Arm Holdings' stock dropped 9%, significantly more than peers Qualcomm and Marvell, amid a broader semiconductor selloff driven by inflation concerns and rising oil prices. The selloff is intensified by profit taking after Arm's 158% year-to-date gain, especially as SoftBank increased a $25 billion margin loan secured by Arm shares, linking the company's stock price to SoftBank's borrowing risk. This unique financial pressure adds volatility beyond typical market factors affecting chip stocks. Investors should watch oil prices and inflation trends closely, as easing these could stabilize Arm and the semiconductor sector.
Arm Holdings' shares fell 8.58% on Pluang as of Sep 28, 2026 23:01 WIB, a sharper drop compared to Qualcomm's 5.87% and Marvell's 3.96% declines. Arm's current price of USD 283.68 remains well below its 52-week high of USD 439.46, contrasting with Qualcomm trading at USD 190.02, closer to its 52-week low of USD 124.07. This highlights Arm's heightened volatility amid the chip selloff, while Qualcomm and Marvell show more moderate pullbacks.
Arm Holdings stock surged 5% following a steep decline, outperforming semiconductor peers due to optimism about AI-related royalty growth. The rebound is driven by expectations that Meta's AI shift toward CPUs benefits Arm's processor designs, which ...
Arm is positioned as a key player in AI infrastructure, with its IP embedded in major hyperscalers' hardware. The company reported Q1 FY2027 revenue up 22%, driven by royalty and licensing growth, despite a GAAP EPS miss. Arm's data-center royalty re...
