Arm

ARM

Market cap $377B

I'll cut to the chase. Arm Holdings (NASDAQ:ARM | ARM Price Prediction) has more than doubled year-to-date, and our proprietary model now sees only a sliver of upside left in the near term.

Arm Holdings shares surged on Thursday after a series of bullish analyst calls, and continued optimism around artificial intelligence infrastructure demand pushed the semiconductor architecture company to fresh record highs. Arm stock climbed roughly 13.3% during trading to around $342, after touching an intraday all-time high of $349.42.

Both Arm Holdings plc ARM and Synopsys, Inc. SNPS are powerhouses operating within the semiconductor design playfield, benefiting from the upsurge in AI chip demand. While ARM licenses processor architectures, SNPS offers electronic design automation software and IP used to design and verify advanced chips.

Arm Holdings targets AI data centers with its new AGI CPU, betting agentic AI workloads will drive demand for Arm-based infrastructure.

The SpaceX NASDAQ: SPCX IPO is dominating headlines, but Luke Lango of InvestorPlace says investors are looking at this story through too narrow a lens. The real trade isn't just one rocket company going public, it's a decades-long convergence of four separate business ventures into one AI-driven empire, and the stocks riding that wave are already starting to move.

Retail investors talked up five hot stocks this week (May 18 to May 22) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate/geopolitical news flow.

Arm gained for the second day in response to Nvidia's CPU forecast. Nvidia expects $20 billion in revenue this year from Vera CPU, which is licensed from Arm.

Nvidia expects to earn $20 billion from its Vera CPU revenue this year. Vera architecture is licensed from Arm.

AI agents are driving demand for CPUs. Arm makes some of the most power-efficient chips on the market.

Investors are cheering Arm Holdings (ARM) on Wednesday after a senior Bernstein analyst, David Dai, issued a bullish note in favour of the British chip designer. Dai initiated coverage on Arm this morning with an “outperform” rating and an aggressive $300 price target, indicating potential upside of roughly 18% from current levels.