IN THE SEMICONDUCTOR industry, Arm is everywhere and nowhere. Designs from the British-based, American-listed, Japanese-controlled firm sit in almost all the world’s smartphones and most other ...

The tech sector soared as the risk-on trade returned. Amazon said it would spend $200 on capital expenditures next year, a bullish sign for Arm and its peers. Arm's business in the data center is more ...

Arm shares slid after hours after licensing revenue narrowly missed estimates. AI demand lifted total revenue to a quarterly record, beating forecasts. Smartphone exposure remains a risk as memory ...

Arm Holdings (ARM) trades at 134x trailing earnings after dropping 34% over the past year. Arm’s royalty revenue growth slowed to 21% from 25% the prior quarter. UBS and BofA downgraded Arm over ...

The big picture: Microsoft and Qualcomm have spent the past year and a half promoting a version of Windows designed to run on Arm processors. While most essential applications now support the ...

Arm Holdings stock dropped 43% from its peak amid analyst downgrades over valuation concerns. Softbank’s margin loan backed by Arm shares has raised investor worries about forced selling in market ...

British chip architecture designer Arm (ARM) has reorganized the company to create a Physical AI unit to expand its presence in the robotics market. Arm said in an email to Seeking Alpha that it has ...

The key issue now is whether the weakness reflects deeper structural concerns or a temporary disconnect from Arm Holdings’ underlying fundamentals. Determining if the stock has further downside or is ...

2026 will bring new chips and further software improvements. But competition is heating up too. 2026 will bring new chips and further software improvements. But competition is heating up too. is a ...

Arm was founded as a company 35 years ago. It rules mobility and is gaining client share, but the enterprise seems out of reach. The Arm micro-architecture has enjoyed fabulous gains over the past few ...

For ARM to justify a 200x earnings multiple, investors are effectively pricing in a full-blown Perfection Scenario - a future where everything goes right, at maximum intensity, for the next five years ...