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ARM gains 3% on Tuesday despite broader market weakness. Track key price levels, technical analysis, and Wall Street ratings.
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Gabelli Funds PM Hendi Susanto says AI infrastructure demand remains strong despite slowdown calls, with supply tight through 2027.
Arm Holdings stock has fallen over 40% from its 52-week high amid an AI sector sell-off triggered by debate over AI model development pace. However, the author argues the stock's underlying business remains solid with record Q1 revenue growth of 22% and 29% earnings growth, as Arm's royalty model depends on chip shipments rather than AI timelines. The main concern is valuation: at 79x forward earnings, the stock requires years of extraordinary AI-driven growth to justify its price, making the author cautious despite the company's strong fundamentals.
Netflix stock rose 4% on Monday as AI-related stocks sold off following calls from Anthropic and OpenAI leaders to slow AI development. Unlike major AI infrastructure spenders like Alphabet, Netflix invests primarily in content ($9.9B in H1 2026) rather than capital equipment ($415M), generating strong free cash flow of $12.5B expected for 2026. However, the stock remains down 36% from its 52-week high due to slowing revenue growth.
ARM fell to $240.40 amid a broader semiconductor pull-back. Key technical levels show support near $233.50 with long-term momentum intact.
CoreWeave (CRWV) jumped 3%+ following a new Rescale AI partnership and a price target boost to $165 from Truist Securities.
CoreWeave shares rise nearly 7% as MasterClass selects its cloud platform to test, enhance and optimize AI teaching agents for personalized learning.