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Stanley Druckenmiller’s Duquesne Family Office disclosed positions in Arm Holdings (NASDAQ: ARM), Sea Limited (NYSE: SE), and STMicroelectronics (NYSE: STM) in its Q1 2026 13F, filed May 15, 2026. According to the filing, Arm was an addition during the quarter at roughly a 0.5% portfolio weight, while Sea and STMicro were larger existing positions at ... Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?

US stocks looked set for a sharply weaker open on Tuesday as a sell-off in technology shares deepens across global markets. Futures point to losses for the Nasdaq 100 of around 849 points, or 2.8%, while the S&P 500 is set to shed 1.3% and the Dow Jones to drop 0.4%. The weakness...

Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and Arm Holdings (NASDAQ:ARM). The billionaire who built Duquesne by reading macro tea leaves, and who famously sidestepped the dot-com unwind in 2000, dumped the highest-multiple AI software ... The Billionaire Who Called the 2008 Bubble Just Dumped Google to Bu

Bernstein's increased price target of 66.7% on ARM stock is mainly due to agentic AI tailwinds.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

The biggest IPOS in U.S. history include a major chipmaker, a ride-hailing firm and a handful of global telecoms.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.62%. June E-mini S&P futures (ESM26 ) are up +0.80%, and June E-mini Nasdaq futures...

AMD and Arm are both chasing the next wave of AI CPU demand, but one stock looks better positioned today.

June S&P 500 E-Mini futures (ESM26) are up +0.98%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.64% this morning, pointing to a sharply higher open on Wall Street as sentiment got a boost after U.S. President Donald Trump signed a preliminary agreement to end the Iran war.

Rackspace Technology, Nebius Group, and Arm Holdings surged to 52-week highs amid growing Wall Street optimism and growth plans.

Arm Holdings (NasdaqGS:ARM) has launched Neural Dawn, a mobile game built to showcase its new Arm Neural Technology. The title highlights features such as Neural Super Sampling and advanced upscaling, aiming to bring desktop-style visuals to mobile. Arm is releasing Unreal Engine plug-ins and a Neural Technology Playbook alongside the game to encourage wider use of its AI graphics tools. Arm Holdings enters this launch with strong share price momentum, with NasdaqGS:ARM at $418.88 and...

Arm Holdings (NASDAQ:ARM) is one of the best up and coming stocks to buy for the next 3 years. On June 10, Arm introduced Neural Dawn, a mobile game developed in collaboration with Sumo Digital that showcases the debut of Arm Neural Technology. Set to launch later in 2026 on Android devices powered by upcoming […]

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...

Bernstein’s calls highlight growing confidence in AI-driven server demand and next-generation CPU opportunities across the semiconductor sector.

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."

The S&P 500 Index ($SPX ) (SPY ) today is down -0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.30%. June E-mini S&P futures (ESM26 ) are down -0.17%, and June E-mini Nasdaq futures...

Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives […]

Investing.com -- Agentic artificial intelligence is triggering a fundamental shift in data center hardware demand, with server CPUs emerging as a major structural growth market, according to Bernstein in a note on Wednesday.

Advanced Micro Devices, NVIDIA and other chip giants are targeting the fast-growing AI server CPU market as demand expands beyond generative AI.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.89%. June E-mini S&P futures (ESM26 ) fell -0.60%, and June E-mini Nasdaq futures...

ARM's licensing revenues jump 29% in fiscal Q4, fueling 20% total revenue growth as demand for chip designs and AI infrastructure stays strong.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.11%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.18%. June E-mini S&P futures (ESM26 ) are up +0.09%, and June E-mini Nasdaq futures...

AMD, INTC, ARM, NVDA and QCOM are ramping AI server CPU efforts as agentic AI fuels a market projected to exceed $170 billion by 2030.

SpaceX's market debut turned into a record retail buying event.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.92%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.06%. June E-mini S&P futures (ESM26 ) rose +1.68%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +1.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.79%. June E-mini S&P futures (ESM26 ) are up +1.72%, and June E-mini Nasdaq futures...

The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit last Friday. The host of Stock Market Today With IBD said the ETF contains a lot of chips that are well into new ... Chips Up 8.8% in One Week: 5 Semiconductor Names Breaking Into New Highs

June S&P 500 E-Mini futures (ESM26) are up +1.22%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.99% this morning, pointing to a sharply higher open on Wall Street as oil prices sank after the U.S. and Iran reached an interim peace deal that would reopen the Strait of Hormuz.

Arm Holdings PLC (NASDAQ:ARM) is one of the 10 Stocks That Absolutely Exploded Higher. Arm Holdings saw its share prices jump by 11.27 percent on Friday to close at $380.81 apiece, as investors took heart from Bank of America’s highly optimistic outlook for the broader semiconductor industry, with the company alone earning a 37 percent […]