모델은 2028년까지 GPU당 CPU가 약 두 배로 늘어 ARM CPU 설계 수요를 높일 것으로 봤다
첫날 -8.7% · 현재까지 +3.1%
이전 이벤트 14건›
M&A·자금조달호재
ARM CFO, 주식 매도… AI 수요 모멘텀에 주가 4% 상승영어 원문
메타의 뮤즈 AI 출시 모멘텀 지속, 주가 4% 상승
첫날 -7.9% · 5일 후 -4.6%
›전개 과정 2회
2026-09-24Insider selling often seen as bearish, though amount is relatively small
2026-09-25 메타의 뮤즈 AI 출시 모멘텀 지속, 주가 4% 상승
기타
ARM Shares Rise 4% to $275.61 on Volume of 6.87M영어 원문
Media highlight ARM's licensing model in AI chip race and robotics demand spillover
첫날 +17.2% · 5일 후 -12.3%
M&A·자금조달
SoftBank raises margin loan on ARM shares to $25B, leveraging AI bet영어 원문
Major shareholder significantly increases financing, showing confidence in ARM's AI prospects but also adding potential leverage risk.
첫날 +4.0% · 5일 후 +12.6%
기업호재
ARM partners with Samsung on 2nm AI accelerator project영어 원문
New deal expands ARM's AI silicon footprint, yet not the data center core
첫날 +3.7% · 5일 후 -7.5%
기업악재
CFO Sells $2.65M in Shares, ARM Stock Falls 3-5%영어 원문
Sale under pre-planned 10b5-1 plan, yet market reacted negatively
첫날 +0.0% · 5일 후 +8.2%
›전개 과정 2회
2026-09-02CFO Jason Child sold 10,400 shares under pre-planned Rule 10b5-1 plan
2026-09-02Sale under pre-planned 10b5-1 plan, yet market reacted negatively
제품호재
AMD x86 share tops 30% first time; ARM at 15.3% and rising영어 원문
AMD and ARM keep taking share from Intel in PC CPUs, signaling ARM's steady ecosystem gains
첫날 +1.2% · 5일 후 -2.8%
애널리스트호재
BofA lifts server CPU TAM to $210B+, ARM a key beneficiary영어 원문
BofA sees AI agents driving 6x server CPU TAM growth by CY30; ARM's IP licensing position stands to gain
첫날 +0.3% · 5일 후 -12.9%
실적호재
Arm Reports Record Q1, Revenue and EPS Beat Estimates영어 원문
Google's Q2 portfolio update shows ARM at ~14% weight, a new institutional allocation post-earnings
첫날 +7.4% · 5일 후 +18.7%
›전개 과정 5회
2026-07-30Revenue $1.29B up 22% YoY, EPS $0.45, both beat estimates, driven by AI demand
2026-07-31Multiple sources confirm beat on AI CPU and data center growth
2026-07-31Beat-driven rally, but Rosenblatt cuts PT to $250 on lower GM/expenses
2026-08-06Post-earnings ARM volatility, analysts eye valuation & AI narrative
2026-08-07Google's Q2 portfolio update shows ARM at ~14% weight, a new institutional allocation post-earnings
실적호재
Arm Guides Q2 Above Estimates, Revenue and EPS Beat영어 원문
Raised guidance confirmed, but soft handset royalties weigh on shares
첫날 +7.4% · 5일 후 +18.7%
›전개 과정 2회
2026-07-30Q2 revenue guidance $1.38B, EPS $0.47, both above consensus, strong AI chip demand
2026-07-30Raised guidance confirmed, but soft handset royalties weigh on shares
실적
실적 발표
첫날 -8.1% · 5일 후 +22.1%
실적
ARM Reports Earnings Next Week, AI Infrastructure in Focus영어 원문
Multiple sources report ARM down 9% in a day, drawdown over 40% from highs, sentiment fragile ahead of earnings
첫날 +2.4% · 5일 후 -10.2%
›전개 과정 5회
2026-07-25Multiple independent sources confirm ARM's earnings next week, with focus on AI chip demand.
2026-07-26Multiple independent sources confirm ARM's earnings release during the week of July 29
2026-07-27Multiple independent X accounts flag ARM's Wednesday earnings amid the heaviest reporting week, citing macro and geopolitical risks for volatility.
2026-07-27Stock down 28% in month before earnings; media and traders flag premium valuation and AI capex update window
2026-07-29Multiple sources report ARM down 9% in a day, drawdown over 40% from highs, sentiment fragile ahead of earnings
기업호재
Meta partners with Arm, Qualcomm, MediaTek, Broadcom on ASIC projects영어 원문
Jefferies maintains Buy, raises PT to $320 from $290, citing AI workloads and new customer orders
첫날 -7.5% · 5일 후 -9.8%
›전개 과정 5회
2026-07-13DigiTimes reports Meta's chip push involves Arm CPU project and multiple ASIC partners
2026-07-14KeyBanc raises Arm PT to $430 from $300, maintains Overweight after Asia supply chain checks
2026-07-16Chip stocks fell 6-15% across board; Arm -6%, analyst downgraded to Hold, near-term pressure
2026-07-17CEO Rene Haas cites capacity, not demand, as key AI bottleneck, adding context to supply tightness
2026-07-20Jefferies maintains Buy, raises PT to $320 from $290, citing AI workloads and new customer orders
애널리스트
HSBC: 투자의견 하향 → Hold
첫날 -6.0% · 5일 후 +3.0%
애널리스트
New Street Research: 투자의견 하향 → Neutral
첫날 +4.9% · 5일 후 -23.9%
관련 소식 · 이 종목은 주체가 아님
관련시장
AMD, 1조 달러 회복, 주가 $623.77로 마감
새로운 X 게시와 최근 보도로 AI 칩 순환매가 주목받는 가운데, AMD, NVDA 및 동종 업체들이 관심을 끌고 있다
첫날 -0.2% · 5일 후 -12.9%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
아직 댓글이 없어요.
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
16건
기업호재
ARM, 칩 매도세 진정되며 5% 반등해 $298 기록
칩 종목, 매도세에서 회복… ARM이 상승 주도, 지지선 주목
첫날 +3.6% · 현재까지 -0.5%
애널리스트호재
J.P. 모건 모델, CPU-GPU 비율 두 배 전망…ARM에 강세
모델은 2028년까지 GPU당 CPU가 약 두 배로 늘어 ARM CPU 설계 수요를 높일 것으로 봤다
첫날 -8.7% · 현재까지 +3.1%
M&A·자금조달호재
ARM CFO, 주식 매도… AI 수요 모멘텀에 주가 4% 상승영어 원문
메타의 뮤즈 AI 출시 모멘텀 지속, 주가 4% 상승
첫날 -7.9% · 5일 후 -4.6%
›전개 과정 2회
2026-09-24Insider selling often seen as bearish, though amount is relatively small
2026-09-25 메타의 뮤즈 AI 출시 모멘텀 지속, 주가 4% 상승
기타
ARM Shares Rise 4% to $275.61 on Volume of 6.87M영어 원문
Media highlight ARM's licensing model in AI chip race and robotics demand spillover
첫날 +17.2% · 5일 후 -12.3%
M&A·자금조달
SoftBank raises margin loan on ARM shares to $25B, leveraging AI bet영어 원문
Major shareholder significantly increases financing, showing confidence in ARM's AI prospects but also adding potential leverage risk.
첫날 +4.0% · 5일 후 +12.6%
이전 이벤트 11건›
기업호재
ARM partners with Samsung on 2nm AI accelerator project영어 원문
New deal expands ARM's AI silicon footprint, yet not the data center core
첫날 +3.7% · 5일 후 -7.5%
기업악재
CFO Sells $2.65M in Shares, ARM Stock Falls 3-5%영어 원문
Sale under pre-planned 10b5-1 plan, yet market reacted negatively
첫날 +0.0% · 5일 후 +8.2%
›전개 과정 2회
2026-09-02CFO Jason Child sold 10,400 shares under pre-planned Rule 10b5-1 plan
2026-09-02Sale under pre-planned 10b5-1 plan, yet market reacted negatively
제품호재
AMD x86 share tops 30% first time; ARM at 15.3% and rising영어 원문
AMD and ARM keep taking share from Intel in PC CPUs, signaling ARM's steady ecosystem gains
첫날 +1.2% · 5일 후 -2.8%
애널리스트호재
BofA lifts server CPU TAM to $210B+, ARM a key beneficiary영어 원문
BofA sees AI agents driving 6x server CPU TAM growth by CY30; ARM's IP licensing position stands to gain
첫날 +0.3% · 5일 후 -12.9%
실적호재
Arm Reports Record Q1, Revenue and EPS Beat Estimates영어 원문
Google's Q2 portfolio update shows ARM at ~14% weight, a new institutional allocation post-earnings
첫날 +7.4% · 5일 후 +18.7%
›전개 과정 5회
2026-07-30Revenue $1.29B up 22% YoY, EPS $0.45, both beat estimates, driven by AI demand
2026-07-31Multiple sources confirm beat on AI CPU and data center growth
2026-07-31Beat-driven rally, but Rosenblatt cuts PT to $250 on lower GM/expenses
2026-08-06Post-earnings ARM volatility, analysts eye valuation & AI narrative
2026-08-07Google's Q2 portfolio update shows ARM at ~14% weight, a new institutional allocation post-earnings
실적호재
Arm Guides Q2 Above Estimates, Revenue and EPS Beat영어 원문
Raised guidance confirmed, but soft handset royalties weigh on shares
첫날 +7.4% · 5일 후 +18.7%
›전개 과정 2회
2026-07-30Q2 revenue guidance $1.38B, EPS $0.47, both above consensus, strong AI chip demand
2026-07-30Raised guidance confirmed, but soft handset royalties weigh on shares
실적
실적 발표
첫날 -8.1% · 5일 후 +22.1%
실적
ARM Reports Earnings Next Week, AI Infrastructure in Focus영어 원문
Multiple sources report ARM down 9% in a day, drawdown over 40% from highs, sentiment fragile ahead of earnings
첫날 +2.4% · 5일 후 -10.2%
›전개 과정 5회
2026-07-25Multiple independent sources confirm ARM's earnings next week, with focus on AI chip demand.
2026-07-26Multiple independent sources confirm ARM's earnings release during the week of July 29
2026-07-27Multiple independent X accounts flag ARM's Wednesday earnings amid the heaviest reporting week, citing macro and geopolitical risks for volatility.
2026-07-27Stock down 28% in month before earnings; media and traders flag premium valuation and AI capex update window
2026-07-29Multiple sources report ARM down 9% in a day, drawdown over 40% from highs, sentiment fragile ahead of earnings
기업호재
Meta partners with Arm, Qualcomm, MediaTek, Broadcom on ASIC projects영어 원문
Jefferies maintains Buy, raises PT to $320 from $290, citing AI workloads and new customer orders
첫날 -7.5% · 5일 후 -9.8%
›전개 과정 5회
2026-07-13DigiTimes reports Meta's chip push involves Arm CPU project and multiple ASIC partners
2026-07-14KeyBanc raises Arm PT to $430 from $300, maintains Overweight after Asia supply chain checks
2026-07-16Chip stocks fell 6-15% across board; Arm -6%, analyst downgraded to Hold, near-term pressure
2026-07-17CEO Rene Haas cites capacity, not demand, as key AI bottleneck, adding context to supply tightness
2026-07-20Jefferies maintains Buy, raises PT to $320 from $290, citing AI workloads and new customer orders
애널리스트
HSBC: 투자의견 하향 → Hold
첫날 -6.0% · 5일 후 +3.0%
애널리스트
New Street Research: 투자의견 하향 → Neutral
첫날 +4.9% · 5일 후 -23.9%
관련 소식 · 이 종목은 주체가 아님
관련시장
AMD, 1조 달러 회복, 주가 $623.77로 마감
새로운 X 게시와 최근 보도로 AI 칩 순환매가 주목받는 가운데, AMD, NVDA 및 동종 업체들이 관심을 끌고 있다
