Arm Holdings plc - American Depositary Shares (ARM)

How big will the CPU market get?

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Here's a detailed look inside the Q4 earnings report from Arm Holdings.

June S&P 500 E-Mini futures (ESM26) are trending up +0.46% this morning as investors shrugged off an exchange of fire between the U.S. and Iran and awaited the release of the key U.S. jobs report.

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Arm (ARM) Q4 2026 Earnings Call Transcript

Arm Holdings tumbled on demand concerns, and markets await progress on reopening the Strait of Hormuz, today, May 7, 2026.

Arm reported strong results, but investors were more concerned about a supply chain issue.

ARM shares fell despite upbeat Q1 results. Goldman Sachs and JPMorgan analysts raise PT with AGI CPU revenues expected to double.

Arm stock slid after executives warned chip supply shortages could limit its booming AI CPU growth despite strong revenue guidance.

Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.

Arm defended its AI CPU growth against AMD and Intel, with CEO Rene Haas predicting Arm will lead the CPU market by decade's end.

Almost every semiconductor stock has soared over the last year.

ARM, IONQ, APP, SNAP, BYND were among the stocks seen trending among investors on Wednesday, May 6, 2026.

The chip designer posted its best quarter ever. Its results are about to get much stronger.

It seems Alphabet can do no wrong right now.

Chip designer Arm Holdings beat estimates for its fiscal fourth quarter and with its outlook. Arm stock rose in extended trading.

What Happened? Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 2.6% in the afternoon session after strong results from Advanced Micro...

AMD’s earnings beat highlighted a deeper shift inside AI infrastructure. The company’s growing role in inference computing may matter more than investors currently appreciate.

A strong report from AMD was good news for Arm.