Arm

ARM

Market cap $181B

Arm CEO Rene Haas joins 'Mad Money' host Jim Cramer to talk partnering with Meta, how it is benefiting from AI adoption, and more.

Arm Holdings CEO Rene Haas discussed artificial intelligence technology's energy use in an interview with CNBC's Jim Cramer. He suggested that over time, a large number of multi-gigawatt data centers won't be sustainable.

Meta Platforms said it is partnering with chip tech provider Arm Holdings to power the systems that drive personalization across its apps, including Facebook and Instagram, as companies rush to upgrade the chip technology underpinning their services.

Charlie Munger had a cheat code for finding great investment ideas: "Looking at what other smart people are buying."

Nvidia (NVDA -4.84%) and Broadcom (AVGO -5.90%) are among the top-performing semiconductor stocks in the past year, as both companies benefited big time from the booming demand for their artificial intelligence (AI) chips deployed in data centers to accelerate AI workloads. Broadcom's stock price surged an impressive 91% in the past year, while Nvidia has respectable gains of 45%.

The major U.S. equities indexes dropped sharply Friday afternoon, wiping out early gains after President Trump threatened "massive" tariffs on Chinese goods in response to China's move to tighten rare earths export curbs. The Dow, S&P 500, and Nasdaq all lost over 1%.

SoftBank Group is in talks with global banks to borrow around $5 billion using shares in its chip designer Arm Holdings PLC (NASDAQ:ARM) as collateral, according to a report by Bloomberg. The loan, known as a margin loan, allows a borrower to secure cash against the value of assets such as stocks.

SoftBank Group Corp is in talks to borrow $5 billion from global banks for a margin loan secured by shares of its chip unit Arm Holdings , Bloomberg News reported on Friday.

ARM's towering valuation and rising R&D costs spark short-term caution, even as its AI and mobile chip dominance stay intact.

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) will report financial results for the second quarter of fiscal year 2026 on Wednesday, Nov. 5, 2025, 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/ujw5pboy and a replay of the conference call c.