Arm Stock News

South Korea's antitrust regulator visited the Seoul offices of Arm Holdings , this week as part of ongoing scrutiny of the company's licensing practices, Bloomberg News reported on Wednesday, citing people familiar with the matter.

The most closely watched earnings report of the quarter is tomorrow. That's when AI chipmaking giant Nvidia will announce its third-quarter results.

Arm on Monday said that central processing units based on its technology will be able to integrate with AI chips using Nvidia's NVLink Fusion technology. The move will make it easier for customers of both companies to pair Arm-based Neoverse CPUs with Nvidia's dominant graphics processing units.

Investors have become conditioned to buy dips in stocks since the Global Financial Crisis, a belief reinforced by the government's aggressive market support during the COVID-19 pandemic. The 2018 bear market?

The explosion in the value of artificial intelligence stocks poses risks to global markets for which there is "no playbook", the CEO of Deutsche Bank's 1.1 trillion euro ($1.3 trillion) money manager DWS told Reuters, amid growing concerns that the sector is in a bubble.

Arm's energy-efficient chip designs are preferred in the global AI infrastructure build-out. Investors seem cautious about the limited visibility in its next-generation products and services, despite heavy R&D expenses.

Arm Holdings reported strong growth in both licensing and royalties. Its Compute Subsystems business has been gaining steam.

Arm Holdings (ARM 3.29%) is quietly dominating the artificial intelligence (AI) chip design market. With soaring licensing revenue, expanding margins, and strong analyst support, ARM could be positioned for massive growth through 2026 and beyond.