AMD reported a record $11.54 billion revenue in Q2 FY2026, driven by its EPYC and Instinct products, with its Data Center segment growing to 58% of total revenue. Arm posted a 22.4% revenue increase to $1.29 billion in Q1 FY2027, focusing on launching its first internally designed data center chip for agentic AI workloads. AMD's full-stack approach and strong margins position it as a safer bet, while Arm's new chip and royalty model offer growth potential amid competitive challenges. Key upcoming events include AMD's Q3 revenue guidance and Arm's AGI CPU launch by year-end.
Arm shares are priced at USD 328.34 on Pluang as of Sep 23, 2026 22:41 WIB, down 1.46% for the day. The stock's market cap stands at $355.86 billion, reflecting significant investor interest despite recent selling activity. Typical holding time on Pluang is 26 days, with 58% of orders being sell orders, indicating cautious sentiment among traders.
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Shares of Arm, Intel, and AMD surged significantly after Meta Platforms' new Muse AI agent sparked renewed optimism about rising CPU demand. Arm's stock jumped 13%, Intel climbed 12%, and AMD rose 9%, as investors anticipate increased inference workl...
