Arm Holdings shares have surged 102% year to date, outperforming peers like Synopsys, Cadence, and Qualcomm. The company's licensing model, which earns royalties on every Arm-based chip, is benefiting from rising AI infrastructure demand, especially for its advanced Armv9 cores and new AGI CPU. Arm reported strong Q4 FY2026 results with a 29% increase in licensing revenue and doubled data center royalties. Investors will watch upcoming earnings and Qualcomm's June 24 event for further insights into the competitive chip-IP landscape.
Altimeter Capital, led by Brad Gerstner, fully exited its 519,290 shares in Alphabet in Q1 2026, shifting its investment to two new positions: 1.7 million shares in Arm Holdings and nearly 149,000 shares in Axon Enterprise. This move reflects a strat...
Shares of Arm surged 11% and Qualcomm rose 5% following strong earnings and growth prospects in the chip-architecture sector. Arm reported a 20% revenue increase, driven by booming demand for its AI-focused data center chips, with over $2 billion in ...
Arm Holdings trades around $342, considered fairly valued but with a preferred entry point near $310 amid market volatility and Fed hawkishness. The company leads in AI infrastructure, shifting from smartphone CPU royalties to high-demand data center...
AI token spending is decreasing as the era of subsidies ends and billing based on actual compute usage becomes standard. This change reflects a maturing AI market where pricing now balances supply, demand, and resource allocation more efficiently. Co...
Recent flow data shows robust institutional participation in AI infrastructure, semiconductors, cybersecurity, and communications technology sectors, with notable activity in leveraged technology ETFs and transportation. Key companies like Old Domini...
