Arm

ARM

Market cap $135B

Arm Holdings' self-reinforcing ecosystem dominates mobile CPUs, embedding its IP in nearly every smartphone and challenging rivals like NVIDIA.

Tesla's Cybercab vehicle program manager has left the company.

Arm Holdings PLC (NASDAQ:ARM) stock is up 2.8% to trade at $131.72 today.

AppLovin's AI-driven ad engine fuels 66% Q4 revenue growth and 82% EBITDA jump, outpacing Arm Holdings on earnings outlook and valuation appeal.

Amazon is seeing explosive demand for its Arm-based Graviton chips. Arm said its data center royalty revenue doubled over the past year.

E-commerce platform provider Shopify is doing just fine, even if its stock isn't. Credit card company American Express' typical customer doesn't appear to be feeling the same economic constraint.

Inference will take over for training as the primary AI compute moving forward. Broadcom has struck gold with its custom ASICs for AI hyperscalers.

Laptops with Arm-based Nvidia chips are expected to enter the market in the second half of the year. Bank of America raised its price target on the stock.

Both Navitas and Arm are chip stocks that have pivoted to AI. Navitas is undergoing a Navitas 2.0 transformation to make chips for larger power markets, like data centers.

Nvidia ( NASDAQ:NVDA | NVDA Price Prediction) has quietly exited its stake in ARM Holdings ( NASDAQ:ARM ).