d Stocks. Arm Holdings plc (NASDAQ:ARM) is one of the stocks Jim Cramer recently discussed. Arm Holdings plc (NASDAQ:ARM) is a British semiconductor design company whose design blocks enable chip designers to create their products. Its shares have gained 8% year-to-date but dipped by 15.8% between late July and August start after the firm\u2019s second quarter midpoint revenue forecast of $1.06 billion only managed to meet analyst estimates. Investors were expecting Arm Holdings plc (NASDAQ:ARM) to beat the estimates to showcase tailwinds from AI revenue. As part of his remarks, Cramer mentioned the forecast: Photo by Vishnu Mohanan on Unsplash The CNBC TV host had previously discussed Arm Holdings plc (NASDAQ:ARM) in February. Here is what he said: While we acknowledge the potential of ARM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey."", ""Japan tech giant SoftBank Group sees better fortunes on surging AI stocks TOKYO (AP) \u2014 Japanese technology conglomerate SoftBank Group Corp. posted a 421.8 billion yen ($2.9 billion) profit in the April-June quarter, rebounding from a loss a year earlier as its investments benefited from the craze for artificial intelligence. Quarterly sales at Tokyo-based SoftBank Group, which invests heavily in AI companies like Nvidia and Open AI, rose 7% to 1.8 trillion yen ($12 billion), the company said Thursday. SoftBank's loss in April-June 2024 was 174 billion yen. The company's fortunes tend to fluctuate because it invests in a range of ventures through its Vision Funds, a move that carries risks. The group\u2019s founder Masayoshi Son has emphasized that he sees a vibrant future in AI. SoftBank has also invested in Arm Holdings and Taiwan Semiconductor Manufacturing Co. Both companies, which produce computer chips, have benefitted from the growth of AI. \u201cThe era is definitely AI, and we are focused on AI,\u201d SoftBank senior executive Yoshimitsu Goto told reporters. \u201cAn investment company goes through its ups and downs, but we are recently seeing steady growth.\u201d Some of SoftBank's other investments also have paid off big. An example is Coupang, an e-commerce company known as the \u201cAmazon of South Korea,\u201d because it started out in Seoul. Coupang now operates in the U.S. and other Asian nations. Goto said preparations for an IPO for PayPay, a kind of cashless payment system, were going well. The company has already held IPOs for Chime, a U.S. \u201cneobank\u201d that provides banking services for low-credit consumers, and for Etoro, a personal investment platform. SoftBank Group stock, which has risen from a year ago, finished 1.3% higher on the Tokyo Stock Exchange after its earnings results were announced. ___ Yuri Kageyama on Threads: https://www.threads.com/@yurikageyama"", ""Nvidia, AI Bets Lift SoftBank To Profit After Brutal Year-Ago Loss Japanese investment holding company SoftBank Group (OTC:SFTBF) (OTC:SFTBY) reported first-quarter results on Thursday. The company reported quarterly net sales of 1.82 trillion Japanese yen ($12.54 billion), up from 1.70 trillion yen ($11.71 billion) a year ago. SoftBank segment net sales grew 8% to 1.66 trillion yen ($11.43 billion). Arm (NASDAQ:ARM) net sales rose 4% to 152.9 billion yen ($1.05 billion). The division incurred a loss of 8.7 billion yen ($60 million) compared to a profit of 10.2 billion yen a year ago due to higher research and development expenses. Also Read: SoftBank May Want To Outdo Microsoft With $40 Billion Investment in OpenAI\u2019s Latest Funding Round The income before tax for SoftBank was 689.9 billion yen. SoftBank\u2019s net income was 421.8 billion yen (or $2.91 billion), compared to a loss of 174.3 billion yen a year ago. The gain on investments was 486.9 billion yen (or $3.35 billion), as investment losses on T-Mobile US (NASDAQ:TMUS) shares and Alibaba (NYSE:BABA) shares were partially offset by a gain on Nvidia (NASDAQ:NVDA) shares. View more earnings on SFTBY Vision Fund investments reported a 660.2 billion yen profit (or $4.55 billion), compared to 32.4 billion yen a year ago. This was driven by higher share prices of some public portfolio companies, including Coupang (NYSE:CPNG), Symbotic (NASDAQ:SYM), and Auto1. SoftBank reported a segment income of 278.5 billion yen (or $1.92 billion) compared to 279.9 billion yen a year ago. SoftBank is aggressively investing in AI, leading a $40 billion funding round into ChatGPT developer OpenAI and awaiting the closure of its proposed $6.5 billion acquisition of AI chip firm Ampere Computing. SoftBank said it and other investors have already committed $10 billion to OpenAI, with the remaining $30 billion expected by December. SoftBank plays a key role in the massive $500 billion Stargate project in the U.S., which aims to build data centers and AI infrastructure. Investors are awaiting details on how SoftBank plans to finance this investment. Price Action: ARM stock is trading higher by 2.4% to $139.38 at last check Thursday. Read Next: Nvidia Holds Near Highs As AMD, Super Micro Disappoint Photo by Michael Vi via Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? This article Nvidia, AI Bets Lift SoftBank To Profit After Brutal Year-Ago Loss originally appeared on Benzinga.com \u00a9 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.""]"
ARM,2025-08-08,136.67,139.45,135.36,138.5,
ARM,2025-08-11,139.52,146.43,139.26,141.027,"Arm initiated, Adobe downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Phillip Securities upgraded Airbnb (ABNB) to Neutral from Reduce with a price target of $127, up from $112. The firm cites stabilizing travel demand for the upgrade. It sees ""modest"" sales growth through 2025 for Airbnb, driven by stable travel demand and growth in Asia Pacific and Latin America. Morgan Stanley upgraded Elf Beauty (ELF) to Overweight from Equal Weight with a price target of $134, up from $114. The firm contends that consensus ""looks materially too low,"" noting that its forecasts are 18% above consensus in terms of FY27 adjusted EBITDA. Seaport Research upgraded Paramount Skydance (PSKY) to Neutral from Sell with no price target. A ""broad, technologically forward strategy"" has been announced, as expected, but without significant details or updated financial projections, which the firm believes will be lower than when the merger was announced last year. Wolfe Research upgraded Cummins (CMI) to Outperform from Peer Perform with a $480 price target following the Q2 report. The firm believes that with growing data center exposure and leverage to an eventual truck upcycle, Cummins is ""very well positioned right now."" Jefferies upgraded Generac (GNRC) to Hold from Underperform with a price target of $200, up from $150. The firm views the company's strategic shift away from underperforming clean technology investments as a positive, which should increase margins. Top 5 Downgrades: Melius Research downgraded Adobe (ADBE) to Sell from Hold with a $310 price target. The firm believes the software-as-a-service companies are in the ""early innings"" of multiple contraction given the shift to artificial intelligence, and cuts Adobe's 2026 and 2027 estimates. HSBC downgraded Trade Desk (TTD) to Hold from Buy with a price target of $56, down from $84. The company's Q2 report points to ""structural issues,"" the firm says, adding that Trade Desk is seeing a deceleration in growth despite a strong advertising market overall. Jefferies also downgraded Trade Desk to Hold from Buy with a price target of $50, down from $100. Lake Street downgraded Tandem Diabetes (TNDM) to Hold from Buy with a price target of $12, down from $75, following a transfer in analyst coverage. While the firm appreciates ""the valuation is compelling"" and thinks the company should probably demand a higher multiple, shares may be range-bound until faster U.S. growth, competitive share-taking and gross margin improvement to support AEBITDA profitability are seen. Raymond James downgraded Haemonetics (HAE) to Outperform from Strong Buy with a price target of $78, down from $105. The firm also removed the shares from its Analyst Current Favorite list. Haemonetics' interventional technologies franchise declined in Q2 due to issues around selling execution, the firm says. BofA downgraded Lineage (LINE) to Underperform from Neutral with a price target of $42, down from $47, citing ongoing demand challenges, persistent macro uncertainty, cautiousness about occupancy growth, and limited visibility into multiple headwinds impacting the sector, including tariffs, interest rates, excess capacity, GLP1 drugs and government benefit reductions. Top 5 Initiations: Seaport Research initiated coverage of Arm (ARM) with a Buy rating and $150 price target. The firm believes Arm is creating ""significant value"" for the semiconductor industry. Oppenheimer initiated coverage of Innoviva (INVA) with an Outperform rating and $35 price target. The firm believes the company's specialty therapeutics and royalty commercial results will drive share outperformance. BTIG initiated coverage of Urban Edge (UE) with a Buy rating and $23 price target. Urban Edge's 70-plus properties are largely concentrated in the Northeast Corridor, notes the firm, which sees the company providing investors with ""a solid opportunity for growth"" through the existing portfolio, redevelopment potential, and new investments. H.C. Wainwright analyst Brandon Folkes assumed coverage of Collegium Pharmaceutical (COLL) with a Buy rating and $44 price target. The firm views the growth potential of Jornay PM as underappreciated. Stifel resumed coverage of Mirum Pharmaceuticals (MIRM) with a Buy rating and $89 price target. The firm views Mirum as ""unique"" in rare disease biotech given that it is cash flow positive, has a high-growth commercial business, and a pipeline with ""multiple credible"" growth opportunities."
ARM,2025-08-12,142.85,143.0,140.42,142.39,"[""Trump Met With Intel CEO, Says Tan Will Bring \u2018Suggestions\u2019 Next Week After meeting with Intel CEO Lip-Bu Tan Monday, President Donald Trump struck a more conciliatory tone than he had last week when he called for Tan\u2019s resignation. \u201cThe meeting was a very interesting one,\u201d Trump posted to Truth Social. Trump had called for Tan to resign in a post last Thursday, saying the Intel CEO was \u201chighly conflicted,\u201d following a letter sent by Republican Sen. Tom Cotton questioning Tan\u2019s links to Chinese firms."", ""CoreWeave Stock Soars as JPMorgan Hikes Target Ahead of Earnings Aug 12 - CoreWeave (NASDAQ:CRWV) jumped nearly 8% Monday after JPMorgan turned more bullish on the AI cloud provider ahead of its earnings report. The bank lifted its price target, saying the company's artificial intelligence ramp remains intact, signaling confidence that CoreWeave can keep delivering growth in a competitive market. Warning! GuruFocus has detected 6 Warning Signs with CRWV. JPMorgan's upbeat call landed alongside a flurry of big-name analyst moves. Nvidia (NASDAQ:NVDA) drew fresh optimism from Wells Fargo, which sees another 20% upside after reports of a China export license agreement. Tesla (NASDAQ:TSLA), Snowflake (NYSE:SNOW), Apple (NASDAQ:AAPL), Adobe (NASDAQ:ADBE), Arm Holdings (NASDAQ:ARM), and miner Freeport-McMoRan (FCX) also made the day's biggest analyst calls list. Investors of CoreWeave are now concerned with its next quarterly earnings. The demand in AI remains high, and Wall Street is continually shifting the goal posts high, hence causing greater fluctuations in the stock in the days to come. Yet, at least at this point, the approval of JPMorgan has sparked new optimisim, which caused an increase of stock of CRWV stocks and placed the latter center-stage once again. This article first appeared on GuruFocus."", ""Why Arm Holdings Stock Popped Higher on Monday An analyst initiated coverage of the U.K.-based chipmaker. He was quite bullish on its prospects. 10 stocks we like better than Arm Holdings \u203a A glowing analyst note ignited a mini-rally in chipmaker Arm Holdings (NASDAQ: ARM) on Monday. Taking the bullish tone of the report to heart, many investors loaded up on the stock, pushing it to a nearly 2% price increase on the day. That was impressive when matched against the 0.3% slump of the bellwether S&P 500. Early that morning, Seaport Global Securities' Jay Goldberg initiated coverage of Arm Holdings with an unambiguous buy recommendation, at a price target of $150 per share. According to reports, Goldberg is convinced that Arm is creating significant value with its business. It has successfully pivoted from a mobile-focused company into one that is well diversified and drawing revenue streams from numerous sources. The analyst pointed out that Arm is notably strong in a customer segment well poised for significant growth: data centers. These facilities are being fitted out to better serve the artificial intelligence (AI) functions that require far more computing power than preceding technologies. Another aspect of the company's business that Goldberg admires is its offerings for the automotive industry. While he noted that this market has a long development cycle, he wrote that Arm has already tripled the addressable market for products in the segment. The analyst's timing is interesting because Arm hasn't exactly been the flavor of the month for investors. At the start of August it published its results for the first quarter of fiscal 2026, which were met by disappointment despite a double-digit rise in revenue. Monday's reaction to Goldberg's bullish note might presage something of a revival in the shares. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Arm Holdings wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $1,119,863!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 1,060% \u2014 a market-crushing outperformance compared to 182% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of August 11, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Arm Holdings Stock Popped Higher on Monday was originally published by The Motley Fool"", ""Arm Stock Is Rising. The Chip Designer Has Tripled Its Market, This Analyst Says. Shares of Arm Holdings were climbing Monday after one Wall Street analyst counseled investors to buy the stock. Jay Goldberg of Seaport Research Partners initiated coverage of Arm with a Buy rating and a $150 price target in a research note Monday. Arm stock was up 3% to $142.65 in afternoon trading.""]"
ARM,2025-08-13,143.45,145.2,141.39,141.6,"Arm Holdings' (NASDAQ:ARM) Promising Earnings May Rest On Soft Foundations Explore Arm Holdings's Fair Values from the Community and select yours Despite announcing strong earnings, Arm Holdings plc's (NASDAQ:ARM) stock was sluggish. Our analysis uncovered some concerning factors that we believe the market might be paying attention to. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Arm Holdings reported a tax benefit of US$77m, which is well worth noting. This is meaningful because companies usually pay tax rather than receive tax benefits. Of course, prima facie it's great to receive a tax benefit. However, our data indicates that tax benefits can temporarily boost statutory profit in the year it is booked, but subsequently profit may fall back. In the likely event the tax benefit is not repeated, we'd expect to see its statutory profit levels drop, at least in the absence of strong growth. So while we think it's great to receive a tax benefit, it does tend to imply an increased risk that the statutory profit overstates the sustainable earnings power of the business. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. As we have already discussed Arm Holdings reported that it received a tax benefit, rather than paying tax, in the last year. Given that sort of benefit is not recurring, a focus on the statutory profit might make the company seem better than it really is. Because of this, we think that it may be that Arm Holdings' statutory profits are better than its underlying earnings power. Nonetheless, it's still worth noting that its earnings per share have grown at 6.6% over the last three years. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. Ultimately, this article has formed an opinion based on historical data. However, it can also be great to think about what analysts are forecasting for the future. Luckily, you can check out what analysts are forecasting by clicking here. This note has only looked at a single factor that sheds light on the nature of Arm Holdings' profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned."
ARM,2025-08-14,140.29,140.68,138.27,140.55,"[""Arm (ARM) Gets Buy Rating and $150 Target as Analyst Sees Triple Market Reach Arm Holdings plc (NASDAQ:ARM) is one of the 10 AI Stocks Making Waves on Wall Street. On August 11, Seaport Global Securities analyst Jay Goldberg initiates coverage on the stock with a Buy rating and a price target of $150.00. The firm believes Arm has revitalized itself after keeping out of the spotlight for years. The company has a big presence in the data center market and is now expanding into automotive. An accountant in a suit entering the Federal Reserve with an arm full of U.S. Treasury securities. Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company that designs and manufactures semiconductor technology and other related products. While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Trending AI Stocks on Wall Street and 10 AI Stocks Analysts Are Watching Closely. Disclosure: None."", ""AMD/ARM continue to gain share over INTC- report Investing.com -- Bank of America told investors on Thursday that AMD and ARM have extended their gains over Intel in the second quarter. The bank revealed in a note that AMD posted \u201cstrong CPU revenue share gain\u2026 up +120bps QoQ to 29.5%, and extending its +300bps gain in CY24,\u201d and ARM \u201cgaining strongly in servers.\u201d According to Mercury Research data cited by BofA, overall PC CPU units rose 1% quarter over quarter, helped by \u201ctariff-related pull-in orders.\u201d Intel shipments are said to have grown 2% and AMD\u2019s 1%, while ARM shipments fell 4%. Intel gained notebook unit share but \u201ccontinued losing desktop unit share (-390bps QoQ)\u2026 as INTC currently lacks proper offering vs. AMD\u2019s refreshed Ryzen 9000 series.\u201d BofA noted Intel\u2019s average selling prices (ASPs) rose 1% QoQ but trailed AMD\u2019s 9%, with Intel\u2019s PC value share slipping another 60bps QoQ to 64.1%. In desktops, AMD units surged 17% QoQ versus Intel\u2019s 4% drop, driving AMD\u2019s desktop value share up 470bps to 37.3%. In servers, total units increased 2% QoQ, led by ARM\u2019s 15% growth and AMD\u2019s 1% gain, while Intel was flat. BofA highlighted AMD\u2019s \u201cnew Zen 5 Turin products with higher core counts\u201d and server value share rising to 37.1%, its highest in over a decade. ARM\u2019s server unit share climbed to 13%, up 150bps QoQ, with BofA expecting it to exceed 15% by 2027. BofA reiterated Buy ratings on AMD and ARM, citing \u201cPC/server share gains\u201d and \u201cfaster hyperscale adoption\u201d for ARM. Intel remains Neutral, with CPU share losses potentially offset by a \u201cstrategic/financial turnaround\u201d and benefits from insourcing wafers in 2026. Related articles AMD/ARM continue to gain share over INTC- report Victoria's Secret Exposed: The Warning Sign Behind the Stock's 52% Collapse Apollo economist warns: AI bubble now bigger than 1990s tech mania""]"
ARM,2025-08-15,140.55,141.78,137.77,138.91,"[""2 No-Brainer Artificial Intelligence (AI) Stocks to Buy Right Now Palantir is emerging as the Microsoft of AI as its U.S. commercial business is exploding. Arm Holdings is well-positioned to gain share in the data center market with its energy-efficient chip architecture. 10 stocks we like better than Palantir Technologies \u203a The demand for artificial intelligence (AI) shows no signs of slowing down. Leading data center operators and governments are pouring billions into this technology, driving tremendous growth for top AI software and semiconductor companies. This presents some potentially great opportunities for long-term investors. Even better, investors don't need to overthink this. Holding shares of industry-leading businesses has always been the way to go. Here are two industry-leading AI stocks to buy and hold for the long term. Palantir Technologies (NASDAQ: PLTR) has been one of the top stocks riding the AI boom. This leading software company just reported its first quarter of $1 billion or more in revenue, and it's still gaining momentum. Because of its success, the stock trades at expensive valuation multiples, but supporting these lofty share prices is the company's accelerating revenue growth and expanding profit margin. Its success is based on bringing together large language models, software, and its ontology-based approach to building software that helps organizations gain real-time insights from disorganized data. Enterprises that use Palantir's software are significantly improving their supply chain efficiency and successfully monitoring their business operations., Meanwhile, the U.S. military uses it for surveillance and intelligence gathering, among other things, and other government agencies are putting it to use as well to better execute their directives. Palantir closed 157 deals valued at $1 million or more in the second quarter, with 42 deals valued at $10 million or higher. This shows that organizations are seeing real returns on their money by reducing the time it takes to understand what's going on in their businesses and make quicker decisions. While the U.S. government still makes up most of Palantir's business, the momentum in the commercial segment reveals its potential to grow into one of the most valuable companies in the world. U.S. commercial revenue growth in the more recently reported quarter accelerated to 93% year over year, reaching $306 million, compared to $426 million in U.S. government revenue. Management is showing it can provide cutting-edge AI software while posting a healthy profit margin. Its net income reached $327 million in the second quarter, representing a net margin of 33%. It's a richly valued stock for a good reason. The acceleration in revenue, expanding margins, and long-term potential to be the Microsoft of AI spell a bright future for this innovative software company. Palantir offers incredible value to companies, and with only 849 customers, there are a lot of corporations out there that it has yet to bring on board. AI adoption among enterprises is still relatively low, providing a long runway of growth for Palantir. While the shares could pull back after a monster run, this is a growth stock that could still deliver excellent returns over the next few decades. Building on the theme of AI companies that are seeing growing momentum in their respective markets, investors should take a close look at Arm Holdings (NASDAQ: ARM). The stock is up 178% since its initial public offering in September 2023, but the shares have been stuck in a trading range over the last several months. Meanwhile, the company continues to be well-positioned in the data center market, as more cloud providers invest in its processor designs. Arm benefits from a profitable business model. Instead of manufacturing chips, it designs them and earns revenue from licensing and royalties. Its total revenue grew 12% year over year in the last quarter, but royalty revenue grew 25% year over year based on data center demand for the company's Armv9 chip architecture. Over 70,000 businesses use Arm's Neoverse data center chips for AI, representing a 40% year-over-year increase. Neoverse central processing units (CPUs) are powering Nvidia's Grace data center chip, Amazon Web Services' Graviton, Google's Axion, and Microsoft Cobalt, among others. The momentum in the data center space is based on the growing demand for greater energy efficiency to run advanced AI workloads. Power bottlenecks might be the only thing that can slow this tsunami from sweeping over the economy in the next decade. This is one reason leading cloud providers are using more Arm-based chip designs: They strike the right balance of optimal energy efficiency and performance. The continued growth in Arm's business will eventually break the stock out of its slump. Analysts currently forecast earnings to grow 24% annually over the next several years. The company is serving an important role in the AI infrastructure market, which spells more upside for investors. Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Palantir Technologies wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $649,544!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $1,113,059!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 1,062% \u2014 a market-crushing outperformance compared to 185% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of August 13, 2025 John Ballard has positions in Nvidia and Palantir Technologies. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Nvidia, and Palantir Technologies. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 2 No-Brainer Artificial Intelligence (AI) Stocks to Buy Right Now was originally published by The Motley Fool"", ""Hedge funds shift bets to double down on Big Tech amid AI boom By Anirban Sen and Carolina Mandl NEW YORK (Reuters) -Wall Street's largest hedge funds, Bridgewater Associates, Tiger Global Management and Discovery Capital, increased their exposure to Big Tech in the second quarter amid a generational boom in the growth of artificial intelligence. During the June quarter, hedge funds cut their exposure to laggards in industries like aerospace and defense, and consumer and retail, as part of a broader move back to momentum investing. It marks a big shift from earlier this year when bets on Big Tech had soured for top money managers due to tariff-fueled volatility in financial markets, with investor concerns around rising inflation and fears of a bubble in AI triggering a sell-off in \""Magnificent Seven\"" stocks. Since then, tech stocks have staged a big comeback. The S&P 500 is up 10% so far this year, buoyed largely by the largest tech companies, which account for nearly a third of the combined market cap of companies on the index. Outside technology, some hedge funds, such as Lone Pine and Discovery, also bet on UnitedHealth Group. Berkshire Hathaway and Michael Burry's Scion Asset Management also unveiled bets on the insurer, while Soros Fund Management boosted an existing position. Shares in UnitedHealth are down 46% this year, as the company faces rising costs, a U.S. Department of Justice probe, a cyberattack and the shooting of former top executive Brian Thompson last December. The fund's positions were revealed in quarterly securities filings known as 13Fs. While backward-looking, these filings typically reveal what funds owned on the last day of the quarter and are one of the few ways hedge funds and other institutional investors have to declare their positions. Below are the details of the changes in the holdings of the top hedge funds: BRIDGEWATER ASSOCIATES Bridgewater Associates added more shares in Nvidia, Alphabet and Microsoft in the second quarter. The macro hedge fund founded by Ray Dalio more than doubled its bets in Nvidia. It ended June with 7.23 million shares in the chipmaker, or 154.5% more than it had at the end of March. Nvidia was Bridgewater's biggest bet in a single stock, totaling $1.14 billion. Its holdings in Alphabet and Microsoft went up by 84.1% and 111.9%, respectively, amounting to $987 million and $853 million. Other AI-related stocks added were Broadcom (+102.7%), to 317.8 million shares, or $317 million, and Palo Alto Networks (+117%), to 313.8 million, or $314 million. DISCOVERY CAPITAL Discovery Capital, whose founder Rob Citrone has recently been bullish on Mexico's America Movil due to its exposure to Latin America, doubled its stake in the wireless provider during the second quarter. For the quarter ended June 30, the fund amassed another 2.65 million shares, valuing its current holding in America Movil at about $95 million. Citrone's hedge fund, which generated a 52% windfall on its investments last year, has increased its exposure to Latin America as part of a strategy to diversify from U.S. holdings. During the quarter, Discovery increased its holdings in Big Tech, as it more than doubled its stake in Meta Platforms, the parent company of Facebook, while also betting on booming demand for AI as it took a new position in Nvidia-backed cloud provider CoreWeave. The hedge fund also increased its position in UnitedHealth by 13%. TIGER GLOBAL MANAGEMENT Tiger Global Management bought more stocks in some Magnificent Seven companies in the second quarter, including Amazon.com, Alphabet, Nvidia, Microsoft and Meta, its 13Fs showed. Chase Coleman's hedge fund added roughly 4 million shares of Amazon and ended June with roughly 10 million shares, worth $2.34 billion. The fund also increased its bets in smaller AI-players. It added over 800,000 shares in chip-making equipment supplier Lam Research Corp, ending June with 5.26 million shares, valued at $512 million. COATUE MANAGEMENT Many changes in Philippe Laffont's Coatue Management portfolio were also around AI-related stocks. It unveiled new positions in both Arm Holdings and Oracle, adding stakes worth roughly $750 million and $843 million, respectively. Both companies have boosted AI-related business initiatives. Coatue also increased its holdings in Nvidia-backed CoreWeave, adding 3.39 million shares in the second quarter, with its stake in the company worth $2.9 billion. LONE PINE Lone Pine Capital took a new position in UnitedHealth Group, buying up 1.69 million shares worth about $528 million during the June quarter. (Reporting by Carolina Mandl and Anirban Sen in New York; Editing by Leslie Adler)"", ""Intel Jumps As Trump Explores Investment In Bid To Revive US Chip Ambitions Intel Corp. (NASDAQ:INTC) gained Friday after Bloomberg reported that the Trump administration is weighing taking a stake in the chipmaker, following a meeting between President Donald Trump and CEO Lip-Bu Tan. Jim Cramer said Intel\u2019s weak balance sheet makes a potential government stake critical to finishing projects that former CEO Pat Gelsinger couldn\u2019t fund. Tim Seymour of Seymour Asset Management warned that nationalizing a company is \u201cnot conventional\u201d and has historically sparked sell-offs, but acknowledged the political and strategic backdrop behind Trump\u2019s potential investment in Intel\u2019s long-delayed Ohio fab. Also Read: Intel Eyes Exit From Networking And Edge Business To Refocus On PC, Data Center Dominance: Report Intel shares rose in after-hours trading Monday after President Donald Trump softened his stance following a White House meeting with CEO Lip-Bu Tan, whom he had urged to resign last week over alleged China ties. Cramer had earlier criticized Intel\u2019s $18.8 billion foundry loss in 2024 despite $8.5 billion in U.S. subsidies, questioning the viability of domestic chipmaking and warning investors to sell the stock as Advanced Micro Devices (NASDAQ:AMD) and Qualcomm (NASDAQ:QCOM) gain ground. Intel\u2019s 18A process has hit yield issues, threatening its ability to profitably produce advanced chips and undermining efforts to close the gap with Taiwan Semiconductor Manufacturing Co (NYSE:TSM). The setback comes as rivals gain ground, while Intel faces internal headwinds, including multiple senior executive departures, a workforce reduction targeting thousands of positions, and the delay of its long-touted Ohio fab project into the 2030s. Fitch downgraded Intel\u2019s credit rating, citing uncertain profitability in its foundry pivot, operational turbulence from leadership instability, and the mounting impact of missed timelines. Intel stock gained 23% year-to-date, topping the NASDAQ 100 Index\u2019s over 13% returns. Intel stock dropped over 9% after second-quarter results showed a revenue beat on tariff-related pull-ins but weak margins and cautious guidance. Management forecasts that the third-quarter revenue will be $13.1B, above consensus, but the gross margin guidance of 36% lagged expectations. Analysts flagged persistent competitive pressure from AMD and Arm (NASDAQ:ARM), Intel\u2019s lack of an AI pipeline, and a capex-heavy manufacturing model. Benchmark warned Intel may need years to improve design and manufacturing competitiveness. At the same time, Bank of America Securities, Rosenblatt, and Needham said the turnaround remains slow despite stronger-than-expected first-half sales. Price Action: INTC stock is trading higher by 2.89% to $24.55 at last check Friday. Read Next: Intel CFO Says New Chip Output For Clients Will Be Minimal, Eyes Foundry Breakeven By 2027 Image via Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? INTEL (INTC): Free Stock Analysis Report This article Intel Jumps As Trump Explores Investment In Bid To Revive US Chip Ambitions originally appeared on Benzinga.com \u00a9 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved."", ""Arm Holdings Shares Up 15% in 2025: Is it Time to Buy, Hold, or Sell? Arm Holdings plc ARM has seen its shares rise 15% year to date, trailing the broader semiconductor industry\u2019s 22% advance over the same timeframe. Image Source: Zacks Investment Research This analysis reviews the company\u2019s recent performance and explores whether ARM currently offers a compelling case for investors to buy, hold, or sell. ARM\u2019s core strength in power-efficient chip architecture remains central to its leadership in mobile computing. Its designs power sleek, energy-saving devices from Apple AAPL, Qualcomm QCOM, and Samsung, making ARM the foundation of today\u2019s mobile innovation. As demand for performance on minimal power rises, Arm Holdings\u2019 chips continue to dominate smartphones and tablets. Apple leverages ARM\u2019s architecture for its M-series chips, while Qualcomm depends on it to power its Snapdragon lineup. Samsung integrates ARM designs across mobile and consumer electronics, further affirming its critical role. ARM\u2019s proven ability to balance high efficiency and low power draw has solidified its status in the mobile era. ARM is rapidly emerging as a foundational player in the age of artificial intelligence (AI) and the Internet of Things (IoT). As Apple, Qualcomm, and Samsung pursue AI-driven innovation, they are increasingly relying on ARM\u2019s flexible and energy-efficient architecture. AI models are being embedded into everything from wearables to cloud data centers, and ARM\u2019s chips are built to meet these growing demands. Apple continues to scale its AI integration on ARM-based silicon, Qualcomm expands its AI capabilities in mobile and automotive, and Samsung explores next-gen IoT through Exynos chips powered by ARM. With machine learning and edge computing at the forefront, ARM is becoming an indispensable infrastructure for the next wave of tech advancement. ARM faces notable risks due to its significant exposure to China, its second-largest market. Growth in the region has been sluggish, and one potential reason is the rising adoption of RISC-V, an open-source chip architecture increasingly favored by Chinese firms. This trend may soon accelerate, as the Chinese government prepares to issue formal guidelines aimed at promoting the development and widespread use of RISC-V technology. Such state-backed support could further weaken ARM\u2019s position in the Chinese semiconductor ecosystem over the coming years. Given China's strategic focus on reducing dependence on foreign chip architectures, the company\u2019s reliance on this market presents a long-term concern. If RISC-V adoption continues to gain traction, Arm Holdings\u2019 growth prospects in China could remain muted, affecting its broader global momentum. These evolving competitive dynamic highlights a key vulnerability in ARM\u2019s business model that investors should closely monitor. ARM\u2019s potential move into producing its own CPUs presents both an opportunity and a risk. On one hand, entering the hardware space could significantly expand its total addressable market and drive revenue growth. However, this strategy could also backfire by turning Arm Holdings into a direct competitor to its top customers, potentially straining key relationships. The risk is heightened by reports that the company is hiring talent away from these same clients, which may further fuel tensions. While the hardware push offers upside, it could alienate partners and jeopardize existing licensing revenues from major chipmakers. At the same time, ARM\u2019s move to develop its CPUs could significantly compress its gross margins, as the company would begin absorbing the direct costs associated with chip manufacturing. ARM may face near-term headwinds as analyst sentiment turns cautious. Over the past 30 days, three downward revisions have been made to its third-quarter fiscal 2026 earnings estimates, with two upward adjustments. Image Source: Zacks Investment Research Notably, the Zacks Consensus Estimate for earnings has dropped by 3% during this period, signaling potential softness in revenues or margin performance. Such cuts can weigh on investor confidence and may lead to increased volatility in the stock until visibility around growth drivers improves. Image Source: Zacks Investment Research ARM stock is currently expensive. It is priced at around 74.12X forward 12-month earnings per share, significantly higher than the industry\u2019s average of 40X. When looking at the trailing 12-month EV-to-EBITDA ratio, ARM is trading at around 114.03X, far exceeding the industry\u2019s average of 18.08X. ARM may no longer justify investor confidence, despite its leadership in power-efficient chip architecture and rising relevance in AI and IoT. The company faces multiple headwinds, including weakening growth in China due to increasing adoption of rival technologies like RISC-V, as well as potential fallout with top clients as it pushes into CPU manufacturing. This shift could hurt existing partnerships and pressure margins. Analyst sentiment has also turned negative, with multiple downward revisions to earnings estimates. Coupled with an overstretched valuation compared to peers, these factors suggest limited upside. Investors may want to exit positions before challenges deepen further. ARM currently carries a Zacks Rank #4 (Sell). You can see the complete list of today\u2019s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report QUALCOMM Incorporated (QCOM) : Free Stock Analysis Report Apple Inc. (AAPL) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research""]"
ARM,2025-08-18,137.91,141.51,137.529,141.06,"Nvidia Has 95% of Its Portfolio Invested in 2 Brilliant AI Stocks Nvidia has 95% of its stock portfolio invested in CoreWeave and Arm, two companies benefiting from growing demand for artificial intelligence infrastructure. CoreWeave has been recognized as the best artificial intelligence cloud platform on the market, but its net loss widened in the recent quarter as interest payments increased. Arm has rapidly share in data centers as companies have prioritized power efficient chips amid the proliferation of power-hungry artificial intelligence workloads. 10 stocks we like better than CoreWeave › Nvidia (NASDAQ: NVDA) owns stock in publicly traded companies as part of its treasury strategy. Its $4.3 billion portfolio included six positions as of the June-ending quarter, but two accounted for 95% of invested assets: 91% was allocated to CoreWeave (NASDAQ: CRWV) and 4% was to Arm Holdings (NASDAQ: ARM). Here's what investors should know about these magnificent artificial intelligence stocks. CoreWeave provides cloud infrastructure and software services purpose-built for artificial intelligence (AI) workloads. The company currently owns 33 data centers across the United States and Europe. SemiAnalysis recently ranked it as the best AI cloud on the market for its unmatched performance, awarding it higher scores than competitors including Amazon, Microsoft, and Alphabet's Google. CoreWeave has a close relationship with Nvidia that often lets it bring new chips to market before other cloud providers. For instance, it was the first cloud to offer Nvidia H100 and H200 GPUs, and the first to offer Nvidia GB200 (Grace Blackwell) superchips. Cutting-edge infrastructure combined with industry-leading performance has helped CoreWeave win big customers including Microsoft, OpenAI, and Nvidia. CoreWeave reported second-quarter financial results that beat estimates on the top and bottom lines. Revenue increased 206% to $1.2 billion, and non-GAAP operating income, which does not include interest payments, climbed 134% to $200 million. However, when interest payments on debt are included, the company's non-GAAP net loss widened to $131 million. Investors should be aware of two risks. First, Microsoft contributed 71% of revenue in the quarter, meaning CoreWeave is highly dependent on a single customer. Second, capital expenditures are expected to top $20 billion this year, more than double last year, as the infrastructure buildout accelerates. That trend could cause CoreWeave to take on more debt, and interest payments already consumed 22% of revenue last quarter. CoreWeave trades at 12 time sales, a reasonable valuation for a company whose revenue is forecast to grow at 88% annually through 2027. The stock is priced at $100 per share, and analysts have mixed opinions about where its headed. Targets range from $32 per share at the low end, implying 68% downside, to $180 per share at the high end, implying 80% upside. I think patient investors comfortable with volatility can buy a very small position today. Arm is a somewhat atypical semiconductor company. Rather than selling chips, it designs central processing unit (CPUs) architectures and related technologies such as systems and software development tools. Arm then licenses its intellectual property to companies that build custom CPUs in end markets such as mobile devices, data centers, and automotive systems. Arm's power-efficient architecture has helped the company capture 99% market share in smartphones, but that quality has more recently driven demand in data centers as power-intensive AI workloads have proliferated. In fact, Amazon, Microsoft, and Alphabet have designed Arm-based CPUs, as has Nvidia. Consequently, more than 70,000 enterprises run AI workloads in data centers on Arm chips, a 14-fold increase from 2021. Arm reported disappointing financial results in the June-ending quarter, missing sales estimates on lower licensing revenue and light royalty revenue. Total sales increased 12% to $1 billion, operating margin contracted 8 percentage points primarily because of increased R&D spending, and non-GAAP net income fell 13% to $0.35 per diluted share. But the company expects sales growth to accelerate to about 25% in the current quarter. Arm recently began licensing compute subsystems (CSS), which are essentially blueprints that combine CPUs with other chip components to help customers develop new products faster. The number of CSS customers more than doubled in the last quarter, and that trend bodes well for Arm because CSS licenses entitle the company to more royalty revenue than CPU design licenses alone. Wall Street expects Arm's adjusted earnings to grow at 23% annually through the fiscal year ending in March 2027. That makes the current valuation of 87 times adjusted earnings look expensive. But analysts have underestimated the company in the past. Arm beat the consensus earnings estimate by an average of 11% in the past six quarters. With that in mind, patient investors could buy a very small position today, but waiting for a cheaper entry point would be prudent. Before you buy stock in CoreWeave, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CoreWeave wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $668,155!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,106,071!* Now, it’s worth noting Stock Advisor’s total average return is 1,070% — a market-crushing outperformance compared to 184% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Trevor Jennewine has positions in Amazon and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Nvidia Has 95% of Its Portfolio Invested in 2 Brilliant AI Stocks was originally published by The Motley Fool"
ARM,2025-08-19,140.93,142.8,133.7,134.01,"[""Arm hires Amazon AI exec to boost plans to build its own chips SAN FRANCISCO (Reuters) -Arm Holdings (ARM) has hired Amazon.com (AMZN) artificial intelligence chip director Rami Sinno to bolster its plans to develop its own complete chips, a person familiar with the matter said on Monday. Sinno was responsible for helping to develop Amazon's homegrown AI chips called Trainium and Inferentia that are designed to help build and run large AI applications. Until now, Arm has not built its own chips. Instead, it designs the core architecture and instruction set for processors that it sells to customers. Chip designers like Apple (AAPL) and Nvidia (NVDA) use Arm technology in their chips. In July, Arm disclosed plans to invest a portion of its profit into building its own chips and other components. CEO Rene Haas discussed the possibility of moving beyond designs and building chiplets - smaller, function-specific versions of a chip that are stitched together - and complete systems. The company, which is majority-owned by the SoftBank Group (9984.T, SFTBY), collects royalty payments on the chips its customers sell. Arm-based devices power nearly every smartphone in the world and server chips based on its intellectual property have made significant inroads in the data center market long dominated by Advanced Micro Devices (AMD) and Intel (INTC). As part of a broad plan to increase its business, Arm has sought to expand beyond supplying crucial chip intellectual property to building its own complete designs. Reuters first reported on the company's plans outlined in sealed exhibits from a December trial, and its effort to hire executives from rivals in February. In recent years, Arm has sought to bolster its teams focused on building complete chips and systems. The company has hired Nicolas Dube, an executive from HPE with large-scale systems design experience, and Steve Halter, a chip engineer from Intel and Qualcomm, as part of the effort, the person familiar with the matter said. Sinno's effort at Amazon was part of the company's effort to design chips that would be cheaper and offer superior performance to Nvidia's graphics processors used for AI work. (Reporting by Max A. Cherney in San Francisco; Editing by Matthew Lewis)"", ""Intel Stock Soars After SoftBank\u2019s $2 Billion Investment. Why It\u2019s About More than Money. The move could be seen as a vote of confidence for Intel, which has been playing catch-up in an industry that has chased the artificial intelligence boom."", ""Intel\u2019s CEO Draws Support for Revival From SoftBank, Trump (Bloomberg) -- Less than two weeks after President Donald Trump called for the ouster of Intel Corp.\u2019s Lip-Bu Tan, the company\u2019s chief executive officer has a shot at securing billions of dollars in fresh capital that could help him turn around the troubled US chipmaker. The Trump administration is in discussions to take a stake of about 10% in Intel, possibly by converting grants made to the company under the US Chips and Science Act into equity, according to people familiar with the matter. That could allow Intel to tap about $10 billion in capital as Tan works out a strategy for revival. Most Read from Bloomberg Chicago Schools Seeks $1 Billion of Short-Term Debt as Cash Gone A Photographer\u2019s Pipe Dream: Capturing New York\u2019s Vast Water System A London Apartment Tower With Echoes of Victorian Rail and Ancient Rome Why New York City Has a Fleet of New EVs From a Dead Carmaker Princeton Plans New Budget Cuts as Pressure From Trump Builds In another surprise, SoftBank Group Corp. agreed to take a $2 billion stake in Intel, as the Japanese company seeks a broader role in the artificial intelligence boom. Founder Masayoshi Son already owns a majority stake in chipmaker Arm Holdings Plc and has laid plans to compete with Nvidia Corp. in AI chips. Intel\u2019s chipmaking skills could help SoftBank manufacture chips to run \u2014 and possibly train \u2014 AI models like ChatGPT. Intel shares rose about 7% in pre-market trading on Tuesday. SoftBank\u2019s own stock price fell 4% in Tokyo. Earlier this month, Tan\u2019s hold on his CEO role looked precarious after Trump called on him to resign over alleged conflicts of interest. Yet the executive quickly visited Trump at the White House to clear the air, with the president then praising the Intel CEO for his career success and \u201camazing story.\u201d That set the stage for the government\u2019s possible investment, which would make the US the chipmaker\u2019s largest shareholder. The federal government is considering an investment that, under one scenario, would involve converting some or all of the $10.9 billion in grants the company had won under the Chips Act, said the people, who asked not to be identified because the information is confidential. The company can also draw on up to $11 billion in loans under the 2022 law. The grant money, which was originally designed to be disbursed over time as Intel meets project milestones, is roughly enough to pay for the targeted holding. At Intel\u2019s current market value, a 10% stake in the chipmaker would be worth around $10.5 billion. The exact size of the stake, as well as whether the White House chooses to move ahead with the plan, is still in flux, the people said. White House spokesman Kush Desai declined to comment on the specifics of the discussions, saying only that no deal is official until it\u2019s announced by the administration. The Commerce Department, which oversees the Chips Act, also declined to comment. Intel didn\u2019t respond to a request for comment. SoftBank\u2019s investment is another unconventional bet on Tan\u2019s ability to revive Intel\u2019s fortunes. The Japanese company announced its plan to buy new shares at $23 a share, a small discount to Intel\u2019s last close. Son has ambitions to design an energy-efficient AI chip through what he calls the \u201cIzanagi\u201d project to compete with Nvidia\u2019s products, though that has yet to translate into a marketable product. Son held talks with Intel\u2019s chief executive about buying the company\u2019s contract chipmaking business before agreeing to make the $2 billion investment, the Financial Times reported, citing people familiar with the talks. The investment doesn\u2019t preclude a bigger deal for that part of Intel\u2019s business, the newspaper said. A big question is whether a government holding and SoftBank\u2019s vote of confidence would help reinvigorate Intel\u2019s business. The tech pioneer has fallen behind Taiwan Semiconductor Manufacturing Co. in contract chipmaking and Nvidia Corp. in chip design, missing out on a boom in spending on artificial intelligence. Last week, Intel\u2019s stock had its biggest one-week rally since February, after the initial news of the government\u2019s possible investment. Tan, who served on SoftBank\u2019s board for two years, is seeking a turnaround. But his efforts have largely been focused on cutting costs and eliminating jobs. Intel will add large-scale manufacturing capacity only once customers are committed to using its more advanced production techniques, Tan said last month, sparking concern among investors that the company may be bowing out of the race for semiconductor leadership. The Trump administration is particularly focused on shoring up Intel\u2019s sprawling project in Ohio, the home state of Vice President JD Vance. Intel has repeatedly delayed the anticipated opening of that site, which the company originally envisioned as the world\u2019s biggest semiconductor facility. Beyond Intel, the White House official also floated the possibility that the administration could convert other Chips Act awards into equity stakes. It\u2019s not clear whether that idea has gained traction broadly within the administration or whether officials have broached the possibility with any companies that could be affected. The Chips Act set aside $39 billion in manufacturing grants \u2014 plus loans and tax credits \u2014 to revitalize the American semiconductor industry after decades of production shifting to Asia. Using Chips Act money for an Intel stake would mean the chipmaker isn\u2019t necessarily getting a bigger government infusion than expected \u2014 possibly just one that\u2019s on a faster timeline. As is the case for all Chips Act winners, Intel\u2019s award was designed as a reimbursement, with the grant money split into tranches tied to specific project benchmarks. Intel had received $2.2 billion of its award as of January. It\u2019s unclear whether that amount would be included in the possible equity stake, whether the company has received additional disbursements of its award since Trump took office, and on what schedule Intel would receive money under a possible equity stake. While TSMC and South Korea\u2019s Samsung Electronics Co. are expanding their US operations with Chips Act support, having an American company like Intel building cutting-edge chips on domestic soil has been a priority for both the Trump and Biden administrations. Biden officials, for example, tried to get companies like Nvidia and Advanced Micro Devices Inc. to consider using Intel as a manufacturing partner, and also explored long-shot ideas like a tie-up between Intel and GlobalFoundries Inc. Earlier this year, Trump\u2019s team held early-stage conversations with TSMC about potentially operating Intel\u2019s factories \u2014 an arrangement from which TSMC has backed away. Trump officials have also internally floated the prospect of seeking an Intel investment from the United Arab Emirates. It\u2019s unclear whether either of those approaches has progressed much past a thought exercise. Washington has become more aggressive in strategic sectors. The Trump administration\u2019s secured an agreement to receive a 15% cut of AI chip sales to China and took a so-called golden share in United States Steel Corp. as part of a deal to clear its sale to a Japanese rival. That\u2019s while the Defense Department announced a plan that would make it the largest shareholder in US rare-earth producer MP Materials Corp. The US government and the Japanese tech conglomerate both see the potential for a turnaround at Intel, although each likely values different parts of the business. For the Trump administration, a recovery of the chipmaker\u2019s manufacturing prowess would help win jobs and voters. For SoftBank, Intel\u2019s chip design operations beckon with the promise of high margins. --With assistance from Brody Ford, Ville Heiskanen, Ryan Gould, Josh Wingrove, Min Jeong Lee and Edwin Chan. Most Read from Bloomberg Businessweek Foreigners Are Buying US Homes Again While Americans Get Sidelined What Declining Cardboard Box Sales Tell Us About the US Economy Women\u2019s Earnings Never Really Recover After They Have Children Americans Are Getting Priced Out of Homeownership at Record Rates Yosemite Employee Fired After Flying Trans Pride Flag \u00a92025 Bloomberg L.P."", ""Market Chatter: Arm Holdings Hires Ex-Amazon AI Chip Director Arm Holdings (ARM) hired Rami Sinno, former director of artificial intelligence chips at Amazon.com"", ""Amer Sports, Arm, Nexstar & Tegna: Trending Tickers Amer Sports (AS) raised its full-year revenue and EPS guidance after beating second quarter estimates, though sales for the unit that houses its Arc'teryx brand came in just below expectations. Arm Holdings (ARM) is ramping up its in-house chip development, hiring a former Amazon AI executive, according to Reuters. Nexstar (NXST) is acquiring Tegna (TGNA) in a deal valued at $6.2 billion, a merger that will expand its reach even more local TV stations. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.""]"
ARM,2025-08-20,132.7,133.13,127.03,131.16,"[""AI anxiety has sent markets into a tizzy, but experts say the jitters will only \u2018punish those chasing the froth\u2019 Major technology stocks tied to artificial intelligence took a sharp downward turn Tuesday, rattling markets and raising concerns the sector\u2019s billion-dollar promises may not be bearing fruit as quickly as hoped. Shares of Palantir Technologies, the data-analytics firm widely viewed as an AI bellwether, plunged more than 9%, its worst tumble since March, after prominent short-seller Andrew Left of Citron Research renewed his bearish stance. Other major names felt similar shocks, highlighting underlying investor doubts: Oracle, in the midst of aggressive AI investments and a strategic pivot that included mass layoffs in its cloud division, saw its shares drop nearly 6%. Chipmakers integral to the AI boom struggled as well: Advanced Micro Devices fell 5.4%, Arm Holdings lost 5%, and Nvidia, the sector\u2019s dominant force, slid 3.5%. SoftBank, whose outsize bets on AI have defined its recent strategy, dropped more than 7%\u2014amplifying concerns about a broader tech correction and underscoring Wall Street\u2019s uneasy relationship with the so-called next big thing. OpenAI CEO Sam Altman even admitted AI is in a bubble. The abrupt selloff echoes broader skepticism about the sustainability of sky-high valuations seen in AI-focused companies. But experts say that while investors are right to be cautious, the underlying technology isn\u2019t going away\u2014and this is a short-term drop during a long-term transformation. Behind the market jitters, a recent report from MIT said approximately 95% of company generative AI pilot programs resulted in \u201clittle to no measurable impact\u201d on revenue or profits. While a handful of startups have thrived, the vast majority of corporate efforts have stalled, caught in flawed enterprise integrations and learning gaps. The research, encompassing 150 executive interviews, 350 employee surveys, and an analysis of 300 public AI deployments, paints a sobering picture: Outside exceptional cases, generative AI projects have yet to justify the vast spending across the sector. MIT\u2019s lead author, Aditya Challapally, told Fortune failure may lie less in the underlying tools than in enterprise execution, citing issues around workflow adaptation and resource allocation. In contrast, nimble startups have rapidly scaled revenues\u2014validating the potential of the technology when well integrated, but also highlighting a gulf between hype and reality for larger companies. \u201cThere\u2019s no doubt that when MIT reports a 95% failure rate in AI pilot programs, it\u2019s alarming,\u201d Mike Sinoway, CEO of AI-powered search software company Lucidworks, told Fortune. \u201cBut the problem has less to do with the underlying technology and more with how companies are approaching it. \u201cIn our own research, polling over 1,600 AI practitioners and leaders and validating this with bot analysis, we found 65% of teams are rolling out AI without the fundamental tech infrastructure in place,\u201d he said. \u201cTrying to build cutting-edge applications atop weak foundations is like building an F1 car on a go-kart engine\u2014you simply won\u2019t get results. So while a 95% failure rate might seem like a sign of a bubble, once organizations focus more on what AI actually needs to succeed, we\u2019ll begin to see the traction everyone is expecting.\u201d Chase Feiger, CEO of Ostro, an AI-powered platform for life sciences brands, agreed current volatility is part of a typical tech cycle. \u201cTalk of an AI bubble isn\u2019t new,\u201d Feiger told Fortune. \u201cEvery major tech shift goes through a stage where hype runs ahead of business fundamentals,\u201d he said. \u201cSome companies are burning money on inference costs, offering \u2018all-you-can-eat\u2019 models that cost thousands to run but bring in only hundreds in revenue\u2014a pattern reminiscent of Uber\u2019s early years. That overinflation explains market caution, but the underlying technology isn\u2019t overhyped. In health care, for example, AI is transforming drug development, patient care, and physician decision-making. \u201cThe correction will come. But over the long haul, the winners will be those who prove AI delivers durable value in complex, high-stakes environments,\u201d Feiger added. Harvard professor Christina Inge told Fortune the duality at work is nothing new. \u201cInvestors are right to be cautious,\u201d she said. \u201cNot every company claiming to be \u2018AI-driven\u2019 is creating real value; a lot of it is smoke and mirrors, with some tools amounting to incremental improvements on non-AI tech. Correction is inevitable, as history shows. \u201cBut the technology isn\u2019t going away. AI is already making a difference in health care, marketing, logistics, and finance. And we\u2019re only scratching the surface. In the long run, I expect the impact of AI to rival the Industrial Revolution. There\u2019s a lot of froth in the market right now, but the bigger story is just beginning. In other words: short-term bubble, long-term transformation.\u201d That view is echoed by Shay Boloor, chief market strategist at Futurum Equities. \u201cWhat we\u2019re seeing isn\u2019t a bubble, but the foundation of a new economy,\u201d Boloor told Fortune. \u201cThere will be volatility\u2014inevitable with a sector this hot\u2014but the fundamental reality is every industry will be transformed by AI. Just look at Microsoft and Meta this quarter: Azure hit its biggest revenue numbers ever, Microsoft Cloud crossed $46 billion, and Meta monetized not just attention but intelligence, with 22% revenue growth and 38% profit growth, while spending $70 billion in capex. The demand is not hypothetical\u2014it\u2019s scaling now. \u201cWe\u2019re not at the peak of AI. We\u2019re at an inflection point.\u201d Siamak Freydoonnejad, cofounder of Sprites AI, which makes an AI-powered marketing agent, says, however, deciding whether or not we\u2019re in an AI bubble \u201cmisses the point\u201d entirely. \u201cStock prices may have outpaced fundamentals, but inside enterprises, AI is already infrastructure,\u201d Freydoonnejad told Fortune. \u201cNo one who\u2019s seen campaign launch speed improve by 70% is going back to the old way,\u201d he said. \u201cSome vendors did slap \u2018AI\u2019 on legacy products to cash in, but those valuations will be corrected\u2014and deservedly so. What matters is which firms are using AI not as a shallow trend but as the basis for their entire product. Real efficiency gains are showing up for companies embedding AI deeply in their workflows. The market is about to sort out those with substantive results from those selling only promises.\u201d Omar Kouhlani, CEO of Runmic, which uses AI to design revenue strategies for sales teams, told Fortune infrastructure spending reveals the true momentum. \u201cBig Tech just raised AI spending guidance to $360 billion\u2013plus for 2025, up sharply from previous estimates. I watch those numbers more closely than day-to-day share price changes,\u201d he said. \u201cThis isn\u2019t a rejection of AI, it\u2019s a market becoming more selective,\u201d Kouhlani continued. \u201cThe crash is separating real AI revenues from companies that only have AI PowerPoints. We\u2019re not in another dotcom bust. The infrastructure is being built now, and expectations are adjusting faster than the technology itself.\u201d Usha Haley, the W. Frank Barton Distinguished Chair in International Business and professor of management at the Barton School of Business at Wichita State University, argues that cycles of bubbles and corrections are intrinsic to tech revolutions. \u201cHistorically, every breakthrough technology comes with bubbles,\u201d Haley told Fortune. \u201cAI is already delivering productivity gains, even as it erodes some jobs. We\u2019ll see some correction and consolidation, but not a collapse. The strongest players will emerge into a changed landscape. Regulation and stochastic shocks could alter outcomes, but competitive environments\u2014not monopolies\u2014will point to future leaders.\u201d Fabian Stephany, a lecturer at the University of Oxford, sees evidence for both sides: \u201cTo some extent, yes, there is an AI bubble. But long-term fundamentals are exceptionally strong,\u201d he told Fortune. \u201cMany firms use AI for marketing more than substance, which has inflated valuations. Yet stock-market gains this year are overwhelmingly linked to real advances in AI at companies like Nvidia, Meta, Microsoft, and Broadcom. Nvidia alone accounts for 26% of the S&P\u2019s advance, underscoring real market transformation.\u201d David Brudenell, executive director at Decidr, which builds an AI-powered operating system for businesses to automate workflows, told Fortune that \u201ccorrection is necessary\u201d as it \u201cseparates speculation from structural value.\u201d And David Russell, global head of market strategy at TradeStation, agreed: \u201cPullbacks are normal after rallies stall. \u201cMajor players like Palantir and Microsoft failed to hold breakouts after strong earnings. That\u2019s a sign the good news may be priced in,\u201d Russell told Fortune. \u201cMarkets move ahead of fundamentals, but excessive prices punish those chasing the froth. In the weeks ahead, sentiment could shift to other macro factors.\u201d The expert consensus is clear: While stocks have pulled back, the fundamentals behind AI remain strong. Most believe the recent rout is an overdue market sorting\u2014separating hype from reality, speculation from enduring value. Even MIT\u2019s cautious findings are seen as a spur rather than a death knell. Now, all eyes will turn to Nvidia, which reports quarterly earnings next week. But broadly speaking, what the market is experiencing isn\u2019t a sign of crisis, but a marker of growing pains. For this story, Fortune used generative AI to help with an initial draft. An editor verified the accuracy of the information before publishing. This story was originally featured on Fortune.com"", ""Arm Ropes In Amazon AI Executive to Boost Chip Plans Arm Holdings (NASDAQ:ARM) has tapped Amazon's (NASDAQ:AMZN) AI chip director Rami Sinno as it pushes deeper into designing its own chips, Reuters reported, citing a person familiar with the move. Sinno was a key architect behind Amazon's homegrown Trainium and Inferentia processors, built to train and run large-scale AI models. His hiring adds heavyweight experience to Arm's effort to go beyond licensing processor blueprints to other firms and build more complete silicon solutions itself. Warning! GuruFocus has detected 2 Warning Sign with ARM. Majority-owned by SoftBank (SFTBY), Arm already supplies the underlying architecture used in chips for Apple (NASDAQ:AAPL) iPhones and Nvidia (NASDAQ:NVDA) GPUs. But CEO Rene Haas said in July that the company is ramping up R&D to explore chiplets, subsystems, and potentially full chip designs. Sinno joins a growing roster of industry veterans Arm has pulled in for the push, including Nicolas Dube from HPE and Steve Halter, who previously worked at Intel (NASDAQ:INTC) and Qualcomm (NASDAQ:QCOM). For investors, the hires underline Arm's ambition to move up the value chain and capture more of the profits flowing from the AI hardware boom. This article first appeared on GuruFocus."", ""What's Going On With AMD Stock Tuesday? Advanced Micro Devices (AMD) stock traded lower on Tuesday as rivals Arm Holdings (NASDAQ:ARM), Nvidia (NASDAQ:NVDA), and Intel (NASDAQ:INTC) made strategic moves to fortify their positions in the global semiconductor market. The competitive landscape is heating up, with each company pursuing distinct strategies to gain an edge. Arm is shifting its focus toward in-house chipmaking, Nvidia is developing new chips to maintain its grip on the crucial Chinese market, and Intel has secured a significant investment, attracting interest from the U.S. government. In the midst of these high-stakes industry developments, financial analysts offered a mixed but generally constructive outlook on AMD\u2019s performance. Also Read: AMD Acquires Another Company To Expand AI Arsenal Goldman Sachs analyst James Schneider acknowledged AMD\u2019s strength in data center GPUs but warned of potential scaling challenges and high investor expectations that could limit its upside. Schneider projected AMD\u2019s data center GPU revenue to reach $10\u201311 billion by 2026. Meanwhile, KeyBanc analyst John Vinh highlighted the successful ramp of the MI355 and increasing demand in the premium desktop and commercial sectors. Wedbush\u2019s Matt Bryson noted that while the China market remains uncertain, AMD\u2019s momentum in the client and server segments could offset weaker GPU results, with a potential for further upside if China sales eventually resume. Benchmark analyst Cody Acree underscored the company\u2019s market share gains in data center and client markets, the ongoing ramp of new AI GPUs, and an expected double-digit growth in the third quarter. Overall, analysts believe AMD is entering the second half of the year with strong growth drivers, though they disagree on whether the current market expectations leave room for substantial upside. AMD\u2019s stock has surged 42% year-to-date, outperforming both Nvidia\u2019s 35% and Intel\u2019s gain of over 30%. Despite this strong performance, analysts maintain mixed but largely constructive views on the company\u2019s recent results, citing robust data center momentum while tempering expectations due to high valuation. In a bold strategic shift, Arm Holdings has moved beyond its traditional licensing model by hiring Rami Sinno, Amazon\u2019s former AI chip director, to lead its in-house chip development. The company plans to reinvest profits into building complete chips and chiplets to expand its footprint in the smartphone and data center markets, directly challenging rivals like Nvidia, AMD, and Intel. Nvidia is also making significant moves to protect its market share in China, a region that accounted for 13% of its 2024 revenue. The company is reportedly developing new AI chips specifically designed to comply with U.S. export regulations. This includes the B30A, a new chip on its Blackwell architecture that offers about half the computing power of its flagship B300 but is more powerful than the H20 it currently sells in China. Nvidia aims to ship test samples of the B30A by September. Additionally, the company is preparing to launch the RTX6000D, another China-specific Blackwell chip designed for AI inference, with deliveries also expected in September. The RTX6000D is capped just under U.S. export thresholds and features 1,398 GB/s of memory bandwidth. Intel, for its part, has secured a $2 billion investment from SoftBank, which committed to the primary stock issuance at $23 per share, making it Intel\u2019s sixth-largest shareholder with just under a 2% stake. This investment arrives as Bloomberg reports that the U.S. government is considering acquiring a 10% stake in the company for national security reasons. The potential government stake comes at a critical time for Intel, which has faced significant headwinds, including an $18.8 billion foundry loss in 2024, Fitch downgrades, delays at its Ohio fab, and setbacks in its 18A process technology as it competes with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), AMD, and Arm. Price Action: AMD stock is trading lower by 4.31% to $168.55 at last check Tuesday. Read Next: Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes Photo by sdx15 via Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? ADVANCED MICRO DEVICES (AMD): Free Stock Analysis Report This article What's Going On With AMD Stock Tuesday? originally appeared on Benzinga.com \u00a9 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.""]"
ARM,2025-08-21,130.89,133.63,130.21,133.28,"[""Edgewater Wireless CEO to join \""Catalysts of Innovation\"" Event in Silicon Valley OTTAWA, Ontario & SAN JOSE, Calif., August 21, 2025--(BUSINESS WIRE)--Edgewater Wireless Systems Inc. (TSXV: YFI) (OTC: KPIFF), the industry pioneer of Wi-Fi Spectrum Slicing\u2122 technology, today announced that President & CEO Andrew Skafel will join the \""Catalysts of Innovation: Building Enduring Semiconductor Companies\"" panel hosted by Silicon Catalyst in collaboration with Arm Holdings Plc (NASDAQ: ARM) on September 4, 2025, 12:30\u201316:30 PT, at TSMC, 2851 Junction Ave. #101, San Jose, CA. The event convenes startup leaders, investors, and ecosystem partners to explore what true product\u2013market fit looks like in semiconductors\u2014where capital efficiency, technical risk reduction, and early traction are paramount. The panel moderated by Laura Swan, General Partner, Silicon Catalyst Ventures, will feature Andrew Skafel (CEO, Edgewater Wireless), and the CEOs of Silicon Catalyst companies, Gigantor and Quadric. \""I am thrilled to be part of such an exciting panel discussion and look forward to meeting with the Silicon Valley crowd,\"" said Andrew Skafel, President & CEO of Edgewater Wireless. \""At Edgewater, we\u2019re redefining Wi-Fi from the silicon up. Our patented Spectrum Slicing approach and the PrismIQ\u2122 product family are engineered to deliver unmatched Quality of Service in dense, performance-critical environments. I\u2019m excited to share how we\u2019re aligning AI-driven innovation with clear go-to-market pathways\u2014working with world-class partners across the ecosystem.\"" Details about the event can be found at: edgewaterwireless.com/catalysts-of-innovation-building-enduring-semiconductor-companies About Edgewater Wireless We make Wi-Fi. Better. Edgewater Wireless delivers unmatched Wi-Fi QoS\u2014bar none\u2014by intelligently mitigating congestion, managing spectrum allocation in real-time, and autonomously reconfiguring channel and link density\u2014driving economic gains for service providers and their customers through reduced churn, improved efficiency, and high-performance connectivity in dense environments. Redefining Wi-Fi from the silicon up, Edgewater\u2019s patented, AI-powered Spectrum Slicing platform\u2014delivered through the PrismIQ\u2122 product family\u2014breaks the limits of legacy Wi-Fi by enabling multiple concurrent channels in a single band. Wi-Fi Spectrum Slicing delivers 10x performance and up to 50% lower latency, even for legacy devices. With 26 patents and a fabless model, Edgewater is transforming the economics of Wi-Fi for service providers, OEMs, and enterprises\u2014powering scalable, standards-aligned/leading connectivity across residential, enterprise, and Industrial IoT markets. A Silicon Catalyst portfolio company, Edgewater is building the intelligence wireless foundation for the next era of global connectivity. Visit https://edgewaterwireless.com Forward-Looking Statements This news release contains forward-looking statements and forward-looking information within the meaning of applicable securities laws. The use of any of the words \""expect\"", \""anticipate\"", \""continue\"", \""estimate\"", \""objective\"", \""ongoing\"", \""may\"", \""will\"", \""project\"", \""should\"", \""believe\"", \""plans\"", \""intends\"" and similar expressions are intended to identify forward-looking information or statements. Although Edgewater Wireless believes that the expectations and assumptions on which such forward-looking statements and information are based are reasonable, undue reliance should not be placed on the forward-looking statements and information because Edgewater Wireless can give no assurance that they will prove to be correct. By its nature, such forward-looking information is subject to various risks and uncertainties, which could cause Edgewater Wireless\u2019 actual results and experience to differ materially from the anticipated results or expectations expressed. These risks and uncertainties, include, but are not limited to access to capital markets, market forces, competition from new and existing companies and regulatory conditions. Readers are cautioned not to place undue reliance on this forward-looking information, which is given as of the date it is expressed in this news release or otherwise, and to not use future-oriented information or financial outlooks for anything other than their intended purpose. Edgewater Wireless undertakes no obligation to update publicly or revise any forward-looking information, whether as a result of new information, future events or otherwise, except as required by law. NEITHER THE TSX VENTURE EXCHANGE NOR ITS REGULATION SERVICES PROVIDER (AS THAT TERM IS DEFINED IN THE POLICIES OF THE TSX VENTURE EXCHANGE) ACCEPTS RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE. View source version on businesswire.com: https://www.businesswire.com/news/home/20250821769860/en/ Contacts Edgewater Wireless Contacts: Andrew Skafel, President and CEO E: andrews@edgewaterwireless.com Bill Mitoulas, Investor Relations E: ir@edgewaterwireless.com T: +1.416.479.9547"", ""Arm (ARM) Expands Into Chipmaking With Key Amazon Hire Arm Holdings plc (NASDAQ:ARM) is one of the Trending AI Stocks in Focus This Week. On August 18, Reuters reported that Arm Holdings has hired Amazon\u2019s artificial intelligence chip director Rami Sinno to help develop its own complete chips. Sinno has previously developed Amazon\u2019s homegrown AI chips called Trainium and Inferentia that build and run large AI applications. While Arm hasn\u2019t delved into the chip-making business previously, it has been involved in designing the core architecture and instruction set for processors that it sells to customers. An executive looking out a skyscraper window overlooking a city skyline of connected lights. The company is now looking into expansion beyond the supply of crucial chip intellectual property to developing its own complete designs. Back in July, Arm had disclosed plans to devote a percentage of its profit into building its own chips and other components. CEO Rene Haas had also hinted at the possibility of moving beyond designs and building chiplets. Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company that designs and manufactures semiconductor technology and other related products. While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks Analysts Are Watching Closely and 10 Trending AI Stocks in Focus This Week. Disclosure: None."", ""Billionaire Paul Singer Just Sold This Chip Stock. Should You? Billionaire investor Paul Singer, through his hedge fund Elliott Management, completely exited its position in Arm Holdings (ARM) during the second quarter of 2025, as disclosed in a regulatory filing. Simultaneously, the fund initiated a substantial new put option on Hewlett Packard Enterprise (HPE), betting long on approximately 18.6 million shares. Elliot Management also increased its holdings in Phillips 66 (PSX) and other names. Singer\u2019s move away from Arm after previously holding a position suggests a strategic realignment within Elliott\u2019s broader portfolio. Whether this indicates diminished confidence in Arm\u2019s near-term trajectory or simply reflects a reallocation toward sectors like enterprise IT is not clear. But should you follow this move? Let\u2019s discuss. The Quantum Computing Race Is On: These 2 Stocks Appear Poised to Lead Should You Buy the Pullback in Palantir Stock Today? Michael Burry is Betting Big on This 1 S&P 500 Stock That\u2019s Down 40% in 2025 Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Arm, headquartered in Cambridge, UK, is a prominent British semiconductor and software design firm that specializes in developing energy-efficient CPU cores, GPUs, NPUs, SoC infrastructure, and associated tooling. The company remains a majority-owned subsidiary of SoftBank Group and deployed its technology across virtually all modern smartphones, infrastructure, automotive, and IoT devices. Arm\u2019s market cap stands at approximately $141 billion, reflecting a substantial increase from prior years and underscoring its value and influence within the semiconductor sector. ARM has seen a remarkable ascent since its late-2023 IPO, nearly tripling in value from around $51 to its last closing at $134.01. On a year-to-date (YTD) basis, the stock is up 5%, buoyed by favorable analyst commentary and expansion into data center and automotive markets. However, shares tumbled post-earnings and are down 18% over the past month due to softer-than-expected guidance and the company\u2019s strategic pivot toward chip manufacturing, which introduced uncertainty. ARM currently trades at a rich valuation compared to the sector median at 158.63 times forward earnings. Arm reported its first quarter of fiscal year 2026, for the period ending June 30, 2025, with results released after market close on July 30. The company posted $1.05 billion in revenue, reflecting a solid 12% year-over-year (YoY) increase, marking its second-best revenue quarter and best Q1 revenue quarter. Its adjusted EPS came in at $0.35, compared with $0.40 in the same period a year ago. Royalty revenues were a standout, rising 25% to about $585 million, underpinning strong demand across AI, automotive, and data-center applications. Looking forward, the company provided Q2 guidance of $0.29 to $0.37 EPS and $1.01 billion to $1.11 billion in revenue, which was below expectations and tempered sentiment. Concurrently, Arm signaled a bold strategic pivot, expanding into chip development itself, a move that could redefine its traditional licensing model but also carries competitive implications. Investors responded cautiously to the outlook and evolving strategy, underscoring heightened sensitivity with the stock plunging. Analysts covering ARM predict EPS to be around $0.89 for fiscal 2026, down 16% YoY, before improving by 68.5% annually to $1.50 in fiscal 2027. Recent analyst activity around Arm has featured a mix of upgrades, positive initiations, and recognition, painting an overall optimistic picture. Seaport Global, led by analyst Jay Goldberg, initiated coverage on Arm Holdings with a \u201cBuy\u201d rating on Aug. 11 and set a $150 price target, drawing strong investor attention to the semiconductor company. The firm sees Arm as revitalized, with strong positioning in data centers and expanding opportunities in the automotive sector. On July 31, Morgan Stanley analyst Lee Simpson maintained an \u201cOverweight\u201d rating on ARM but cut the price target to $180 from $194, reflecting a 7.2% reduction and signaling a more cautious outlook despite overall confidence in the stock. ARM stock has a consensus \u201cModerate Buy\u201d rating overall. Out of 29 analysts covering the tech stock, 19 recommend a \u201cStrong Buy,\u201d while 10 analysts stay cautious with a \u201cHold\u201d rating. The average analyst price target for ARM is $160.24, indicating a potential upside of 20%. The Street-high target price of $210 suggests that the stock could rally as much as 46%. On the date of publication, Subhasree Kar did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com""]"
ARM,2025-08-22,133.0,140.35,132.68,137.863,"The Smartest Growth Stock to Buy With $2,000 Right Now More and more mobile devices are using one single company’s computer-processing chip architecture. This power-efficient technology is proving increasingly important to power-hungry data centers as well. Arm Holdings shares may be priced richly, but the company’s likely future growth could merit that valuation. 10 stocks we like better than Arm Holdings › Got some idle cash in your portfolio waiting to be put to work, but fear the market's most popular stocks are a bit overpriced? You're not imagining things. Names like Nvidia and AI software outfit Palantir Technologies have become incredibly crowded trades. It might be wise to look for something a little lower profile that not everyone's heard of yet and piled into already. One name in particular surfaces for anyone willing to look a bit off the beaten path for a new growth investment. That's Arm Holdings (NASDAQ: ARM). Here's why. Most investors have likely heard of it, but there's a good chance you don't quite know what it does. Yes, it's typically lumped together with semiconductor stocks like Intel, Taiwan Semiconductor Manufacturing, and the aforementioned Nvidia -- and for good reason. Its fortunes are tightly tethered to the overall chipmaking business. Arm Holdings isn't actually a chipmaker, though. It doesn't outsource manufacturing of its own silicon to third-party contract manufacturers like Taiwan Semiconductor either -- at least not yet (although there are rumors). Rather, Arm designs chips and licenses this technology to companies that want the superior performance its chip architecture provides. Apple, Qualcomm, Microsoft, and even Nvidia are all paying customers, largely due to the incredible power efficiency of its know-how. Amazon Web Services, for instance, says customers using its Arm-powered Graviton processors enjoy 60% more efficiency, ultimately lowering their net costs of using the e-commerce giant's cloud computing service. Apple's newest AI-capable iPhones are also powered by processors based on Arm's chip architecture, preserving battery life that would normally be used up by power-hungry artificial intelligence applications. As impressive as Arm's low-power silicon may be, its most game-changing stuff is also still relatively new. The timing of its advent, however, couldn't be any more ideal. See, when artificial intelligence was in its infancy, power consumption wasn't a concern. These efforts were fairly small-scale, and mostly experimental to see if it would work at all. Developers didn't mind the relatively big electric bills resulting from using and also cooling these high-performance chips. Not now, though. Now that AI platforms are proven, demand is exploding. So is the amount of electricity they collectively need. Goldman Sachs expects the planet's AI data center power consumption to grow to the tune of 165% between now and 2030, in fact, yet it will still continue growing beyond that level. Indeed, electricity is quickly becoming data centers' single biggest expense; the technological improvements that perpetually lower the costs of processors and networking hardware don't apply to utilities. And that's just artificial intelligence data centers. In the meantime, ordinary data centers that handle less complicated tasks (like allowing you to check your brokerage account online or stream a movie) also continue to proliferate. Both industries are starting to recognize the value of the solutions that Arm Holdings brings to the table, though. Based on the demand it's already experiencing, in fact, Arm says its share of the global data center processor market is likely to soar to 50% by the end of this year, versus only about 15% last year. It won't be nearly as far along on the AI data center front by the end of 2025, mostly because the industry has already made sizable investments in non-Arm processors it will need to utilize for at least a while longer. But that opportunity is simmering too. The company's so-called Arm Neoverse architecture is purpose-built for artificial intelligence applications, for instance, while AI-powered manufacturing quality control and superior generative AI graphics for mobile devices are a couple of other proven power-efficient solutions its technology can already offer. It shouldn't take much longer for this know-how to work its way into these corners of the artificial intelligence market, with even more mainstream AI processing solutions likely to follow. Arm Holdings shares aren't ""cheap"" by marketwide standards right now, for the record -- the stock is trading at about 80 times this year's consensus per-share earnings of $1.62. That's technically more expensive than Nvidia, or Taiwan Semiconductor, or Qualcomm, or most other names of its ilk. Just take a step back and look at the bigger picture. Arm is one of the few names in the business that's expected to experience a slight acceleration in revenue growth rather than a slowdown in top-line growth over the course of the coming three years. Earnings are expected to grow at an even faster clip, reaching a per-share profit of $2.95 in fiscal 2028 (calendar 2027). That's still just the beginning, though. Industry research outfit Global Market Insights suggests the worldwide AI chipset market is set to grow at an average annualized pace of 34% through 2032. It's a pretty safe bet that much of that demand will be for silicon that doesn't cost a growing fortune in electricity bills just to use. Bottom line? Arm Holdings would be a compelling growth investment regardless of the backdrop. With the stock having made no net forward progress for over a year, though, if you've got a couple thousand bucks you're ready to put to work, this is arguably one of the smartest growth investments to buy here. Most of the technology industry simply can't afford not to utilize its power-efficient processing solutions. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Arm Holdings wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $654,624!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,075,117!* Now, it’s worth noting Stock Advisor’s total average return is 1,049% — a market-crushing outperformance compared to 183% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 18, 2025 James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Goldman Sachs Group, Intel, Microsoft, Nvidia, Palantir Technologies, Qualcomm, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft, short August 2025 $24 calls on Intel, and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. The Smartest Growth Stock to Buy With $2,000 Right Now was originally published by The Motley Fool"
ARM,2025-08-25,138.295,138.98,136.0,137.78,
ARM,2025-08-26,138.34,141.41,137.85,140.267,
ARM,2025-08-27,140.0,141.96,138.83,140.66,"[""Zacks Investment Ideas feature highlights: Nvidia, Arm Holdings, CoreWeave, Advanced Micro Devices and Oklo Chicago, IL \u2013 August 27, 2025\u2013 Today, Zacks Investment Ideas feature highlights Nvidia NVDA, Arm Holdings ARM, CoreWeave CRWV, Advanced Micro Devices AMD and Oklo OKLO. President Donald Trump's April 2025 'Liberation Day' reciprocal tariff policy sent the US stock market into a period of uncertainty and created the first bear market since 2022 (a bear market is defined as a 20% drawdown from the previous high). Although bear markets are painful for investors holding long positions, they are a necessary evil and often lead to the most fruitful opportunities in the long term. While subsequent bull markets vary in length, history suggests that there may be a long runway ahead for the current bull market. Since 1942, the average bull market lasted more than four years and produced a cumulative total return of ~150%. Friday, Federal Reserve Chair Jerome Powell made the long-awaited dovish pivot investors have been hoping for. Powell voiced concerns about the job market and signaled that he is finally ready to cut interest rates in September, saying, \""With policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.\"" While inflationary data looms, betting markets like Polymarket have the odds of a September rate cut at 83%. Ryan Detrick of Carson Group points out that long waits between Fed rate cuts can be bullish, explaining, \""5-12 month waits between cuts have seen the S&P 500 higher a year later 10 of 11 times.\"" As the old Wall Street adage goes, \""Don't fight the Fed!\"" The \""New High New Low\"" (NH-NL) indicator records the number of new 52-week highs in the market versus the number of 52-week lows in the market. Last Friday, the NYSE recorded its highest net new high reading of 2025. In addition to the spike in new highs, a vast majority of stocks participated in the rally. In fact, the S&P 500 recorded a 94% upside day (94% of stocks were green). This was the first time in history that the market recorded a 90%+ upside day and simultaneously printed a fresh high. Though a 90% upside day has never occurred at a new market high, several 80% upside days have. Historically, the S&P 500 Index is higher six months later in 94% of instances. Though the signals above should provide bulls with long-term confidence, the short-term is more uncertain. The Nasdaq has been red in September in six of the past ten years, averaging a loss of ~2.5%. For now, investors are focused on semiconductor juggernaut Nvidia, which is set to release its earnings tomorrow after the close. NVDA earnings will impact AI-related stocks like Arm Holdings, CoreWeave, Advanced Micro Devices and Oklo. The stock market is at the beginning of a new, potentially long-lasting bull run. While the short term could be volatile due to bearish seasonal trends in September, long-term indicators suggest a strong foundation for the current trend. Free: Instant Access to Zacks' Market-Crushing Strategies Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can tap into those powerful strategies \u2013 and the high-potential stocks they uncover \u2013 free. No strings attached. Get all the details here >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@zacks.com https://www.zacks.com Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report Oklo Inc. (OKLO) : Free Stock Analysis Report CoreWeave Inc. (CRWV) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research"", ""Prediction: This Artificial Intelligence (AI) Company Will Power the Next Era of Smart Devices Right now, Arm Holdings gets most of its revenue from the smartphone market. But the adoption of its chip architecture is gaining traction in edge AI devices. The company's new chip designs should allow it to generate stronger royalties. 10 stocks we like better than Arm Holdings \u203a Artificial intelligence (AI) adoption is growing at a healthy pace across various applications, be it data centers, smartphones, personal computers, or other consumer electronics devices. This is not surprising as AI is expected to drive a big increase in productivity and efficiency in the long run. Goldman Sachs pointed out last year that AI is driving an average increase of 25% in productivity. Not surprisingly, the demand for AI-capable devices and infrastructure is set to grow at a healthy pace. Investors can capitalize on the growth of AI-powered devices with the help of Arm Holdings (NASDAQ: ARM), thanks to the company's presence across multiple end markets that are adopting AI. Let's see why Arm is well-placed to drive the next generation of AI-enabled smart devices. Smart devices are those that are connected to the internet and equipped with AI and machine learning abilities. They are usually deployed at the edge of the network in applications such as smart homes, smart cities, retail, factories, vehicles, and other things. Arm is already offering a chip development platform and by using it, customers can make edge AI devices capable of processing data in real-time. Even better, the company seems to be gaining traction in this market. CEO Rene Haas remarked on the company's July earnings conference call that: Haas claims that Arm provides the \""only compute platform\"" on which developers can design chips that can power a wide range of applications. This claim is backed by the diversified end-markets that Arm served at the end of the previous fiscal year. The company gets 45% of its royalty revenue from smartphone processors. Meanwhile, 37% of its royalties come from other segments such as the Internet of Things (IoT) and embedded devices, automotive chips, cloud and networking, and other consumer electronics devices. Arm has expanded its presence in these markets over the years as it was earlier reliant on the smartphone business for more than half of its royalty revenue. The company now says that it is \""increasing revenue beyond mobile through a broadening range of products including CPUs and systems for markets such as cloud, automotive and IoT/embedded compute.\"" The good part is that these markets could set Arm up for healthy long-term growth. That's because the size of the smart edge AI devices market is expected to grow at an annual rate of 30% over the next decade, driven by improving adoption in automotive, healthcare, and consumer electronics. Arm's chip designs are already being used by the likes of Apple, Samsung, and MediaTek to integrate edge AI capabilities into flagship smartphones. On the other hand, the share of Arm-based PCs is expected to double by 2029 to 40%. The company is also targeting the automotive market with a recently launched platform optimized specifically for this space. As a result, don't be surprised to see the company's growth accelerating in the long run as it licenses its chip architecture for more devices and establishes a stronger royalty stream. Arm's new intellectual properties (IPs) command higher royalties. For instance, its compute subsystems (CSS) that help customers accelerate chip development for AI, cloud computing, and networking, have double the royalty rate as compared to its Armv9 architecture. Arm says that it has already landed five CSS customers, including the three new CSS licenses it signed in the ongoing quarter. Another important thing worth noting is that the AI-focused Armv9 architecture was already commanding double the royalty of the previous generation Armv8. So, the growing traction of Arm's CSS should fuel robust earnings growth for the company. Analysts are expecting earnings per share of $1.69 from Arm this year. That's expected to be followed by impressive growth in the next couple of years. Of course, Arm is trading at an expensive 78 times forward earnings. But then, an increase in the adoption of edge AI devices and the higher royalty rates that Arm is set to command could help the company grow its earnings at a faster pace than the market's expectations. That's why growth investors looking to buy an AI stock can consider accumulating Arm Holdings as it seems set to power the next generation of smart devices. Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Arm Holdings wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $661,220!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $1,114,162!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 1,069% \u2014 a market-crushing outperformance compared to 185% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of August 25, 2025 Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple and Goldman Sachs Group. The Motley Fool has a disclosure policy. Prediction: This Artificial Intelligence (AI) Company Will Power the Next Era of Smart Devices was originally published by The Motley Fool""]"
ARM,2025-08-28,140.6,143.8,139.757,142.55,"[""Should Investors Rethink Arm After Recent Share Surge and Nvidia AI Partnership News? Thinking about what to do with Arm Holdings stock right now? You are not alone. This is a company that has been firmly in the global tech spotlight, and its stock remains a popular talking point for investors considering both near-term moves and long-term potential. Over the last week, Arm shares have climbed 7.2%, helping to partly recover from a rough patch that saw the price fall 14.4% over the past month. Despite the volatility, Arm is still up nearly 10% year-to-date and has gained 12.2% over the past year. What is fueling these swings? Recent market optimism about the semiconductor sector\u2019s future, particularly due to trends in artificial intelligence and cloud computing, continues to emphasize the growth narrative for Arm. At the same time, the rapid shifts highlight how quickly the market\u2019s risk perception can change, especially for tech companies connected to global supply chains and innovation cycles. But are these gains justified when we look at value? Running Arm Holdings through several classic valuation checks reveals that it appears undervalued in only 1 out of 6 areas, giving it a value score of 1. That low score raises a real question about whether the stock is truly a bargain or just priced for perfection. In the next section, we will break down how these valuation approaches work, while also looking for a smarter way to assess Arm\u2019s worth that could reshape your thinking about stock valuation altogether. Arm Holdings scores just 1/6 on our valuation checks. See what other red flags we found in the full valuation breakdown. The Discounted Cash Flow (DCF) model is a common way to estimate a company\u2019s true worth by projecting its future cash flows and then discounting those back to their value today. For Arm Holdings, this analysis uses a 2 Stage Free Cash Flow to Equity method, drawing on both analyst estimates and extrapolated projections. Currently, Arm\u2019s Free Cash Flow stands at around $774 million. Analysts forecast this figure will climb over the coming years, with estimates reaching $2.2 billion by 2026 and rising to an extrapolated $4.97 billion by 2030. These anticipated increases are supported by confidence in Arm\u2019s expanding role in the tech sector, especially in artificial intelligence and cloud computing. Using these projections, the DCF model calculates an intrinsic value of $64.17 per share for Arm Holdings. Compared to the current market price, this suggests the stock is approximately 119.2% overvalued based on cash flow fundamentals. This indicates that the enthusiasm surrounding Arm may have driven its stock price significantly above levels warranted by the company\u2019s projected future earnings. Result: OVERVALUED Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Arm Holdings. Our Discounted Cash Flow (DCF) analysis suggests Arm Holdings may be overvalued by 119.2%. Find undervalued stocks or create your own screener to find better value opportunities. For tech companies that are growing rapidly but may not yet have stable or high profits, the Price-to-Sales (PS) ratio is often a more relevant valuation tool than metrics like Price-to-Earnings. The PS ratio is especially useful in these situations because it measures how much investors are paying for each dollar of a company\u2019s revenue. This makes it a suitable metric for evaluating businesses with significant growth potential and reinvestment. Generally, a company with high expected growth and lower risk can justify trading at a higher PS multiple compared to its industry or peers. However, too high a number may also signal unrealistic investor optimism or increased risk. Currently, Arm Holdings trades at a PS ratio of 36.1x. This is well above the semiconductor industry average of 4.0x and its closest peer average of 7.8x. While this appears elevated, Simply Wall St\u2019s proprietary \u201cFair Ratio\u201d metric offers more nuance. The Fair Ratio for Arm is 36.9x, which takes into account not only industry averages and peer comparisons but also Arm's above-average growth expectations, strong profitability profile, market capitalization, and risk factors. By directly modeling the company\u2019s unique characteristics, the Fair Ratio provides a more tailored assessment of what investors could expect to pay for Arm\u2019s revenue today, offering more meaningful context than a simple peer or industry comparison alone. Given that Arm\u2019s actual PS ratio of 36.1x is almost identical to its Fair Ratio of 36.9x, the stock appears to be valued appropriately on this metric for its growth and risk profile. Result: ABOUT RIGHT PS ratios tell one story, but what if the real opportunity lies elsewhere? Discover companies where insiders are betting big on explosive growth. Earlier we mentioned that there is an even better way to understand valuation, so let us introduce you to Narratives. A Narrative is your own story about a company\u2019s future, capturing your expectations about its growth, profitability, and risks, and then linking those assumptions directly to a financial forecast and resulting fair value. Narratives make investing personal and practical by allowing you to move beyond just numbers and ratios. They let you set your beliefs about where a company like Arm Holdings is headed and see exactly what that would mean for its share price. This tool is easy to use and accessible on Simply Wall St's Community page, trusted by millions of investors. With Narratives, you can compare your fair value to the live share price, helping you decide whether it\u2019s the right moment to buy, hold, or sell based on your unique perspective. What makes Narratives so powerful is that they are updated automatically whenever new news or company results are released, ensuring your outlook is always based on the latest information. For example, some investors currently see Arm\u2019s fair value as high as $210, while others estimate it could be as low as $80. This demonstrates that every investment decision starts with your own view of the story. Do you think there's more to the story for Arm Holdings? Create your own Narrative to let the Community know! This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ARM. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com"", ""ARM vs. APP: Which AI-Exposed Tech Stock is a Better Buy Right Now? Both AppLovin Corporation APP and Arm Holdings plc ARM are tech companies riding the AI wave, AppLovin through sophisticated AI-driven advertising algorithms and app monetization engines and Arm Holdings through its advanced chip architectures that fuel AI hardware performance, making them compelling, innovation-focused plays on the accelerating demand for AI solutions across industries. Their shared emphasis on harnessing artificial intelligence to drive efficiency, scalability, and business impact places them at the forefront of a broader technological shift, where AI is rapidly becoming central to competitive advantage and long-term growth. AppLovin has solidified its leadership in mobile advertising, powered by its next-gen AI engine, Axon 2, which launched in the second quarter of 2023. Since its debut, Axon 2 has radically enhanced AppLovin\u2019s ad performance, helping to quadruple advertising spend on its platform. This explosive growth has led to an estimated $10 billion annual run rate in ad spend from gaming clients, pushing APP into the upper echelon of global ad tech firms by valuation. Axon 2\u2019s importance goes far beyond mere optimization. In a post-Identifier for Advertisers environment that disrupted mobile user acquisition strategies, Axon 2 served as a critical catalyst for recovery. While Western mobile gaming experienced stagnation in 2022, Axon 2 reignited ad-driven momentum. Though in-app purchases are seeing modest, mid-single-digit growth, AppLovin\u2019s MAX publisher base is expanding at a significantly faster rate, underscoring Axon 2\u2019s strategic advantage. Google, Microsoft MSFT and Salesforce CRM are rapidly advancing generative AI. Microsoft integrates AI in Office via Copilot and expands Azure\u2019s AI. Google embeds AI in Workspace and enhances Vertex AI. Salesforce incorporates AI across its CRM, especially through Einstein Copilot and Data Cloud. Microsoft is also focusing on AI governance, while Google is strengthening AI security. Salesforce further refines dynamic customer experiences. While these giants focus on enterprise productivity and CRM, Applovintakes a different route, using AI to drive direct monetization in mobile advertising. AppLovin\u2019s financial performance has matched its technological breakthroughs. In the second quarter of 2025, revenues increased 77% year over year, reflecting strong market demand. Adjusted EBITDA jumped 99% year over year, showcasing improved operational efficiency. Net income skyrocketed 156% from the prior year, demonstrating APP\u2019s ability to translate revenue growth into significant profitability. For the full-year 2024, revenues climbed 43% year over year, while adjusted EBITDA surged 81%, underscoring AppLovin\u2019s ability to seize market opportunities while maintaining efficiency. ARM is rapidly emerging as a foundational player in the age of AI and the Internet of Things. As major tech giants like Apple, Qualcomm and Samsung pursue AI-driven innovation, they are increasingly relying on ARM\u2019s flexible and energy-efficient architecture. AI models are being embedded into everything from wearables to cloud data centers, and ARM\u2019s chips are built to meet these growing demands. Apple continues to scale its AI integration on ARM-based silicon, Qualcomm expands its AI capabilities in mobile and automotive, and Samsung explores next-gen IoT through Exynos chips powered by ARM. With machine learning and edge computing at the forefront, ARM is becoming an indispensable infrastructure for the next wave of tech advancement. Currently, ARM faces notable risks due to its significant exposure to China, its second-largest market. Growth in the region has been sluggish, and one potential reason is the rising adoption of RISC-V, an open-source chip architecture increasingly favored by Chinese firms. This trend may soon accelerate, as the Chinese government prepares to issue formal guidelines aimed at promoting the development and widespread use of RISC-V technology. Such state-backed support could further weaken ARM\u2019s position in the Chinese semiconductor ecosystem over the coming years. Given China's strategic focus on reducing dependence on foreign chip architectures, the company\u2019s reliance on this market presents a long-term concern. If RISC-V adoption continues to gain traction, Arm Holdings\u2019 growth prospects in China could remain muted, affecting its broader global momentum. These evolving competitive dynamic highlights a key vulnerability in ARM\u2019s business model that investors should closely monitor. According to the Zacks Consensus Estimate, APP is poised to deliver a 17% year-over-year increase in sales, along with an impressive 98% surge in earnings for the current year, highlighting strong operating leverage and accelerating profitability from its AI-driven advertising platform. Image Source: Zacks Investment Research ARM is expected to report 18% sales growth and a relatively muted 3% increase in EPS, suggesting a steadier growth trajectory as it continues to scale its licensing model and invest in AI-enabled chip innovation. While both companies are benefiting from secular tech tailwinds, APP's significantly higher earnings momentum may reflect greater short-term operational efficiency and demand capture in the evolving digital advertising landscape. Image Source: Zacks Investment Research Arm Holdings trades at a forward 12-month P/E of 73.32X, well below its median of 125.27X, signaling a relative valuation discount. However, it still carries a steep premium, reflecting lofty expectations tied to its AI and IoT potential. In contrast, AppLovin\u2019s forward P/E of 39.36X is only slightly above its median of 37.71X, suggesting a more grounded valuation. Given APP\u2019s stronger earnings growth outlook and operational momentum, its current valuation appears more attractive. Investors may find better near-term upside in APP, especially as its AI-driven ad tech model continues to convert growth into profitability more effectively. While both Arm and AppLovin are strategically positioned to benefit from the rise of AI, AppLovin stands out for its ability to translate innovation into profitability more efficiently. Its sharpened focus on AI-powered ad technology, combined with strong operational execution, positions it for sustained growth. Moreover, AppLovin\u2019s valuation appears more grounded relative to its earnings potential, offering a favorable risk-reward profile. In contrast, Arm Holdings\u2019 premium pricing and exposure to external risks could limit near-term upside. For investors seeking a tech-forward, AI-driven company with scalable returns and strategic clarity, AppLovin emerges as the Buy right now. APP currently sports a Zacks Rank #1 (Strong Buy), while ARM carries a Zacks Rank #3 (Hold). You can see the complete list of today\u2019s Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Salesforce Inc. (CRM) : Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM) : Free Stock Analysis Report AppLovin Corporation (APP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research"", ""1 Monster Nvidia-Backed Artificial Intelligence (AI) Data Center Stock To Buy Hand Over Fist Before It Soars 20%, According to a Wall Street Analyst Rising investment from hyperscalers is leading to a concentration of artificial intelligence (AI) infrastructure hardware. Data center company Nebius helps democratize access to Nvidia GPUs through a cloud-based infrastructure services platform. Nebius also stands to capture tailwinds from emerging AI applications in robotics, autonomous systems, and software. 10 stocks we like better than Nebius Group \u203a Generally speaking, investors tend to follow the trail of \""smart money.\"" One of the most transparent ways to see where Wall Street is deploying capital is through quarterly 13F filings. These reports are often associated with hedge funds and money managers, but it's worth noting that large corporations also file them when they allocate capital to outside investments. Take semiconductor darling Nvidia as a prime example. According to its latest 13F, the company holds equity positions across six stocks: CoreWeave, Arm Holdings, Applied Digital, WeRide, Recursion Pharmaceuticals, and Nebius Group (NASDAQ: NBIS). If Nebius isn't already on your radar, it should be. Shares have surged 154% so far this year, far outpacing the gains across the S&P 500 and Nasdaq. And momentum may not be slowing -- Andrew Beale of Arete Research is calling for 20% upside, placing a price target of $84 on Nebius stock. The combination of corporate backing from Nvidia, coupled with bullish analyst conviction, makes Nebius a tempting growth stock in an otherwise crowded, frothy artificial intelligence (AI) trade. Let's unpack how Nebius fits into the AI ecosystem and explore why it's a compelling under-the-radar opportunity right now. Over the last few years, big tech has unleashed record sums of capital expenditures (capex) into AI platforms. From GPUs and servers to networking equipment, hyperscalers are accelerating their data center footprints at an unprecedented pace. On the surface, rising infrastructure spend appears to benefit Nvidia and other chip businesses most. Yet record GPU demand has created a bottleneck across the tech landscape -- and this is precisely where Nebius enters the picture. Unlike trillion-dollar hyperscalers, most companies developing AI applications lack the financial flexibility to build massive data centers or secure long-term GPU supply. Accessing the hardware needed to power advanced AI models has become a cost-prohibitive, logistically challenging issue. Nebius solves these problems by operating as a neocloud platform -- providing businesses access to Nvidia GPU clusters through a cloud-based infrastructure. This model essentially democratizes high-performance computing. Rather than pouring billions into data centers, companies can rent scalable GPU capacity from Nebius and accelerate their AI roadmap -- all at a fraction of the cost of buying GPUs directly from suppliers. The value proposition is that Nebius bridges the gap between explosive demand for compute and the concentrated supply of infrastructure within big tech. These dynamics highlight why Nebius is emerging not just as a growth story, but also one positioned as a long-term structural play on the future of AI adoption. Outside of its core infrastructure business, Nebius also operates three subsidiaries: Avride, Toloka, and TripleTen. Avride sits at the intersection of autonomous vehicles and delivery robotics -- sectors that stand to benefit enormously as AI shifts from reactive models to more sophisticated applications integrated with the physical world. Toloka and TripleTen, meanwhile, focus more on the software side: specializing in AI data labeling, as well as providing educational services to the next generation of AI engineers. As AI workloads move into more advanced applications across autonomous systems, robotics, and downstream software and services, Nebius is strategically positioned to participate across multiple growth vectors. This means its total addressable market (TAM) is far larger than it appears at first glance -- extending well beyond its cloud infrastructure-as-a-service business. This diversified ecosystem is what makes Nebius so compelling. Much like Amazon's evolution from an e-commerce retailer into a leader in cloud computing, advertising, logistics, and entertainment, Nebius is building an AI-centric platform spanning hardware, software, and services. These parallels are what led me to describe Nebius as the Amazon of AI infrastructure in a prior article. According to Nebius's second-quarter earnings report, management is guiding for up to a $1.1 billion annual recurring revenue (ARR) run rate by December. Given the company's market cap currently hovers around $16.7 billion, Nebius trades for approximately 15x forward sales guidance. While the stock isn't dirt cheap, it's also not trading at unreasonable levels. Considering the business is so uniquely positioned to capture AI-driven tailwinds across hardware and software, I still view Nebius as a compelling opportunity to buy and hold as further gains appear to be on the horizon. With Nvidia's backing, accelerating ARR, and a diversified ecosystem, Nebius offers investors considerable runway and an under-the-radar opportunity alongside the ongoing AI infrastructure revolution. Before you buy stock in Nebius Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now\u2026 and Nebius Group wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you\u2019d have $661,220!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you\u2019d have $1,114,162!* Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 1,069% \u2014 a market-crushing outperformance compared to 185% for the S&P 500. Don\u2019t miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks \u00bb *Stock Advisor returns as of August 25, 2025 Adam Spatacco has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Nebius Group. The Motley Fool has a disclosure policy. 1 Monster Nvidia-Backed Artificial Intelligence (AI) Data Center Stock To Buy Hand Over Fist Before It Soars 20%, According to a Wall Street Analyst was originally published by The Motley Fool""]"
ARM,2025-08-29,140.67,140.78,137.31,138.31,"Edgewater Wireless Reports Fiscal Year 2025 Financial Results and Provides Corporate Update OTTAWA, Ontario & SAN JOSE, Calif., August 29, 2025--(BUSINESS WIRE)--Edgewater Wireless Systems Inc. (TSXV: YFI) (OTC: KPIFF) (""Edgewater"" or the ""Company""), the industry pioneer of AI-powered Wi-Fi Spectrum Slicing™ technology today reported its audited financial results for the fiscal year ended April 30, 2025, and provided a corporate update. All figures are in Canadian dollars and prepared in accordance with IFRS unless otherwise stated. Management Commentary ""FY2025 was about setting foundations: strengthening our silicon roadmap, moving key packaging initiatives forward, and expanding our ecosystem through Arm® (NASDAQ: ARM) and Silicon Catalyst,"" said Andrew Skafel, President & CEO of Edgewater Wireless. ""We’re executing against a capital-efficient plan to commercialize Spectrum Slicing—aligning with service-provider demand for deterministic, lower-latency Wi-Fi—and we’re pleased with the momentum heading into FY2026."" FY2025 Business Highlights Silicon & Packaging Progress: Achieved a significant production milestone and initiated packaging for advanced Wi-Fi RF front ends, establishing a secure supply line. Joined Arm® Flexible Access Program: Securing broad IP access -- including proven compute and AI modules—to accelerate the Company’s next-gen Wi-Fi baseband. Silicon Catalyst: Selected for Silicon Catalyst’s incubator + accelerator program and Silicon Catalyst became a significant stakeholder; COO Nick Kepler joined the Edgewater team as a Board Observer. AI Subsystem Prototyping: Initiated prototyping of an AI subsystem powered by Arm® to enhance intelligent, edge-centric Wi-Fi performance. Ecosystem Visibility: Participated in CableLabs Winter Conference, CHIPS North, RDK Tech Summit, and slated to speak on Silicon Catalyst’s ""Catalysts of Innovation"" (https://tinyurl.com/yc654ukf) panel with Arm®. Governance: Shareholders approved a 20% fixed stock option plan; Jim Skippen (former WiLAN CEO) nominated and appointed to the Board. FY2025 Financial Summary (Year ended April 30, 2025) On December 31, 2024 (end of FQ2 2025) Edgewater closed an oversubscribed non-brokered private placement of $1.915 million. Additionally, in FQ4 2025 Edgewater secured a $921,000 grant from FABrIC as part of a $2.4M project to advance next-generation Wi-Fi chip commercialization efforts1. As a development stage company, Edgewater’s revenues for FY 2025 were nil. Net loss for FY 2025 was $2,056,993 compared to a net loss of $90,672 in FY 2024. Share-based payments (primarily SiCat warrants and employee incentive options) of $1,341,865 accounted for over 65% of its FY2025 net loss, having been expensed as general and administrative (see Note 17 on page 29 of Fiscal 2025 Consolidated FS). Thus, Adjusted Net Loss for FY 2025 (excluding share-based payments) was $715,128, and actual cash used in operating activities such as silicon packaging, development and resourcing was $744,594 for the FY 2025. Detailed information from the Company’s audited Financial Statements and Management Discussion and Analysis are available on www.SEDAR.ca. Outlook Edgewater will continue advancing its AI-enabled baseband and RF front-end programs, pursuing IP licensing, reference designs, and capital-efficient product paths with ecosystem partners and service providers to deliver deterministic QoS and lower latency in dense Wi-Fi environments. About Edgewater Wireless We make Wi-Fi. Better. Edgewater Wireless delivers unmatched Wi-Fi QoS—bar none—by intelligently mitigating congestion, managing spectrum allocation in real-time, and autonomously reconfiguring channel and link density—driving economic gains for service providers and their customers through reduced churn, improved efficiency, and high-performance connectivity in dense environments. Redefining Wi-Fi from the silicon up, Edgewater’s patented, AI-powered Spectrum Slicing platform—delivered through the PrismIQ™ product family—breaks the limits of legacy Wi-Fi by enabling multiple concurrent channels in a single band. Wi-Fi Spectrum Slicing delivers 10x performance and up to 50% lower latency, even for legacy devices. With 26 patents and a fabless model, Edgewater is transforming the economics of Wi-Fi for service providers, OEMs, and enterprises—powering scalable, standards-aligned/leading connectivity across residential, enterprise, and Industrial IoT markets. A Silicon Catalyst portfolio company, Edgewater is building the intelligence wireless foundation for the next era of global connectivity. Visit https://edgewaterwireless.com Forward-Looking Statements This news release contains forward-looking statements and forward-looking information within the meaning of applicable securities laws. The use of any of the words ""expect"", ""anticipate"", ""continue"", ""estimate"", ""objective"", ""ongoing"", ""may"", ""will"", ""project"", ""should"", ""believe"", ""plans"", ""intends"" and similar expressions are intended to identify forward-looking information or statements. Although Edgewater Wireless believes that the expectations and assumptions on which such forward-looking statements and information are based are reasonable, undue reliance should not be placed on the forward-looking statements and information because Edgewater Wireless can give no assurance that they will prove to be correct. By its nature, such forward-looking information is subject to various risks and uncertainties, which could cause Edgewater Wireless’ actual results and experience to differ materially from the anticipated results or expectations expressed. These risks and uncertainties, include, but are not limited to access to capital markets, market forces, competition from new and existing companies and regulatory conditions. Readers are cautioned not to place undue reliance on this forward-looking information, which is given as of the date it is expressed in this news release or otherwise, and to not use future-oriented information or financial outlooks for anything other than their intended purpose. Edgewater Wireless undertakes no obligation to update publicly or revise any forward-looking information, whether as a result of new information, future events or otherwise, except as required by law. NEITHER THE TSX VENTURE EXCHANGE NOR ITS REGULATION SERVICES PROVIDER (AS THAT TERM IS DEFINED IN THE POLICIES OF THE TSX VENTURE EXCHANGE) ACCEPTS RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE. View source version on businesswire.com: https://www.businesswire.com/news/home/20250828100878/en/ Contacts Edgewater Wireless Contacts: Andrew Skafel, President and CEO E: andrews@edgewaterwireless.com Bill Mitoulas, Investor Relations E: ir@edgewaterwireless.com T: +1.416.479.9547"
ARM,2025-09-02,133.62,134.89,130.41,132.34,
ARM,2025-09-03,133.65,134.07,130.71,131.42,"[""What's Going On With Arm Holdings Stock Wednesday? Arm Holdings (NASDAQ:ARM) drew investor attention on Wednesday as optimism over artificial intelligence continued to drive activity across semiconductor stocks. The British chipmaker, whose energy-efficient processor blueprints power the majority of the world's smartphones, also has a growing presence in automotive, data center, and Internet of Things applications. Its technology underpins much of the current AI infrastructure boom. Despite that positioning, Arm shares are up only 8% year-to-date, trailing the Nasdaq 100's more than 11% gain. Also Read: Chipmaker Arm Is Riding AI Wave And Outperforming The Market Weaker guidance, concerns about a slower payoff from AI investments, and speculation that the company may expand into building finished chips, potentially competing with its own customers, have tempered enthusiasm. Broader risks, including trade tensions and potential tariffs, have also added pressure in the smartphone segment, a critical revenue source. The wider AI buildout continues to attract massive spending from U.S. technology giants. Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), and Alphabet's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google have collectively committed more than $250 billion to AI infrastructure between 2025 and 2026. That includes a projected $100 billion outlay by Meta in 2026, Google's raised 2025 forecast of $85 billion, and Microsoft's plans to spend over $100 billion annually. The momentum has boosted other chipmakers. Nvidia (NASDAQ:NVDA) reported a 56% revenue surge to $46.74 billion, driven by demand for its Blackwell AI processors. Meanwhile, the U.S. government deepened its commitment to domestic chipmaking, converting part of its CHIPS Act support into a $5.7 billion equity stake in Intel (NASDAQ:INTC), giving it a 10% holding while helping stabilize Intel's struggling foundry unit. Analysts remain cautiously optimistic about Arm's long-term outlook. Needham's Charles Shi, Rosenblatt's Kevin Cassidy, and Goldman Sachs' James Schneider have all pointed to the company's strong position in AI and data centers. They highlighted Arm's new Compute Subsystem (CSS) architecture, which they expect will drive higher royalties and speed customer development cycles. Still, analysts flagged near-term risks, citing rising operating expenses, the potential strain from moving deeper into chip production, and weaker royalty growth in the smartphone business. Management's recent guidance also signaled a softer performance in the quarters ahead. Price Action: ARM stock is trading higher by 0.83% to $133.45 at last check Wednesday. Read Next: Amazon Faces Prime Membership Slowdown Even As Shoppers Spend Big Photo via Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? This article What's Going On With Arm Holdings Stock Wednesday? originally appeared on Benzinga.com \u00a9 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved."", ""Seaport Global Initiates Coverage on Arm Holdings (ARM) Stock Arm Holdings plc (NASDAQ:ARM) is one of the 10 Best Semiconductor Stocks to Buy Right Now. On August 17, Jay Goldberg, an analyst at Seaport Global, initiated coverage on the company\u2019s stock with a \u201cBuy\u201d rating and set a price objective of $150. As per the analyst, Arm Holdings plc (NASDAQ:ARM) is recognized for its significant value in the broader semiconductor industry, with a focus on expanding into new markets and enhancing its content offerings. This strategic direction is anticipated to fuel growth and increase Arm Holdings plc (NASDAQ:ARM)\u2019s share of the industry\u2019s value. Overall, the analyst noted the company\u2019s potential as it embarks on the ambitious expansion. In Q1 2026, the company\u2019s Royalty revenue rose 25% YoY to $585 million, with growth coming from all target end markets, such as data center, automotive, smartphones, and IoT. This highlights the momentum the company has been building throughout every corner of its business. Arm Holdings plc (NASDAQ:ARM) continues to increase its revenue beyond mobile via the broadening range of products, such as CPUs and systems for markets like cloud, automotive, and IoT/embedded compute. While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you\u2019re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. This article is originally published at Insider Monkey.""]"
ARM,2025-09-04,131.135,136.115,130.26,135.48,
ARM,2025-09-05,138.0,138.82,135.35,138.17,
ARM,2025-09-08,138.71,141.15,138.14,139.105,
ARM,2025-09-09,139.14,141.738,139.1,140.8,
ARM,2025-09-10,143.3,154.5,142.8,154.14,
ARM,2025-09-11,152.85,158.89,152.85,154.7,
ARM,2025-09-12,155.24,155.55,149.02,150.64,
ARM,2025-09-15,151.25,154.978,151.025,153.86,
ARM,2025-09-16,153.76,155.8,152.346,153.85,
ARM,2025-09-17,153.0,154.659,150.1,153.33,
ARM,2025-09-18,147.21,149.24,142.0,146.48,
ARM,2025-09-19,145.805,145.805,142.38,142.91,
ARM,2025-09-22,142.15,145.55,141.35,144.48,
ARM,2025-09-23,145.41,146.16,140.28,140.99,
ARM,2025-09-24,142.15,145.98,141.31,144.3,
ARM,2025-09-25,141.5,142.8,138.0,140.57,
ARM,2025-09-26,141.0,141.08,137.65,139.62,
ARM,2025-09-29,141.22,142.3,139.34,139.8,
ARM,2025-09-30,139.895,141.68,138.49,141.47,
ARM,2025-10-01,142.41,151.25,142.36,150.38,
ARM,2025-10-02,150.85,152.5,149.41,152.145,
ARM,2025-10-03,152.88,154.547,150.66,152.64,
ARM,2025-10-06,155.6,160.54,154.64931,156.22,
ARM,2025-10-07,157.0,161.0,154.35,159.345,
ARM,2025-10-08,158.5,168.51,156.5,166.77,
ARM,2025-10-09,164.51,171.86,161.21,170.66,
ARM,2025-10-10,170.6,171.59,153.22,154.81,
ARM,2025-10-13,160.805,175.0,157.0,171.94,
ARM,2025-10-14,171.595,180.34,167.54,168.08,
ARM,2025-10-15,172.06,174.0,167.1,170.67,
ARM,2025-10-16,173.58,175.97,168.6264,171.19,
ARM,2025-10-17,169.73,169.73,163.61,165.61,
ARM,2025-10-20,167.5,173.04,167.415,171.5,
ARM,2025-10-21,170.53,173.845,167.06,169.38,
ARM,2025-10-22,168.06,170.835,160.8524,165.71,
ARM,2025-10-23,164.56,169.29,164.07,166.6,
ARM,2025-10-24,170.19,174.4499,169.66,170.68,
ARM,2025-10-27,174.485,183.16,174.27,178.62,
ARM,2025-10-28,178.01,179.12,172.93,173.09,
ARM,2025-10-29,175.27,177.25,169.51,170.24,
ARM,2025-10-30,168.62,168.999,165.3001,165.45,
ARM,2025-10-31,168.5,171.88,166.935,169.76,
ARM,2025-11-03,171.3,173.54,168.36,168.68,
ARM,2025-11-04,162.0,166.14,160.4,160.73,
ARM,2025-11-05,158.74,164.33,156.33,160.19,
ARM,2025-11-06,167.0,167.4799,155.18,158.25,
ARM,2025-11-07,154.74,155.23,146.29,152.38,
ARM,2025-11-10,158.48,159.315,154.55,154.84,
ARM,2025-11-11,153.0,153.0,146.7017,149.74,
ARM,2025-11-12,151.07,152.48,146.8471,148.63,
ARM,2025-11-13,146.995,147.635,138.4,140.33,
ARM,2025-11-14,136.91,143.745,135.1,139.83,
ARM,2025-11-17,139.57,143.8,138.2,140.26,
ARM,2025-11-18,138.185,139.54,133.24,136.09,
ARM,2025-11-19,137.6,138.56,134.92,137.05,
ARM,2025-11-20,142.28,143.32,131.85,132.6,
ARM,2025-11-21,132.53,133.27,125.17,131.59,
ARM,2025-11-24,132.825,136.015,132.55,134.71,
ARM,2025-11-25,132.0,132.5,126.92,131.44,
ARM,2025-11-26,133.5,134.65,132.36,132.52,
ARM,2025-11-28,133.79,135.66,132.7,135.61,
ARM,2025-12-01,133.43,136.58,133.0,135.01,
ARM,2025-12-02,136.03,139.35,135.74,136.48,
ARM,2025-12-03,137.36,139.56,135.8075,139.19,
ARM,2025-12-04,139.695,141.3999,138.2179,140.49,
ARM,2025-12-05,143.21,144.25,140.49,141.31,
ARM,2025-12-08,143.0,143.4139,138.31,139.74,
ARM,2025-12-09,139.57,142.22,138.36,141.93,
ARM,2025-12-10,141.74,142.78,140.0,141.52,
ARM,2025-12-11,137.99,138.26,133.092,136.14,
ARM,2025-12-12,135.31,137.0,130.4108,130.89,
ARM,2025-12-15,126.38,128.74,123.145,124.37,
ARM,2025-12-16,123.5,124.0,117.83,121.03,
ARM,2025-12-17,121.575,121.6346,112.63,114.58,
ARM,2025-12-18,117.13,118.0646,113.43,113.55,
ARM,2025-12-19,114.215,115.21,113.42,113.98,
ARM,2025-12-22,117.17,117.21,112.67,113.29,
ARM,2025-12-23,112.72,112.9,110.29,112.02,
ARM,2025-12-24,112.09,112.32,110.5801,111.55,
ARM,2025-12-26,111.465,111.6,110.1,110.27,
ARM,2025-12-29,108.73,111.29,108.3801,110.53,
ARM,2025-12-30,111.13,112.0,110.39,110.86,
ARM,2025-12-31,110.665,111.6,109.29,109.31,
ARM,2026-01-02,112.83,116.29,112.83,114.73,
ARM,2026-01-05,120.36,122.5,116.03,116.11,
ARM,2026-01-06,117.52,117.97,114.99,115.53,
ARM,2026-01-07,114.93,117.2,113.97,115.68,
ARM,2026-01-08,115.82,116.2799,110.553,113.08,
ARM,2026-01-09,113.91,113.98,109.53,111.79,
ARM,2026-01-12,110.94,111.61,109.25,111.14,
ARM,2026-01-13,108.87,111.75,105.9,107.832,
ARM,2026-01-14,106.37,106.49,102.01,105.04,
ARM,2026-01-15,108.12,108.885,104.95,105.11,
ARM,2026-01-16,106.66,107.96,105.19,105.78,
ARM,2026-01-20,104.86,110.73,104.86,107.11,
ARM,2026-01-21,111.075,117.28,111.075,113.91,
ARM,2026-01-22,120.705,123.5,118.65,119.2,
ARM,2026-01-23,120.88,121.85,114.58,116.07,
ARM,2026-01-26,116.35,116.4399,114.06,114.714,
ARM,2026-01-27,116.155,117.39,114.235,114.924,
ARM,2026-01-28,115.0,115.78,109.06,109.96,
ARM,2026-01-29,110.06,110.4,104.11,108.5,
ARM,2026-01-30,107.09,108.0,105.03,105.38,
ARM,2026-02-02,104.58,108.12,104.01,106.93,
ARM,2026-02-03,108.0,109.36,101.57,104.56,
ARM,2026-02-04,105.0,108.185,103.0,104.931,
ARM,2026-02-05,104.48,115.1,100.06,110.875,
ARM,2026-02-06,112.715,124.31,112.53,123.7,
ARM,2026-02-09,120.25,125.245,118.25,124.62,
ARM,2026-02-10,124.37,130.9,124.25,125.95,
ARM,2026-02-11,127.51,129.54,125.16,125.3,
ARM,2026-02-12,125.28,128.24,120.82,122.2,
ARM,2026-02-13,120.12,127.42,119.7,125.34,
ARM,2026-02-17,124.5,127.0,120.58,126.9,
ARM,2026-02-18,128.6,130.4,126.0,127.255,
ARM,2026-02-19,125.86,126.99,122.65,126.93,