Arm Holdings plc (ARM) News
Follow Arm Holdings plc (ARM) news in one place: company catalysts, earnings, analyst actions and wider market developments. Review 70 public stories across 33 publication days to understand how the story developed. Public news appears after a 15-minute delay; LiveCast subscribers can follow new headlines and hear important updates without this additional delay.
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Tenstorrent Raises $1.5 Billion at $6.2 Billion Valuation
Tenstorrent said it raised $1.5 billion in a late-stage funding round, valuing the AI chip startup at $6.2 billion post-money, more than double its valuation in December 2024.
EQUITY | Oct 19, 2026, 12:07 PM UTC
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S&P 500 Ends Flat as Nasdaq 100 Falls 0.3%
The Dow Jones Industrial Average slipped 0.4% on Tuesday as memory chip stocks weakened and bank results were mixed.
EQUITY | Oct 13, 2026, 11:37 PM UTC
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Delaware Jury Delivers Verdict in Qualcomm–Arm Licensing Dispute
A federal jury in Delaware reached a verdict in the licensing dispute between Qualcomm and Arm. The verdict gave both companies grounds to claim victory.
REGULATION | Oct 13, 2026, 08:00 PM UTC
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Jury Awards Qualcomm $2 in Arm Technology License Lawsuit
Arm said a jury ruled in its favor on four claims and awarded Qualcomm $2 in damages on two other claims.
EQUITY | Oct 13, 2026, 06:17 PM UTC
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Qualcomm Wins Jury Verdict Against Arm in License Dispute
A jury returned a verdict for Qualcomm in its breach-of-contract dispute with Arm over an architectural license agreement.
REGULATION | Oct 13, 2026, 05:47 PM UTC
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Qualcomm: Jury says ARM intentionally acted to disrupt business. $QCOM $ARM
Qualcomm: Jury says ARM intentionally acted to disrupt business. $QCOM $ARM
NEWS | Oct 13, 2026, 05:28 PM UTC
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Arm Shares Rise 0.94% as Semiconductor Stocks Sell Off
Arm shares were up 0.94% at $257.65 at publication, even as semiconductor stocks and broader U.S. equity indexes fell. The article cites concerns over AI spending and a pending Qualcomm-Arm legal dispute as background.
EQUITY | Oct 13, 2026, 04:18 PM UTC
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Why Is Arm Stock Falling Thursday?
Arm Holdings plc (NASDAQ: ARM ) stock fell more than 3% in Thursday’s premarket trading, extending Wednesday’s 2.71% decline. Weakness across technology stocks and an ongoing legal battle with Qualcomm weighed on investo
LIVE | Oct 08, 2026, 12:31 PM UTC
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Arm shares fall after Microsoft readies Arm-based AI laptops
Arm Holdings shares were down 1.6% to $297.63 around 11:25 a.m. ET on Oct. 7, amid Microsoft’s upcoming details on Surface Laptop Ultra and Nvidia’s Arm-based RTX Spark platform.
EQUITY | Oct 07, 2026, 05:26 PM UTC
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Arm announces second-quarter FY2027 earnings release date
Arm said it will announce results for the second quarter of fiscal year ending 2027.
EQUITY | Oct 05, 2026, 01:09 PM UTC
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Arm Holdings Shares Rise 7.9% on AI-Driven Royalty Repricing
Arm Holdings shares climbed approximately 7.9% to $315.33 on Friday, October 2, as the company outlined how its technology supports AI agents and their security systems, suggesting a repricing of CPU royalties related to
EQUITY | Oct 02, 2026, 07:48 PM UTC
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Arm Stock Surges 5.24% as Agent Safety Needs Two Silicon Layers
Arm Holdings NASDAQ:ARM, the processor architecture company, rose 5.2% to $298.175 at 11.21am ET time on Tuesday after its September 28 update on Nvidia's NASDAQ:NVDA Open Agent Safety Platform. The pitch is bigger than
EQUITY | Sep 29, 2026, 06:51 PM UTC
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Trump-Iran Tensions Trigger Fresh Wall Street Selloff
U.S. stocks moved lower Monday as renewed tensions between Washington and Tehran pushed oil prices higher, revived inflation concerns and sent Treasury yields climbing.The Dow Jones Industrial Average fell about 0.7%, wh
COMMODITIES | Sep 28, 2026, 08:28 PM UTC
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Arm Stock Sinks 7.6% as Agent Security Expands Its Compute Role
Arm Holdings NASDAQ:ARM, the processor architecture company, outlined its role in Nvidia's new agent security platform as its shares fell 7.6% to $286.79 around 9:57 a.m. ET Monday. The drop was steep, but Arm's announce
EQUITY | Sep 28, 2026, 06:48 PM UTC
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Nvidia Says Its New Platform Could Have Stopped OpenAI's Breach
Nvidia NASDAQ:NVDA launched its Open Agent Safety Platform, software and a reference system design meant to keep AI agents within set boundaries. The release follows recent disclosures by OpenAI, Anthropic, Meta NASDAQ:M
NEWS | Sep 28, 2026, 12:08 PM UTC
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Weekly Recap: Volatile shares >$2B AGI orders and 128-core Neoverse CSS N4
ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) has pivoted from licensing to selling chips with its Arm AGI CPU and Neoverse CSS N4 platform, prompting volatile Sept rallies as CEO Rene Haas cites >$2B AGI CPU orders and ri
EARNINGS | Sep 28, 2026, 11:05 AM UTC
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Nvidia releases AI safety software it says could have stopped Hugging Face hack
By Stephen NellisNvidia NASDAQ:NVDA on Monday made available a set of software safety tools for AI agents that it says would have stopped the hack of Hugging Face, the AI coding hub that Nvidia paid $13 billion for month
NEWS | Sep 28, 2026, 09:00 AM UTC
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Arm Stocks Surge as Muse Makes CPUs Matter Again
Arm Holdings NASDAQ:ARM, the chip architecture and data center processor company, rose about 4.2% to $319.18 at 10.40am ET time on Friday, September 25, as investors continued to weigh what AI agents could mean for CPU d
NEWS | Sep 25, 2026, 05:58 PM UTC
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Arm Drops 3.3% as More AI Cores Test Royalty Economics
Arm Holdings NASDAQ:ARM, the processor architecture and silicon company, slipped 3.3% to $321.63 at 10.21am ET time on Thursday as investors weighed how much of the AI server boom it can capture. The opportunity is big.
NEWS | Sep 24, 2026, 05:41 PM UTC
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The next phase of AI is here. Pay attention to this profound technological shift.
By Jurica DujmovicMeta's Muse keeps working after users close the app, pointing to a potential growth opportunity for makers of server processorsAI agents like Meta's Muse unlock a new computing dynamic.Meta Platforms sa
NEWS | Sep 24, 2026, 12:01 PM UTC
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SoftBank's growing bets on AI and semiconductor assets
By Anton BridgeSoftBank Group TSE:9984 has raised $11.1 billion in the largest high-yield corporate bond sale globally on record to fund its investments in OpenAI and other artificial intelligence-related companies and i
NEWS | Sep 24, 2026, 09:49 AM UTC
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SoftBank Launches $11.1 Billion Bond Sale to Fund Final $10 Billion OpenAI Investment Tranche
Japan’s SoftBank Group (OTC: SFTBY ) is launching a $11.1 billion sale of dollar- and euro-denominated bonds. On Thursday, the Masayoshi Son -led company announced that it is offering $1 billion in dollar-denominated sen
LIVE | Sep 24, 2026, 09:01 AM UTC
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Arm Falls as Agentic AI Multiplies Server-Core Demand
Arm Holdings NASDAQ:ARM, the chip architecture and processor company, fell 1.24% to $329.06 Wednesday morning. The question for investors is now more concrete than how many CPUs AI agents might need: how quickly can Arm
NEWS | Sep 23, 2026, 06:32 PM UTC
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Arm Just Jumped 36% Now Its Valuation Is Raising Eyebrows
Arm Holdings (ARM, Financials) is riding a strong AI-driven surge, but its rising value is increasingly impossible to ignore.The chip-design business said full-year revenue was $4.92 billion, up 22.8% from a year ago, wi
EARNINGS | Sep 23, 2026, 02:31 PM UTC
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Key facts: ARM Up 17%; CEO Sees >$2B AGI Pipeline; IBM Mainframe Use
This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources.
NEWS | Sep 23, 2026, 07:15 AM UTC
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AMD briefly tops $1T market cap as AI demand lifts shares
AMD briefly crossed $1 trillion market capitalization Monday; shares rose over 8% to a record $615.99, then closed near $609.65.
EQUITY | Sep 22, 2026, 07:11 PM UTC
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Arm shares rise ~1.5% on AI CPU-demand focus
Arm Holdings (NASDAQ:ARM) ADRs rose about 1.5% to $327.74, as investors focused on the CPU footprint needed for agentic AI.
EQUITY | Sep 22, 2026, 06:51 PM UTC
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Arm shares jump after CEO says demand is off the charts
Arm Holdings shares rose 17% to $323 Monday after CEO Rene Haas said demand for its technology was “off the charts,” per CNBC.
EQUITY | Sep 22, 2026, 12:41 PM UTC
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Intel, Arm and AMD surge on Meta Muse AI demand hopes
Chip stocks jumped on Monday, led by Intel, Arm Holdings and Advanced Micro Devices on Nasdaq-100, with the rally linked to strong reception of Meta’s Muse AI and expectations it could lift semiconductor demand for agent
EQUITY | Sep 22, 2026, 01:51 AM UTC
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Wall Street jumps toward record highs as yields slip
S&P 500 and Nasdaq surged toward record highs, helped by gains in Advanced Micro Devices and other AI heavyweights, while Treasury yields retreated from recent highs and crude fell to an 11-day low on speculation of a po
MACRO | Sep 21, 2026, 06:27 PM UTC
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Arm shares jump ~16% as Meta Muse revives CPU enthusiasm
Arm Holdings Plc shares surged about 16% Monday, becoming the Nasdaq-100’s top gainer, as Meta Platforms’ Muse AI agent reportedly boosted enthusiasm for central processing units (CPUs).
EQUITY | Sep 21, 2026, 05:26 PM UTC
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Arm shares jump after Muse AI CPU royalty expansion
Arm ADRs rose about 11.6% to $307.64, extending expectations that growing AI agents could drive more computing activity.
EQUITY | Sep 21, 2026, 03:51 PM UTC
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Intel and Arm shares jump as investors eye CPU growth
Intel was up 5.3% in premarket and Arm was also gaining early Monday as investors focused on potential central-processing unit growth, tied to Meta Platforms' Muse AI agent.
EQUITY | Sep 21, 2026, 11:34 AM UTC
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SoftBank boosts Arm-backed margin loan by $5 billion to $25 billion
SoftBank Group has reportedly increased a margin loan backed by Arm Holdings shares by $5 billion, bringing the facility to $2…
EQUITY | Sep 18, 2026, 02:02 PM UTC
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SoftBank raises ARM-backed margin loan to $25 billion
SoftBank increased its margin loan backed by shares of its chip unit Arm Holdings by $5 billion to $25 billion, according to Bloomberg News.
EQUITY | Sep 18, 2026, 05:57 AM UTC
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Arm CEO Says Demand Has ‘Never Been Stronger’
Arm Holdings plc (NASDAQ: ARM ) stock is trading nearly 3% higher Thursday in premarket trading as investors digest bullish comments from CEO Rene Haas on artificial intelligence demand and the company's growth outlook.
LIVE | Sep 17, 2026, 09:28 AM UTC
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Stock Market Today: S&P 500, Nasdaq 100 Futures Rise Despite 25 Bps Fed Rate Hike— SNAP, LEN, GNRC in Focus
U.S. stock futures advanced on Thursday, as the Dow Jones, S&P 500 and Nasdaq 100 indices rose, following Wednesday’s lower close. In a unanimous vote, all 12 Federal Open Market Committee members approved a 25-basis-poi
LIVE | Sep 17, 2026, 09:07 AM UTC
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Piper starts NVIDIA, AMD and ARM with 'overweight'
Analyst recommendations reported by dpa-AFX International ProFeed for 10.09.2026 morning included Piper initiating coverage of NVIDIA, AMD and ARM with an 'overweight' rating.
EQUITY | Sep 10, 2026, 09:18 AM UTC
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Arima sells Madrid logistics warehouse for €28.1m
MNA | Sep 10, 2026, 09:07 AM UTC
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Arm CEO Rene Haas says AI could aid cancer cure
Arm Holdings chief executive Rene Haas said artificial intelligence could help find a cancer cure humans cannot achieve in his lifetime and could enable widespread humanoid robots within five years.
EQUITY | Sep 08, 2026, 10:27 AM UTC
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What's Going On With ARM Stock Monday
What's Going On With ARM Stock Monday
EQUITY | Sep 01, 2026, 03:06 AM UTC
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Shares of semiconductor and chip companies are trading lower, possibly after Federal Reserve Chairman Warsh's comments on inflation and pric
Shares of semiconductor and chip companies are trading lower, possibly after Federal Reserve Chairman Warsh's comments on inflation and prices raised rate-hike concerns. The sector may be facing pressure from peer Marvel
MACRO | Aug 28, 2026, 05:49 PM UTC
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AI workloads lift Evercore, BofA server CPU outlooks through 2030
Evercore ISI and Bank of America cite Q2 acceleration in server CPU demand from AI workloads, higher unit volumes, and rising average selling prices, raising market estimates through 2030.
MACRO | Aug 14, 2026, 11:32 AM UTC
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Caterpillar, Wayfair, Zebra Technologies, Gartner And Other Big Stocks Moving Higher On Tuesday
U.S. stocks were higher, with the Dow Jones index gaining around 500 points on Tuesday. Shares of Caterpillar Inc (NYSE: CAT ) rose sharply during Tuesday’s session after the construction and mining equipment maker repor
EARNINGS | Aug 04, 2026, 02:00 PM UTC
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5 Stocks In The Spotlight From Wall Street's Most Accurate Analysts Last Month
U.S. stocks settled higher on Friday, with the Nasdaq Composite gaining 1% during the session following a sharp rise in Amazon.com Inc (NASDAQ: AMZN ) shares. The S&P 500 fell 0.1%, while the Nasdaq dipped 3.2% in July.
EARNINGS | Aug 03, 2026, 09:45 AM UTC
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ARM PT Reduced to $250
ARM price target reduced to $250
EQUITY | Jul 31, 2026, 01:08 PM UTC
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Arm Holdings: Data Center Royalty Grows 2X Again, AGI CPU Revenues To Cross $1 Billion
Shares of Arm Holdings PLC (NASDAQ: ARM ) rallied on Thursday after the company reported its fiscal first-quarter results. Here are the key analyst takeaways: JPMorgan analyst Harlan Sur maintained an Overweight rating,
EARNINGS | Jul 30, 2026, 07:20 PM UTC
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Arm Holdings Stock Surges After Strong Q1 Earnings
Arm Holdings Plc (NASDAQ: ARM ) shares are surging Thursday after the chip architecture company delivered a record first quarter that cleared Wall Street’s expectations on every major metric and issued second-quarter gui
EARNINGS | Jul 30, 2026, 06:00 PM UTC
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ARM Soars 12% on Strong Q2 Forecast
ARM forecasts Q2 revenue and profit above estimates
EARNINGS | Jul 30, 2026, 01:34 PM UTC
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ARM PT Cut to $280
ARM price target reduced
EQUITY | Jul 30, 2026, 01:06 PM UTC
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RBC Reiterates Outperform on ARM
RBC reiterates Outperform on ARM
EQUITY | Jul 30, 2026, 11:03 AM UTC
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ARM Q1 results beat, mixed outlook - remain Overweight rated @ KEYB
ARM Q1 results beat, mixed outlook - remain Overweight rated @ KEYB
EARNINGS | Jul 30, 2026, 10:59 AM UTC
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Arm Delivers a Record Q1 — Earnings, Revenues Beat Estimates (CORRECTED)
Editor’s Note: This article has been updated to correct Arm’s second-quarter revenue guidance. Arm Holdings Plc. (NASDAQ: ARM ) posted better-than-expected first-quarter results after Wednesday’s closing bell. Here’s a l
EARNINGS | Jul 29, 2026, 09:11 PM UTC
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ARM beats Q1 EPS estimates
ARM Q1 EPS beats estimates at $0.45
EARNINGS | Jul 29, 2026, 08:44 PM UTC
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ARM - Arm Holdings plc Reports Results for the First Quarter of the Fiscal Year Ending 2027
ARM - Arm Holdings plc Reports Results for the First Quarter of the Fiscal Year Ending 2027
EARNINGS | Jul 29, 2026, 08:06 PM UTC
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ARM Earnings after close: qtr EPS est $0.40 (high $0.42/low $0.33), 30-day avg EPS revision n/a% (1 analyst(s) revised up, 0 down), qtr revs
ARM Earnings after close: qtr EPS est $0.40 (high $0.42/low $0.33), 30-day avg EPS revision n/a% (1 analyst(s) revised up, 0 down), qtr revs est $1.26B; FY EPS est $2.15, FY revs est $5.98B; short interest 1.63%; implied
EARNINGS | Jul 29, 2026, 05:06 PM UTC
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Cboe data shows mixed options sentiment in Arm Holdings PLC with shares down 0.71%
Cboe data shows mixed options sentiment in Arm Holdings PLC (ARM), with shares down $2.33 near $325.55. Options volume running well above average with 79k contracts traded and calls leading puts for a put/call ratio of 0
EARNINGS | Jul 10, 2026, 04:56 PM UTC
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Shares of fabless semiconductor companies are trading lower amid continued weakness after recent reports suggested that Meta will open a clo
Shares of fabless semiconductor companies are trading lower amid continued weakness after recent reports suggested that Meta will open a cloud business to sell excess AI compute. Also, profit-taking following the industr
EARNINGS | Jul 02, 2026, 04:53 PM UTC
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Weak Jobs, Good News: These 10 Rate-Sensitive Stocks Are Soaring Today
A dismal June jobs report turned into a green light for the market’s most rate-sensitive corners on Thursday, as a sharp slowdown in hiring gutted expectations for a Federal Reserve rate hike and sent Treasury yields and
CENTRAL_BANK | Jul 02, 2026, 02:15 PM UTC
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SoftBank Reopens Talks for $10 Billion Loan Backed by OpenAI Stake After Adding Repayment Guarantee to Ease Banks' Valuation Concerns: Repor
SoftBank Group Corp. (OTC: SFTBF ) (OTC: SFTBY ) has reportedly revived negotiations for a $10 billion loan backed by its OpenAI stake after restructuring the proposal to include a corporate repayment. SoftBank Revises O
FX | Jul 02, 2026, 05:41 AM UTC