Arm Holdings plc - American Depositary Shares (ARM)

Arm Holdings is exploring a strategic shift towards developing "full-end solutions" and chiplets, moving beyond its licensing model.

Arm Holdings reports financial results for the first quarter of fiscal 2026 Wednesday after the bell. Here's what you need to know from the print.

Arm Holdings (NASDAQ:ARM) reported Q1 earnings in line with estimates but saw shares drop 5% as investors questioned future growth amid AI and semiconductor demand.

Chip designer Arm matched analyst estimates for its fiscal first quarter, but it disappointed with its earnings guidance. Arm stock fell.

Shares of Super Micro Computer (NASDAQ:SMCI) climbed higher on renewed investor enthusiasm surrounding artificial intelligence (AI) infrastructure. The surge comes amid escalating demand for AI-optimized server platforms, high-performance computing systems, and integrated hardware solutions designed to power the next wave of machine learning, large language models, and real-time inferencing.

The US has paused new tech export restrictions on China to support Trump's negotiations with Xi Jinping, benefiting chip stocks like Nvidia and Broadcom.

These artificial intelligence companies are just starting to reach their full stride.

Intel Corp shares tanked on Friday after disappointing Q2 earnings. Analysts have mixed views on the company's competitiveness.

Major AI chip manufacturers see stock decline amid disputes over control and execution of $500B Stargate project. Arm solidifies role in project.

Buy-and-hold investing only works if you choose the right companies. Here are some potential examples.

Trump to announce $70 billion in AI and energy investments in Pennsylvania near Pittsburgh.Trump to unveil $70B in AI & energy investments, boosting chip stocks like NVDA, AMD, TSM, AVGO, ARM, MRVL, MU.

Billionaire investor Chamath Palihapitiya warns that the US risks losing AI dominance due to a lack of electricity to power data centers.