Arm Holdings plc - American Depositary Shares (NQ:ARM)

NVIDIA's new AI safety platform could boost demand for inference infrastructure, with analyst Luke Lango pointing to Marvell, Arm Holdings and Lumentum as key beneficiaries.

Topics Energy

NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit ↗

Today 11:30 EDT

This Rare-Earth Stock Trading Under $40 Could Be the Reshoring Trade's Best-Kept Secret ↗

Topics Artificial Intelligence Bonds

Today 7:05 EDT

This rare-earth investment is like a diamond in the rough.

Arm's licensing model commands a steep valuation premium, while Marvell is growing faster but depends heavily on a small group of large customers.

Topics ETFs Government

Nvidia Writes a Record $150 Billion Check While Meta Rattles Enterprise Software ↗

Today 4:23 EDT

Via Chartmill

Arm vs. Marvell Technology: Which AI Chip Stock Is a Better Buy in 2026? ↗

September 28, 2026

The Bond Market Is Repeating a Pattern Last Observed Ahead of the Great Recession. Here's What History Says Comes Next. ↗

Topics Artificial Intelligence Intellectual Property

September 28, 2026

Longer-term bond yields are at some of the highest levels seen since right before the Great Recession in 2007.

What Happened? A number of stocks fell in the morning session after OpenAI paused training of its frontier artificial intelligence models following a securit...

Topics Bonds Economy

Skyworks Solutions and Himax Stocks Trade Down, What You Need To Know

September 28, 2026

Via StockStory

Topics Artificial Intelligence Economy Supply Chain

AMD, Intel, Western Digital, Vishay Intertechnology, and Penguin Solutions Stocks Trade Down, What You Need To Know

September 28, 2026

What Happened? A number of stocks fell in the morning session after OpenAI paused training of its frontier artificial intelligence models following a securit...

Via StockStory

Topics Artificial Intelligence Economy Supply Chain

Cue Biopharma’s CUE-221 Hits Phase II Goals, Shows Durable CSU Response ↗

September 28, 2026

Cue Biopharma (NASDAQ:CUE) reported positive top-line results from a Phase II trial of CUE-221 in patients with moderate-to-severe chronic spontaneous urticaria, or CSU, whose disease was inadequately...

Nvidia Is Weighing a $10 Billion Stake in Anthropic's IPO. It Would Be Buying Its Own Demand. ↗

September 26, 2026

The chipmaker already pledged up to $10 billion to the Claude maker last year. What would a second check buy?

AMD looks like a great buy, while ARM Holdings' stock has gotten ahead of itself.

Topics Artificial Intelligence Initial Public Offering

1 Agentic AI Chip Stock to Buy and 1 to Sell ↗

September 26, 2026

Shopify is delivering growth and profitability simultaneously. MercadoLibre is trading profit for market share across Latin America.

Topics Artificial Intelligence

MercadoLibre vs. Shopify: Which Stock Is a Better Buy in 2026? ↗

September 26, 2026

A weekly roundup of MarketBeat analysis on volatile markets, oil, bond rates, AI stocks, dividend picks, and earnings outlooks, covering companies from NVIDIA to Tesla and Qualcomm.

MarketBeat Week in Review – 09/21 - 09/25 ↗

September 26, 2026

ARM vs. Intel: What Revenue Growth Trends Reveal About These Artificial Intelligence Companies ↗

Topics Artificial Intelligence Bonds Economy

September 25, 2026

Intel's revenue base towers over ARM's, yet ARM has nearly doubled its quarterly haul over two years while Intel's remained relatively flat.

It's too good a value to pass up on right now.

Topics Artificial Intelligence

The "Magnificent Seven" Stocks: Here's the 1 I'm Buying Hand Over Fist Right Now ↗

September 25, 2026

Social Security's Biggest Announcement of the Year Is Less Than 1 Month Away. Here's What to Expect ↗

Topics Artificial Intelligence

September 25, 2026

Some big changes to the program may be in store.

If you've been scrolling through career forums or asking working professionals about flexible postgraduate options, chances are the Amity online MBA progra

Topics Economy Retirement

Is the Amity Online MBA Program Worth It in 2026? ↗

September 25, 2026

Who will win in the latest AI power struggle?

Topics Artificial Intelligence

Amazon Blocks Meta's Muse. It Could Be a Gift for Walmart and Shopify ↗

September 24, 2026

ACADIA Pharmaceuticals (NASDAQ:ACAD) reported top-line results from the phase II portion of its RADIANT clinical program evaluating remlifanserin for hallucinations and delusions associated with...

Topics Artificial Intelligence

ACADIA Advances 60 mg Remlifanserin After Near-Miss in Alzheimer’s Psychosis Trial ↗

September 24, 2026

Finding a better way to manage unwanted hair can make your beauty routine easier. Shaving may need to be done often, while waxing requires regular appointm

How to Choose the Right Laser Hair Removal Option for Your Needs ↗

September 24, 2026

Yes, absolutely. Preventing a moving platform, elevator, lift table, or hoist from over-traveling and crashing into the ceiling or roof is one of the prima

Why Warehouse Lifts Require Rigorous Limit Switch Maintenance ↗

September 24, 2026

Meta Platforms (NASDAQ:META) used its Connect event to outline an expanded artificial intelligence strategy centered on Muse, a personal agent the company said is designed to help users complete tasks,...

Meta Platforms Unveils Muse AI Agent, Expands Smart Glasses and VR Push ↗

September 23, 2026

Arm vs. Taiwan Semiconductor Manufacturing: Which Chip Stock Is a Better Buy in 2026? ↗

Topics Artificial Intelligence

September 23, 2026

Arm's royalty model compounds reliably across billions of devices. TSMC's factories build the chips that power every major AI system in the world. Both are essential, but only one is truly...

Where you place a Dexcom G7 sensor can make a difference in comfort, sensor adhesion, and performance. If you are using the G7 for the first time, it is no

Topics Artificial Intelligence Intellectual Property

Dexcom G7 Placement for Adults: Best Placement Areas Explained ↗

September 23, 2026

Nasdaq Is Betting on Tokenized Stocks. Here's Why It Just Bought a $100 Million Stake in Kraken's Parent. ↗

September 23, 2026

The two companies will combine to complete and deploy a tokenized stock trading platform.

Arm Holdings shares jumped 17% on reports of a Meta custom-chip partnership and a $2 billion AI processor target, though elevated valuation multiples and foundry supply constraints temper near-term...

Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure ↗

September 22, 2026

The Pentagon expanded General Motors' contract to build lightweight troop carriers.

Topics Artificial Intelligence

GM Wins $700 Million Pentagon Contract; Shares Gain ↗

September 22, 2026

Via Investor's Business Daily

Meta's Muse Sends the Nasdaq to a Record and Rekindles the AI Trade ↗

September 22, 2026

Via Chartmill

Topics Artificial Intelligence

Meta Stock Is Still Too Cheap ↗

September 22, 2026

Wall Street is finally recognizing the potential of Muse.

Meta's Muse could usher in a wave of agentic AI-driven growth for chipmakers.

Topics Artificial Intelligence

Why Intel, Arm, and Other AI Chip Stocks Soared Today ↗

September 21, 2026