NASDAQ:ARM

Arm Holdings Stock News

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$411.83
+9.12 (+2.26%)
At Close: Jun 03, 2026
Arm Holdings guides robust FY2027 top line growth guidance at ~20% YoY, driven by the growing Armv9 adoption (higher royalty revenue per chip) and the robust custom ASICs opportunities in data centers
Memory shortages have the potential to crimp Arm's growth next year.
According to SoftBank Group (OTC: SFTBF) (OTC: SFTBY) CEO Masayoshi Son, access to artificial superintelligence should be considered "almost like a human right," on par with electricity and motorizati
Shares of SoftBank Group Corp jumped after its telecom arm raised its full-year profit outlook. Renewed optimism around Arm Holdings added to bullish sentiment toward the group's AI exposure.

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Arm Holdings is rated Buy, driven by a structural shift to Agentic AI, positioning ARM as a foundational AI infrastructure utility. ARM's data center royalty revenue is doubling year-over-year, with h

1 Reason Why Arm Holdings Stock Could Soar

06:30pm, Saturday, 07'th Feb 2026
Arm said data center royalty revenue more than doubled in its most recent quarter. Investments in R&D should pay off in higher-royalty products.
ARM Holdings PLC Sponsored ADR (NASDAQ: ARM - Get Free Report) was the recipient of unusually large options trading on Friday. Stock investors bought 90,892 call options on the company. This is an inc
Anthropic Claude Code is leading a shift away from manual code, favoring agentic AI. Agentic AI demands more CPU computing power, which fits Arm's strength.
Jason Child, CFO of Arm Holdings (ARM), talks about the company's recent earnings which he says got a boost from mega caps increasing CapEx spending. He explains how Mag 7 giants like Nvidia (NVDA) an
ARM's Q3 earnings beat estimates as revenues jump 26%, lifting shares and reinforcing confidence in durable growth despite margin pressure.
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.

First Look: Amazon's $200B AI Bet, Tech Rout

07:37am, Friday, 06'th Feb 2026
Stock News Amazon hikes AI capex: Amazon (AMZN) warned 2026 capital expenditures will surge to about $200 billion, focused largely on AWS and AI infrastructure,

ARM Q3 Earnings Call Highlights

05:28am, Friday, 06'th Feb 2026
Arm (NASDAQ: ARM) reported what executives described as a record third quarter for fiscal 2026, citing broad-based strength in royalties and licensing as customers adopt newer architectures and comput
Stock News Amazon lifts 2026 capex to ~$200B: Amazon (AMZN) posted a Q4 EPS miss but revenue beat and guided 2026 capital expenditures to about $200 billion, pr
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