While most investors are chasing artificial intelligence (AI) chipmakers, the real backbone of the AI revolution may be chip designer Arm Holdings (ARM). Its chip designs power everything from smartphones to hyperscale data centers, positioning it as a key player of the next decade of AI. After delivering its strongest quarter ever, Arm is set to report its third quarter fiscal 2026 earnings on Feb. 4 after the market closes. Is this a good opportunity to grab this AI chip stock now? More News from Barc ...

Arm Holdings plc (NASDAQ:ARM) ranks among the most promising QQQ stocks according to hedge funds. Susquehanna raised Arm Holdings plc (NASDAQ:ARM) from Neutral to Positive on January 21, with a $150 price target. The firm noted two “company-changing initiatives” as major triggers for the upgrade, including the production of an AI XPU ASIC together with SoftBank and Broadcom for OpenAI, as well as a custom server CPU, possibly for Meta, which will be Arm’s first full silicon product. Although details on t ...

It's been a disappointing past couple of years for Arm Holdings (NASDAQ: ARM) shares. After soaring shortly after its September 2023 public offering, the stock has not made any net progress since February 2024. But it makes sense. The artificial intelligence (AI) revolution was well underway by that time. Arm shares were fully valued based on their obvious future value. Arm's microchip architecture is incredibly power efficient, making its know-how critical to the increasingly cost-minded AI data center i ...

Arm Holdings plc (NASDAQ:ARM) is one of the stocks Jim Cramer discussed, along with market shortages. A caller inquired about Cramer’s thoughts on buying more ARM shares, and he replied: Okay, Arm’s very interesting here because they did see the big shortage coming. Rene Haas got it right. I think you do buy the stock, and I think it’s a great call. A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels Arm Holdings plc (NASDAQ:ARM) ...

加密货币全线上涨，比特币重回89000美元上方。 周二（1月27日），美国三大股指收盘涨跌不一，科技股表现强劲带动纳指和标普上涨。截至收盘，道指跌0.83%报49003.41点，标普500指数涨0.41%报 6978.6点，纳指涨0.91%报23817.1点。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49003.41 | 23817.10 | 6978.60 | | -408.99 -0.83% +215.74 +0.91% +28.37 +0.41% | | | | 纳斯达克100 | 中国金龙 | 中概股100 | | 25939.74 | 7866.61 | 2926.65 | | +226.53 +0.88% +37.65 +0.48% +10.58 +0.36% | | | | 美国科技七巨头 中概科技龙头 CBOE波动率 | | | | 66893.16 | 4430.95 | 16.15 | | +737.38 +1.11% +33.04 +0.75% +0.06 +0.37% | | | 科技七巨头中六家上涨，英伟达、苹果涨超1%，微软 ...

Core Viewpoint - Arm Holdings plc is being closely monitored by analysts as a significant player in the AI sector, with a recent upgrade from Neutral to "Positive" by Susquehanna, maintaining a price target of $150, driven by strong growth prospects in AI silicon and server CPU expansion [1][6]. Group 1: Upgrade and Market Sentiment - Susquehanna's upgrade comes despite concerns over rising memory prices affecting the Mobile and PC markets, which previously led to competitor downgrades and pressure on ARM's share price [2]. - The firm perceives the recent sell-off as a buying opportunity, highlighting two major initiatives: the development of an AI XPI ASIC in collaboration with SoftBank and Broadcom for OpenAI, and a custom server CPU likely for Meta, marking a significant expansion in ARM's data center market [3]. Group 2: Growth Catalysts - Positive factors for ARM include the transition from v8 to v9 products, early volume ramp of high-royalty CSS-based applications, continued server CPU market share gains at hyperscalers, and increased royalty rates due to a doubling of core counts and adoption of DC CSS designs [4]. - Despite an anticipated royalty reset for 2026 models due to challenges in the Mobile and PC markets, Susquehanna believes these challenges are well understood and do not reflect the potential of upcoming growth catalysts [5]. Group 3: Investor Sentiment and Future Outlook - The current depressed investor sentiment and a recent ~40% correction in ARM's stock price contrast sharply with the expected growth from upcoming initiatives, which could enhance royalties beyond the current ~10% contribution [6].

谈及今年备受关注的应用场景，"物理AI"必占其一。在前不久举行的CES 2026上，多家芯片头部厂商 高管都提到了今年对该领域的期待。 21世纪经济报道记者骆轶琪 在开源大模型持续丰富能力矩阵的行业背景下，AI产业链从底层基础设施到上层应用都正加速演进。 2026年被业界定义为是AI应用大年，其中"物理AI"被多家头部厂商尤其看中，而底层基础设施在应用的 差异化需求催动下，也面临新的发展走向。 近日，Arm发布多项技术预测，指出2026年将迈入智能计算新纪元，届时，计算将具备更高的模块化特 性和能效表现，实现云端、物理终端及边缘人工智能 (AI) 环境的无缝互联。其中还提到，下一个价值 数万亿美元的AI平台将属于物理智能领域，智能能力将被植入新一代自主设备与机器人。 Arm中国区业务全球副总裁邹挺接受21世纪经济报道记者采访时指出，对于"物理AI"的发展，"业界完 全有能力打造出单台高性能的机器人或自动驾驶系统。但真正的挑战在于，如何实现数万甚至数百万台 同类设备的可靠部署。" 其背后直指原生AI硬件发展过程中面临的软硬件碎片化问题，由此，对于AI产业链来说，构建完善的 软件生态能力，同时部署充分灵活的异构计 ...

瑞银将Arm Holdings的目标价从195美元下调至175美元，维持"买入"评级。(格隆汇) ...

Key Takeaways ARM is under pressure as its premium valuation demands clearer near-term operating momentum.ARM's licensing model delays revenue from design wins, muting earnings leverage despite solid execution.ARM trades at 21.89x forward P/S versus 8.25x industry, after a 30% stock drop in three months.Arm Holdings (ARM) is facing mounting pressure not because its technology has lost relevance, but because its valuation is demanding faster, clearer proof of payoff. The market has reached a stage where long ...

Summary of Humanoid Sector Conference Call Industry Overview - The humanoid sector is entering 2026 with new players, products, and verified use cases, indicating a positive momentum for the industry [1][3] - The China humanoid volume forecast for 2026 has been raised significantly, reflecting rapid verification of new use cases across various industries such as battery, aviation, semiconductors, and logistics [7][8] Key Forecasts and Projections - The humanoid robot sales volume forecast for China in 2026 has been doubled from 14,000 units to 28,000 units, with business sales expected to lead this year [7][14] - A global humanoid component market model projects a revenue opportunity of US$780 billion by 2040, driven by significant internal production for training and verification [7][11] Major Developments and Trends - Major global companies are entering the humanoid market through acquisitions and new product launches, including: - Boston Dynamics launched its Atlas product at CES 2026, partnering with Google DeepMind [7][48] - Mobileye acquired Mentee Robotics for US$900 million, combining AI technology with humanoid robotics [7][42] - Qualcomm introduced the Dragonwing™ IQ10 robotics processor for humanoids [7][51] - The Optimus Gen 3 update from Tesla is anticipated to be a key catalyst for the sector, with significant implications for the China supply chain [7][8] Market Dynamics - The sector is experiencing fast cost deflation, with estimates indicating a 16% year-over-year decline in Bill of Materials (BoM) costs in China, despite rising specifications [8] - The first wave of consolidation is expected as integrators seek to find viable commercialization cases [8] Adoption and Use Cases - There is a strong willingness to adopt humanoid robots among organizations, with a significant percentage planning to launch pilot projects using wheel- or leg-based robots by 2026 [9][10] - The humanoid hype is evident, with numerous companies showcasing robots at CES 2026, particularly from China [8] Government and Policy Support - The Chinese government is actively promoting humanoid and embodied intelligence technologies, with policies aimed at accelerating their development and commercialization [62][66] - The Ministry of Industry and Information Technology (MIIT) is set to release guidelines to support the humanoid robot ecosystem [62][66] Investment and Funding Activity - Significant funding activity has been observed in the humanoid sector, with companies like Skild AI raising US$1.4 billion and Galbot achieving a US$3 billion valuation [42][48] - The number of transactions in the humanoid sector is increasing, indicating growing investor interest [41][42] Conclusion - The humanoid sector is poised for substantial growth in 2026, driven by technological advancements, increased investment, and supportive government policies. The upcoming developments, particularly from major players like Tesla and Boston Dynamics, will be critical in shaping the future landscape of the industry [1][7][8]