Today: 29 June 2026
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NASDAQ:ARM 6 May 2026 - 17 June 2026

Arm spikes as Bernstein eyes $500 target on AI CPU demand

Arm spikes as Bernstein eyes $500 target on AI CPU demand

Arm Holdings’ U.S. shares surged Wednesday after Bernstein raised its price target on the British chip firm. The move added to a strong rally linked to AI data center CPU demand. Arm finished the session up 5.69% at $418.88, after touching $444.80 intraday. This is relevant because investors are broadening their bets on AI to include more than just graphics chips. CPUs, which manage general computing, are in focus. The view among Wall Street analysts is that so-called “agentic AI”—models built to do tasks with limited human direction—could demand more CPU power in addition to accelerators.
17 June 2026
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SMH Hits Another High as AI Chip Stocks Rally Beyond Nvidia

SMH Hits Another High as AI Chip Stocks Rally Beyond Nvidia

• SMH traded above $646 around midday Monday, after finishing at $619.96 on June 12.• Lam Research, Marvell, Arm, ASML and Kulicke & Soffa extended their gains, building on last week’s chip rally.• Market strength continued as buyers stayed with AI infrastructure names. VanEck Semiconductor ETF surged Monday as SMH kept pushing to new highs. Buyers moved back into AI chip names after last week’s drop. SMH traded at $646.27 by 12:47 p.m. ET, up 4.2% on the day. The ETF hit $648.02 earlier. SMH closed at $619.96 on June 12, securing an 8.8% weekly jump according to 24/7 Wall St.
15 June 2026
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Super Micro Stock Jumps Again as AI Server Boom Gets Fresh Fuel From HPE, AMD and Arm

Super Micro Stock Jumps Again as AI Server Boom Gets Fresh Fuel From HPE, AMD and Arm

Super Micro Computer shares rose about 5% in early trading on Tuesday, outpacing a softer Nasdaq, as investors kept bidding up AI server makers after Hewlett Packard Enterprise’s strong results and Supermicro’s latest product launches for large data centers. The San Jose, California-based company’s stock traded at $49.14, up $2.26 from Monday’s close, after touching an intraday high of $51.26. Volume had reached 14.8 million shares by 9:53 a.m. New York time, according to market data.
2 June 2026
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Arm Ramps Up $15 Billion AI Chip Push Ahead of Schedule

Arm Ramps Up $15 Billion AI Chip Push Ahead of Schedule

TAIPEI, June 2, 2026, 19:03 Arm Holdings could hit its $15 billion annual revenue goal for AI chips sooner than it expected, CEO Rene Haas said, as demand for data center central processors is picking up. Haas told Bloomberg Television he was “very confident” about the target, according to Seeking Alpha. Reuters also reported demand for Arm’s chips is higher than eight weeks ago.
2 June 2026
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Arm’s $2 Trillion Question Puts Focus on CEO Pay Plan

Arm’s $2 Trillion Question Puts Focus on CEO Pay Plan

Arm Holdings shares moved higher in premarket Nasdaq trading on Monday, as investors looked at a pay proposal that would tie CEO Rene Haas’s payout to how much he can grow the company through its AI plans. Arm was last seen at $353.29, up $18.05 from the prior close, putting its market value at about $370 billion. Why it’s on the radar now: Arm’s plan spells out a specific bull case number. The company’s “value creation plan” only pays if Arm meets big market cap targets. Market cap is stock price times shares outstanding. UK press this weekend reported the package could put Haas among the best-paid leaders of any UK-founded tech firm, if Arm delivers.
1 June 2026
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Arm stock jumps as traders look at AI chip potential and $360 call

Arm stock jumps as traders look at AI chip potential and $360 call

Arm Holdings’ U.S. shares move toward Friday’s Nasdaq trading after the chip designer soared 10.8% Thursday, hitting a new record as investors piled into AI server names again. Arm is getting new attention as the market shifts from seeing it as just a smartphone-chip royalty play. Investors are putting more value on Arm’s position in CPUs, the main chips that do general computing. That’s as AI goes further than chatbots and powers “agentic” tools that don’t need as much human input.
29 May 2026
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Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Arm Holdings stock surged in New York Thursday as another upbeat analyst note linked the British chip designer even more to Nvidia’s AI CPU push. Arm’s U.S. shares climbed 12.7% to $341.28 late in the morning, after reaching $345.49 earlier in the session. AI hardware isn’t just a graphics chip story now. CPUs, or central processing units, are still key—they push data, keep accelerators moving, and handle coordination. Arm gets paid when its chip designs ship, through tech licenses and royalties.
28 May 2026
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Arm’s 46% AI Jump Is at a Crossroads After Nvidia Surge

Arm’s 46% AI Jump Is at a Crossroads After Nvidia Surge

Arm Holdings shares edged lower Tuesday morning in New York after a quick AI rally that sent the chip stock close to record highs and past Bernstein's $300 target. The U.S.-listed stock lost 1.3% to $302.44 after an open at $317.52 and a high of $323.89. Arm’s pullback is in focus as its recent rally has made the stock something of a gauge for whether investors are starting to price in a fresh chip cycle tied to CPUs, the server chips used to shift data and manage workloads. Shares of Arm jumped 46.5% last week. The S&P 500 put on about 0.9%, and the Nasdaq Composite rose roughly 0.5%, according to The Motley Fool.
26 May 2026
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Spotify’s Peloton Deal Turns SPOT Stock’s Earnings Week Into a Fitness Test

Spotify Stock Is Jumping Again — Here’s the AI Bet Wall Street Just Bought

Spotify Technology shares rose again on Friday, extending a sharp rally sparked by the company’s new artificial-intelligence music tools, a Universal Music Group deal and fresh profit targets through 2030. The stock was recently trading near $528, up about 8% from Thursday’s $489.93 close, after a 13% jump the previous session. The move matters because investors have been looking for evidence that Spotify can turn its vast listener base into higher profit, not just more users. At its investor day in New York, the company pitched a broader business built around paid add-ons, fan data and more interactive media, with co-CEO Alex Norström saying “the opportunity ahead has never been greater.”
22 May 2026
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Arm breaks above $300 as AI CPU bets heat up on Wall Street

Arm breaks above $300 as AI CPU bets heat up on Wall Street

Arm Holdings stock topped $300 on Friday morning, as the rally kept running. The chip designer hit $300.89 by 9:58 a.m. Eastern, up 0.9%, according to MarketBeat. Arm is now in the thick of the AI semiconductor trade. Investors aren’t just focused on graphics processors anymore. The shift comes as money moves toward central processing units, or CPUs, too. CPUs, the general-use chips that manage work inside servers, are getting more attention with AI agents pushing into more complex tasks beyond the first wave of generative AI models.
22 May 2026
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AI Stocks Rally, Deere Misses Out

AI Stocks Rally, Deere Misses Out

AI stocks were out front on Thursday as Wall Street picked up names beyond Nvidia. Arm, Rigetti Computing, IBM, Bloom Energy and Spotify all rallied as investors looked for new bets in chips, quantum computing, power and AI-focused products. AI names stretched out again after Nvidia’s numbers, putting attention back on chipmakers. CNBC’s Jim Cramer summed it up: “Semis are now in charge. Software is taking a back seat,” he said after Nvidia reported, according to a LinkedIn post from CNBC.
21 May 2026
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Arm jumps in premarket on AI chip hopes

Arm jumps in premarket on AI chip hopes

Arm Holdings’ shares are near record highs in Thursday’s premarket, after closing up 15% at $256.73 on Wednesday. The British chip designer’s Nasdaq-listed stock jumped as investors bet on more demand for CPUs in AI data centers. Arm hit an intraday high of $259.44. AI stocks are broadening out from just Nvidia’s GPUs to other chips helping run data centers. Reuters said the Philadelphia SE Semiconductor index surged 4.5% Wednesday. Arm’s U.S. shares rose 15%, Astera Labs gained 17.7%, with chip names rallying ahead of Nvidia’s numbers.
21 May 2026
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Dow Jones Rises Past 50,000 Again After Closing Bell

Dow Jones Rises Past 50,000 Again After Closing Bell

Dow tops 50,000 again as stocks bounce back The Dow Jones Industrial Average closed at 50,005.30 on Wednesday, up 1.30%, after sliding for three sessions on worries about inflation and bonds. The blue chips had ended at 49,363.88 the day before. In the session, the Dow traded as high as 50,013.62, according to market data. Dow moved up and crossed a key level traders track, but tech stocks drove most of the action. The S&P 500 ended at 7,427.89. The Nasdaq Composite, with its heavier tech mix, finished at 26,219.01.
20 May 2026
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US Stock Market After-Hours Update: Futures Slip as Oil Jumps on Fresh Iran Fighting

US Stock Market After-Hours Update: Futures Slip as Oil Jumps on Fresh Iran Fighting

U.S. stock futures edged lower in Thursday’s after-hours session, with oil prices surging after the U.S. and Iran traded fire, clouding the month-old Middle East ceasefire. S&P 500 futures slipped roughly 0.2%. U.S. crude futures jumped over 2%, reaching $96.8 a barrel. This comes as Wall Street retreats from recent highs fueled by the AI rally. Fresh gains in oil prices risk stoking inflation, squeezing margins and complicating the outlook for interest rates, right as investors look ahead to Friday’s U.S. payrolls data.
8 May 2026
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Dow Jones Today After The Bell: Dow Drops 313 Points Below 50,000 as Oil Whipsaws Wall Street

Dow Jones Today After The Bell: Dow Drops 313 Points Below 50,000 as Oil Whipsaws Wall Street

The Dow Jones Industrial Average dropped 313.62 points, or 0.6%, finishing at 49,596.97 on Thursday—falling back under the 50,000 mark, as Wall Street retreated from its highs. A shaky session for oil and a selloff in chip stocks didn’t help. The S&P 500 closed down 0.4% to 7,337.11. The Nasdaq Composite eased 0.1% to 25,806.20. This shift is notable, with the rally so far fueled by a one-two punch: upbeat AI-driven earnings and bets that a possible U.S.-Iran agreement would cool energy costs. By the close, neither factor seemed quite as solid.
7 May 2026
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S&P 500 Today: Why Wall Street’s Record Run Stalled After the Bell

S&P 500 Today: Why Wall Street’s Record Run Stalled After the Bell

Chipmakers like Intel and AMD reversed earlier AI-fueled advances, dragging the S&P 500 down 0.38% to 7,337.11 by the close on Thursday. The Nasdaq slipped 0.13% to 25,806.20, while the Dow finished 0.63% lower at 49,596.97. Of the S&P 500’s 11 sectors, just two were left in positive territory. This is a big deal—it knocked out the market’s core driver. Just a day before, upbeat guidance from AMD had propelled the S&P 500 and Nasdaq to fresh records, boosting chipmakers and other stocks tied to artificial intelligence. That run has been a key force behind the benchmark’s gains so far this year.
7 May 2026
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US Stock Market After the Bell: S&P 500 Slips From Record as Chip Rally Cracks, Oil Keeps Wall Street on Edge

US Stock Market After the Bell: S&P 500 Slips From Record as Chip Rally Cracks, Oil Keeps Wall Street on Edge

New York, May 7, 2026, 5:36 PM EDT U.S. stocks finished in the red Thursday. The S&P 500 gave up 0.38% to end at 7,337.11, snapping this week’s record streak after chipmakers stumbled. The Nasdaq slipped 0.13% to 25,806.20. Over in the Dow: down 0.63% to 49,596.97. Intel and AMD both lost about 3%. Arm’s U.S.-listed shares slumped, and the PHLX chip index, tracking semiconductors, dropped 2.7%.
7 May 2026
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US Stock Market Today After Hours: S&P 500, Nasdaq Hit Records as AMD Pulls AI Trade Higher

US Stock Market Today After Hours: S&P 500, Nasdaq Hit Records as AMD Pulls AI Trade Higher

Record finishes for both the S&P 500 and Nasdaq on Wednesday, with investors piling into artificial intelligence shares following a bullish outlook from Advanced Micro Devices. Oil prices slid as optimism around a potential U.S.-Iran agreement gained traction. The Dow moved higher as well, sending all three major U.S. indexes up by the close. This shift is notable—Wall Street’s current rally rides on both accelerating profit growth and a breather from sliding energy prices. Brent crude dropped 7.83% to close at $101.27 a barrel. U.S. crude slipped roughly 7%, finishing at $95.08. That’s knocked out some inflation pressure, despite turmoil in the Middle East still hanging over the market.
7 May 2026
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Arm Stock Surges Before Earnings as AI Server CPU Bet Faces Wall Street Test

Arm Stock Surges Before Earnings as AI Server CPU Bet Faces Wall Street Test

Arm Holdings plc’s U.S. shares jumped $22.58 to hit $231.42 in New York morning trading Wednesday, up roughly 11%, ahead of the British chip designer’s fiscal fourth-quarter report due after the bell. The rally pushed Arm squarely into focus again for the AI-chip trade, which has shifted recently from graphics chips over to server CPUs. Arm plans to release its earnings following the U.S. market close, with a management webcast set for 22:00 British Summer Time. Investors are zeroed in on the timing, eager for any sign that AI infrastructure demand is boosting more than just Nvidia-like graphics chips—especially clues that Arm’s designs are grabbing ground in data centers.
6 May 2026
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Stock Market Today

  • Equinox Gold (TSX:EQX) Signs 20-Year Land Deals at Los Filos, Eyes Expansion Amid Orla Merger Bid
    June 29, 2026, 5:09 PM EDT. Equinox Gold (TSX:EQX) has signed 20-year land access deals with local communities near its Los Filos Mine in Guerrero, Mexico, locking in stability for 5.4 million ounces of reserves. The agreements let the company restart heap leach operations in phases and consider adding a carbon-in-leach plant. Equinox removes some uncertainty at Los Filos and could change how the asset fits in its business, as it continues a merger push with Orla Mining. The combined group would hold six mines and about 23 million ounces of reserves. Equinox could pull in CA$3.9 billion revenue and CA$1.1 billion earnings by 2029, according to analyst estimates, putting fair value at 115% above the current share price. Still, legal and tax issues in Nicaragua and Brazil linger and affect near-term outlook.
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