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 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

Malaysian Anti-Corruption Commission Investigates Government Deal with Arm Holdings and Acquisition

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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

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Leverage Shares 2X Long ARM Daily ETF

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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.

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

INTC

INTW

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

Intel

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Dell Tech

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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

Synopsys

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

Qualcomm

Apple

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

AMDL

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

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.

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Deutsche Bank AG

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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.

SoftBank Group Corp.

SoftBank

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

Arm Holdings plc has filed a $3.06 billion shelf registration for shares linked to its employee share ownership plan, following strong Q4 2026 results with $1.49 billion in revenue and $313 million in net income. The company's focus on AI and data center royalties is reshaping its investment narrative, despite risks related to supply chain and execution. Analysts project significant revenue growth by 2029, but opinions vary on the stock's future value, with estimates ranging from $171.98 to $237.73.

- Arm Holdings plc has filed a US$3.06 billion shelf registration for shares associated with its employee share ownership plan, reporting strong Q4 2026 results with revenues of US$1,490 million and net income of US$313 million.  
- The company's focus on AI-driven royalty streams and the launch of the Arm AGI CPU indicates a strategic shift towards enhancing its data center solutions, while also presenting risks related to supply chain and execution.  
- Analysts project significant future revenue and earnings growth, but differing expectations may heighten the risk profile as Arm navigates the evolving AI landscape.

Simplywall

ISHRS S&P Glb It

Meta Platforms

Arm Holdings (ARM) Is Up 7.1% After Filing $3.06 Billion ESOP Shelf As AI Royalties Grow – Has The Bull Case Changed?

AMD's stock rose nearly 0.5% following a UBS report indicating its server processor market share increased to 27.4%. Arm also saw gains, with its market share rising to 17.7%. In contrast, Intel's market share fell to 54.9%, leading to a 2.78% drop in its stock. Year-to-date, AMD and Arm have gained 109.3% and 103.94%, respectively, while Intel remains up 216.94%. Analysts favor AMD and Arm with Strong Buy ratings, while Intel holds a Hold rating.

- Advanced Micro Devices (AMD) increased its share of the server processor market to 27.4% from 24.1%, according to a new UBS report.  
- Arm's market share rose to 17.7%, while Intel's dropped to 54.9%.  
- AMD and Arm received Strong Buy ratings from analysts, with AMD showing a 109.3% gain year-to-date, whereas Intel faces a 29.63% downside.

Tip Ranks

UBS Group AG

AMD & Arm Rally While Intel (INTC) Falls on a New UBS Server Processor Report

Roundhill ARM WeeklyPay ETF(ARMW.US)

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

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

Arm Holdings (ARM) Is Up 7.1% After Filing $3.06 Billion ESOP Shelf As AI Royalties Grow – Has The Bull Case Changed?

AMD & Arm Rally While Intel (INTC) Falls on a New UBS Server Processor Report