Arm Holdings plc - American Depositary Shares (ARM)

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.

These companies dominate today's AI landscape, from infrastructure and software to consumer-facing applications.

Goldman Sachs says Nvidia, Broadcom, Cadence and Synopsys are best positioned for the next phase of AI growth. AMD, Arm, and Marvell fall short.

Arm Holdings (NASDAQ: ARM) has witnessed a significant surge in the number of customers using its chips in data centers, a 14-fold increase since 2021. This growth is attributed to the company's strategic expansion into the PC market and the rising demand for AI computing.

British smartphone chip designer Arm Holdings (NASDAQ:ARM) trades above its 50-day moving average of $134.91. The stock surged 20% year-to-date, 39% in the last three months.

Arm’s data center customers rose fourteenfold since 2021, and the apps operating on the company’s platform increased twofold.

A Wall Street analyst has raised his price targets on seven stocks tied to the buildout of AI data centers, including Nvidia stock.

Advanced Micro Devices stock had its RS Rating upgraded to 72 Thursday — a nice improvement, but shy of the preferred 80-plus score.

Palo Alto Networks Inc. CEO Nikesh Arora revealed insights into SoftBank Group Corp. CEO Masayoshi Son's risk-taking philosophy.

The upgrade came after AMD report rising double-digit earnings for at least the last four quarters and strong revenue growth.

The 2025 TIME 100 Most Influential Companies list includes over 40 companies that investors can buy stock in.

Nvidia lags behind Micron, KLA and Lam Research in 2025 as Bank of America sees $1 trillion AI data center market reshaping chip sector.

Arm launched its IPO in mid-September 2023, closing at 60.75 on Sept. 15 that year. Tuesday afternoon it traded at 155.87.

Semiconductor chip stocks, including Nvidia, Broadcom, TSMC, Intel, Arm, Marvell are down due to the end of waivers for chipmakers to send tech to China.