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ARM is expanding its AI infrastructure strategy with the AGI CPU, targeting growing demand for agentic AI data center workloads.

Investing.com -- ByteDance is racing to finalize the design of a next-generation in-house CPU by early 2027 at the latest, with mass production and wider deployment targeted for the second half of that year, South China Morning Post reported Monday, citing three people familiar with the matter. The disclosure, the first of its kind for the TikTok parent, underscores how urgently one of the world's most valuable private tech companies is building out its own silicon stack to sustain explosive gro

Arm Holdings plc (NASDAQ:ARM) is one of the best fast growth stocks to buy according to hedge funds. On June 2, at Computex 2026, Arm Holdings plc (NASDAQ:ARM) announced that Oracle Cloud Infrastructure, or OCI, had joined the Arm AGI CPU ecosystem. OCI is the latest addition to a growing list of partners backing Arm’s […]

US equity investors will focus this week on the performance of Big-Tech shares amid nonfarm payrolls

Arm Holdings (NASDAQ:ARM) is one of the Top 13 Stocks That Will Skyrocket. This stock is part of an interview of Porter Stansberry and Luke Lango, where they pitch a new “1776 moment.” They argue that while the year 1776 is famous for American independence from the British Empire, the year also featured “three tectonic […]

In a completely AI-driven world, these companies could grow significantly in value.

Arm Holdings plc (NASDAQ:ARM) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 24, 2026, TD Cowen raised its price target on Arm Holdings plc (NASDAQ:ARM) to $475 from $265 and kept a Buy rating. TD Cowen said agentic AI is shifting more work from the […]

OpenAI IPO Delay Report Sparks Sharp Selloff in AI and Memory Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.38%. September E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini Nasdaq futures...

SoftBank CEO Masayoshi Son outlined a long-term vision for Arm Holdings to become a full-stack AI infrastructure provider. Arm is planning to move beyond licensing chip designs and into selling complete processors, echoing parts of Nvidia's business approach. Son suggested Arm's value could eventually be many times higher than today, tying that ambition to the company’s role in AI infrastructure. Arm Holdings, traded as NasdaqGS:ARM, is drawing fresh attention after Masayoshi Son set out an...

BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play.

Arm (NASDAQ:ARM) has been one of the wildest rides in semiconductors this year, and the question on every shareholder’s mind is whether the current run still has gas in the tank. After a vertical move off the spring lows, ARM trades at $347.57, and our proprietary model still sees room to push higher over the ... Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside

Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

Arm Holdings (NASDAQ:ARM) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the silicon. With agentic AI workloads pulling every hyperscaler toward custom CPUs and GPU racks, the two are quietly fighting over the same data center socket, just from opposite ... Arm Holdings vs Advanced Micro Devices: One Winner of The AI Data Center Showdown

Arm Holdings plc (NASDAQ:ARM) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 17, 2026, Bernstein analyst David Dai raised the firm’s price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $300 and maintained an Outperform rating. Dai described Arm as a structural beneficiary of the “renaissance of […]

Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into ‌the fast-growing, but highly competitive, market for AI data center chips. Analysts ‌expect the San Diego-based company to name new customers for its AI chips as it tries to ​gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.

UBS sees rising demand for CPU racks.

Investing.com -- UBS raised price targets on two chip stocks in a note on Wednesday, identifying both as key beneficiaries of accelerating demand for standalone CPU deployments in agentic AI infrastructure, while pushing back against what it sees as overly aggressive market size expectations.

AMD Gets a Huge UBS Boost as CPU Rack Demand Heats Up

Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The early winners were obvious: Nvidia (NASDAQ:NVDA) dominated AI accelerators, while memory makers like Micron Technology (NASDAQ:MU) are benefiting from soaring demand for high-bandwidth memory. Now the battle is shifting toward a less glamorous but equally important component ... Masayoshi Son Says Arm Holdings Could Be Worth $4 Trillion. Should You Believe Him?

Arm Holdings stock is dropping once more, but that isn’t stopping analysts from hiking price targets.

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According to The Wall Street Journal report, Son said Arm Holdings is positioned to become one of the world's most important suppliers of central processing units.

In recent days, Arm Holdings has been caught in a global pullback in high-growth semiconductor and technology names, as investors shifted away from richly valued AI beneficiaries amid worries about tighter monetary policy and profit-taking after a very large year-to-date rally. At the same time, Arm’s role at the center of AI compute, from its AGI CPU traction with hyperscalers to its partnership with Meta’s Stargate project, highlights an ongoing tension between a strong business narrative...

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US equity indexes ended lower on Tuesday after steep declines in mega-cap semiconductor and other te

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Shares of Arm Holdings (NASDAQ:ARM) stock are down 10% today, trading near $367 in Tuesday afternoon action. The slide pulls Arm shares well below their June 17 all-time intraday high of $444.8 and lands inside a broad, Korean-led chip and AI selloff rather than any Arm-specific stumble. Even after today’s drop, Arm stock remains up ... Arm Stock Is Up 235% in 2026: Is Today’s 10% Drawdown a Take-Profits Signal?

Applovin's stronger earnings growth outlook and AI-driven advertising momentum give it an edge over Arm Holdings despite both benefiting from AI trends.

AI Spending Surge Could Fuel Chip Rally Through 2028, BofA Says