Roundhill ARM WeeklyPay ETF

ARM Holdings Chief Business Officer William Abbey Sells Shares

Arm Holdings Under Investigation by US FTC for Antitrust Violations in Semiconductor Licensing

Arm reports record-breaking revenue in Q4 FY26

Arm Unveils Performix End-to-End AI System Optimization Tool

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

OPTIMI HEALTH CORP

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

HCW Biologics

Micware

Silexion Therapeutics

GCL Global

MetaVia

MicroAlgo

Vida Global

EMMIS ACQUISITION CORP. ORD USD0.0001 (S/R 12/09/2030)

Pinned News

置顶新闻

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

ARMW

ARMG

SOXX

ARMU

SOXL

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

SPDR S&P Semicon

Leverage Shares 2X Long ARM Daily ETF

iShares Semiconductor ETF

T-Rex 2X Long ARM Daily Target ETF

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

VanEck Semiconductor ETF

NVIDIA

NVIDIA Corporation

ARM Holdings PLC (NASDAQ:ARM) experienced a significant trading volume increase, with 4.66 million shares traded, despite a 40% decline from the previous session. Analysts maintain a positive outlook, with a consensus rating of 'Moderate Buy' and a price target of $203.79. However, concerns arise from a reported U.S. antitrust probe and ongoing securities-fraud investigations. Recent insider sales have also been disclosed, but they are linked to tax withholding. The stock last traded at $254.71, up from a previous close of $223.15.

- ARM Holdings PLC shares experienced a notable trading volume decrease, with 4,656,748 shares traded, down 40% from the previous session.  
- Positive market sentiment is supported by upgrades from several analysts and a $300 price target from Sanford C. Bernstein, whereas negative sentiment stems from a reported U.S. antitrust probe and ongoing investigations into potential securities fraud.  
- With a current stock price of $254.71, ARM operates with a market capitalization of $269.67 billion and is primarily engaged in licensing semiconductor IP rather than manufacturing chips.

Market Beat

Synopsys

Cadence Design

Qualcomm

UBS Group AG

Goldman Sachs

Mizuho Financial

Mizuho Financial Group, Inc.

Intel

GS Hldg R

ARM (NASDAQ:ARM) Sees Large Volume Increase  - Should You Buy?

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

FOUR

ARM and Shift4 just bounced after earnings while SpaceX and Anthropic poured billions into AI compute, and most investors are not ready for what comes next.

Shift4 Payments

SHIFT4 PAYMENTS INC 6.00% SER A MAND CONV PREF STK

Is AI infrastructure spending heading for an even bigger boom? What ARM, Shift4, SpaceX, and Anthropic just told us

INTC

The AI trade is evolving as demand for inference grows, shifting focus from GPUs to CPUs. While GPUs have been essential for training AI models, the need for steady capacity in inference applications is bringing CPUs back into play. This shift could lead to broader AI spending across various companies, as the cost of running AI models decreases and usage increases. Companies like Intel and Arm are already highlighting the rising role of CPUs in the inference market, suggesting a significant change in AI infrastructure investment.

- The artificial intelligence trade has focused on the need for more computing power, spotlighting GPUs for training large models.  
- As the market shifts from training to inference, which involves running AI models, CPUs may regain importance in managing ongoing AI operations.  
- This change could broaden AI spending, as companies require both GPUs and CPUs to support the deployment and efficiency of AI systems across various applications.

Forbes

GraniteShares 2x Long INTC Daily ETF

Dell Tech

Hewlett Packard Enterprise

HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF 01/09/2027

The AI Trade Is Moving Beyond GPUs As Inference Demand Builds

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

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

Analyst David Dai from Bernstein predicts Arm's stock could rise 45% to a $300 price target as the server CPU market is expected to quadruple to $137 billion by 2030. Arm's power-efficient processors are well-positioned for the growing demand in AI data centers, which require significantly more CPU cores. Dai anticipates Arm's revenue could increase fivefold to $26 billion by the decade's end, driven by its entry into the server CPU market and rising royalty costs. However, Arm faces an antitrust probe from the FTC regarding potential market monopolization.

- Arm is expected to significantly impact the server CPU market, potentially growing to $137 billion by the decade's end, according to Bernstein.  
- Analyst David Dai initiated coverage of Arm with an outperform rating and a $300 price target, highlighting its efficiency advantage in server CPUs and a projection of revenue reaching $26 billion by 2030.  
- Arm's entry into the market with its first data-center chip, alongside anticipated demand and rising royalty costs, supports a favorable outlook despite current challenges, including an FTC antitrust probe.

Dow Jones

AllianceBernstein

Arm's stock could rise another 45% as the 'renaissance of CPUs' takes hold, analyst says

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

Apple

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

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

Barchart Option

GraniteShares 2x Long AMD Daily ETF

Invesco PHLX Semiconductor 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

Everstar Asset Management LLC acquired 22,000 shares of ARM Holdings PLC Sponsored ADR, valued at approximately $2.4 million, making it the 19th largest holding in its portfolio. Other institutional investors have also increased their stakes in ARM. Recent insider sales and market sentiment indicate mixed reactions, with analysts providing varied ratings and target prices for ARM shares.

- Everstar Asset Management LLC acquired 22,000 shares of ARM Holdings PLC for approximately $2,405,000, representing 1.1% of its portfolio.  
- Institutional investments in ARM increased, with several hedge funds raising stakes, indicating strong market interest despite a mixed sentiment among analysts regarding future performance.  
- ARM's stock currently has a Moderate Buy rating with an average target price of $199.61, although recent insider sales and analyst warnings have contributed to volatility in its share price.

Cerebras

Morgan Stanley

KeyCorp

JPMorgan Chase

Deutsche Bank AG

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

Everstar Asset Management LLC Takes Position in ARM Holdings PLC Sponsored ADR $ARM

ARM Holdings PLC's stock price fell 8.5% to $209.16, with trading volume increasing by 28%. Analysts maintain a 'Moderate Buy' rating, with a target price of $199.61. Positive sentiment surrounds ARM's competitive position in AI semiconductors, while concerns about a potential chip-stock bubble and insider sales add pressure. The company reported $1.49 billion in revenue and a 0.60 EPS for the last quarter.

- ARM Holdings PLC's stock price declined by 8.5% to $209.16, with significant trading volume increasing by 28% from its average.  
- Analysts remain cautiously optimistic, as data shows ARM gaining server chip market share, although there are concerns regarding a possible chip-stock bubble.  
- The company reported $1.49 billion in revenue for the quarter, with expectations of $1.18 EPS this year, while insiders have sold significant shares recently.

Roundhill ARM WeeklyPay ETF(ARMW.US)

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

ARM (NASDAQ:ARM) Sees Large Volume Increase - Should You Buy?

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

Is AI infrastructure spending heading for an even bigger boom? What ARM, Shift4, SpaceX, and Anthropic just told us

The AI Trade Is Moving Beyond GPUs As Inference Demand Builds

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

Arm's stock could rise another 45% as the 'renaissance of CPUs' takes hold, analyst says

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

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

Everstar Asset Management LLC Takes Position in ARM Holdings PLC Sponsored ADR $ARM

ARM (NASDAQ:ARM) Trading Down 8.5% - Here's What Happened