Arm

ARM

Market cap $110B

Arm Holdings CEO Rene Haas discusses AgiBot's humanoid robot and how AI enhances its capabilities on ‘The Claman Countdown.'

Chip technology company Arm Holdings has reorganized the company and formed a Physical AI unit to expand its presence in the robotics market, company executives told Reuters at CES.

Arm received a rather harsh "Sell" rating from a Wall Street analyst. Arm's largest shareholder also took out a multi-billion margin loan against its stake.

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) will report financial results for the third quarter of fiscal year 2026 on Wednesday, Feb. 4, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 Greenwich Mean Time) to review its financial results and business outlook. The live audio webcast will be available at: https://edge.media-server.com/mmc/p/o443v7p2 and a replay of the conference call ca.

ARM shares slide 20% in a year despite a 38% industry gain, raising questions about valuation, AI strategy and whether the pullback is risk or opportunity.

Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but there are increasingly undesirable developments to be found.

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Palantir appears to be the better AI buy, as revenues jump, margins hit records and enterprise AI adoption accelerates, highlighting stronger momentum.

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ARM shares are down 13% in a year, but strong network effects and solid growth outlook clash with a still-stretched valuation.