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On Thu, 23 Jan, 12:02 AM UTC
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Why Arm Holdings Stock Soared Higher This Week | The Motley Fool
Shares of Arm Holdings (ARM -2.43%) were trading higher this week. The company's stock gained 8.9% as of market close but was up as much as 13% earlier in the week. The leg up comes as the S&P 500 and Nasdaq 100 were up 1.7% and 1.6%, respectively. President Trump's new AI infrastructure initiative, Project Stargate, helped boost AI stocks across the board, but Arm's relationship with Oracle could mean it benefits more than most. Oracle CEO Larry Ellison, along with several other key players in artificial intelligence (AI), was with President Trump as he announced Project Stargate, an initiative that will bring $500 billion in private investment into the AI industry. President Trump hopes to accelerate the building of AI-related infrastructure. This was good news for Arm. Apart from the general boost most AI stocks received, investors were especially keen on Arm given its close relationship with Oracle and by proxy, the White House. Arm's CEO appeared on CNBC soon after the project's announcement discussing how his company would benefit. This comes just after it was revealed the company is planning on significantly upping the fees it charges clients to license its critical technology, hopefully leading to a boost in its bottom line. Beyond this, however, Arm is looking into making its own AI chips in-house, a potentially highly lucrative operation and one that it currently does not do. News of this was received positively, sending the company's stock higher.
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Why Arm Holdings Stock Was Climbing Today | The Motley Fool
Shares of Arm Holdings (ARM 3.98%) were gaining on a broader surge in the market and on artificial intelligence (AI)-specific news. First, stocks jumped in Trump's first full day in office, as he avoided enacting tariffs, which is favorable for global trade and economic growth, as most investors see it. Second, Trump is announcing a new AI infrastructure investment that looks set to benefit Arm. As a result, Arm stock finished the day up 4%, jumping in afternoon trading as news broke about Trump's AI plans. President Trump has brought OpenAI CEO Sam Altman, Oracle founder Larry Ellison, and Softbank CEO Masayoshi Son to the White House to announce a private-sector AI infrastructure investment of up to $500 billion in a data center project known as Stargate. The news benefits Arm in two primary ways. First, the company's energy-efficient chip designs give it an advantage in the data center, where conserving power is a key priority. Second, Masa Son's Softbank is the majority shareholder in Arm, and his position in Stargate should also benefit Arm. His proximity to Trump could help tailor federal policy to benefit the chip stock best known for its CPU architecture as well. Arm stock is expensive, but the company has a clear competitive advantage in its industry. Its power-efficient chips have 99% market share in the smartphone market, and it's gaining share in the data center segment for similar reasons. While investors should be mindful of the valuation, as it trades at a price-to-sales ratio of 45, Arm looks well positioned for future growth. It's a good candidate to buy on future pullbacks.
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Why Arm Holdings Stock Was Pulling Back Today | The Motley Fool
One day after Arm Holdings (ARM -8.35%) soared on news of the Stargate artificial intelligence (AI) project, shares of the chip design company known for its energy-efficient CPU architecture were pulling back. The main reason seemed to be that a closely followed semiconductor newsletter cast doubt on Arm's role in the Stargate project. Additionally, investors were disappointed with earnings results from memory chipmaker SK Hynix, which sent chip stocks down more broadly. As of 11:49 a.m. ET, Arm was down 7.7%. Arm stock jumped yesterday on the news about Stargate, a new AI infrastructure project targeting $100 billion to $500 billion in investment, as Softbank CEO Masayoshi Son was one of the three tech chiefs at the announcement, and Softbank, which owns about 90% of Arm, is in charge of financing the project. Additionally, a post from OpenAI announcing the project said that Arm was one of five "key initial technology partners," which could bring a windfall to the chip stock. However, today, the stock was pulling back as investors debated whether the project could be fully funded and its meaning for Arm. The newsletter Semianalysis also argued that Arm's mention in the press release was mostly window dressing for Softbank's benefit, as Arm's role is limited to its Grace CPU integration as part of Nvidia's components. Investors also seem to believe that Softbank will have to sell some of its stake in Arm in order to fund Stargate, which could pressure the stock lower. Yesterday's 16% gain for Arm was likely exaggerated, as there's still a lot of uncertainty around the Stargate project, and reaching $100 billion-$500 billion in capital expenditures will be challenging. Even if Arm's role is limited to part of the Nvidia stack, that could still be significant for such a large project. At this point, the stock is expensive enough that further gains should have a clear impact on the bottom line. We'll learn more about Stargate and get an update on the business when Arm reports fiscal third-quarter earnings on Feb. 5. Revenue is expected to increase 15% to $947.2 million, and analysts see adjusted earnings per share up from $0.29 to $0.34.
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Why Arm Holdings Stock Is Skyrocketing Today | The Motley Fool
Arm is benefiting from the recent announcement of a new artificial intelligence (AI) investment initiative from the Trump administration as well as a rollback of AI regulations. President Trump announced a new project -- dubbed Project Stargate -- that will bring billions of dollars in private investment to the AI industry. Arm will be a direct recipient of Project Stargate and will also benefit downstream from its partner, Oracle, one of the key players in the deal. Project Stargate will, in part, help fund the building of Oracle AI data centers -- good news for Arm, whose technology is featured heavily in the servers that fill these data centers. Investors were further convinced by an interview on CNBC in which Arm's CEO discussed the financial details of Arm's part in Project Stargate as well as his company's continued relationship with SoftBank, the central financier of Project Stargate. Trump signed an executive order reversing a slew of executive orders of the Biden era, calling them "harmful." Among these were certain regulations aimed at keeping AI safe, including the requirement that companies in the space report developments to federal regulators. Trump's new order does away with these requirements, and boosted AI stocks across the board.
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Arm Holdings stock surges following CEO comments on Stargate By Investing.com
Investing.com -- Shares of Arm Holdings (NASDAQ:ARM) soared 14% today after CEO Rene Haas remarked on CNBC about its role in the massive AI 'Stargate' projects announced by President Trump and SoftBank (TYO:9984)'s commitment to its stake in the company. During the interview, Haas discussed the ongoing process of finalizing the financial details of Stargate, which is yet to be clarified. He also highlighted that SoftBank's CEO, Masayoshi Son, remains enthusiastic about SoftBank's investment in Arm Holdings. This vote of confidence from SoftBank seems to have resonated positively with investors, leading to the significant uptick in Arm Holdings' stock. The company's leadership has been actively working on its financial plans, with Haas's comments suggesting that more information will be forthcoming. The details of the Stargate project are particularly anticipated by the market, as they could have substantial implications for the company's future revenue streams and strategic direction. Today's surge in stock price reflects investor optimism surrounding the company's potential and the strong backing from SoftBank, which continues to be a key investor and a leader of the Stargate project along with OpenAI and Oracle (NYSE:ORCL). The broader market will be awaiting more detailed disclosures from Arm Holdings on their strategic and financial plans, which will provide a clearer picture of the company's trajectory and its impact on shareholder value.
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Watch These Arm Price Levels as Stock Pops on Stargate AI Project Involvement
Investors should watch key overhead areas on Arm's chart around $187 and $245, while also monitoring a major support level near $150. Arm Holdings (ARM) shares will likely remain on investors' radar screens after surging 16% Wednesday following news that the chip design company will be a technology partner in the $500 billion artificial intelligence (AI) Infrastructure project announced this week by the Trump administration. Investors see the Stargate project as a significant win for Arm, which is majority-owned by Japan's SoftBank (SFTBY) and a partner with enterprise software giant Oracle (ORCL), two of the companies leading the project along with ChatGPT maker OpenAI. Arm shares have gained 46% since the start of the year and more than doubled over the past 12 months, boosted by increasing royalties it generates from chip designs amid booming demand for the computing needed to power AI infrastructure and applications. The stock closed at just below $180 on Wednesday, its highest level since July. Below, we break down the technicals on Arm's chart and identify key price levels to watch out for. Arm shares broke out from a six-month symmetrical triangle on Tuesday, with gains accelerating today, potentially paving the way for further upside. Importantly, Wednesday's pop was backed by the highest volume since the stock's early-August sell-off, indicating institutional investors participated in the move higher. While the relative strength index (RSI) confirms bullish price momentum with a reading above the 70 threshold, the indicator also flags overbought conditions that could lead to short-term price fluctuations. Let's identify key overhead areas on Arm's chart to watch and also point out a major support level that could come into focus during declines. The first important overhead level to watch sits around $187. This area, just 4% above Wednesday's closing price, will likely gain significant attention near the stock's prominent July peak and record high. If the stock moves into price discovery, investors can project an upside target using the measured move technique, also known by chart watchers as the measuring principle. When applying the analysis to Arm's chart, we calculate the distance between the symmetrical triangle's two trendlines near the start of the pattern and add that amount to this week's breakout point. For instance, we add $95 to $150, which forecasts a target of $245, a region where investors may decide to lock in profits. Finally, during pullbacks in the stock, investors should keep a close eye on the $150 level. Investors may look for retracement entries in this location near the initial breakout area, which may flip from a place of prior resistance into future support. The comments, opinions, and analyses expressed on Investopedia are for informational purposes only. Read our warranty and liability disclaimer for more info.
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Arm Holdings experiences significant stock gains following the announcement of Project Stargate, a major AI infrastructure initiative, and its potential role in the project. The company's close ties with Oracle and SoftBank contribute to investor optimism.
President Trump has unveiled a groundbreaking AI infrastructure initiative called Project Stargate, aimed at injecting up to $500 billion in private investment into the AI industry. The announcement, made in the presence of key tech leaders including Oracle CEO Larry Ellison and SoftBank CEO Masayoshi Son, has sent ripples through the tech sector, particularly benefiting Arm Holdings 1.
Following the Stargate announcement, Arm Holdings' stock experienced significant gains, rising as much as 13% at one point. The company's close relationship with Oracle and, by extension, the White House, has made it a focal point for investors 1. Arm's CEO, Rene Haas, appeared on CNBC to discuss the potential benefits for the company, further fueling investor enthusiasm 5.
Arm's energy-efficient chip designs give it a competitive edge in data centers, where power conservation is crucial. With a 99% market share in the smartphone sector and growing presence in data centers, Arm is well-positioned to capitalize on the Stargate project 2.
SoftBank, which owns about 90% of Arm, is set to play a significant role in financing Project Stargate. This connection has bolstered investor confidence in Arm's future prospects. However, some analysts speculate that SoftBank might need to sell part of its stake in Arm to fund the project, potentially affecting stock prices 3.
Alongside Project Stargate, President Trump signed an executive order rolling back several AI regulations implemented during the Biden era. This deregulation has contributed to a broader surge in AI stocks 4.
While Arm's stock has seen significant gains, some experts urge caution. The semiconductor newsletter Semianalysis has questioned the extent of Arm's role in Stargate, suggesting it might be limited to Grace CPU integration in Nvidia's components 3.
As the market awaits more details on Project Stargate and Arm's specific involvement, the company's upcoming fiscal third-quarter earnings report on February 5th is highly anticipated. Analysts expect revenue to increase by 15% to $947.2 million, with adjusted earnings per share projected to rise from $0.29 to $0.34 3.
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Arm Holdings' stock price soared following positive analyst reports and growing enthusiasm for the company's AI potential. The semiconductor designer's shares jumped by over 10% as investors reacted to bullish forecasts and the company's strategic position in the AI market.
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Arm Holdings reports record Q3 revenue driven by AI adoption and v9 technology, but faces valuation scrutiny as stock slips despite beating expectations.
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Morgan Stanley analysts have named ARM Holdings as their new top pick, citing the company's potential in the growing AI market. The move has sparked investor interest and led to a significant rise in ARM's stock price.
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Arm Holdings' stock surges as analysts highlight the company's potential in the emerging Edge AI market. Morgan Stanley identifies Arm as a key player in this overlooked AI opportunity.
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Arm Holdings reports strong Q1 revenue, beating Wall Street forecasts. However, the company's stock price drops significantly due to concerns about future growth and market expectations.
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