Notícias

Arm Holdings (NasdaqGS:ARM) gained alongside a broader semiconductor rally on 23 September 2026 linked to AI hardware demand. Investors focused on AI-driven CPU demand after Meta Platforms reported rapid uptake of its Muse AI agent for CPU-based inference workloads. Arm’s CPU designs were highlighted as a key foundation for handling Muse-related AI inference volumes, reinforcing its relevance in AI infrastructure discussions. The Muse-linked surge in AI CPU demand is important, but Arm...

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.

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

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.

AI agents fuel fresh optimism around semiconductor demand.

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

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

AMD touched $1 trillion as Meta's Muse agent, a 10% chip price hike and a CPU rotation left Nvidia trailing.

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, […]

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.

By powering the data center CPUs and local edge processing required for agentic workflows, Arm Holdings and AMD are positioned to capture immense value.

Shares of AMD, Arm and Intel all jumped as optimism over growing demand for CPUs sent chip stocks higher.

Investing.com -- Technology stocks roared back on Monday, propelled by a powerful rally in Meta Platforms and semiconductor leaders as Wall Street recognized that consumer "agentic" AI may have finally reached a mainstream tipping point. Meta Platforms (NASDAQ: META) rallied 6.5% on Monday, leading a broader market advance that lifted the Nasdaq 100 by 2.15%. The frenzy extended deep into the semiconductor sector, with CPU-linked chipmakers staging explosive gains: Arm Holdings (NASDAQ: ARM) sur

Shares of Intel Corp (NASDAQ:INTC, XETRA:INL), Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and other hardware companies surged on Monday amid strong investor demand for artificial intelligence (AI) stocks. Arm Holdings' US-listed shares were up 14% in morning trading, while Intel...

Advanced Micro Devices Inc. shares jumped Monday, putting the company on track to close above $1 trillion in market value for the first time amid renewed optimism for chipmakers necessary to power artificial intelligence.

Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the biggest moves share almost nothing in common except a suddenly crowded bull thesis.

The semiconductor rally came alongside a roughly 3% decline in U.S. crude prices and lower Treasury yields, helping lift broader U.S. equity indexes.

Intel stock and Arm Holdings were gaining as the success of Meta Platforms' Muse AI agent could boost CPU demand.

AI and semiconductor stocks are richly valued, while a couple of the leading cryptocurrencies are just starting to pick up steam.

Astera Labs is riding explosive demand for AI connectivity chips with gross margins above 70%. Arm is compounding royalty revenue across billions of devices while its data center business accelerates.

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.

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

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 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.

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 […]

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