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Susquehanna Sees Over $1B Annual Royalties From Arm’s (ARM) AI XPU
Yahoo Finance· 2026-01-30 14:10
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 ...
Why Arm Holdings Stock Was Climbing This Week
Yahoo Finance· 2026-01-22 18:28
Key Points Susquehanna upgraded its rating on Arm to positive. A new Windows computer with Arm-based Nvidia chips could come out this year. While there are concerns about Arm's valuation, its competitive position remains strong. 10 stocks we like better than Arm Holdings › Shares of Arm Holdings (NASDAQ: ARM) were moving higher this week, mostly in response to positive analyst commentary on the chip stock after it slumped at the end of 2025, making its valuation more attractive. Jensen Huang, t ...