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ARM's lofty 85X forward P/E and modest chip royalties raise questions about sustainability amid AI-driven investor hype.
The U.S. stock market is dominated by companies that are headquartered in the United States, but there are also a bunch of international stocks that present enticing long-term opportunities.
A handful of IPOs and blank checks priced in the short holiday week, led by two sizable issuers. Two smaller IPOs also priced this past week. One IPO is currently scheduled to list in the week ahead, although some small names may also join the calendar throughout the week.
ARM faces slowing growth in China as the country accelerates its RISC-V shift, threatening market share and future upside.
NVDA's AI dominance, strong growth and lower valuation give it an edge over ARM in the AI chip design space.
Arm Holdings' 22% stock decline, cooling China growth and soaring valuation raise fresh questions about its upside potential.
Shares of Arm Holdings (ARM 4.60%) jumped by 4.8% on Monday during a session in which the S&P 500 rose 0.9% and the Nasdaq Composite rose 1.5%.
Bank of America Securities analyst Vivek Arya on Monday recapped takeaways from a tech conference in which 27 companies attended.
CEOs are attending President Donald Trump's roundtable event touting a program that would deposit $1,000 in investment accounts for newborn Americans. The executives are expected to announce that they will collectively invest billions of dollars into the so-called Trump accounts for the children of their employees.
ARM's power-efficient chip design is becoming vital to Apple, Qualcomm, and Samsung's AI and IoT ambitions.