Arm receives higher price target from Jefferies on stronger AI-driven demand outlook

Arm Holdings PLC (NASDAQ:ARM)'s long-term growth outlook is improving as rising demand for artificial intelligence workloads drives increased need for CPUs, according to Jefferies, which raised its ...
Stocktwits on MSN

ARM, QCOM, KLAC stocks rise despite price target cuts by UBS amid chip stocks’ pullback

ARM’s stock saw the largest price target cut, though UBS reiterated its 'Buy' rating and retained 'Neutral' ratings for both Qualcomm and KLA.
24/7 Wall St.

Arm’s Recent Pullback Is a Gift for Long-Term Investors at Current Levels

June, and investors now face a fork in the road between a bargain and a value trap. Our proprietary model points firmly in ...
Ars Technica

Arm says it’s losing $50M a year in revenue from Qualcomm’s Snapdragon X Elite SoCs

Arm and Qualcomm’s dispute over Qualcomm’s Snapdragon X Elite chips is continuing in court this week, with executives from each company taking the stand and attempting to downplay the accusations from ...
The Motley Fool

Arm's aggressive spending is taking a toll on its bottom line

Arm Holdings gets its revenue from selling licenses for its chip architecture. Semiconductor companies use this architecture to design and develop chips that go into various applications, ranging from ...
The Motley Fool

Can Arm dominate demand for data center CPUs?

At Arm's investor day back in March, it estimated the total addressable market for data center CPUs will reach $100 billion by 2031, up from $50 billion in 2026. That may be conservative. During its ...