Arm Holdings plc ARM

Services like Meta’s Muse AI just increase demand for chips. But they’re also a big win for software

Arm's stock has surged 160% this year and its first in-house chip already has billions in orders, yet one hard number keeps analysts from calling it a buy.

Nvidia's safety architecture gives Arm exposure to both agent execution and independent infrastructure controls.

European equities traded in the US as American depositary receipts were lower on Tuesday morning, de

Chip stocks are snapping back after a brutal session, but the recovery is anything but even, with one name surging five times harder than another. What separates the leaders from the laggards reveals something important about where semiconductor money is flowing right now.

Intel (INTC) stock rose 12.1% on September 21, 2026. A $10,000 holding at the prior close was worth about $11,210 when that day ended. In the days before, reports said SK Hynix was in talks with Intel about making memory chips in the United States. That news was public before September 21, which means it cannot explain the jump. So why did Intel stock jump that day.

Arm Holdings has been one of the headline chip stocks in the AI story, and its share price over the past few years now raises a clear question for investors who care about book value. With the stock tied closely to expectations around high performance computing and data center demand, the issue is whether the current market price lines up with the equity sitting on its balance sheet. Over the past 3 years the share price has returned about 4.4x, which puts a lot of emphasis on whether the...

December Nasdaq 100 E-Mini futures (NQZ26) are up +0.29% this morning, buoyed by a mild rebound in chip stocks, while investors awaited the U.S. job openings report and a series of AI events.

Arm Holdings (NasdaqGS:ARM) is back in focus as investors digest a sharp pullback in the share price following sector wide pressure on chipmakers and fresh concern around AI model safety. In the short term, momentum has cooled, with a 1-day share price return of 8.70% and a 7-day share price return of 12.25% both moving lower as bond yields, AI safety worries and sector wide selling hit chipmakers. Yet Arm Holdings still carries a 30-day share price return of 18.52%, a year to date share...

Recently, Arm Holdings outlined how its processor designs underpin Nvidia's new OpenShell AI agent security platform, while also presenting at the 5th Global Memory Innovation Forum in 2026 to highlight its role across next-generation compute and memory ecosystems. By sitting on both the compute and enforcement sides of Nvidia's security architecture, Arm is positioning its IP as a core building block for AI safety-focused chip designs. We'll now explore how Arm's deeper involvement in...

OpenShell supports Arm-based processors, while separate infrastructure processors can monitor and isolate autonomous workloads.

Arm is dropping nearly twice as hard as its closest chip peers, and the reason goes well beyond inflation fears and profit taking. A $25 billion loan tied directly to Arm's share price gives SoftBank a stake in every tick lower.