Core Viewpoint - The stock prices of several technology companies, including Broadcom, Arm, Supermicro, Micron Technology, and TSMC, experienced notable increases on October 24, indicating positive market sentiment towards these firms [1] Company Summaries - Broadcom (AVGO.US) saw a stock price increase of 2.5% [1] - Arm (ARM.US) opened with a rise of 2.2% [1] - Supermicro (SMCI.US) experienced a 2% increase in its stock price [1] - Micron Technology (MU.US) rose by 1.9% [1] - TSMC (TSM.US) had a stock price increase of 1.5% [1]

Core Insights - Nvidia-related stocks experienced a significant upward movement, with Applied Digital rising over 8% and NEBIUS increasing more than 7% [1] - Other companies such as Arm Holdings and CoreWeave also saw gains in their stock prices [1]

We recently published Jim Cramer Discussed These 13 Stocks & Shared Major Warning For Rare Earth Stocks. Arm Holdings plc (NASDAQ:ARM) is one of the stocks Jim Cramer recently discussed. Arm Holdings plc (NASDAQ:ARM) is a British semiconductor design company. It is one of the key players in the industry since its intellectual property is used in chips for smartphones, data centers, and other applications. Firms like Arm Holdings plc (NASDAQ:ARM) have grown in prevalence as semiconductor manufacturing proc ...

Core Viewpoint - A new wave of trade tensions between the U.S. and China has emerged, primarily driven by President Trump's hints at imposing restrictions on technology exports that utilize American software, leading to a decline in tech stocks [1][2]. Trade Policy Developments - The Trump administration is considering a proposal to limit a wide range of software-powered exports to China, including laptops and jet engines, in response to China's recent restrictions on rare earth exports [2][5]. - If enacted, the policy would extend U.S. influence beyond its borders, affecting global supply chains reliant on American software, which encompasses semiconductors, AI processors, aerospace systems, and consumer electronics [3][6]. Market Reactions - Following the news, the S&P 500 fell by 0.6% to below 6,700 points, while the Nasdaq 100 dropped 1.2% to 24,820 points, with chipmakers and electronic design automation firms experiencing significant declines [8]. - The iShares Semiconductor ETF (NYSE:SMH) decreased by 2.8% during the session, reflecting the negative sentiment in the tech sector [8]. Impacted Companies - Notable declines in stock prices were observed among several companies, including: - Synopsys Inc. (NASDAQ:SNPS) down 1.97% to $452.70 - Cadence Design Systems Inc. (NASDAQ:CDNS) down 1.54% to $329.94 - Robinhood Markets Inc. (NASDAQ:HOOD) down 7.10% to $123.49 - ARM Holdings plc (NASDAQ:ARM) down 2.97% to $164.36 [9][11].

Core Points - Nvidia-related stocks experienced a decline on Wednesday, with CoreWeave (CRWV.US) dropping over 5.4%, Arm Holdings (ARM.US) down more than 2%, Applied Digital (APLD.US) falling over 3%, and Recursion Pharmaceuticals (RXRX.US) and Nebius (NBIS.US) both decreasing by more than 5% [1] - Nvidia (NVDA.US) itself saw a slight decrease of 0.5% [1]

Core Viewpoint - Nvidia's holding concept stocks experienced a decline, with several key stocks dropping significantly [1] Group 1: Stock Performance - CoreWeave (CRWV.US) fell over 5.4% [1] - Arm Holdings (ARM.US) decreased by more than 2% [1] - Applied Digital (APLD.US) dropped over 3% [1] - Recursion Pharmaceuticals (RXRX.US) and Nebius (NBIS.US) both declined by more than 5% [1] - Nvidia (NVDA.US) itself saw a slight decrease of 0.5% [1]

Group 1 - Nvidia-related stocks experienced a decline, with CoreWeave (CRWV.US) dropping over 5.4%, Arm Holdings (ARM.US) down more than 2%, and Applied Digital (APLD.US) falling over 3% [1] - Recursion Pharmaceuticals (RXRX.US) and Nebius (NBIS.US) also saw declines exceeding 5% [1] - Nvidia (NVDA.US) itself decreased by 0.5% [1]

Group 1 - Meta's stock price increased over 2% to $732, driven by investor recognition of its new AI collaboration with Arm Holdings [1] - The partnership aims to develop high-efficiency chip platforms to support Meta's personalized services and recommendation systems, signaling a long-term commitment to expanding AI capabilities within its ecosystem [1][2] - This collaboration is seen as a strategic move to strengthen Meta's core infrastructure, enabling more efficient deployment of AI models across platforms like Facebook, Instagram, and Threads [2] Group 2 - The agreement aligns with Meta's broader AI development roadmap, focusing on personalized experiences while enhancing computational efficiency [2] - Arm's expertise in low-power architecture is expected to provide cost and performance advantages compared to traditional chip designs, reducing Meta's reliance on external chip manufacturers [2] - Analysts view this development as a reflection of Meta's ambition to shift focus from short-term advertising cycles to building long-term technological depth [2][5] Group 3 - Meta's stock has shown signs of stabilization after recent fluctuations, currently above the 20-day exponential moving average, with potential confirmation of a short-term trend reversal if it closes above the 50-day moving average [2] - The Bollinger Bands have narrowed, indicating reduced volatility compared to significant fluctuations in September, with key support levels at 720, 694, and 675 [3] - Maintaining above the lower channel boundary suggests a positive technical outlook, despite potential selling pressure if support levels are breached [3] Group 4 - Investor confidence in Meta's AI expansion and data center development supports its overall trend, with the partnership with Arm enhancing its competitive advantage in custom computing [5] - As the earnings season approaches, the market will focus on whether these investments can translate into revenue growth or cost efficiencies [5] - With a clear strategic plan, technical recovery, and renewed investor confidence, Meta has become one of the more resilient AI-related stocks in the market [5]

Core Insights - Arm Holdings plc (ARM) is positioned as a leader in artificial intelligence innovation, enhancing efficiency and scalability across computing layers, from edge devices to data centers [1] - The company's Neoverse V-Series CPUs are transforming AI infrastructure with energy-efficient processing for inference and machine learning tasks, allowing hyperscalers to optimize performance while minimizing power consumption [2] - Arm's AI strategy emphasizes architectural consistency across mobile, cloud, and edge environments, facilitating seamless deployment of AI models [3] - The establishment of a new AI chip division, with prototypes expected in 2025, indicates Arm's commitment to integrating hardware with AI acceleration [4] - Arm's stock has increased by 19% in the past month, outperforming the industry's 5% growth [6][7] Competitive Landscape - Key competitors include NVIDIA and Intel, with NVIDIA leading in GPU-based AI acceleration and Intel focusing on AI integration through its Gaudi and Xeon processors [5] - NVIDIA's high-power GPUs contrast with Arm's energy-efficient architectures, while Intel's diverse chip portfolio positions it as both a rival and potential collaborator [5] Financial Performance - Arm's stock has surged 19% in a month, significantly outperforming the industry's 5% rally [6][7] - The forward price-to-sales ratio for ARM is 34x, considerably higher than the industry's 9.5x, indicating a premium valuation [10]

Meta Platforms Inc. (NASDAQ:META) is one of the best big tech stocks to invest in now. On October 1, Meta Platforms announced a partnership with chip technology provider Arm Holdings (NASDAQ:ARM) to power the systems driving personalization across its applications. This is part of a broader trend of companies upgrading the chip technology underpinning their services. Meta will use Arm-based data center platforms to power its AI ranking and recommendation systems, which are crucial for discovery and person ...