GuruFocus.com8h agobearish
Arm Drops 3.3% as More AI Cores Test Royalty EconomicsAgent workloads could multiply CPU demand, but revenue still depends on architecture share and chip mix.
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24/7 Wall St.10h agobearish
Bank of America Just Told Investors to Sell UPS, and the Reason Has Nothing to Do With Package VolumeBank of America just cut UPS to sell, and the catalyst has nothing to do with shipping demand or Amazon competition. The real threat is a regulatory change that turns UPS's fastest, highest-volume lanes into a compliance liability that surcharges alone may not fix.
GuruFocus.com1d agobearish
Arm Falls as Agentic AI Multiplies Server-Core DemandMore cores can expand royalties, but architecture share and chip mix control the financial result.
Insider Monkey6d agobearish
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 […]
Barchart7d agobearish
The Strange Reason for Arm’s Stock Drop: The Market May Be Punishing It UnfairlyThe market punished Arm as an AI stock — yet phones, not AI, are what actually drive its revenue today.
Barchart10d agobearish
Stocks Slump on AI Slowdown Fears and Rising Bond Yields and Crude PricesThe S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...
MarketBeat30d agobearish
IBM Just Opened Its Mainframes to Arm—Is the Market Missing the Shift?IBM is integrating ARM Holdings' architecture into its mainframes, enabling native dual-execution without emulation, as shares trade near $231 amid a 22% year-to-date decline.
Insider Monkey31d agobearish
Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center ChipsLoomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]
Barchart37d agobearish
Stocks Finish Lower as Chipmakers and AI Stocks FallThe S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
Insider Monkey47d agobearish
This Analyst On Wall Street Thinks The CPU Trade Is Overdone, Should You Sell ARM (ARM) Stock?ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company’s energy-efficient CPU designs are increasingly being adopted by major cloud providers building AI data centers. As ARM continues to grow its presence […]
GuruFocus.com56d agobearish
Memory Prices Hit Arm's Royalties as Stock Falls 4%Second-quarter royalty growth guided to 13% on smartphone weakness
Proactive57d agobearish
Dow and Nasdaq stock set for another mixed open ahead of Fed decisionUS market liveblog: stocks set for mixed open ahead of Fed decision US stocks are set for a mixed open on Wednesday as investors look ahead to the Federal Reserve's latest interest-rate decision, while renewed tensions in the Middle East and continued pressure on semiconductor stocks cloud...
24/7 Wall St.58d agobearish
AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIAChip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
Yahoo Finance63d agobearish
These high-flying tech stocks are down 65% — here's how to shop the sell-off: One Big Investment IdeaA new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.
Yahoo Finance63d agobearish
These high-flying tech stocks are down 60% — here's how to shop the sell-off: One Big Investment IdeaA new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.
Stocktwits64d agobearish
ARM Stock Takes A Breather After Three Days Of Gains — Wells Fargo Cuts Price Target, Warning Of A 'Tough Setup' AheadAccording to TheFly, Wells Fargo lowered the price target for Arm to $350 from $410 while maintaining an ‘Overweight’ rating on the stock.
Stocktwits66d agobearish
ARM, QCOM, KLAC Stocks Rise Despite Price Target Cuts By UBS Amid Chip Stocks’ PullbackARM’s stock saw the largest price target cut, though UBS reiterated its 'Buy' rating and retained 'Neutral' ratings for both Qualcomm and KLA.
Barchart69d agobearish
Stocks Tumble as the Rout in Chipmakers DeepensThe S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...
The Wall Street Journal71d agobearish
SpaceX Shares Fall Below IPO Price for the First TimeShares slipped 2.5% to $132.72 in recent trading. Over the past month they have edged lower; even SpaceX’s addition to the Nasdaq-100 index didn’t boost them. SpaceX is hardly the first big IPO to struggle in early days or weeks of trading.