---
title: "Arm shares jump 16% on Nvidia CPU forecast and bullish analyst calls"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287277496.md"
description: "Arm shares surged 16% following Nvidia's $20 billion CPU sales forecast linked to Arm-based Vera chips, boosting expectations for Arm's royalties. Analysts from Jefferies and Bernstein remain optimistic, highlighting Arm's strong role in AI-driven CPU adoption. However, an FTC investigation into Arm's licensing practices poses a regulatory concern for investors."
datetime: "2026-05-21T22:01:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287277496.md)
  - [en](https://longbridge.com/en/news/287277496.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287277496.md)
---

# Arm shares jump 16% on Nvidia CPU forecast and bullish analyst calls

What sparked the jump?: Nvidia’s $20 billion CPU sales forecast, driven by Arm-based Vera chips, lifted expectations for Arm’s royalties. Analyst optimism grows: Jefferies and Bernstein maintained bullish ratings, citing Arm’s strong positioning in AI-driven CPU adoption. FTC probe in focus: Arm is being investigated by the FTC over licensing practices, adding a regulatory watchpoint for investors.

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