Arm Aktie News

Nvidia's filing to the SEC on Tuesday showed it had offloaded semiconductor firm Arm. The chip giant's exit from its stake in Arm does not spell the end of ties between the two companies, however.

Worries about excessive spending on AI stocks have upended several key stocks within the industry. This concern doesn't apply to every name in the business.

Arm Holdings guides robust FY2027 top line growth guidance at ~20% YoY, driven by the growing Armv9 adoption (higher royalty revenue per chip) and the robust custom ASICs opportunities in data centers. This is significantly aided by the diversified end markets, with it implying their robust monetization trends and their resilient prospects, despite the likely to be impacted smartphone volumes i...

Arm Holdings' shares rose on the back of momentum for artificial intelligence. The stock's forward price/earnings-to-growth (PEG) ratio looks reasonable at under 0.7.

Shares of SoftBank Group Corp jumped after its telecom arm raised its full-year profit outlook. Renewed optimism around Arm Holdings added to bullish sentiment toward the group's AI exposure.

Arm Holdings is rated Buy, driven by a structural shift to Agentic AI, positioning ARM as a foundational AI infrastructure utility. ARM's data center royalty revenue is doubling year-over-year, with hyperscalers deploying high-core-count ARM CPUs for always-on AI inference orchestration. Integration of Compute Subsystems (CSS) multiplies royalty rates, decoupling ARM's revenue growth from pure ...

Arm said data center royalty revenue more than doubled in its most recent quarter. Investments in R&D should pay off in higher-royalty products.

Anthropic Claude Code is leading a shift away from manual code, favoring agentic AI. Agentic AI demands more CPU computing power, which fits Arm's strength.