Why Is Arm Stock Surging on Thursday?
Arm Holdings PLC (NASDAQ: ARM) stock surges Thursday following Nvidia’s Q2 financial results and optimistic guidance for AI infrastructure buildout.
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SoftBank beats Q1 profit estimates as an $8.2B gain on Intel offsets year-over-year earnings decline. Get the full financial breakdown.
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Arm Holdings PLC (NASDAQ: ARM) stock surges Thursday following Nvidia’s Q2 financial results and optimistic guidance for AI infrastructure buildout.
Read original at benzingaArm Holdings shares climbed 4.76% in after-hours trading Wednesday, extending gains after an expanded IBM collaboration announcement.
Read original at benzingaRaymond James analyst Simon Leopold upgraded AMD to strong buy with a $641 price target, citing optimistic growth in server CPUs driven by agentic AI demand. AMD expects server CPU revenue to grow over 80% year-over-year in H2 2026 and over 70% in 2027, with the CPU-to-GPU ratio in data centers shifting to 1-to-1. While AMD stock trades at a premium P/E ratio of 116, Leopold believes AMD offers the strongest combination of earnings leverage and market-share gains among competitors.
Read original at the-motley-foolRaymond James upgrades AMD to Strong Buy, sees it overtaking Intel by 2027 as agentic AI drives CPU market growth.
Read original at benzingaBefore the IV crush comes the IV rush. Data on Salesforce, Intel and NVIDIA shows how implied volatility climbs into earnings — and why option prices don't follow.
Read original at benzingaIf Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.
Read original at benzinga