CNBC's Jim Cramer said that the recent run-up in semiconductor and AI-related stocks is potentially concerning and may be a warning sign about the broader market. He recommended trimming positions in big winners and avoiding chasing "parabolic" names.
Arm shares led Nadsaq 100 decliners on Monday, reflecting more general pressure on AI names and specific concerns about whether Arm will play a role in a potential Qualcomm-OpenAI chip.
Agentic AI is starting to drive a boom in CPUs Arm is designing its own chip for the first time. The valuation is expensive, but the valuation has a lot of growth potential.
Shares of International Business Machines (NYSE:IBM | IBM Price Prediction) are being left out of the latest AI party, thanks in part to a quarterly beat that failed to impress.
When Intel ( NASDAQ:INTC | INTC Price Prediction ) released its Q1 2026 earnings last week, the semiconductor sector got a clear signal: the AI demand story holds firm, and it's expanding beyond GPUs into CPUs.
Arm's partnership with IBM could unlock a much larger enterprise AI opportunity, but with valuation already stretched, the real question is whether the upside lies ahead or is already priced in.