<div id="readability-page-1">Forecast sparks rally: BofA’s $170B CPU market projection by 2030 drove Arm shares up over 8% and lifted the semiconductor sector. Agentic AI boost: Analysts see AI agents’ decision-making needs as better suited to CPUs, benefiting both x86 and Arm-based designs. Price targets climb: BofA, Mizuho, and Barclays all raised Arm’s price target, with BofA’s new $335 estimate implying further upside.</div>

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<p>Arm shares surged over 8% after Bank of America raised its CPU market forecast to $170 billion by 2030, citing strong demand from agentic AI. The optimistic outlook also lifted the broader semiconductor sector. Additionally, major banks including BofA, Mizuho, and Barclays increased their price targets for Arm, with BofA setting a new estimate of $335.</p>

- Bank of America's $170 billion CPU market projection for 2030 caused Arm shares to rise over 8%, positively impacting the semiconductor sector.  
- Analysts believe that AI agents require better decision-making capabilities from CPUs, benefiting both x86 and Arm-based designs.  
- Following these developments, BofA, Mizuho, and Barclays increased Arm's price target, with BofA estimating a new target of $335, indicating further growth potential.

Roundhill ARM WeeklyPay ETF

Leverage Shares 2X Long ARM Daily ETF

T-Rex 2X Long ARM Daily Target ETF

Bank of America

Mizuho Financial

Mizuho Financial Group, Inc.

Barclays

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Bank of America Corp

Arm surges as BofA lifts CPU market forecast to $170B