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.
BofA cuts Arm to Neutral with $120 target due to royalty slowdown, SoftBank reliance, and weaker smartphone sales in 2026.
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 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.
