High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
Intel stock, AMD and Arm were falling as analysts warn of the dangers of assuming the AI trade will last indefinitely.
AI chipmaker priced shares above range as IPO demand exceeded available shares more than 20 times.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...
The success of the Cerebras IPO, and particularly in the last-minute attempt by Arm to acquire the company prior to its debut, highlights just how strategic it is.
The AI data center market is growing -- for everybody but Intel.
The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.
Intel stock has led the chip rally but it faces fierce competition from Arm and Advanced Micro Devices.
Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS. The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter.
Investing.com -- AMD and ARM continued to gain ground in the server chip market at Intel’s expense in the first quarter of 2026, according to a report from UBS, which also found that PC shipments came in below seasonal norms for the second consecutive quarter.
Arm Holdings (NasdaqGS:ARM) and parent company SoftBank reportedly made a preliminary offer to acquire AI chipmaker Cerebras Systems. The approach came ahead of Arm's planned US$34b IPO and was ultimately rejected by Cerebras. The attempted deal points to interest in expanding Arm's AI semiconductor reach beyond internal product development. Arm Holdings, best known for its chip architectures that power a wide range of devices, is increasingly tied to the growth of AI-focused computing. The...
Cerebras reportedly rejected a preliminary acquisition approach weeks before its expected IPO pricing.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...
Arm Holdings and SoftBank Group made an approach to acquire Cerebras Systems weeks before its expected initial public offering, which was rebuffed. Bailey Lipschultz has more on "Bloomberg Deals."
Arm Holdings plc (NASDAQ:ARM) is trading higher by 5.05% on Wednesday as chip stocks catch a bid, with Technology (XLK) up 0.33%, and investors digest fresh U.S.-China headlines that keep the AI and semiconductor supply chain in focus, including those around export controls and market access. Arm’s China Exposure Draws Investor Attention China contributed 17% of Arm's fiscal 2025 revenue, down from 21% in fiscal 2024 and 24% in fiscal 2023, according to the company's latest annual filing, highli
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...
As AI data centers scale globally, Arm is helping run them while Fortinet is helping defend them.
Arm Holdings has drawn renewed interest from KeyBanc as the firm sees robust AI and data center demand accelerating licensing growth. The stock is twelfth on our list of 12 AI Stocks Wall Street Is Watching Now. On May 7, KeyBanc analyst John Vinh raised the price target on Arm Holdings to $300 from $170 and […]
Qualcomm stock surged Monday and is on pace for its first record close since 2024 as enthusiasm around AI chips and data-center demand continues to build.
The stock dropped after previously more than doubling on the year.
Few stocks have repriced as sharply as Arm in 2026. After bottoming near $105 in mid-January, shares climbed to the edge of their all-time high on a strong fiscal Q4 report and a multibillion-dollar AI data center backlog. The question is whether that move has run too far. Our 24/7 Wall St. price target for ... Prediction: Arm’s 117% Rally Has Run Too Far
Arm Holdings (NasdaqGS:ARM) reported record fourth quarter earnings, with revenue at US$1,490 million and net income at US$313 million. The results were helped by strong demand for its AI focused AGI CPU platform. See our latest analysis for Arm Holdings. Despite a 10.1% one day share price decline after earnings as investors focused on supply constraints and smartphone weakness, Arm still has strong momentum. The 30 day share price return is 48.29%, the year to date share price return is...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. When a caller mentioned that they wished to add to their position, Cramer commented: They have more business than they can handle. What can I say? Even tonight, Arm Holdings said […]
If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily? Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) ... ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?
The rise of AI agents is swinging attention back to the main brain of data-center computing, the CPU.
Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI
How big will the CPU market get?
ARM hits strong quarterly revenues as AI cloud demand, AGI CPU traction and rising royalty growth strengthen its AI infrastructure push.
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