<div id="readability-page-1">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.</div>

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<p>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.</p>

- Nvidia's $20 billion CPU sales forecast, led by Arm-based Vera chips, has raised expectations for Arm's royalties.  
- Analysts from Jefferies and Bernstein retain bullish ratings, highlighting Arm's robust position in the AI-driven CPU market.  
- Additionally, Arm is under investigation by the FTC for its licensing practices, which adds a regulatory concern for investors.

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