Arm Holdings plc - American Depositary Shares (ARM)

A Wall Street analyst has raised his price targets on seven stocks tied to the buildout of AI data centers, including Nvidia stock.

Advanced Micro Devices stock had its RS Rating upgraded to 72 Thursday — a nice improvement, but shy of the preferred 80-plus score.

Palo Alto Networks Inc. CEO Nikesh Arora revealed insights into SoftBank Group Corp. CEO Masayoshi Son's risk-taking philosophy.

The 2025 TIME 100 Most Influential Companies list includes over 40 companies that investors can buy stock in.

The upgrade came after AMD report rising double-digit earnings for at least the last four quarters and strong revenue growth.

Nvidia lags behind Micron, KLA and Lam Research in 2025 as Bank of America sees $1 trillion AI data center market reshaping chip sector.

Arm launched its IPO in mid-September 2023, closing at 60.75 on Sept. 15 that year. Tuesday afternoon it traded at 155.87.

Semiconductor chip stocks, including Nvidia, Broadcom, TSMC, Intel, Arm, Marvell are down due to the end of waivers for chipmakers to send tech to China.

Amazon could spark a rivalry with Intel and AMD by updating its Graviton4 chip with 600 Gbps bandwidth. AWS also leverages AI to drive value.

Arm CEO condemns US sanctions on China, warns of impact on tech advances and companies, acknowledges Nvidia's dominance, and highlights China's growing semiconductor industry.

In a recent episode of Mad Money, Jim Cramer gave a positive outlook for Joby Aviation, Inc. and Arm Holdings plc, citing analyst ratings and partnerships. Papa John's International, Inc. was deemed a wait and see situation. Joby shares rose 2.3%, Arm gained 1.5%, and Papa John's fell 4.6%. Next, check out the top tech and telecom stocks to consider selling in Q2. Image created with AI.

In a welcome move, fabless chipmaker Arm Holdings stock saw its Relative Strength Rating rise from 63 to 73 on Tuesday.

Bank of America Securities analyst Vivek Arya on Monday recapped takeaways from a tech conference in which 27 companies attended.

Wall Street opens the week on a quiet note, with major indexes steady as investors await potential trade breakthroughs during high-level U.S.-China talks in London.

Wall Street analysts raise ratings on Broadcom after strong second-quarter results, with AI revenue growing 46% to $4.4 billion.

Top-performing semiconductor stocks this earnings season mostly have been those tied to the AI megatrend, including Broadcom.

Credo and Arm have plenty of room to grow over the next few decades.