ARM

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ARM
$161,06
-$0,08(-0,04%)

*Data last updated: 2026-04-15 08:54 (UTC+8)

As of 2026-04-15 08:54, Arm Holdings (ARM) is priced at $161,06, with a total market cap of $171,21B, a P/E ratio of 141,57, and a dividend yield of 0,00%. Today, the stock price fluctuated between $160,00 and $161,06. The current price is 0,66% above the day's low and 0,00% below the day's high, with a trading volume of 6,25M. Over the past 52 weeks, ARM has traded between $100,02 to $183,16, and the current price is -12,06% away from the 52-week high.

ARM Key Stats

Yesterday's Close$157,58
Market Cap$171,21B
Volume6,25M
P/E Ratio141,57
Dividend Yield (TTM)0,00%
Diluted EPS (TTM)0,75
Net Income (FY)$792,00M
Revenue (FY)$4,00B
Earnings Date2026-05-06
EPS Estimate0,58
Revenue Estimate$1,46B
Shares Outstanding1,08B
Beta (1Y)3.338

About ARM

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products. It offers microprocessors, systems intellectual property (IPs), graphics processing units, physical IP and associated systems IPs, software, tools, and other related services. Its products are used in various markets, such as automotive, computing infrastructure, consumer technologies, and Internet of things. The company operates in the United States, the People's Republic of China, Taiwan, South Korea, and internationally. The company was founded in 1990 and is headquartered in Cambridge, the United Kingdom. Arm Holdings plc operates as a subsidiary of Kronos II LLC.
SectorTechnology
IndustrySemiconductors
CEORene Anthony Andrada Haas
HeadquartersCambridge,None,GB
Official Websitehttps://www.arm.com
Employees (FY)8,33K
Average Revenue (1Y)$481,03K
Net Income per Employee$95,07K

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Arm Holdings (ARM) is currently trading at $161,06, with a 24h change of -0,04%. The 52-week trading range is $100,02–$183,16.

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Arm Holdings (ARM) Latest News

2026-04-15 06:36

NVIDIA's Arm-Based PC Chip N1 Development Board Surfaces, Market Entry Imminent

Gate News message, April 15 — NVIDIA's N1 development board, an Arm-based system-on-chip (SoC) for Windows PCs co-developed with MediaTek since late 2024, has surfaced on a Chinese second-hand trading platform. The board features SK Hynix LPDDR5X memory modules and is priced at 9,999 yuan (approximately $1,370). The N1/N1X chips are believed to be derivatives of the GB10 used in NVIDIA's DGX Spark AI workstation, with clock speeds, memory bandwidth, and core counts adjusted for laptop environments. N1X integrates 10 high-performance Arm Cortex-X925 CPU cores, 10 power-efficient Cortex-A725 cores, and Blackwell GPU cores, aiming to enhance gaming and content creation capabilities on Arm-based Windows laptops. NVIDIA CEO Jensen Huang first mentioned the N1 chip in September last year during an announcement with Intel, stating it would be used in DGX Spark and similar products. The chip is expected to be officially unveiled during GTC 2026, held alongside Computex Taipei from June 1-4. Lenovo and Dell are reportedly preparing related product launches.

2026-04-10 06:31

SK 电信联合 Arm 与 Rebellions 开发 AI 数据中心推理解决方案

Gate News 消息,4 月 10 日,SK 电信宣布与英国芯片设计公司 Arm 及韩国 AI 芯片初创企业 Rebellions 签署三方谅解备忘录(MOU),共同开发 AI 数据中心推理服务器解决方案。根据协议,三方将结合 Arm 新发布的 AGI CPU 与 Rebellions 预计于今年第三季度推出的 AI 加速芯片 RebelCard,联合开发 AI 推理服务器,并在 SK 电信的 AI 数据中心进行测试与验证。其中,Arm AGI CPU 针对高密度推理环境与大规模 AI 部署优化,RebelCard 则专为大规模 AI 推理设计。

2026-03-22 11:16

黑客伪造 Google Play 商店页面,针对巴西用户实施加密货币挖矿与钱包劫持攻击

Gate News 消息,3 月 22 日,据 SecureList 披露,黑客近期通过仿冒 Google Play 商店的钓鱼页面,在巴西发起 Android 恶意软件攻击活动。目前所有已知受害者均位于巴西。 攻击者搭建了与 Google Play 高度相似的钓鱼网站,诱导用户下载名为"INSS Reembolso"的伪造应用。该应用安装后,将分阶段释放隐藏恶意代码,并直接加载至内存运行,设备上不留可见文件,具有较强的隐蔽性。 恶意软件的核心功能之一为加密货币挖矿,内置针对 ARM 设备编译的 XMRig 挖矿程序,可在后台静默连接攻击者控制的挖矿服务器。该程序会监控电池电量、温度及设备使用状态,动态调整挖矿行为以规避检测,并通过循环播放静音音频文件绕过 Android 系统的后台进程管理机制。 部分变种还内置银行木马,可在某 CEX 和某钱包的 USDT 转账界面叠加伪造页面,静默替换收款地址。此外,恶意软件支持录音、截屏、键盘记录及远程锁机等多项远程控制指令。

2026-02-12 06:47

OpenAI投资暴涨支撑业绩:软银愿景基金单季盈利24亿美元,AI布局成关键引擎

2月12日消息,日本科技投资巨头软银集团公布最新财报,其愿景基金在截至12月的季度中实现约24亿美元盈利。尽管部分投资项目仍处于亏损状态,但OpenAI等核心资产估值快速上升,有效对冲了下行压力,成为本季度盈利的主要来源。 软银近年来持续加码人工智能赛道,愿景基金将资金集中投向被视为“下一代行业领导者”的AI公司,力图在全球人工智能产业链中建立长期优势。其中,对ChatGPT开发商OpenAI的投资被视为最具战略意义的布局之一。市场估算,软银对OpenAI的相关投资规模接近400亿美元,该公司当前估值快速抬升,显著改善了愿景基金的资产表现。 除OpenAI之外,软银还将Arm视为AI基础设施的重要一环。随着全球对算力与芯片需求的持续增长,Arm股价表现强劲,为软银带来可观的账面收益。同时,愿景基金在机器人、自动驾驶、智能制造等多个前沿领域亦保持广泛布局,形成覆盖软件与硬件的AI生态网络。 在资本市场层面,受电信业务稳定增长以及Arm股价上涨的双重推动,软银股价在本周出现明显反弹,投资者对其AI战略的长期价值重新给予更高预期。分析人士指出,OpenAI的快速商业化进展,正在改变市场对大型AI公司的估值逻辑,也让早期重仓布局的机构获得先发优势。 随着生成式人工智能应用加速渗透企业服务、消费场景和数据基础设施领域,软银愿景基金的投资结构正逐步向高成长性AI资产倾斜。未来,其业绩波动仍将与全球人工智能产业发展节奏高度相关。(CNBC)

Hot Posts su Arm Holdings (ARM)

CryptoFrontier

CryptoFrontier

39 minuti fa
Susquehanna Investment Research raised Intel's price target to $80 per share on April 23, ahead of the company's Q1 2026 earnings release, citing strong server CPU demand driven by agentic artificial intelligence workloads. The new target represents a 25% upside from Intel's Tuesday close of $63.81 per share. Supply constraints are expected to peak in Q1 2026 and ease in Q2 2026, supporting above-seasonal performance for the remainder of the year, according to analyst Christopher Roland's customer report. ## Analyst Upgrade Rationale: Server Strength vs. PC Weakness Susquehanna expects Intel's Q1 2026 results to meet or slightly exceed expectations, primarily driven by stronger server CPU demand but partially offset by weak PC original design manufacturer (ODM) shipments. Roland noted that Q1 ODM shipment trends are weaker than previously anticipated, creating downside risk to the client computing group (CCG) segment. The analyst's CCG forecast is below the market consensus expectation of a 13% sequential decline. Despite strong server performance, Roland maintains a "neutral" rating on Intel, citing memory chip shortages that are constraining PC assembly. He expects ODM shipments to decline by double-digit percentages throughout 2026 as storage chip shortages persist. On Intel's foundry business, Roland characterized the company's decision to join the Terafab project with SpaceX and Tesla as "interesting" and expressed optimism about external customer adoption of Intel's 14A manufacturing process, describing some partnerships as "very active." ## The CPU Demand Inflection: Why Agentic AI Shifts the Calculus For the past two years, the artificial intelligence industry narrative has been dominated by GPU capabilities—a dynamic that propelled NVIDIA's stock to historic highs. CPUs played a supporting role in AI data centers, primarily handling generic control and basic scheduling during the training phase, where GPU parallel computing power handled the most computationally intensive matrix operations. This dynamic is shifting fundamentally with the emergence of agentic AI and reinforcement learning workloads. Unlike simple text generation, agentic AI breaks a single user request into a complete workflow; the model executes an entire process rather than generating a single answer. When AI transitions from "compute once" to "execute a workflow," system dependency on CPUs increases significantly. Many critical tasks are ill-suited for GPU execution: task orchestration, thread scheduling, process management, sandbox execution, preprocessing and postprocessing, cache coordination, and state maintenance are all traditional CPU workloads. In multi-agent scenarios where multiple agents run concurrently, invoke tools, and share state, demands on CPU core count, thread count, single-core performance, and memory management capabilities increase substantially. SemiAnalysis chief analyst Dylan Patel stated in an April 8 interview that AI workload paradigms are shifting from simple text generation to complex agentic and reinforcement learning applications, and CPUs face "extremely severe capacity shortages." This assessment is corroborated by TrendForce research: current AI data center CPU-to-GPU ratios stand at approximately 1:4 to 1:8, but in the agentic AI era, this ratio is expected to shift to 1:1 to 1:2. ## Market Size Expansion and CPU Revaluation The structural shift is driving substantial market growth. Creative Strategies forecasts that the data center CPU market will expand from $25 billion in 2026 to $60 billion by 2030; when agentic AI-related demand is factored in, the addressable market could approach $100 billion. This revaluation has triggered supply-side responses. Both Intel and AMD announced price increases on select CPU product lines at the end of Q1 2026. More significantly, NVIDIA and Arm both announced entry into the server CPU market in March 2026—a GPU giant and an IP licensing company making identical strategic moves in the same month is not coincidental but rather a concentrated market signal. ## Competitive Landscape: Intel's Eroding Dominance Intel's Xeon processors once commanded over 95% of the data center CPU market. This dominance began eroding in 2021 when Intel 7 process yield issues caused Xeon Sapphire Rapids to delay nearly two years, opening a market gap for AMD's EPYC Milan. Intel plans two flagship products for 2026. The Xeon 6+ (Clearwater Forest), based on the Darkmont architecture, will offer 288 cores and 288 threads with a thermal design power (TDP) of approximately 450 watts. The Xeon 7 (Diamond Rapids), based on Panther Cove-X architecture, will reach up to 256 cores and 256 threads with a TDP of 650 watts. Both products will be manufactured on Intel's most advanced 18A process and will introduce Foveros Direct hybrid bonding technology for the first time. However, TrendForce warns that ongoing 18A process yield challenges may push both products' mass production timelines to 2027. AMD's competitive trajectory appears more stable. Its 2026 flagship EPYC Venice will employ TSMC's N2 process with Zen 6 architecture and advanced CoWoS-L and SoIC packaging, delivering 256 cores and 512 threads through simultaneous multithreading (SMT)—the highest thread count in the current market. TrendForce expects AMD to continue gaining market share from Intel throughout 2026. ## New Entrants Reshape the Competitive Landscape Beyond Intel and AMD, a wave of non-traditional competitors is entering the server CPU market at unprecedented speed, seeking to fundamentally reshape competitive dynamics. In March 2026, NVIDIA announced the Vera CPU as a standalone product to address customer demand for more flexible CPU-to-GPU configurations. Vera employs NVIDIA's proprietary Olympus architecture, built on TSMC's N3 process with CoWoS-R packaging, and delivers 88 cores and 176 threads with 1.8 terabytes per second of NVLink-C2C interconnect bandwidth, enabling shared memory with NVIDIA GPUs. NVIDIA also introduced the Vera CPU rack, integrating 256 CPUs per rack for a total of 22,528 cores, 45,056 threads, and 400 terabytes of aggregate memory. Also in March 2026, Arm unveiled its first in-house CPU product, the Arm AGI CPU, ending 35 years of pure licensing business. Built on TSMC's N3 process with the Neoverse V3 architecture, the AGI CPU provides 136 cores and 136 threads at 300 watts TDP, supporting DDR5-8800 memory and PCIe Gen6. Arm simultaneously launched two rack configurations: an air-cooled version integrating 60 AGI CPUs (8,160 cores, approximately 180 terabytes of memory) and a liquid-cooled version supporting 336 CPUs (45,696 cores and 1 petabyte of memory). Major cloud service providers are accelerating their own CPU development. Amazon Web Services released Graviton5 (192 cores and 192 threads on TSMC's N3 process) in December 2025, deploying it alongside its custom Trainium 3 AI ASIC to reduce AI compute costs. Microsoft launched Cobalt 200 (132 cores and 132 threads on N3 process) in November 2025. Google plans to release bare-metal Axion C4A.metal and next-generation Axion N4A in 2026, emphasizing cost-performance optimization. ## Valuation Concerns Temper Enthusiasm While Intel's recent stock performance is striking and agentic AI's strong server CPU demand provides a substantive rationale for a positive outlook, analyst sentiment remains cautious amid intensifying competition and Intel's ongoing operational challenges. Of 52 analysts covering the stock tracked by media sources, only 10 assign a "buy" rating, while 6 assign a "sell" rating—a sell-rating concentration more than double the S&P 500 average. Intel's current trading price commands a 27% premium to the consensus analyst target price, suggesting the stock has appreciated too rapidly. The stock's current price-to-earnings ratio exceeds 90x, an all-time high and 50% above the peak valuation during the dot-com bubble; the chip sector average P/E ratio is approximately 21x. ## Frequently Asked Questions **Q: Why is server CPU demand surging if GPUs have dominated AI infrastructure for the past two years?** AI workloads are shifting from simple text generation (dominated by GPU matrix operations) to agentic AI and reinforcement learning workflows that require extensive CPU involvement for task orchestration, thread scheduling, process management, and state maintenance. This structural shift is expected to increase CPU-to-GPU ratios in AI data centers from 1:4–1:8 to 1:1–1:2. **Q: What is Intel's main competitive risk in the server CPU market?** Intel faces execution risk on its 18A process node, with TrendForce warning that both the Xeon 6+ and Xeon 7 flagship products planned for 2026 may not reach mass production until 2027 due to yield challenges. Meanwhile, AMD's EPYC Venice is on track for 2026 using TSMC's more mature N2 process, and new entrants including NVIDIA, Arm, and cloud providers are all launching competitive products on TSMC's N3 process. **Q: Why does Susquehanna maintain a neutral rating on Intel despite raising its price target to $80?** While server CPU demand is strong, Susquehanna notes that memory chip shortages are constraining PC assembly and expects ODM shipments to decline by double-digit percentages throughout 2026. The neutral rating reflects a balanced view: positive server fundamentals are offset by PC segment weakness and competitive execution risks.
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TokenTherapist

TokenTherapist

1 ore fa
Just came across something interesting in the OpenAI legal filings that shows how wild the crypto landscape was back in 2018. Turns out Elon Musk actually backed a plan for OpenAI to raise around $10 billion through an ico, which is pretty wild when you think about where we are now. So here's what happened: early 2018, during the peak of the ico boom, Musk was apparently on board with the idea of creating a for-profit arm that would issue tokens to fund OpenAI's nonprofit mission. The internal notes show he was seriously discussing the mechanics of how this would work. But by the end of January that same year, he'd already pulled back. According to the docs, Musk concluded they couldn't raise enough through the ico route and decided to focus his energy on AI work at Tesla instead. What's fascinating is how this moment captures the entire crypto zeitgeist of 2017-18. Everyone was obsessed with ico fundraising back then, startups were raising billions by just dropping tokens directly to the public, and nobody really knew what the regulatory landscape would look like. It felt like the wild west compared to traditional venture capital. Even mainstream tech figures like Musk were seriously considering ico structures as a legitimate funding mechanism. Musk's exit from OpenAI later that year ended up shaping the whole organization differently. Instead of going the ico token route, they ended up building this hybrid model combining a public benefit corporation with a controlling nonprofit, which is still their structure today. Meanwhile, it's wild to see how the ico model has evolved. Speaking of transformations, I noticed Bitmine Immersion Technologies basically pivoted from pure mining into running a leveraged Ethereum treasury strategy. They've been aggressively accumulating ether and now hold nearly 5% of all ETH. That's a different kind of ico-era thinking adapted for today's market. The whole thing just reminds you how fast crypto narratives shift. What seemed like the future in 2018 gets abandoned, then different models emerge. Makes you wonder what we're currently betting on that'll look quaint in a few years.
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