Arm's stock, after a volatile year with a 228.5% gain YTD, currently trades at $347.57 with a buy rating and a 12-month price target of $382.24, implying nearly 10% upside. The company reported strong Q4 FY2026 revenue growth of 20% and a surge in free cash flow, driven by high demand for its new AI-focused data center chips. Bulls highlight partnerships with major tech firms and a growing AI chip market as key growth drivers, while bears caution about high valuation and legal risks. The outlook depends on continued royalty growth and the outcome of an upcoming Qualcomm trial.
Bank of America highlights a divergence in earnings outlooks for CPU makers AMD, Intel, and ARM amid a mixed market. While PC and smartphone sales are declining, AI server chip demand is surging, benefiting AMD with expected earnings beats and raised...
The REX AI Equity Premium Income ETF (AIPI) changed its distribution schedule from monthly to weekly payments while maintaining a similar annual yield near 35%. The fund generates income by selling call options on AI-focused stocks like Palantir and ...
