ARM Stock Recent News

Given that it includes three of the 10 largest companies in the world by market capitalization, the semiconductor and chipmaking industry sets a lofty standard for what it means to be an average-sized firm. Similarly, "small" semiconductor companies, or at least those that are smaller than titans like NVIDIA Corp. NASDAQ: NVDA, might still be valued in the hundreds of billions of dollars.

This week, new Intel (INTC) CEO Lip-Bu Tan officially took the reins at the chip giant this week. But there is still a lot of uncertainty about what lies ahead for the chipmaker.

Arm Holdings (ARM 0.67%) is considering a major strategic shift that could have enormous implications for stock market investors.

The potential for artificial intelligence (AI) to improve the fortunes of leading businesses has been a huge catalyst for the stock market over the last few years. IDC anticipates spending on AI, including infrastructure and business services, to reach $632 billion by 2028.

The bursting AI bubble and market wide correction has already triggered ARM's deep selloff and much more compelling entry points. The same has been observed in its cheaper valuations and double digits upside potential over the next few years, thanks to its high growth/ profitable growth cadence. Combined with its robust multi-year RPOs, expanding hyperscalers partnerships, and growing demand for custom silicon, we believe that ARM's investment thesis is a lot more interesting here.

NEW YORK--(BUSINESS WIRE)---- $ARM #Currency--Precidian adds to its ADRhedged ETF lineup with four new currency-hedged strategies targeting semiconductor names and Toyota Motors.

Shares of semiconductor and technology names were mostly bouncing back today, with chip leaders Micron Technology (MU 7.33%), Lam Research (LRCX 4.35%), and Arm Holdings (ARM 1.26%) rallying 7.6%, 3.7%, and 3.6%, respectively as of 12:10 p.m. ET.

Companies that own more than $100 million in publicly traded stock must disclose that information in Form 13F. Those reports must be filed no later than 45 days after the end of each quarter, and they can provide clues as to how large institutions are navigating the stock market.

Advanced Micro Devices' (AMD -4.99%) stock surged 3,240% over the past 10 years. The underdog chipmaker once struggled against Intel and Nvidia, respectively, in the x86 CPU and discrete GPU markets, but it turned around its business under Lisa Su, who took the helm as its CEO in 2014.

The semiconductor sector is a great market for investors thanks to its strong growth opportunities. Computer chips are increasingly in demand in a wide range of industries, such as robotics, automotive, and artificial intelligence.