Is Arm still an under-the-radar AI winner? Wall Street is catching on fast.
Arm Holdings plc · NASDAQ
Is Arm still an under-the-radar AI winner? Wall Street is catching on fast.
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.
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 […]
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.
Arm's huge rally is giving Masayoshi Son another source of funding for his expanding AI ambitions.
ARM has tripled off its January lows, hyperscalers are lining up for its AI silicon, and analysts keep raising their targets. So why does the setup feel less like a green light and more like a fork in the road?
A day after the Federal Reserve's first rate hike in three years, US stocks rallied as yields eased and the tech names that had been sold hardest this week bounced back.
The Morning Bull - US Market Morning Update Friday, Sep, 18 2026 US stock futures are higher this morning, with S&P 500 contracts up about 0.8% and Nasdaq 100 futures gaining close to 1%. The move comes after the US Federal Reserve lifted its key interest rate by 0.25 percentage points to a range of 3.75% to 4.00%, and signalled that borrowing costs could climb further. That rate affects everything from credit card bills to mortgage repayments. At the same time, August retail sales rose 1.2%,...
SoftBank Group Corp. has increased its margin loan backed by shares of its chip unit Arm Holdings Plc by $5 billion to $25 billion, according to people familiar with the matter, as the conglomerate finds ways to fund its expanding investments in artificial intelligence.
The chipmaker is racing to meet the surging demand for its new AI chips.
ARM is up +4.04%. Possible market-relevant factors below — each is coincident evidence, not a confirmed cause.