Arm Holdings PLC could soon emerge as a major contender in the market for custom artificial-intelligence chips, and some analysts think the company's stock is still waiting to benefit from the opportunity.
Arm Holdings' energy-efficient chip designs are powering AI and IoT growth for Apple, Qualcomm and Samsung as its tech influence deepens.
ARM's rally has been well supported by the durable AI-related spending trends, growing hyperscaler demand for custom silicon, and NVDA's launch of Arm-based Grace Blackwell superchip. These explain its robust FY2025 performance and promising FQ1'26 guidance, as observed in the growing monetization/ royalty opportunities thus far. Even then, ARM's rally may have occurred overly fast and furious, as observed in the premium valuations, the pulled forward upside potential, and the reversing momentum.
ARM's lofty 85X forward P/E and modest chip royalties raise questions about sustainability amid AI-driven investor hype.
The U.S. stock market is dominated by companies that are headquartered in the United States, but there are also a bunch of international stocks that present enticing long-term opportunities.
ARM faces slowing growth in China as the country accelerates its RISC-V shift, threatening market share and future upside.
Arm Holdings' 22% stock decline, cooling China growth and soaring valuation raise fresh questions about its upside potential.
CEOs are attending President Donald Trump's roundtable event touting a program that would deposit $1,000 in investment accounts for newborn Americans. The executives are expected to announce that they will collectively invest billions of dollars into the so-called Trump accounts for the children of their employees.
ARM's power-efficient chip design is becoming vital to Apple, Qualcomm, and Samsung's AI and IoT ambitions.
AppLovin's AI-powered ad tech fuels surging profits, while Arm's chip royalties face tariff risks. APP may offer the smarter play right now.
Given ARM's price decline, we evaluate its current position to recommend to investors which is the most suitable action.
Venture Life Group shares climbed 18% in early trading on Monday after the company agreed to sell its contract manufacturing operations and certain peripheral products for €62 million in cash. The deal, with Italian firm BioDue, marks a shift in strategy for the UK-based healthcare group, which says it is moving away from capital-intensive manufacturing to focus on its higher-margin consumer brands.