Arm Stock News

Arm Holdings shares are down 2.69% since the last time I wrote on them, likely due to increasing competition and risks from the Qualcomm lawsuit, making them too expensive. The Qualcomm lawsuit is critical as it could lead to Qualcomm moving to open-source chip designs, impacting Arm's revenue. ARM's valuation is high, with a forward P/E ratio 238.57% above the sector median, making shares over...

Arm Holdings operates under a distinctive licensing model, licensing its CPU architectures rather than manufacturing chips. This strategy delivers several key advantages: it provides a more predictable revenue stream based on royalties, it reduces capital expenditure, and it enables the company to concentrate on continuous innovation.

The sellers have not only overshot their targets but have done so at the worst possible time.

Arm Holdings benefits from strong AI spending, but sluggish smartphone shipments could hinder royalty revenue growth, impacting the stock's 71% YTD increase. Armv9 and CSS architectures are driving royalty revenue growth, but slower v9 adoption and smartphone market weakness are near-term challenges. Despite robust fundamentals and potential in AI data centers and automotive markets, Arm's stoc...

Nvidia Has 65% of Its Portfolio Invested in 1 Brilliant Artificial Intelligence (AI) Stock

ARM Holdings has numerous growth opportunities but is it enough for its hefty valuation?

This company plays an important role in the global chip market and recently delivered better-than-expected results.

Which stocks are leading the Nasdaq-100 higher in 2024? This diverse bunch of leaders is taking the market by storm.