Arm Shares Rebound as AI and Data-Center Growth Boost Investor Confidence
Arm stock rises after analysts praise earnings, highlighting AI-driven data-center growth despite smartphone market concerns.
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Arm Stock Gets a Boost as Analysts See Opportunity After Selloff
Susquehanna upgrades Arm to Positive, citing AI and data center growth as key long-term drivers despite recent stock weakness.
BofA Downgrades Arm to Neutral Amid Revenue Slowdown
BofA cuts Arm to Neutral with $120 target due to royalty slowdown, SoftBank reliance, and weaker smartphone sales in 2026.
Wall Street Shakes Up Semiconductor Stocks: Key Upgrades and Downgrades Explained
Goldman Sachs and Jefferies updated ratings on major semiconductor stocks, citing AI spending, cyclical recovery, and execution risks. Here is what changed and why.
SoftBank Eyes Marvell in Potential $100B Chip Industry Mega-Deal
SoftBank explored acquiring US chipmaker Marvell Technology to combine with Arm Holdings, eyeing AI chip market dominance in what could be the semiconductor industry's largest-ever deal.
Arm Forecasts Strong Growth on AI Boom and High-Value Chip Designs
Arm Holdings beat Wall Street forecasts with strong AI-driven chip demand, forecasting $1.23B in revenue for Q3. The company’s advanced Compute Subsystems and data center expansion fuel its bullish outlook.