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$ARMArm Holdings plc American Depositary Shares · Semiconductors · $294B
$275.29
-6.5%at close · 10/08
Event thread
Key events, in time order
20 items
OtherBear
OpenAI Revenue Doubt Triggers Chip Selloff, ARM Down 6.48%
FT reports OpenAI annualized revenue far below expectations, fueling AI chip demand concerns
Company
Arm Partners with Lattice to Advance AI Data Center Infrastructure
Combining Lattice FPGAs with Arm AGI CPU platforms to enhance security and flexibility in AI data centers
D1 -6.2%
18 earlier events›
Company
Arm, Qualcomm Return to Court Over Chip Tools, Licensing, Media Leaks
Federal retrial centers on Qualcomm's claims of withheld testing tools and leaks; royalty payments for up to 5 years at stake
D1 -0.1% · since -8.8%
CompanyBull
ARM Surges Nearly 8% as Agentic AI Reprices CPU Royalties
Technology supports AI agents and security systems, driving rally
D1 -1.5% · since -8.9%
CompanyBull
ARM rebounds 5% to $298 as chip selloff unwinds
Chip stocks recover from selloff, ARM leads gains, support levels in focus
D1 +3.6% · +5d +3.0%
AnalystBull
J.P. Morgan Model Shows CPU-to-GPU Ratio Doubling, Bullish for ARM
Model sees CPUs per GPU roughly doubling by 2028, boosting demand for ARM's CPU designs
D1 -8.7% · +5d +6.9%
CapitalBull
ARM CFO Sells Shares; Stock Up 4% on AI Demand Momentum
Momentum from Meta's Muse AI launch continues, shares up 4%
D1 -7.9% · +5d -4.6%
›2 waves of this story
2026-09-24 Insider selling often seen as bearish, though amount is relatively small
2026-09-25 Momentum from Meta's Muse AI launch continues, shares up 4%
Other
ARM Shares Rise 4% to $275.61 on Volume of 6.87M
Media highlight ARM's licensing model in AI chip race and robotics demand spillover
D1 +17.2% · +5d -12.3%
Capital
SoftBank raises margin loan on ARM shares to $25B, leveraging AI bet
Major shareholder significantly increases financing, showing confidence in ARM's AI prospects but also adding potential leverage risk.
D1 +4.0% · +5d +12.6%
CompanyBull
ARM partners with Samsung on 2nm AI accelerator project
New deal expands ARM's AI silicon footprint, yet not the data center core
D1 +3.7% · +5d -7.5%
CompanyBear
CFO Sells $2.65M in Shares, ARM Stock Falls 3-5%
Sale under pre-planned 10b5-1 plan, yet market reacted negatively
D1 +0.0% · +5d +8.2%
›2 waves of this story
2026-09-02 CFO Jason Child sold 10,400 shares under pre-planned Rule 10b5-1 plan
2026-09-02 Sale under pre-planned 10b5-1 plan, yet market reacted negatively
ProductBull
AMD x86 share tops 30% first time; ARM at 15.3% and rising
AMD and ARM keep taking share from Intel in PC CPUs, signaling ARM's steady ecosystem gains
D1 +1.2% · +5d -2.8%
AnalystBull
BofA lifts server CPU TAM to $210B+, ARM a key beneficiary
BofA sees AI agents driving 6x server CPU TAM growth by CY30; ARM's IP licensing position stands to gain
D1 +0.3% · +5d -12.9%
EarningsBull
Arm Reports Record Q1, Revenue and EPS Beat Estimates
Google's Q2 portfolio update shows ARM at ~14% weight, a new institutional allocation post-earnings
D1 +7.4% · +5d +18.7%
›5 waves of this story
2026-07-30 Revenue $1.29B up 22% YoY, EPS $0.45, both beat estimates, driven by AI demand
2026-07-31 Multiple sources confirm beat on AI CPU and data center growth
2026-07-31 Beat-driven rally, but Rosenblatt cuts PT to $250 on lower GM/expenses
2026-08-06 Post-earnings ARM volatility, analysts eye valuation & AI narrative
2026-08-07 Google's Q2 portfolio update shows ARM at ~14% weight, a new institutional allocation post-earnings
EarningsBull
Arm Guides Q2 Above Estimates, Revenue and EPS Beat
Raised guidance confirmed, but soft handset royalties weigh on shares
D1 +7.4% · +5d +18.7%
›2 waves of this story
2026-07-30 Q2 revenue guidance $1.38B, EPS $0.47, both above consensus, strong AI chip demand
2026-07-30 Raised guidance confirmed, but soft handset royalties weigh on shares
Earnings
Earnings report
Arm FY27 Q1总营收达$1.29B，同比增长22%，创Q1历史新高；royalty营收$715M，同比增长22%，licensing营收$574M，同比增长23%。
D1 -8.1% · +5d +22.1%
Earnings
ARM Reports Earnings Next Week, AI Infrastructure in Focus
Multiple sources report ARM down 9% in a day, drawdown over 40% from highs, sentiment fragile ahead of earnings
D1 +2.4% · +5d -10.2%
›5 waves of this story
2026-07-25 Multiple independent sources confirm ARM's earnings next week, with focus on AI chip demand.
2026-07-26 Multiple independent sources confirm ARM's earnings release during the week of July 29
2026-07-27 Multiple independent X accounts flag ARM's Wednesday earnings amid the heaviest reporting week, citing macro and geopolitical risks for volatility.
2026-07-27 Stock down 28% in month before earnings; media and traders flag premium valuation and AI capex update window
2026-07-29 Multiple sources report ARM down 9% in a day, drawdown over 40% from highs, sentiment fragile ahead of earnings
CompanyBull
Meta partners with Arm, Qualcomm, MediaTek, Broadcom on ASIC projects
Jefferies maintains Buy, raises PT to $320 from $290, citing AI workloads and new customer orders
D1 -7.5% · +5d -9.8%
›5 waves of this story
2026-07-13 DigiTimes reports Meta's chip push involves Arm CPU project and multiple ASIC partners
2026-07-14 KeyBanc raises Arm PT to $430 from $300, maintains Overweight after Asia supply chain checks
2026-07-16 Chip stocks fell 6-15% across board; Arm -6%, analyst downgraded to Hold, near-term pressure
2026-07-17 CEO Rene Haas cites capacity, not demand, as key AI bottleneck, adding context to supply tightness
2026-07-20 Jefferies maintains Buy, raises PT to $320 from $290, citing AI workloads and new customer orders
Analyst
HSBC downgrades to Hold
D1 -6.0% · +5d +3.0%
Analyst
New Street Research downgrades to Neutral
D1 +4.9% · +5d -23.9%
Related — this ticker is not the subject
RelatedMarkets
AMD back above $1 trillion as shares close at $623.77
Fresh X chatter and recent coverage keep the AI-chip rotation in focus, with AMD, NVDA and peers drawing attention
D1 -0.2% · +5d -12.9%
①
Bull vs bear
by direction · sourced
Bull signals0
None yet
Bear signals0
None yet
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
⑩
Discussion
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
20 items
OtherBear
OpenAI Revenue Doubt Triggers Chip Selloff, ARM Down 6.48%
FT reports OpenAI annualized revenue far below expectations, fueling AI chip demand concerns
Company
Arm Partners with Lattice to Advance AI Data Center Infrastructure
Combining Lattice FPGAs with Arm AGI CPU platforms to enhance security and flexibility in AI data centers
D1 -6.2%
Company
Arm, Qualcomm Return to Court Over Chip Tools, Licensing, Media Leaks
Federal retrial centers on Qualcomm's claims of withheld testing tools and leaks; royalty payments for up to 5 years at stake
D1 -0.1% · since -8.8%
CompanyBull
ARM Surges Nearly 8% as Agentic AI Reprices CPU Royalties
Technology supports AI agents and security systems, driving rally
D1 -1.5% · since -8.9%
CompanyBull
ARM rebounds 5% to $298 as chip selloff unwinds
Chip stocks recover from selloff, ARM leads gains, support levels in focus
D1 +3.6% · +5d +3.0%
15 earlier events›
AnalystBull
J.P. Morgan Model Shows CPU-to-GPU Ratio Doubling, Bullish for ARM
Model sees CPUs per GPU roughly doubling by 2028, boosting demand for ARM's CPU designs
D1 -8.7% · +5d +6.9%
CapitalBull
ARM CFO Sells Shares; Stock Up 4% on AI Demand Momentum
Momentum from Meta's Muse AI launch continues, shares up 4%
D1 -7.9% · +5d -4.6%
›2 waves of this story
2026-09-24 Insider selling often seen as bearish, though amount is relatively small
2026-09-25 Momentum from Meta's Muse AI launch continues, shares up 4%
Other
ARM Shares Rise 4% to $275.61 on Volume of 6.87M
Media highlight ARM's licensing model in AI chip race and robotics demand spillover
D1 +17.2% · +5d -12.3%
Capital
SoftBank raises margin loan on ARM shares to $25B, leveraging AI bet
Major shareholder significantly increases financing, showing confidence in ARM's AI prospects but also adding potential leverage risk.
D1 +4.0% · +5d +12.6%
CompanyBull
ARM partners with Samsung on 2nm AI accelerator project
New deal expands ARM's AI silicon footprint, yet not the data center core
D1 +3.7% · +5d -7.5%
CompanyBear
CFO Sells $2.65M in Shares, ARM Stock Falls 3-5%
Sale under pre-planned 10b5-1 plan, yet market reacted negatively
D1 +0.0% · +5d +8.2%
›2 waves of this story
2026-09-02 CFO Jason Child sold 10,400 shares under pre-planned Rule 10b5-1 plan
2026-09-02 Sale under pre-planned 10b5-1 plan, yet market reacted negatively
ProductBull
AMD x86 share tops 30% first time; ARM at 15.3% and rising
AMD and ARM keep taking share from Intel in PC CPUs, signaling ARM's steady ecosystem gains
D1 +1.2% · +5d -2.8%
AnalystBull
BofA lifts server CPU TAM to $210B+, ARM a key beneficiary
BofA sees AI agents driving 6x server CPU TAM growth by CY30; ARM's IP licensing position stands to gain
D1 +0.3% · +5d -12.9%
EarningsBull
Arm Reports Record Q1, Revenue and EPS Beat Estimates
Google's Q2 portfolio update shows ARM at ~14% weight, a new institutional allocation post-earnings
D1 +7.4% · +5d +18.7%
›5 waves of this story
2026-07-30 Revenue $1.29B up 22% YoY, EPS $0.45, both beat estimates, driven by AI demand
2026-07-31 Multiple sources confirm beat on AI CPU and data center growth
2026-07-31 Beat-driven rally, but Rosenblatt cuts PT to $250 on lower GM/expenses
2026-08-06 Post-earnings ARM volatility, analysts eye valuation & AI narrative
2026-08-07 Google's Q2 portfolio update shows ARM at ~14% weight, a new institutional allocation post-earnings
EarningsBull
Arm Guides Q2 Above Estimates, Revenue and EPS Beat
Raised guidance confirmed, but soft handset royalties weigh on shares
D1 +7.4% · +5d +18.7%
›2 waves of this story
2026-07-30 Q2 revenue guidance $1.38B, EPS $0.47, both above consensus, strong AI chip demand
2026-07-30 Raised guidance confirmed, but soft handset royalties weigh on shares
Earnings
Earnings report
Arm FY27 Q1总营收达$1.29B，同比增长22%，创Q1历史新高；royalty营收$715M，同比增长22%，licensing营收$574M，同比增长23%。
D1 -8.1% · +5d +22.1%
Earnings
ARM Reports Earnings Next Week, AI Infrastructure in Focus
Multiple sources report ARM down 9% in a day, drawdown over 40% from highs, sentiment fragile ahead of earnings
D1 +2.4% · +5d -10.2%
›5 waves of this story
2026-07-25 Multiple independent sources confirm ARM's earnings next week, with focus on AI chip demand.
2026-07-26 Multiple independent sources confirm ARM's earnings release during the week of July 29
2026-07-27 Multiple independent X accounts flag ARM's Wednesday earnings amid the heaviest reporting week, citing macro and geopolitical risks for volatility.
2026-07-27 Stock down 28% in month before earnings; media and traders flag premium valuation and AI capex update window
2026-07-29 Multiple sources report ARM down 9% in a day, drawdown over 40% from highs, sentiment fragile ahead of earnings
CompanyBull
Meta partners with Arm, Qualcomm, MediaTek, Broadcom on ASIC projects
Jefferies maintains Buy, raises PT to $320 from $290, citing AI workloads and new customer orders
D1 -7.5% · +5d -9.8%
›5 waves of this story
2026-07-13 DigiTimes reports Meta's chip push involves Arm CPU project and multiple ASIC partners
2026-07-14 KeyBanc raises Arm PT to $430 from $300, maintains Overweight after Asia supply chain checks
2026-07-16 Chip stocks fell 6-15% across board; Arm -6%, analyst downgraded to Hold, near-term pressure
2026-07-17 CEO Rene Haas cites capacity, not demand, as key AI bottleneck, adding context to supply tightness
2026-07-20 Jefferies maintains Buy, raises PT to $320 from $290, citing AI workloads and new customer orders
Analyst
HSBC downgrades to Hold
D1 -6.0% · +5d +3.0%
Analyst
New Street Research downgrades to Neutral
D1 +4.9% · +5d -23.9%
Related — this ticker is not the subject
RelatedMarkets
AMD back above $1 trillion as shares close at $623.77
Fresh X chatter and recent coverage keep the AI-chip rotation in focus, with AMD, NVDA and peers drawing attention
D1 -0.2% · +5d -12.9%
$ARM — what investors on X are saying · SpikePanel
