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ARM's expanding royalty opportunity is powering its AI growth story

Arm Holdings ARM is well-positioned to benefit from the next phase of AI adoption as customers increasingly require more ...
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 ...

Arm (ARM) Stock May Be Priced For Perfection With P B At 35.7x

Arm Holdings has surged 141.4% year to date, yet its valuation checks flag the stock as expensive rather than a clear bargain ...
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

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 ...
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 ...
Wired

Arm’s CEO Insists the Market Needs His New CPU. It Could Piss Everyone Off

Rene Haas is half-prone on a couch in his office in San Jose, California. A basketball rests in his hand, partly obscuring his face. Haas had grimaced when WIRED’s photographer first asked him to ...
Forbes

Buy, Sell, or Hold ARM Stock?

CHONGQING, CHINA - JULY 28: In this photo illustration, a smartphone displays the logo of Arm Holdings plc (NASDAQ: ARM), a British semiconductor and software design company known for its ...
Forbes

Arm Launches First Server CPU, Expanding Its Push Into AI Infrastructure

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Arm Holdings announced its first chip product, the Arm AGI CPU. The new data center ...