Roundhill ARM WeeklyPay ETF

ARM Holdings Chief Business Officer William Abbey Sells Shares

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Arm reports record-breaking revenue in Q4 FY26

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Jefferies Raises ARM Target Price to $290

Arm Holds Q4 2026 Earnings Call

Goldman Sachs Maintains Sell Rating on ARM with 40% Downside Implied

TD Cowen Raises ARM Price Target to $265

Arm Reports Q4 Revenue Growth and Shows Confidence in Future Market

Arm released FY2026 Annual Earnings on May 6 After-Market (EST), actual revenue USD 4.92 B (forecast USD 4.898 B), actual EPS USD 0.85 (forecast USD 0.9208)

Arm released FY2026 Q4 earnings on May 6 After-Market EST, actual revenue USD 1.49 B (forecast USD 1.47 B), actual EPS USD 0.29 (forecast USD 0.3655)

Arm Reports Q4 FY2026 Revenue of $1.49 Billion, Exceeding Estimates

Arm to Release FY2026 Q4 Earnings on May 6 After-Market EST, Forecast Revenue USD 1.47 B, EPS USD 0.3655

TSMC Partners Ltd. Sells off ARM Holdings Shares for $231 Million

ARM Holdings PLC stock rises, trading volume increases, hedge funds increase holdings

IBM and Arm Collaborate to Develop Dual-Architecture Hardware for AI and Data-Intensive Workloads

IBM and Arm Collaborate on Dual-Architecture Enterprise Hardware

Arm Proposes AGI CPU Design, Intel Remains Skeptical

Arm expects new chip division to reach $15 billion in annual sales within five years

Meta and Arm Collaborate on Data Center CPU, Plan to Release Design by Year-End

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置顶新闻

Bernstein explains why it isn't too late to invest in Arm stock

ARMW

SOXL

ARMU

ARMG

SOXX

Bernstein analyst David Dai initiated coverage on Arm Holdings (ARM) with an 'outperform' rating and a $300 price target, suggesting an 18% upside. Dai's bullish view is based on the demand for Arm's advanced AI CPUs, with a $2 billion backlog for next-gen silicon. Despite concerns over Arm's high P/E ratio, Bernstein believes the company's shift to data center markets will enhance profitability. The firm argues that evaluating Arm solely on P/E metrics overlooks its long-term growth potential in AI and custom silicon.

- Bernstein initiated coverage on Arm Holdings with an "outperform" rating and a $300 price target, indicating an 18% upside potential.  
- The analysis highlights a significant demand for Arm's advanced CPUs, predicting a $2 billion backlog due to the shift towards artificial general intelligence, suggesting sustainable revenue growth.  
- Despite criticism over Arm’s high valuation, Bernstein argues that the company's expanding role in custom silicon for data centers justifies the current market price, indicating a strong long-term growth trajectory.

Invezz

Direxion Semicon Bull 3X

T-Rex 2X Long ARM Daily Target ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

Leverage Shares 2X Long ARM Daily ETF

iShares Semiconductor ETF

Invesco Semiconductors ETF

AllianceBernstein

Jefferies Financial

Arm Holdings (NASDAQ:ARM) is currently trading at $223.15, having surged 104% year-to-date. Analysts suggest a buy zone between $210 and $215 on pullbacks. The company reported Q4 FY2026 revenue of $1.49B, exceeding estimates, and has shifted focus to AI infrastructure with its new AGI CPU. Despite a high P/E ratio and some risks, the bullish sentiment remains strong with a consensus target of $230.92.

- Arm Holdings (ARM) is currently trading at $223.15 after reporting Q4 FY2026 revenue of $1.49 billion, exceeding estimates.  
- The non-GAAP EPS of $0.60 also surpassed consensus expectations, and data center royalties have more than doubled year over year.  
- Customer commitments for the AGI CPU increased dramatically from $1 billion to over $2 billion within six weeks.

Arm Holdings is up 104% and smart money is waiting for one specific level to buy more

SiPearl and Semidynamics have announced a partnership to develop a European sovereign AI platform, utilizing SiPearl's Arm Neoverse V2-based Rhea2 processors and Semidynamics' RISC-V-based AI inference accelerators. This multi-year project aims to create a competitive rack-scale AI platform, addressing Europe's need for a homegrown AI hardware stack. The first generation will focus on CPU-accelerator memory coherence, with future iterations expected to enhance chiplet-level integration.

- SiPearl and Semidynamics are collaborating to develop a European sovereign AI platform aimed at reducing reliance on foreign suppliers.  
- The platform will utilize SiPearl’s Rhea2 processors and Semidynamics’ RISC-V-based AI accelerators for efficient AI inference, with future generations planned for tighter chiplet integration.  
- While advanced manufacturing remains reliant on Asia, the initiative aims to provide a credible European alternative for large-scale AI data center deployments, although no firm launch timeline has been set.

EE Times

NVIDIA

NVIDIA Corporation

When Arm Meets RISC-V: SiPearl, Semidynamics to Co-Develop Sovereign AI Platform

CBRS

INTC

MRVL

NVIDIA (NVDA.US) will announce its earnings tonight after the market closes, and chip stocks are positioning themselves in advance. ARM (ARM.US) rose over 10%, Marvell (MRVL.US) rose over 7%, and Intel (INTC.US) rose over 5%. The Cerebras 2X leveraged ETF (CBRG.US) surged over 18% on its first day, reaching a new high

- On May 20, U.S. stocks related to GPUs and CPUs surged as investors anticipated Nvidia's upcoming earnings report.  
- ARM Holdings led the gains with a 10.02% increase, followed by Marvell Technology rising 7.42%, while Intel and AMD also saw notable gains.  
- Market analysts expect strong performance driven by AI demand, with Nvidia's report expected to reflect this trend, lifting investor confidence across the sector.

Movers Alert

Cerebras

Intel

Marvell Tech

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GraniteShares 2x Long INTC Daily ETF

First Trust Nasdaq Food & Semicon

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T-Rex 2X Long NVIDIA Daily Target ETF

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Leverage Shares 2X Long CBRS Daily ETF

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long MRVL Daily ETF

GPU/CPU concept stocks collectively strengthened, ARM (ARM.US) rose over 11% during the day, Intel (INTC.US) rose over 5%

SNPX

SNPS

AMI has launched a 'Shift Left' initiative in collaboration with Arm and Synopsys to enhance the Arm Total Design process. This initiative allows for earlier verification of firmware, reducing design costs and time-to-market while mitigating risks. By integrating AMI OnSil and Aptio V firmware validation into the RTL stage, the initiative aims to deliver high-quality silicon faster, addressing the growing demand for specialized compute solutions.

- AMI has announced an accelerated "Shift Left" initiative in collaboration with Arm and Synopsys to enhance the ASIC design flow.  
- This initiative allows verification of AMI firmware earlier in the process, significantly lowering design costs, reducing time-to-market, and mitigating risks.  
- By integrating pre-silicon firmware validation into the RTL stage, the initiative supports the Arm Total Design ecosystem, enabling faster, higher-quality silicon production.

prnewswire

Tradr 2X Long SNPS Daily ETF

Synopsys

11:34 ETAMI Announces a Shift-Left Initiative to De-Risk SoC Development for Arm Total Design in Collaboration with Arm and Synopsys

Arm Holdings is under investigation by the U.S. Federal Trade Commission for potential antitrust violations regarding its semiconductor technology licensing. The FTC is assessing whether Arm is attempting to monopolize parts of the semiconductor market. The probe follows a dispute with Qualcomm over contract breaches related to chip startup Nuvia. Arm's revenue heavily relies on licensing agreements with companies like Nvidia and Apple, and it faces scrutiny from regulators in other countries as well.

- Arm Holdings is under investigation by the U.S. Federal Trade Commission for potential antitrust violations related to its semiconductor technology licensing.  
- The FTC aims to determine if Arm is attempting to monopolize segments of the semiconductor market by assessing its licensing agreements for chip blueprints.  
- This scrutiny follows a dispute with Qualcomm over contract breaches and includes investigations from regulators in other countries, such as South Korea.

fidelity

Qualcomm

Apple

Arm Holdings to face US antitrust probe over chip tech, Bloomberg News reports

SNDK

QCOM

Marvell Tech(MRVL) rose 4.34%, with a trading turnover 4.3 Billion USD, and a year-to-date rose 107.7%. Sandisk(SNDK) rose 3.77%, with a trading turnover 17.8 Billion USD, and a year-to-date rose 482.7%. Vertiv(VRT) fell 5.03%, with a trading turnover 2.9 Billion USD, and a year-to-date rose 99.2%. BlackRock(BLK) fell 4.57%, with a trading turnover 1.1 Billion USD, and a year-to-date fell 2.6%.

- The Nasdaq Composite Index decreased by 0.84%, with a year-to-date gain of 11.3%.  
- Meanwhile, the S&P 500 fell by 0.67% and the Dow Jones dropped by 0.65%, recording year-to-date increases of 7.4% and 2.7%, respectively.  
- Notable stock movements include Marvell Technology rising by 4.34% and Sandisk increasing by 3.77% year-to-date, while Vertiv and BlackRock saw declines of 5.03% and 4.57%.

Top Gainers&Losers

Sandisk

Mizuho Financial

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Top 5 US Stock Gainers/Losers (>100B) (5.19)

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

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GraniteShares 2x Long AMD Daily ETF

Direxion Daily AMD Bull 2X Shares

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

COHR

Coherent Corp. pre-market down 4.55%; Arm pre-market down 4.50%; HCW Biologics pre-market up 156.05%; Dreamland pre-market up 92.50%; Murano Global BV pre-market up 64.06%

- Coherent Corp. shares fell 4.55% amid news of growing interest in its AI data center potential and an upgraded price target from BofA Securities to $400, despite a neutral rating.  
- Arm Holdings experienced a 4.50% drop following a failed acquisition of AI chip company Cerebras Systems, raising uncertainties about its growth prospects.  
- HCW Biologics surged 156% after announcing a breakthrough in research for preventing bronchopulmonary dysplasia and gaining a "buy" rating from analysts, reflecting renewed investor interest.

Price Alert

Coherent Corp.

Dreamland

Murano Global BV

Pre-market hot trades in US stocks: Coherent Corp. down 4.55% in pre-market; Arm down 4.50% in pre-market

.DJI

ARMN

The stock market saw significant movements today, with the Dow Jones Industrial Average gaining 500 points. Small cap stocks showed strength, particularly Arm Holdings, while Nvidia rallied ahead of earnings reports. A decline in oil prices contributed to the positive market sentiment, and airline stocks also experienced a surge.

- Small cap stocks showed notable strength in the stock market today.  
- Arm Holdings experienced a significant performance spike, while Nvidia rallied ahead of earnings reports.  
- The Dow Jones Industrial Average increased by 500 points as oil prices declined, and airline stocks also rose.

Unusual Whales

Dow Jones Industrial Average

Aris Mining

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ISHRS S&P Glb It

SPDR S&P Software

Stock Market Today: Dow Gains 500 Points As Oil Dives, Nvidia Rises; Airlines Soar (Live Coverage)

Arm Surges on New $300 Price Target: ARM Stock Is at the ‘Center of the Renaissance’ in CPUs

Arm Surges on New $300 Price Target: ARM Stock Is at the ‘Center of the Renaissance’ in CPUs

Roundhill ARM WeeklyPay ETF(ARMW.US)

Bernstein explains why it isn't too late to invest in Arm stock

Arm Holdings is up 104% and smart money is waiting for one specific level to buy more

When Arm Meets RISC-V: SiPearl, Semidynamics to Co-Develop Sovereign AI Platform

GPU/CPU concept stocks collectively strengthened, ARM (ARM.US) rose over 11% during the day, Intel (INTC.US) rose over 5%

11:34 ETAMI Announces a Shift-Left Initiative to De-Risk SoC Development for Arm Total Design in Collaboration with Arm and Synopsys

Arm Holdings to face US antitrust probe over chip tech, Bloomberg News reports

Top 5 US Stock Gainers/Losers (>100B) (5.19)

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

Pre-market hot trades in US stocks: Coherent Corp. down 4.55% in pre-market; Arm down 4.50% in pre-market

Stock Market Today: Dow Gains 500 Points As Oil Dives, Nvidia Rises; Airlines Soar (Live Coverage)

Arm Surges on New $300 Price Target: ARM Stock Is at the ‘Center of the Renaissance’ in CPUs