News

Bulls Insist Arm’s Trio of Multipliers Justify Its Sky High Valuation

Arm's stock has shed half its value while its three core revenue engines keep accelerating, leaving investors to decide whether a brutal sell-off signals a buying opportunity or a warning sign about what comes next.

Yahoo·08:45ARM

Wells Fargo, Arm Holdings And Intuit Object To Stock Tokenization Trading Platform

Key Stats for Wells Fargo StockPrice change for Wells Fargo stock in last 6 months: 2%$WFC Stock Price as of Oct. 23: $8252-Week High: $98$WFC Stock Price Target: $97__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__>>> What Happened?Six more companies will not let their shares be tokenized on a new trading platform, including Wells Fargo (WFC:NYSE), Arm Holdings, and Intuit.

Yahoo·03:38ARM

Arm Just Dropped 19% in a Month. Is It Time to Sell, or Load Up?

Key TakeawaysArm stock fell 19. 8% in the past month (through Tuesday’s close).

Yahoo·14:08ARM

Wells Fargo, Arm, Intuit Keep Their Stock Off OKX-ICE Token Venue as Objections Reach 22

Six more issuers have objected to OKXICE trading tokenized versions of their shares, Reuters reported, which under SEC rules keeps those tokens off the venue.

Yahoo·12:30ARM

Arm Stock Has a Growth Opportunity That Extends Far Beyond Smartphones

Arm's royalty machine is shifting gears as data centers pull ahead of smartphones, but a 94x forward multiple means the stock needs everything to go right. One upcoming trial and a critical product ramp could decide whether buyers at today's price look smart or early.

Arm Holdings (ARM) Faces License Breach Questions, Is The Valuation Still Too Rich?

Arm Holdings (NasdaqGS:ARM) is in focus after a jury concluded it breached a long running architectural license agreement with Qualcomm and acted to disrupt Qualcomm’s business, raising fresh questions for investors. Arm Holdings shares have swung sharply, with the price down 6.94% over the past day and 17.35% over 30 days, yet still showing a 98.55% year to date share price return and a 3 year total shareholder return of about 7x. Recent volatility has picked up as investors weigh the jury’s...

Yahoo·08:12ARM

What's Going On With Arm Stock Friday?

Arm Holdings (ARM) stock loses momentum as investors weigh a legal setback, lofty valuation and profit-taking after a massive rally.

Benzinga·04:48ARM

Can ARM's 13% Contract Value Growth Sustain Momentum in Q2?

Arm Holdings' annualized contract value rose 13% to $1.73 billion, signaling licensing momentum ahead of fiscal Q2 earnings.

Yahoo·13:51ARM

Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?

AMD's 34% revenue surge outpaces Arm's 23% growth, yet Arm trades at a premium valuation, a rare disconnect that reshapes the investment case.

Yahoo·08:43ARM

Why Arm Holdings Stock Was Falling Today

A hot CPI report hit tech stocks hard.

Yahoo·15:52ARM

ARM Stock Is Up 123% This Year. Is It Too Late to Get In?

Key TakeawaysArm stock has gained 123% since early January to close at $255 on October 13, but it sits 28% below its June 30 close of $355. On the July 29 earnings call, CEO Rene Haas said demand for the Arm AGI CPU now exceeds $2B.

Yahoo·14:15ARM

How Qualcomm’s Legal Win Over Arm Could Reshape the Long-Term Thesis for QCOM Investors

Earlier this month, a federal jury in Delaware found that Arm Holdings breached a key architectural licensing agreement with Qualcomm and interfered with its business relationship with Meta Platforms, awarding Qualcomm nominal damages of US$2 but confirming its right to continue custom CPU development under the license. The verdict primarily strengthened Qualcomm’s legal footing and business flexibility as Arm shifts its business model, clarifying Qualcomm’s ability to pursue its Oryon CPU...

Yahoo·13:14ARM

ARM-QCOM Lawsuit: Delaware Jury Delivers Verdict In High-Stakes Qualcomm-ARM Licensing Battle

A Delaware federal jury has ruled that Arm Holdings breached its licensing agreement with Qualcomm, while awarding Arm only nominal damages on separate claims.

Yahoo·15:59ARM

Arm Stock Surges 5.24% as Agent Safety Needs Two Silicon Layers

Nvidia's safety architecture gives Arm exposure to both agent execution and independent infrastructure controls.

Yahoo·14:49ARM

Arm Jumps 5% as Chip Selloff Unwinds; Marvell Climbs 4%, Qualcomm Inches Higher

Chip stocks are snapping back after a brutal session, but the recovery is anything but even, with one name surging five times harder than another. What separates the leaders from the laggards reveals something important about where semiconductor money is flowing right now.

Yahoo·11:06ARM

Arm (ARM) Stock Looks Overvalued After Its 442% Three Year Run

Arm Holdings has been one of the headline chip stocks in the AI story, and its share price over the past few years now raises a clear question for investors who care about book value. With the stock tied closely to expectations around high performance computing and data center demand, the issue is whether the current market price lines up with the equity sitting on its balance sheet. Over the past 3 years the share price has returned about 4.4x, which puts a lot of emphasis on whether the...

Yahoo·08:08ARM

Arm Holdings (ARM) Could Be 34% Undervalued On Its AI Growth Narrative

Arm Holdings (NasdaqGS:ARM) is back in focus as investors digest a sharp pullback in the share price following sector wide pressure on chipmakers and fresh concern around AI model safety. In the short term, momentum has cooled, with a 1-day share price return of 8.70% and a 7-day share price return of 12.25% both moving lower as bond yields, AI safety worries and sector wide selling hit chipmakers. Yet Arm Holdings still carries a 30-day share price return of 18.52%, a year to date share...

Yahoo·05:09

Arm vs. Marvell Technology: Which AI Chip Stock Is a Better Buy in 2026?

Arm's licensing model commands a steep valuation premium, while Marvell is growing faster but depends heavily on a small group of large customers.

Yahoo·17:37ARM

Arm Stock Sinks 7.6% as Agent Security Expands Its Compute Role

OpenShell supports Arm-based processors, while separate infrastructure processors can monitor and isolate autonomous workloads.

Yahoo·14:44ARM

Arm Sinks 9% as Chip Selloff Deepens; Qualcomm Drops 6%, Marvell Slides 5%

Chip stocks are under pressure across the group, and Arm Holdings (NASDAQ:ARM) is the worst performer among large semiconductor names. Arm stock is down 9% to $282.46 in morning trading, and the company hasn’t released any announcement that accounts for the drop. That leaves the gap between Arm and the rest of the chip group […]

Yahoo·11:51ARM

ARM vs. Intel: What Revenue Growth Trends Reveal About These Artificial Intelligence Companies

Intel's revenue base towers over ARM's, yet ARM has nearly doubled its quarterly haul over two years while Intel's remained relatively flat.

Yahoo·15:34ARM

Arm Stocks Surge as Muse Makes CPUs Matter Again

Persistent AI agents increase orchestration demand, but workload growth must still become licensing and royalty revenue.

Yahoo·13:52ARM

Arm Climbs 5% as Buyers Return After Sharp Pullback; Qualcomm Nudges Higher, Intel Sits Out the Rally

Arm stock is surging far past its semiconductor peers after a brutal selloff, and the reason traces back to a single AI narrative that could make or break its royalty engine.

Yahoo·09:05ARM

Don't Buy Arm Holdings This Expensively

Arm Holdings (ARM) is scaling royalties in data centers and AI as Neoverse adoption surges and AGI CPUs boost monetization—but rich valuation raises risk.

SeekingAlpha·08:39ARM

Arm Stock Rises on Possible Continued Momentum From Meta's Muse AI Launch

Arm Holdings shares are trading higher on possible continued momentum from rising demand for its CPU designs following Meta's Muse AI launch.

Benzinga·04:14ARM

Arm vs. Taiwan Semiconductor Manufacturing: Which Chip Stock Is a Better Buy in 2026?

Arm's royalty model compounds reliably across billions of devices. TSMC's factories build the chips that power every major AI system in the world. Both are essential, but only one is truly irreplaceable.

Yahoo·17:40ARM

SoftBank Is Raising $11 Billion for OpenAI. Its Arm Stake Backs a $25 Billion Loan Facility

Masayoshi Son is turning SoftBank’s public-market assets into fuel for his OpenAI bet. On September 21, SoftBank launched more than $11 billion of dollar and euro bonds as it prepared for another $10 billion OpenAI installment. The financing follows a broader credit line backed by Arm Holdings plc (NASDAQ:ARM), while SoftBank sold its entire roughly […]

Yahoo·14:52ARM

ARM Vs. AMD: Who Is Going to Win the Agentic AI CPU Revival War?

AMD and Arm both just posted earnings that position them as the backbone of agentic AI computing, but their paths into the same data center could not be more different. One is booking record revenue while the other bets its future on a chip that has yet to ship.

Yahoo·11:30ARM

Arm Just Jumped 36% Now Its Valuation Is Raising Eyebrows

The stock trades at roughly 143 times forward earnings, according to Investing.com data.

Yahoo·10:30ARM

What's Going On With Arm Stock Wednesday?

Arm stock dips as tech retreats. See key technical levels, analyst price targets, and valuation metrics for the stock.

Benzinga·06:11ARM

Arm Holdings: AI-Driven Melt-Up Overly Done - Growth Prospects Mostly Priced In

Arm’s AI-driven CPU growth and partnerships boost monetization and margins, but rich valuation means Hold. Read here for a detailed analysis.

SeekingAlpha·05:44ARM

3 Trending AI Stocks to Watch: ARM, AMD, and CRWV

Three stocks firmly tied to the AI infrastructure buildout - Advanced Micro Devices (AMD), CoreWeave (CRWV), and Arm Holdings (ARM) - have all been drawing extra investor attention lately. But why?

Yahoo·16:00ARM

Arm Gains 1.5% as Agentic AI Multiplies CPU Cores

Arm expects data centers to require more than four times today's CPU capacity per gigawatt.

Yahoo·14:45ARM

Arm Stock: Too Good to Sell, Too Expensive to Buy

Arm’s growth outlook remains solid. However, the stock’s valuation is considerably harder to justify.

Arm Holdings: The Narrative Can't Justify The Current Share Price

Arm Holdings is predicted to continue to trade on momentum, but beyond that the current valuation might weigh on returns. Click to read more about ARM.

SeekingAlpha·12:22ARM

Don't Sleep On Analog Semiconductors

Alex King from Growth Investor Pro says at the moment, don't sleep on (analog) semiconductors.

SeekingAlpha·10:55

Arm Just Got a Major Vote of Confidence From Its CEO

Haas also expressed growing confidence that the company can beat its $2 billion AGI CPU revenue target.

Yahoo·08:34ARM

Arm Holdings Rallies, But Don't Fall For The Hype

Arm Holdings plc stock surged on AI momentum; Q1 2027 earnings beat and 2031 targets look strong, but valuation is rich. Click for this ARM update.

SeekingAlpha·05:22ARM

ARM Stock Jumped 17% Yesterday After Its CEO Said Demand Is Off the Charts. Here’s What Got Investors So Excited.

Key TakeawaysAI Demand Spike: Arm Holdings stock jumped 17% on Monday, September 21, closing at $323 after CEO Rene Haas told CNBC that chip demand is “off the charts” and voiced growing confidence in beating the company’s $2B AGI CPU revenue target. Street Lag: The 43 analysts TIKR tracks carry 20 buys, 8 outperforms, 13 holds, 1 underperform and 1 sell, but their $289 mean target now sits about 11% below the new closing price.

Yahoo·01:42ARM

ARM, Intel, AMD Surge As Meta’s Muse AI Fuels Fresh Chip Demand Bets: Retail Turns Extremely Bullish

AI agents fuel fresh optimism around semiconductor demand.

Yahoo·21:50ARM

Why Intel, Arm, and Other AI Chip Stocks Soared Today

Meta's Muse could usher in a wave of agentic AI-driven growth for chipmakers.

Yahoo·21:03ARM

Junk-Bond Market Gets AI Jolt from SoftBank

Global investment company SoftBank Group is seeking a record amount from junk bond investors. Japan’s SoftBank Group— a big investor in companies like Arm Holdings a chip designer— is issuing over $11 billion in junk-rated bonds, according to media reports. It will add to the $4.6 billion SoftBank has already issued this year across two deals.

Yahoo·18:29ARM

Update: Communication Services, Tech Heavyweights Push US Equity Indexes Higher as Crude Oil Slides With Treasury Yields

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Yahoo·17:09

Meta’s Muse AI Agent Triggers Intel, Chip Stock Rally. AMD Hits $1T Market Cap.

Intel, Advanced Micro Devices and Arm Holdings soared Monday as investors got excited about the potential growth of central-processing units. The trigger looks to be the popularity of Meta Platforms’ Muse artificial-intelligence agent. The rally pushed AMD to close with a market valuation above $1 trillion, making it the 14th U.S. company to reach that mark.

Yahoo·16:39ARM

US Equity Markets Higher as Tech, Communication Stocks Rise Amid Drop in Government Bond Yields, Crude Oil Prices

US equity indexes were higher Monday as communication services and technology stocks rose after long

Yahoo·16:22

Update: US Equity Indexes Jump as Communication Services, Technology Giants Surge Amid Sliding Crude Oil Prices

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Yahoo·15:53

Arm Holdings (ARM) Soars 17% on Ambitious $2B Revenue Goal; Hedge Funds Bullish

Arm Holdings (NASDAQ:ARM) extended its winning streak to a fifth consecutive day on Monday, jumping as much as 16.8 percent in intraday trading to hit $322, as investors resumed buying positions after management signaled a very strong business performance, saying that demand has “never been stronger.” In an interview with CNBC’s Jim Cramer last Wednesday, […]

Yahoo·14:48ARM

Tech Stocks Break Out: The Next Leg of the Bull Market

Technology stocks including Meta Platforms, Intel, ARM holdings and Micron Technology are pushing the market sharply higher today, following a summer full of concerning development. Is this the start of another major rally?

Arm’s Shift From Royalties to Silicon Manufacturing Could Reshape Chip Economics

Arm's CEO cited the same customer demand figure in July and September, yet the stock reacted in completely opposite ways. What shifted between those two moments could redefine how the entire chip industry prices silicon.

Yahoo·13:33ARM

Arm Stock Surges As Meta’s Muse Reportedly Fuels CPU Rally — Meta Is Lead Partner On AGI CPU

Muse’s rapid adoption is reportedly putting fresh attention on the CPU layer of AI infrastructure, an area Arm has been targeting directly with its new data-center silicon.

Yahoo·13:25ARM

Chip Stocks Rise As Four New Names Join SOX Index. AMD Breaks Out.

The Philadelphia semiconductor index, known as SOX, rose Monday after completing its annual reconstitution.

Better Artificial Intelligence Stock: Arm Holdings vs. SK Hynix

One designs chips; the other manufactures them, and their valuations tell starkly different stories about growth versus value.

Yahoo·23:29ARM

Is Arm Holdings Still a Hidden Winner of the AI Chip Race?

Is Arm still an under-the-radar AI winner? Wall Street is catching on fast.

Yahoo·09:37ARM

Jim Cramer Says Selling Arm Holdings (ARM) Early Was a “Big Mistake”

During the September 16 episode of Mad Money, host Jim Cramer discussed the recent pullback in Arm Holdings plc (NASDAQ:ARM) and shared his perspective on the stock trajectory, as he commented: The whole AI data center cohort peaked in June, then most of them bottomed near the end of July before rebounding like crazy. Some […]

Yahoo·13:10ARM

Arm vs. Intel: Which Technology Stock Is a Better Buy in 2026?

Arm's licensing model generates 18.4% net margins with minimal debt, while Intel battles a net loss and negative free cash flow amid its foundry pivot.

Yahoo·11:15ARM

SoftBank's AI spending spree now carries a $25 billion twist

Arm's huge rally is giving Masayoshi Son another source of funding for his expanding AI ambitions.

Yahoo·10:02ARM

Volatility Aside, ARM’s AI Thesis Is Untouched

ARM has tripled off its January lows, hyperscalers are lining up for its AI silicon, and analysts keep raising their targets. So why does the setup feel less like a green light and more like a fork in the road?

Yahoo·07:35ARM

SoftBank Raises Arm Margin Loan to $25 Billion as AI Bets Grow

SoftBank Group Corp. has increased its margin loan backed by shares of its chip unit Arm Holdings Plc by $5 billion to $25 billion, according to people familiar with the matter, as the conglomerate finds ways to fund its expanding investments in artificial intelligence.

Yahoo·01:45ARM