Arm Beats Estimates but Shares Slip as Long-Term Outlook Stays Unchanged
Investors wanted higher long-term targets amid premium valuation.
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Intel, AMD, and Qualcomm Face Nvidia’s Bold Assault on the PC Market
Nvidia launched RTX Spark, a new AI chip for PCs, challenging Intel, AMD and Qualcomm. Stocks moved after the news.
Nvidia’s Bullish Vera CPU Comments Send Arm Shares Higher — Jefferies Stays Bullish
Jefferies kept its Buy rating and $290 target on Arm. Nvidia’s $20B Vera CPU sales outlook is positive for Arm royalties and long-term AI CPU growth.
Semiconductor Shares Slide as US-China Talks End Without Chip Deal
Chip stocks fell after a Trump–Xi meeting brought no deals. Nvidia, Intel, AMD dropped as hopes for China sales and AI growth cooled.
SoftBank and Arm Tried to Buy Cerebras Weeks Before $34 Billion IPO
Cerebras is going public at up to $34B despite takeover offer from Arm/SoftBank, boosted by big AI chip deals with OpenAI and AWS.
Morgan Stanley, RBC, and Others Lift Arm Targets as Agentic AI Optimism Outweighs Near-Term Concerns
ARM beat earnings and saw strong demand for AI chips, but shares fell on smartphone worries amid supply concerns. Analysts still raised price targets.