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The chipmaker is racing to meet the surging demand for its new AI chips.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

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

Rene Haas told CNBC his confidence in hitting the AGI CPU revenue goal has grown since Arm's July earnings call

Bullish comments from Arm Holdings’ chief executive last night are helping its stock rank among the Nasdaq’s top gainers today.

The Philadelphia semiconductor index, known as SOX, rose for the third straight session Thursday. AMD stock was among the big gainers.

Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a broken story changes everything for investors holding a 247x earnings multiple.

Here's a check of the markets in the first few minutes of trading.

The market punished Arm as an AI stock — yet phones, not AI, are what actually drive its revenue today.

Key Stats for Arm Holdings StockPrice change for Arm Holdings stock in last 6 months: 92%$ARM Stock Price as of Sep. 16: $24452-Week High: $453$ARM Stock Price Target: $289What Happened?Arm Holdings (ARM) stock is in focus after CEO Rene Haas told CNBC’s Jim Cramer on “Mad Money” that his confidence in meeting Wall Street’s demand expectations for Arm’s new AGI CPU chip keeps growing.

Arm Holdings' 39% three-month slide contrasts with expanding cloud AI opportunities, but cyclicality and a 36.47X sales multiple temper upside.

Data-center royalties are doubling, but Arm's premium valuation requires adoption across far more than one computing market.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.08%. E-mini S&P futures (ESU26 ) are down -0.21%, and September E-mini...

Arm's royalties arrive when chips ship, and phones still drive the biggest share. The business looks fine -- it's the price that gives me pause.

Arm Holdings (ARM) dropped more than 8% as chipmakers and AI stocks pulled back after prominent AI leaders called for slowing development, raising questions about future capital spending across the sector. The latest drop extends a wider pullback in Arm Holdings, with the share price down 14.47% over the past month and 39.70% over 90 days. This comes even after a strong year-to-date share price return of 108.32% and a 1-year total shareholder return of 55.34%, which points to momentum cooling...

The streamer put $415 million into property and equipment in the first half of 2026 -- about 1% of what Alphabet spent in the second quarter alone.

The 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...

Arm sits underneath nearly every hyperscaler custom CPU program, collecting royalty checks as AI infrastructure spending accelerates, but its 120x forward multiple means a single stumble could trigger violent downside for a stock already swinging between $223 and $420.

Piper Sandler initiated coverage of Nvidia, Broadcom, AMD, Arm, and Marvell, all with "overweight" ratings.

Arm earns royalties every time a chip uses its architecture, while Credo builds the connectivity that links those chips inside AI data centers. Both are essential to the AI build-out, but only one is growing at a triple-digit pace.

Arm earns royalties every time a chip uses its architecture, while Sandisk has locked in billions in guaranteed revenue from the world's largest cloud companies.

Paying off one enormous loan may give Masayoshi Son room for another move.

The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...

American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”. The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback […]

Find insight on SoftBank Group, Apple, Meta and more in the latest Market Talks covering Technology, Media and Telecom.

More than 80 partners expand Arm's reach, but ecosystem spending does not automatically become royalty revenue.

By Niket Nishant and Tharuniyaa Lakshmi Sept 9 (Reuters) - The main U.S. stock indexes fell on Wednesday as oil prices soared past $100 a barrel and Treasury yields rose, putting pressure on equities

Arm's smartphone empire built one of tech's most recognizable businesses, but the company's next billion-dollar bet is pointing somewhere else entirely, and the valuation debate it has sparked puts bulls and bears in direct conflict.

Arm Holdings PLC CEO Rene Haas said artificial intelligence could help find a cure for cancer within our lifetime, but warned that chip shortages are limiting the expansion of AI infrastructure. Haas said AI could eventually solve complex problems in...

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...