Arm enters the AI chip race with its new 136-core AGI CPU. Meta is the first major buyer as Arm targets $15B annual revenue from chips in 5 years — aiming for $25B total company sales.
HSBC double-upgrades Arm to Buy from Reduce, raising its price target to $205 from $90, citing an undervalued AI server CPU shift and potential royalty doubling as key drivers behind the bullish call.
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.
Nvidia and Meta announce a major multiyear partnership to supercharge Meta's AI with millions of advanced chips, standalone CPUs, and networking tech—driving stock gains for NVDA and META while pressuring rivals.
Arm stock rises after analysts praise earnings, highlighting AI-driven data-center growth despite smartphone market concerns.
Susquehanna upgrades Arm to Positive, citing AI and data center growth as key long-term drivers despite recent stock weakness.
