#ARM

Redefining Chip Architecture with Arm CEO

Arm CEO Rene Haas tells NoPriors why CPUs still anchor AI data centers and why Arm is now building its own AGI CPU with Meta.

AI Stock Picks Today: CRM, PLTR, ARM Trade Ideas for August 31, 2026

ARM and Chip Stocks Pull Back on Tariff Fears as ServiceNow, Amazon Lead AI Software Surge

ServiceNow crossed $1 billion in AI annual contract value as enterprise software names surged Friday, while the SOXX index dropped 3.2% on semiconductor tariff expansion fears. ARM fell 6.3%, ACMR plunged 7.5%, and NVDA slid 4.6% as the chip complex bore the brunt of the sell-off.

AI Stock Picks Today: DELL, PLTR, ORCL Trade Ideas - August 27, 2026

ARM Holdings and Oracle power AI stock gains as Nvidia earnings loom

Arm Holdings surged 3.93% and Oracle advanced 2.84% to pace the AI equity complex on August 26, as Bank of America raised its ARM price target and Oracle's AI cloud backlog held firm. Nvidia eased 1.59% ahead of its fiscal Q2 earnings due after the bell; Super Micro slid 2.78% on a Taiwan export-scheme indictment.

Arm, UNICEF Partner on AI for Emerging Economies

IBM and Arm Forge Dual-Architecture Processor for Enterprise

AI Stock Picks Today: CRM, TSLA, NET trade ideas August 24, 2026

CRM long into Agentforce earnings (8/10 conviction), TSLA Nevada robotaxi bounce, NET AI-first momentum. 8 short-term AI stock trade ideas for August 24, 2026 with conviction scores, stops, and probability estimates.

Agentic AI Demands System-Level Coordination, Arm Argues

AI Stock Trade Ideas: NVDA Pre-Earnings Long, META Short Lead Today's Calls (Aug 19, 2026)

NVDA pre-earnings dip buy leads today's 8 AI stock trade ideas with 9/10 conviction and target $248. META child-safety-trial short at 8/10. Plus ARM short, MSFT long, and FOMC minutes at 2pm ET adding volatility.

Agentic AI Shifts CPU-GPU Ratios, AMD Says

AMD, Arm, and Microsoft have indicated that the rise of agentic AI is poised to significantly shift the traditional CPU-to-GPU ratios in data centers, potentially moving from a 1:4 ratio towards 1:1. This change is attributed to the increased CPU demand for orchestration, tool calls, and memory management inherent in agentic AI workloads.

AI Stock Signals: 8 Trade Ideas for August 7, 2026

Palantir (PLTR) leads 8 AI stock trade ideas for August 7 with conviction 8/10 on 93 pct revenue growth. Plus AMZN AWS long, ARM post-earnings, DDOG short, and NVDA Sep 5 calls ahead of Aug 26 earnings.

Datadog Plunges 19% on Earnings as SoundHound Surges on Record Q2

Datadog fell 19% on August 6 after free cash flow margins contracted to 25% despite a record Q2 revenue beat, a textbook sell-the-news reaction on earnings day. SoundHound AI surged 10% on record quarterly revenue and raised full-year guidance, while ARM Holdings extended its post-earnings climb to $286.

AI Stock Picks Today: PLTR, AMD, AVGO Trade Ideas for August 5, 2026

Palantir Technologies jumped 29 pct after reporting 93 pct revenue growth and raising its full-year outlook. AMD rose 7 pct on a strong beat and the Helios AI rack launch. The SOXX semiconductor ETF surged 6.8 pct. We score 8 short-term trade ideas with entry, stop, target, conviction, and risk ratings.

Palantir soars 29%, ARM jumps 17% on earnings beats as AI stocks sweep to record highs

Palantir Technologies surged 29.45% on a blowout Q2 earnings beat and Arm Holdings jumped 17.36% on guidance upgrades, lifting SOXX 6.8% and pushing the S&P 500 to a record close. AI chip stocks had their broadest rally session of 2026.

AI Stock Picks Today: CRWD, CRWV, ARM Trade Ideas for August 4, 2026

CRWD long (conviction 8/10) leads today's AI stock trade ideas, with CRWV, ARM short, ORCL, GOOGL, and DELL setups. Entries, stops, targets, and scores for active traders.

AI Stock Trade Ideas for August 3, 2026: AMZN Long, MU Short, AMD Earnings Play

10 short-term AI stock trade ideas for August 3, 2026: AMZN long after AWS revenue surged 37%, MU short on China memory competition, AMD options play ahead of tonight's earnings, and more.

AI Stock Picks Today: ServiceNow, Datadog, ARM Trade Ideas - July 30, 2026

ServiceNow leads today's AI stock picks with Conviction 8/10 post-earnings breakout. ARM is the top short after its July 29 earnings breakdown. Eight trade ideas with entries, stops, and probability scores for active traders.

ServiceNow jumps 7% on Q2 beat as ARM and Intel tumble; chip equipment selloff sends SOXX down 4.4%

ServiceNow surged 7.4% on a strong Q2 earnings beat while Intel fell 8% despite record revenue, as capex expansion plans rattled investors. ARM slid 8% ahead of its July 29 report and chip equipment stocks extended a month-long rout, sending SOXX down 4.4%.

Intel and AMD surge ahead of earnings as semiconductor equipment rally lifts SOXX 5.5%

Intel surged 8.64% and AMD jumped 8.11% on pre-earnings momentum ahead of Intel's Q2 report on July 23 and AMD's Advancing AI 2026 event, driving the iShares PHLX Semiconductor ETF to its best session in weeks. SOXX closed +5.45%, the Nasdaq gained 1.29%, and the S&P 500 added 0.89%.

Applied Materials leads chip equipment rout as Moonshot AI renews AI capex fears; Oracle and Cloudflare hold, SOXX -1.6pct

Applied Materials fell 5.6 pct on Friday after Chinese AI startup Moonshot published a foundation model rivaling US systems, reigniting fears about AI infrastructure spending. Cloudflare and Oracle were among five advancers in the 25-stock universe while SOXX dropped 1.6 pct and the Nasdaq slid 1.4 pct.

CrowdStrike and Dell power AI security and infrastructure rally as soft CPI lifts semis; Arm retreats ahead of earnings, SOXX +2.6%

CrowdStrike surged 12 pct and Dell Technologies climbed 7 pct on Tuesday as a softer-than-expected June CPI reading revived confidence in AI security and infrastructure stocks. SOXX gained 2.6 pct to 567.92 while Arm Holdings fell 6 pct ahead of its July 29 earnings report.

Arm and AMD power semiconductor rally on Wall Street upgrades, SOXX +3.5%

Arm Holdings surged 9.2% and AMD gained 5.66% as Wall Street analysts lifted price targets across the semiconductor sector, pushing the SOXX ETF 3.5% higher. The Nasdaq Composite added 1.3% to 26,206 as broad chip strength offset losses in software names Salesforce and Palantir.

MongoDB falls 6% and Oracle slides on AI software profit worries; Micron results due after the bell

MongoDB fell 5.8% and Oracle shed 4.6% on Wednesday as investors questioned near-term AI software earnings visibility. Dell Technologies bucked the selloff, gaining 1.5% on continued AI server demand, while Micron's after-hours earnings loomed as the session's biggest follow-on catalyst.

ARM Holdings and chip-equipment stocks lead global semiconductor rout on South Korea market crash and rate fears, SOXX -7.88%

ARM Holdings plc tumbled 10.1% Monday as South Korea's KOSPI collapse and a Bank of America rate-hike warning triggered the AI semiconductor sector's sharpest single-session rout in months. SOXX fell 7.88% while enterprise software names ServiceNow, Cloudflare, and Salesforce posted gains of 2-3%.

Intel and Super Micro surge on Trump-Apple chip deal as semiconductors stage post-Fed rebound, SOXX +6.6%

Intel Corp. surged 10.6% and Super Micro Computer rose 10.4% on Thursday as President Trump announced Apple would partner with Intel on U.S. chip manufacturing, sparking the sector's sharpest single-day rally in weeks. SOXX gained 6.6% and the Nasdaq climbed 1.9% as Taiwan Semiconductor, ARM Holdings, and AMD all added more than 4%.

ARM and Applied Materials rally against Fed headwinds while ServiceNow and Meta sink, SOXX +1.4%

Chip hardware and equipment stocks diverged sharply from software peers on June 17, with ARM Holdings and Applied Materials rising 5.7% and 4.4% respectively while ServiceNow and Meta each fell more than 5% as Fed hawkishness compressed software valuations. SOXX gained 1.44% against a 1.34% Nasdaq decline.

ARM Holdings and AMD surge on Strait of Hormuz peace deal, SOXX +5.4%

Arm Holdings jumped 8.3% and Advanced Micro Devices gained 7.0% as the U.S.-Iran peace deal triggered a broad AI chip rally. The Philadelphia Semiconductor Index surged 5.4%, the Nasdaq added 3.1%, and the S&P 500 closed at a fresh record 7,554.

ARM and AMD lead AI chip rally on Wall Street agentic CPU upgrades, SOXX +1.6%

ARM Holdings surged 11.3% Friday as Wells Fargo and Mizuho stacked agentic AI CPU upgrades; Intel gained 6.5% on the BofA double-upgrade momentum and AMD added 4.7%. Super Micro fell 4.7% as the $7 billion dilution overhang persisted.

Lam Research and Intel surge on BofA upgrades as chip equipment recovery accelerates, SOXX +8.4%

Lam Research jumped 12.7% and Intel gained 9.3% as Bank of America upgrades and improving wafer-fab spending forecasts drove the SOXX semiconductor ETF up 8.4%, its best single-session gain in weeks. Oracle fell 8.5% despite a Q4 earnings beat as investors fixated on mounting capital expenditure commitments.

Super Micro and ARM slide on $7 billion dilution and AI chip hangover, SOXX -1.6%

Super Micro Computer fell 7.6% after announcing a $7 billion equity raise for AI server orders, while ARM Holdings and ServiceNow each shed more than 6% as the semiconductor sector failed to hold Monday''s partial rebound on renewed Iran-driven geopolitical risk.

ARM and Intel lead AI chip rout as Broadcom guidance miss and jobs beat deepen two-day selloff, SOXX -10.4%

The SOXX semiconductor ETF fell 10.4% on Friday as Arm Holdings tumbled 12.8%, Intel fell 11.3%, and AMD shed 10.9%. Broadcom's AI guidance miss and a stronger-than-expected May jobs report wiped roughly $1 trillion from AI-related equities, with the Nasdaq posting its worst session since April 2025.

Broadcom tumbles 13% as AI chip guidance stalls; Google rallies on $85B expansion bet, SOXX -2.1%

Broadcom fell 12.6% after holding its 2026 AI chip forecast unchanged, dragging the SOXX down 2.1% and pulling ARM and AMD lower. Google surged 3.7% on an $85 billion AI infrastructure commitment, while MongoDB extended its post-earnings rally and CrowdStrike fell despite a strong quarterly beat.

MongoDB and ARM surge as Computex ignites enterprise AI spending cycle, Nasdaq closes at record

MongoDB surged 20% and ARM jumped 16% Monday as NVIDIA's Computex RTX Spark launch and a wave of Q1 software earnings beats drove the Nasdaq to a fresh all-time high.

Snowflake and ARM lead AI software surge as Q1 beats revive enterprise AI thesis, SOXX +0.97%

Snowflake erupted 36.5% on a Q1 blowout and $6 billion AWS deal, triggering the broadest AI software rally of 2026. ARM Holdings rebounded 10.8%, MongoDB jumped 22% after hours on its own earnings beat, and Cloudflare surged 9% on a new Anthropic partnership.

Meta surges 4% on subscription launch while ARM tumbles 6%; cybersecurity names slide after Zscaler miss, SOXX -1.1%

Arm Holdings fell 5.8% on Wednesday as manufacturing constraints continued to delay revenue recognition from its AGI CPU launch, while Meta Platforms surged 3.7% on a paid subscription rollout across Instagram, Facebook, and WhatsApp. The SOXX semiconductor ETF dropped 1.1% as CrowdStrike, Cloudflare, and Palo Alto Networks all fell more than 3% after Zscaler issued disappointing fiscal fourth-quarter guidance.

AMD and Lam Research power chip equipment surge on AI demand cycle, SOXX +6.1%

Advanced Micro Devices surged 7.8% and the SOXX semiconductor ETF jumped 6.1% to an all-time high on May 26, as chip equipment names Lam Research and Applied Materials added 5.7% and 5.3% on AI infrastructure demand. MongoDB fell 5.8% as traders lightened positions ahead of the company's first-quarter fiscal 2027 earnings, due Thursday after the closing bell.

Dell and AMD lift AI hardware names on server backlog surge and Q1 blowout, SOXX +2.4%

Dell Technologies surged 16.8% as a Las Vegas product conference and a wave of analyst upgrades confirmed a $43 billion AI server backlog; Advanced Micro Devices and Arm Holdings extended their post-earnings rallies while Nvidia slipped on rising bond yields.

Arm Holdings and Dell confirm AI infrastructure supercycle after Nvidia earnings beat; SOXX +0.85%

Arm Holdings surged 16% Thursday, extending a two-day 34% run built on Nvidia's record $81.6 billion first-quarter revenue beat. Dell Technologies added 4.1% as investors revisited the company's $43 billion AI-server backlog against the accelerating demand signals Nvidia confirmed.

Arm Holdings surges 15% on AGI CPU upgrade; Intel and AMD lead chip sector recovery ahead of Nvidia earnings, SOXX +4.7%

Arm Holdings surged 15.1% after TD Cowen named its AGI CPU road map a secular demand inflection; AMD gained 8.1% and Intel jumped 7.4% as the semiconductors ETF SOXX posted a 4.7% session, its best in weeks, while markets awaited Nvidia's first-quarter results after the close.

Arm and Snowflake outpace yield selloff as Nvidia earnings loom, SOXX +0.18%

Arm Holdings rose 3.73% and Datadog gained 3.03% as post-earnings momentum held against rising bond yields, while Palo Alto Networks shed 3% after a 30-session surge. Nvidia reports after the close on May 20.

ARM Holdings and AMD tumble as Samsung strike fears and oil surge rattle chip sector, SOXX -4.1%

ARM Holdings slid 8.5% Friday as Samsung strike fears, surging oil prices, and the Trump-Xi summit disappointment hit the chip sector hard. ServiceNow gained 5% as software diverged from hardware in a broad selloff that sent SOXX down 4.1%.

Baidu and Palo Alto Networks lead AI rally as Nasdaq hits record close, SOXX +2.4%

Baidu surged 7.6% after unveiling an autonomous AI agent platform, while Palo Alto Networks climbed to a 52-week high ahead of its May 26 earnings. The Nasdaq Composite and S&P 500 both closed at records despite a hotter-than-expected April producer-price reading.

Datadog and MongoDB lead AI software surge as Arm Holdings slides on earnings, SOXX -2.86%

Datadog surged 31.3% on Q1 2026 revenue of $1.006 billion, well above estimates, while MongoDB and Snowflake rallied on cloud spending confidence; Arm Holdings fell 10.1% despite a record quarter as smartphone concerns weighed.

AMD falls 5% ahead of Tuesday earnings as Oracle surges on $553B AI cloud backlog, S&P -0.41%

Advanced Micro Devices fell 5.3% ahead of its Tuesday Q1 earnings report as HSBC warned the stock would give up gains, while Oracle surged 4.9% after Wedbush initiated coverage with an Outperform rating backed by a $553 billion AI cloud contract backlog.

New on StartupHub: AI stocks daily, Nvidia, Broadcom, AMD recap every market close

StartupHub.ai now publishes a daily AI-stocks recap, automatically generated 30 minutes after every NYSE close. 25 tickers, end-of-day data, named-source context, TradingView embeds.

Arm CEO on AI Chip Demand and Market Shift

Arm CEO Rene Haas discusses the company's strategic shift towards AI data centers, the massive growth in AI chip demand, and the future potential of the market.

Arm CEO Rene Haas on AI, Chip Dominance, and the Future

Arm CEO Rene Haas discusses the company's strategic shift towards AI, its ambitions in the chip-making space, and the future of semiconductors.

Arm's AI Chip Ambitions Take Center Stage

CNBC gets an inside look at Arm's new AI chip, the Neoverse V2, and its potential to disrupt the data center market, with Meta as a key partner.

Nvidia's AI Vision: From Silicon to Software

Nvidia's leadership outlines a strategy integrating AI from silicon design to software, aiming to simplify AI adoption and address market concerns.