Seeking Alpha

Arm Holdings: Long-Term Winner, Short-Term Consolidation Likely

Arm Holdings is rated Hold with a $150 price target, implying 12% upside and market-like returns amid premium valuation. ARM trades at a 76x forward P/E, a 3.2x premium to peers, justifying caution ...
Forbes

The $140 Billion Mirage: ARM Stock Is Poster Child Of AI Hype

For ARM to justify a 200x earnings multiple, investors are effectively pricing in a full-blown Perfection Scenario - a future where everything goes right, at maximum intensity, for the next five years ...
CNBC

Arm custom chips get a boost with Nvidia partnership

Arm on Monday said that central processing units based on its technology will be able to integrate with AI chips using Nvidia's NVLink Fusion technology. The move will make it easier for customers of ...
The Verge

Valve thinks Arm has ‘potential’ for SteamOS handhelds, laptops, and more

The Steam Frame won’t be Valve’s only target for Steam on Arm. The Steam Frame won’t be Valve’s only target for Steam on Arm. is a senior editor and founding member of The Verge who covers gadgets, ...
PC Gamer

Valve is all over Arm: SteamOS launching for Arm alongside the Steam Frame, new FEX translation layer for x86 and Arm, and Arm games are coming to Steam

With the launch of the Steam Frame, Valve's new VR headset, SteamOS will be made available for Arm-based systems. This is required to support the new headset, which is using a Snapdragon processor to ...
PCGamesN

New AMD Arm CPUs are coming, and with Steam Deck-type socket, according to leak

Apparently not content with the huge strides it's made in the standard gaming CPU market, AMD is reportedly already shipping test kit for a new lineup of Arm CPUs with integrated GPUs. Tying in with ...
Engadget

Arm loses licensing dispute with Qualcomm

Qualcomm has announced that a US District Court granted it "complete victory" in the lawsuit brought by Arm back in 2022. The court dismissed the remaining claim in Arm's lawsuit, and it also upheld ...
Seeking Alpha

Arm Holdings: Fantastic Growth, But Too Pricey To Chase

Arm Holdings plc is a high-quality semiconductor company with strong AI-driven demand and exceptional profitability, but trades at a significant valuation premium. ARM reported double-digit revenue ...
The Motley Fool

Why Arm Holdings Stock Was Sliding Today

Arm has historically been a close partner of Nvidia. Nvidia is now teaming with Arm rival Intel. Arm is moving into chip design, competing directly with Nvidia for the first time. The Nvidia-Intel ...
CNET

The Top Android Phones of 2026 Could Get Better AI With Arm's New CPUs

The next generation of Arm's CPUs, used in phones from Samsung and others, feature higher AI performance than last year's. David Lumb is a senior reporter covering mobile and gaming spaces. Over the ...
Android Authority

Arm's new C1 and G1 cores bet big on mobile's hottest trends in AI and ray tracing

Arm has just unveiled its next-gen processor technologies for upcoming smartphones, which could potentially land in consumer hands as soon as the end of the year. As usual, we have new CPU and GPU ...