Shares of Arm Holdings (ARM 3.98%) were gaining on a broader surge in the market and on artificial intelligence (AI)-specific news.First, stocks jumped in Trump's first full day in office, as he avoided enacting tariffs, which is favorable for global trade and economic growth, as most investors see it. Second, Trump is announcing a new AI infrastructure investment that looks set to benefit Arm.As a result, Arm stock finished the day up 4%, jumping in afternoon trading as news broke about Trump's AI plans. H ...

Arm Holdings (ARM 5.59%) surged higher on Wednesday. The company's stock was up 5% as of 11 a.m. ET and was up as much as 5.1% earlier in the day. The leg up comes as the S&P 500 gained 1.8% and the Nasdaq Composite gained 2.4% as of the time of writing.Arm is seeing positive movement thanks to the revelation that it is developing a strategy to raise prices and boost revenue significantly. The company, which specializes in licensing its critical intellectual property (IP) to chipmakers, is also considering ...

Core Viewpoint - Arm Holdings is experiencing significant stock performance driven by strong demand for AI capabilities and strategic partnerships, particularly with Nvidia, positioning the company for continued growth in 2025 [1][12]. Financial Performance - In 2024, Arm's stock gained 64.2%, outperforming the S&P 500 and Nasdaq Composite indices, which returned 25% and 29.6% respectively [1]. - For fiscal Q3 2024, Arm's revenue grew 14% year over year, with adjusted EPS increasing by 32%, surpassing Wall Street's expectations of 5% revenue growth and 14% EPS growth [2]. - In fiscal Q4 2024, revenue surged 47% year over year, and adjusted EPS increased by a factor of 18, again exceeding analyst consensus estimates [4]. - In fiscal Q1 2025, revenue soared 39% year over year to $939 million, and adjusted EPS rocketed 67% to $0.40, comfortably exceeding Wall Street's expectations [6]. - For fiscal Q2 2025, revenue rose 5% year over year to $844 million, while adjusted EPS fell 17% to $0.30, with license revenue declining 15% but royalty revenue growing 23% [9]. Stock Performance - Arm stock experienced volatility, including a 33% pullback in mid-April 2024 due to a broader tech stock sell-off [3]. - Following the release of Q1 2025 results, Arm stock dropped 15.1% and 23.1% in the subsequent three market days, despite strong quarterly results [6][7]. - As of January 8, 2025, Arm stock is trading at approximately 73 times forward projected earnings, indicating high investor expectations [11]. Future Outlook - Arm is expected to benefit from its partnership with Nvidia, particularly through the sales of Nvidia's Grace Blackwell superchips, which integrate GPUs with Arm-based CPUs, set to roll out in late January 2025 [12]. - Wall Street projects revenue for the upcoming Q3 2025 to increase by 15% to $947.2 million, with adjusted EPS expected to grow 17% year over year to $0.34 [10].

The U.S. stock market just had another fantastic year. The broad-based S&P 500 (^GSPC 0.16%) returned 23%, the blue-chip Dow Jones Industrial Average (^DJI 0.25%) advanced 13%, and the technology-focused Nasdaq Composite (^IXIC -0.06%) surged 29% in 2024.Excitement about artificial intelligence (AI) was once again the defining investment theme last year, and it will likely be just as important this year. Indeed, two Morgan Stanley analysts have outlined bull-case scenarios in which Datadog (DDOG 0.34%) and ...

Investment Strategy - The investor focuses on a combination of stable, dividend-paying investments and growth stocks, with a long-term holding period [1] - The investment strategy emphasizes patience, with over 90% of the time spent doing nothing, similar to the behavior of a cat [1] - The strategy also involves being agile and active during brief periods when great investing opportunities arise [1] - The investor is highly selective with holdings, ensuring only the very best investments are chosen [1] Background and Approach - The investor has a university degree in engineering and professional experience in various industries, including government, engineering, supply chain, mobility, and IT [1] - The investor's writing is authentic, humble, and realistic, focusing on stocks they own or are interested in [1] - The investor shares insights and enjoys interaction about investing ideas, contributing to Seeking Alpha [1]

Shares of artificial intelligence (AI) semiconductor stocks Nvidia (NVDA 4.45%), Taiwan Semiconductor Manufacturing (TSM 3.49%), and Arm Holdings (ARM 10.05%) rallied on Friday, up 4.5%, 3.5%, and 10.1%, respectively, in Friday trading.These three companies are each big beneficiaries of the AI buildout. However, each had also come under pressure through December as technology investors have taken profits after big two-year runs in these stocks.But a bullish blog post from AI leader Microsoft this morning go ...

Every investor dreams of striking it big with a well-timed investment in a fast-growing company in a red-hot industry. Those who bought Arm Holdings (ARM -0.38%) shares soon after it went public in fall 2023 have already benefited from dreamy gains. The stock is up by about 75% this year amid optimism that its tech licensing business could benefit from a surge in demand related to the artificial intelligence (AI) trend. But do the company's fundamentals justify the hype? Let's find out.A dominant niche in t ...

Late last Friday afternoon, inside the U.S. District Courthouse in Wilmington, Del., the jury in a bitter case between two computer-chip giants, Arm Holdings ARM and Qualcomm QCOM, handed a win to Qualcomm — with an asterisk.Qualcomm, the defendant, got most of what it asked. The jury decided that: ...

Qualcomm Inc QCOM gains significant leverage in future litigation after securing a critical legal win against Arm Holdings Plc ARM, according to JPMorgan analyst Samik Chatterjee.What The Court Said: A Delaware District Court ruled that Qualcomm's acquisition of Nuvia did not violate Arm's Architecture License Agreement (ALA), securing the designs under Qualcomm's license. While the verdict didn't resolve all questions about Nuvia's prior actions, it eliminates fears of canceled licenses or disruptive finan ...

U.S. stock futures were mixed this morning, with the Dow futures falling around 0.2% on Monday.Shares of Arm Holdings plc ARM fell sharply in today's pre-market trading after a US jury reportedly found Qualcomm QCOM did not breach Nuvia’s license agreement with the company.Arm Holdings shares fell 2.3% to $129.14 in the pre-market trading session.Here are some other stocks moving lower in pre-market trading.Core Laboratories Inc. CLB shares dipped 11% to $15.00 in pre-market trading.Astria Therapeutics, Inc ...