Prediction: Arm's 117% Rally Has Run Too Far

Few stocks have repriced as sharply as Arm in 2026. After bottoming near $105 in mid-January, shares climbed to the edge of their all-time high on a strong fiscal Q4 report and a multibillion-dollar AI data center backlog.

24/7 Wall Street • May 11, 2026

The Big 3: ARM, RMBS & SOUN

"Fibonacci Princess" Tammy Marshall of @elliotwavetrader takes us through today's top three trades. She points to moving averages in Arm Holdings (ARM) signaling bullish momentum, says Rambus (RMBS) is "strong technically and fundamentally," and likes SoundHound AI (SOUN) as it's testing its moving averages.

Bullish on Robotaxis? This Is the Stock To Buy (Hint: It's Not Tesla or Alphabet)

Robotaxis are proliferating around the country, led by Waymo. Autonomous vehicles and robots could be a multi-trillion-dollar industry.

The Motley Fool • May 9, 2026

ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?

If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily?

24/7 Wall Street • May 9, 2026

Arm Is Quietly Becoming The CPU Backbone Of AI

Chart 1: Arm AI TAM Forecast FY2026–FY2031 Server CPU TAM and Market Share Forecast According to Table 1, the AI data-center buildout is not eliminating CPUs but increasing their strategic importance.

24/7 Wall Street • May 8, 2026

Is Arm Holdings Stock a Buy After Its Record Q4 Earnings?

ARM hits strong quarterly revenues as AI cloud demand, AGI CPU traction and rising royalty growth strengthen its AI infrastructure push.

Zacks Investment Research • May 8, 2026

Arm shares slide on smartphone market weakness, AI chip supply concerns

Arm shares tumbled on Thursday after the company warned of smartphone ‌market softness and challenges in securing supply for its new artificial intelligence chip to meet growing demand.

Reuters • May 7, 2026

Arm CEO says he's confident AI data center demand is going to continue

Arm CEO Rene Haas joins CNBC's "Squawk on the Street" to discuss the demand for artificial intelligence chips.

CNBC Television • May 7, 2026

Chip Designer Arm Warns of Weakness in the Smartphone Market. Its Stock Is Sinking.

Chip designer Arm topped analysts' estimates with its latest quarterly results, but shares are tumbling after the company warned of weakness in the smartphone market.

Investopedia • May 7, 2026

Why did ARM stock wipe out its entire 13% after-hours gain overnight?

Arm Holdings (NASDAQ: ARM) delivered the kind of earnings report that sends a high-flying chip stock higher. The revenue beat estimates, profit beat estimates and demand for its new AI data-center chip looked strong.

Invezz • May 7, 2026