Arm Holdings plc American Depositary Shares

Arm Holdings plc American Depositary Shares

Yahoo Finance • yesterday

AMD Stock Gets a ‘Strong Buy’ Upgrade: Why It Could Outperform Nvidia

Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand. Continue Reading... Full story

Yahoo Finance • yesterday

ARM's 93X Earnings Multiple Overshadows Its Growth Potential

Arm Holdings ARM appears positioned to deliver another strong quarter, but its elevated valuation leaves little room for execution missteps. The Zacks Consensus Estimate for the company's fiscal second-quarter revenues is $1.37 billion, i... Full story

Yahoo Finance • yesterday

Can IBM's Advanced Processor Shape the Future of Enterprise Computing?

International Business Machines Corporation IBM is advancing enterprise computing with a new dual-architecture processor designed to bring Arm-native applications to future IBM Z and LinuxONE systems. The processor is part of IBM's collabo... Full story

Yahoo Finance • yesterday

AMD Stock Upgraded To Strong Buy. Here's Why.

Advanced Micro Devices received a bullish vote of confidence as Raymond James upgraded AMD stock to strong buy from outperform. Continue Reading... Full story

Yahoo Finance • yesterday

Software is crushing chips by a record margin: Chart of the Day

Software stocks are near record highs. Chips are still stuck in a bear market — except Nvidia (NVDA) never really joined them. The handoff happened almost to the day. Chip stocks peaked on June 22. Software bottomed right around then, ki... Full story

Yahoo Finance • 2 days ago

Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center Chips

Loomis 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... Full story

Yahoo Finance • 5 days ago

Arm (ARM) Stock Looks Above Fair Value Even After AI Progress

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Arm Holdings has delivered a very strong year to date return of 112.1%, yet the stock now screens as expensive on Simp... Full story

Yahoo Finance • 5 days ago

Nvidia Eyes Deal With $2.3 Billion AI Chip Rival

This article first appeared on GuruFocus. As rivalry in AI inference intensifies, the leader in AI chips, Nvidia Corp. (NVDA, Financials), is apparently considering a transaction with South Korean startup Rebellions.Bloomberg said that th... Full story

Yahoo Finance • 5 days ago

Nvidia in Talks With Chip Startup Rebellions for Potential Deal

(Bloomberg) -- Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar wi... Full story

Yahoo Finance • 8 days ago

ARM Stock: The $2 Billion AI Signal Investors Shouldn’t Ignore

Quick Read ARM's CEO doubled the AGI CPU demand pipeline to $2 billion, but at 127x forward earnings, the stock earns a HOLD at $284.95. NVIDIA trades at just 25x forward earnings with 85% revenue growth, making ARM's 127x multiple nearly... Full story

Yahoo Finance • 9 days ago

Stocks making the biggest moves premarket: Alibaba, Intel, Sandisk & more

Check out the companies making the biggest moves premarket: Alibaba — Shares were higher by 1.5% after Reuters reported the company was set to sell its game developer business. Citing a person familiar with the matter, Reuters said Lingxi... Full story

Yahoo Finance • 12 days ago

Druckenmiller loads up on Amazon and AMD while dumping some chipmakers, 13F shows

Investing.com -- Stanley Druckenmiller's Duquesne Family Office executed a dramatic reshuffling of its portfolio during the latest quarter, highlighted by a massive rotation back into mega-cap technology and a decisive exit from several le... Full story

Yahoo Finance • 13 days ago

Why Arm Holdings Stock Popped Today

Arm Holdings (NASDAQ: ARM) stock jumped 4% through 12:45 p.m. ET Thursday. You can thank the friendly bankers at Bank of America for that. In a note out this morning discussing the semiconductor market, BofA analyst Vivek Arya revised his... Full story

Yahoo Finance • 15 days ago

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%.  September E-mini S&P futures (ESU26) fell -0.07%, a... Full story

Yahoo Finance • 15 days ago

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

As artificial intelligence demands higher performance, investors are weighing the explosive growth of Astera Labs (NASDAQ:ALAB) against the architectural dominance of Arm (NASDAQ:ARM) to find the superior long-term play. While both compan... Full story

Yahoo Finance • 16 days ago

AI Workload Evolution Is Creating a New Growth Catalyst for Arm Holdings plc (ARM)

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI... Full story

Yahoo Finance • 17 days ago

Arista Networks vs. Arm: Comparing Revenue Growth Trajectories for These Artificial Intelligence Companies

Arista Networks: A Pattern of Consistent Sequential Revenue Increases Arista Networks (NYSE:ANET) primarily generates revenue by designing, promoting, and distributing advanced cloud networking hardware and software applications to large-... Full story

Yahoo Finance • 18 days ago

Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.

Key Points Billionaire investor Stanley Druckenmiller has a long track record of success. His Duquesne Family office only holds one "Magnificent Seven" stock, and it cut way back on that one in Q1. Sandisk, Seagate, Broadcom, and Micron... Full story

Yahoo Finance • 18 days ago

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 des... Full story

Yahoo Finance • 19 days ago

Stocks Supported as Fed Rate Hike Fears Ease

The S&P 500 Index ($SPX) (SPY) today is up +0.61%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.25%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.00%.  September E-mini S&P futures (ESU26) are up +0.66%, and September E-mini... Full story