
Inflation, politics and AI concerns are all posing big challenges to investors right now, but Andrew Rocco believes the market will push past these hurdles in the coming months. Learn why the recent selloffs could be setting up the next leg higher.
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.
| Revenue (TTM) | $5.46B |
| Gross Profit (TTM) | $5.32B |
| EBITDA | $1.13B |
| Operating Margin | 13.90% |
| Return on Equity | 11.40% |
| Return on Assets | 5.50% |
| Revenue/Share (TTM) | $5.13 |
| Book Value | $8.49 |
| Price-to-Book | 19.63 |
| Price-to-Sales (TTM) | 34.20 |
| EV/Revenue | 32.08 |
| EV/EBITDA | 143.66 |
| Quarterly Earnings Growth (YoY) | -45.50% |
| Quarterly Revenue Growth (YoY) | 27.10% |
| Shares Outstanding | $1.07B |
| Float | $142.87M |
| % Insiders | 0.07% |
| % Institutions | 96.30% |
Volatility is currently expanding

Inflation, politics and AI concerns are all posing big challenges to investors right now, but Andrew Rocco believes the market will push past these hurdles in the coming months. Learn why the recent selloffs could be setting up the next leg higher.

A Democratic sweep of Congress and many governorships in the midterm elections Tuesday prompted market fears of a data center slowdown. Stocks sold off sharply Thursday, with major indexes posting their worst day since April 2025, before recovering some of those losses Friday.

Every AI accelerator rack needs a host CPU, and Arm just started selling its own chip to feed that demand. Shares have still shed a third in a month, so who is right about what comes next?

Wall Street isn't impressed with the chip designer's latest results. Visible growth is solid, but recurring revenue will depend on actual chip production going up.

Shares of microchip design specialist Arm Holdings have been falling since June/ Today's post-earnings tumble, however, has pulled this stock well into multi-month low territory. Although Arm's stock may not be at its ultimate bottom yet, it's likely nearer that low than not, with much of the technology sector's sweeping reset having run its full course.

ARM's Q2 earnings beat spotlights stronger AGI CPU demand, up to $2 billion in fiscal 2027-28 revenue potential, data center gains and growing licensing.

Arm Holdings shares fell on Thursday as investors focused on weaker-than-expected smartphone-related royalty revenue, despite the chip designer reporting higher quarterly sales and earnings. The stock declined around 12% in regular trading, extending its retreat after the company released fiscal second-quarter results.

Arm's partners moved a record number of chips, yet the royalty check barely budged. Behind a quarterly beat sits a gap between units and dollars, and a pricey stock that leaves little room for error.

A quarter that beat on both lines wasn't enough to shield Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) from a steep selloff, because a soft profit outlook and a shrinking handset business drew more attention than the results.

The British chip blueprint designer reported solid results but failed to ease fears about weak demand for smartphones.
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