T-Rex 2X Long ARM Daily Target ETF

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Cathex Capital Management Increased Its Stake in Arm Holdings

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Agentic AI will be a powerful growth driver.

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Why Intel, AMD, Arm, and other artificial intelligence (AI) stocks popped today

Arm shares surged over 11% following the launch of its first in-house AGI CPU for data centers, which secured over $2 billion in customer commitments. The rally was further driven by analyst upgrades, including Mizuho raising its price target to $500 and Bank of America increasing its global CPU market forecast. Despite high valuation multiples, analysts suggest Arm's strategic pivot to AI could justify the premium if growth targets are achieved.

- Arm launched its first in-house AGI CPU for data centers, securing over $2 billion in customer commitments for fiscal 2027 and 2028.  
- Shares climbed over 11% following price target hikes from Mizuho to $500 and a higher global CPU market forecast from Bank of America.  
- Despite trading at lofty multiples, some analysts suggest that Arm’s AI pivot could justify the premium if growth forecasts are achieved.

Mizuho Financial Group, Inc.

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Bank of America Corp

Arm shares surge on AGI chip demand and analyst upgrades

Arm Holdings (NASDAQ: ARM) trades at $342.23, appearing fairly valued with a recommended entry point below $310 for macro-driven pullbacks. While the company benefits from strong agentic AI infrastructure demand and doubling data center royalties, high valuation multiples and hawkish Fed signals create volatility. Analysts are mixed, with a consensus target of $254.87 suggesting downside risk, though long-term growth prospects in data centers remain robust.

- ARM's forward P/E ratio stands at 147x, indicating a 25% premium over consensus analyst targets, suggesting $310 is a favorable entry point.  
- Data center royalties have more than doubled year-over-year, and the new AGI CPU has already garnered $2 billion in customer demand through FY2028.  
- With a beta of 3.79, ARM is positioned to absorb rate shocks first, alongside the implications of the pending Qualcomm negotiations.

Qualcomm

Buy, hold, or sell: Arm Holdings shed 25% to clear the air as the Warsh Fed digs in. Is it a buy at $342?

Jim Cramer named Intel his top stock, predicting a 63% upside to $200, citing CEO Lip-Bu Tan's leadership and strong foundry/CPU prospects. He also discussed SpaceX's IPO pricing at $135 with expected opening around $165, advising against immediate buying. Markets were mixed on Iran peace deal hopes and oil prices near $87. Other covered stocks included Williams Sonoma, AMD, Arm, and Lennar.

- On Friday, U.S. stocks were mixed as investors considered a potential peace deal with Iran and the SpaceX IPO, which is priced at $135 per share, expected to open around $165.  
- Oil prices declined by about 1% amid uncertainties, although strong global supplies are reducing market sensitivity to Middle East tensions.  
- Intel shares rose 5% after a double upgrade from analysts, with Jim Cramer expressing a bullish outlook, anticipating a 63% price increase as confidence in the company grows.

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Lennar-B Shares

Jim Cramer calls this chipmaker his No. 1 stock — and sees 63% upside ahead

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.

- 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.

Barclays

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

NVDA

NVDX

NVIDIA unveiled the RTX Spark Superchip, aiming to transform traditional PCs into high-performance local AI inference machines. Combining Blackwell GPU architecture with an Arm-based CPU, the platform targets up to 1 petaflop of AI performance. Counterpoint Research suggests this could reshape the mature PC industry by leveraging NVIDIA's CUDA ecosystem for running large language models and generative AI directly on Windows PCs, though challenges regarding software compatibility and pricing remain.

- NVIDIA Corp.'s newly unveiled RTX Spark Superchip has the potential to revolutionize personal computers by transitioning them to local AI inference machines, according to Counterpoint Research.  
- This innovation combines NVIDIA's Blackwell GPU architecture with an Arm-based CPU co-developed with MediaTek, targeting a market increasingly leaning towards Arm-based laptops.  
- However, challenges such as software compatibility and pricing remain, as NVIDIA must ensure that local AI applications become a mainstream consumer necessity.

benzinga_article

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NVIDIA Obliterates The Boring PC Era

Arm Holdings stock surged nearly 7% as Wall Street analysts upgraded price targets, citing optimism around agentic AI driving demand for data-center CPUs. Mizuho raised its target to $500, while Barclays and BofA also increased forecasts. The rally aligns with broader tech sector strength and positive technical indicators, including a golden cross. Analysts view agentic AI as a key demand accelerant for ARM's infrastructure.

- Arm Holdings plc (NASDAQ:ARM) stock surged nearly 7% amid positive analyst updates, driven by optimism surrounding data-center CPUs and agentic AI infrastructure.  
- Analysts raised their price targets, with BofA Securities maintaining a Neutral rating and increasing its forecast to $335.00, while Mizuho and Barclays set targets at $500.00 and $360.00 respectively.  
- The stock is in a long-term uptrend, currently trading above key moving averages, with earnings expected on July 29, 2026, showing an EPS estimate of 36 cents and revenue of $1.27 billion.

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Arm Holdings Rallies As Agentic AI Spark Triggers Wave Of Wall Street Upgrades

Arm Holdings plc's average 12-month price target was raised to $271.38 by 34 analysts, up from $268.74, with forecasts ranging from $125 to $500. Based on the June 10 closing price, this implies a 12% downside. The consensus rating remains 'Buy' among 42 covering analysts, comprising 29 Buys, 10 Holds, and 3 Sells.

- Estimates from 34 analysts indicate that Arm Holdings plc's average stock price target has increased from $ 268.74 to $ 271.38, suggesting a potential downside of about 12%.  
- The consensus rating remains a "Buy," with 29 Buys, 10 Holds, and 3 Sells among 42 covering analysts.  
- This summary is based on data from FactSet, which does not provide personal investment advice.

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Factset Research

Arm Holdings plc Stock 12‑Month Price Target Raised to $271.38, Implies 12% Downside

Bank of America Securities analyst Vivek Arya reiterated a Hold rating on ARM Holdings PLC ADR with a $335 price target. This follows a Hold from Benchmark Co.'s Cody Acree, while Mizuho Securities had previously maintained a Buy rating on June 8.

- Bank of America Securities analyst Vivek Arya maintained a Hold rating on ARM Holdings PLC ADR with a price target of $335.00.  
- Arya covers the Technology sector, achieving an average return of 28.6% and a success rate of 63.23% on recommendations.  
- Additionally, Benchmark Co. assigned a Hold rating, while Mizuho Securities recently reiterated a Buy rating on ARM Holdings.

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ARM Holdings PLC ADR (ARM) Receives a Rating Update from a Top Analyst

9984

SoftBank shares fell over 20% in five sessions, triggered by reports that creditors are reluctant to lend $10 billion against its OpenAI stake. Concerns include potential OpenAI IPO dynamics and SoftBank's heavy spending commitments. Despite the drop, SoftBank remains up 46% year-to-date, driven largely by the appreciation of its Arm Holdings stake.

- SoftBank is facing challenges in securing a $10 billion loan backed by its 13% stake in OpenAI, resulting in a more than 20% decline in its shares recently.  
- Concerns about OpenAI's IPO prospects and SoftBank's other spending commitments have added to lender hesitance.  
- Despite share price drops, SoftBank still shows a 46% return in 2026, largely driven by the significant appreciation of its stake in Arm Holdings, which has tripled in value this year.

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Here's why shares in SoftBank, no longer Japan's most valuable, have fallen by a fifth in the last week

T-Rex 2X Long ARM Daily Target ETF(ARMU.US)

Why Intel, AMD, Arm, and other artificial intelligence (AI) stocks popped today

Arm shares surge on AGI chip demand and analyst upgrades

Buy, hold, or sell: Arm Holdings shed 25% to clear the air as the Warsh Fed digs in. Is it a buy at $342?

Jim Cramer calls this chipmaker his No. 1 stock — and sees 63% upside ahead

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