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NASDAQ:ARM News 23 November 2025 - 6 February 2026

AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

Nvidia jumped 7.3% and AMD rose 7.7% Friday, lifting the Philadelphia SE Semiconductor Index by 4.6%. Amazon fell 7% after announcing a $200 billion capital expenditure for 2026, far above expectations. Arm Holdings gained 9.8% despite a licensing revenue miss. Investors pulled $2.34 billion from tech funds for the week ending Feb. 4, LSEG Lipper reported.
6 February 2026
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US economic calendar today: Jobless claims, JOLTS hit as Wall Street futures steady

US economic calendar today: Jobless claims, JOLTS hit as Wall Street futures steady

Dow futures slipped 36 points and Alphabet dropped 2.4% premarket after unveiling plans to nearly double AI spending. Qualcomm fell 10.4% and Arm lost 7%, while Broadcom gained. Investors awaited delayed job data after a brief government shutdown, with the JOLTS report and weekly jobless claims due later Thursday. The S&P 500 fell 0.51% Wednesday as tech stocks sold off.
5 February 2026
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Arm stock slips after Friday chip selloff; CEO share-sale notice puts earnings in focus

Arm stock slips after Friday chip selloff; CEO share-sale notice puts earnings in focus

Arm’s U.S.-listed ADRs fell 2.8% to $105.36 at Friday’s close amid a broad chip stock selloff. CEO Rene Haas filed to sell 6,152 shares valued at about $654,000. The drop comes ahead of Arm’s fiscal third-quarter results due Feb. 4. Investors cited uncertainty over monetary policy after Donald Trump named Kevin Warsh as his pick for Federal Reserve chair.
1 February 2026
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AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

Alibaba shares rose 5.9% after reports it will spin off its T-Head AI chip unit for a separate listing. Arm gained 5.4% following an analyst upgrade, while Nvidia edged up 0.9%. Intel slipped 0.2% ahead of its earnings report, with investors watching data-center demand and company guidance. A U.S. House panel advanced a bill that could restrict AI chip exports to China.
22 January 2026
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Intel stock jumps 12% ahead of earnings as Nvidia export bill raises new AI-stock risk

Intel stock jumps 12% ahead of earnings as Nvidia export bill raises new AI-stock risk

Intel shares surged 11.7% to $54.25 in after-hours trading ahead of Thursday’s earnings report, as LSEG data pointed to a possible 30% jump in data-center revenue to $4.43 billion. Options markets signal an expected 8% move in the stock by week’s end. Nvidia, AMD, and Arm also rose, while U.S. lawmakers advanced a bill to tighten AI chip exports to China, targeting Nvidia’s Blackwell chips.
21 January 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 10.01.2026

ROHM (TSE:6963) rose 3.5% to ¥2,385, pushing its 12-month return to 66.9% and trading at a 7.6% premium to the ¥2,204 fair value. Hillenbrand (HI) closed at $31.79, about 25% below its modeled intrinsic value of $42.57 per share. Arm Holdings’ fair value estimate slipped to $163.25 as analysts weighed AI gains against execution risks. Gibson Energy (TSX:GEI) trades at CA$25.01, below its CA$27.15 intrinsic value.
10 January 2026
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Tesla Stock Slips Premarket as CES Robotics, Self-Driving Race Keeps Pressure on TSLA

Tesla Stock Slips Premarket as CES Robotics, Self-Driving Race Keeps Pressure on TSLA

Tesla shares fell 0.4% to $431.41 in premarket trading Thursday as CES headlines highlighted competition in robotics and autonomy. Arm launched a new “Physical AI” unit, and Mobileye agreed to buy robotics startup Mentee for $900 million. U.S. stock index futures were also lower ahead of Friday’s jobs report. Tesla reports fourth-quarter earnings on Jan. 28.
8 January 2026
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Arm stock edges higher as Fed minutes steer year-end tech trade — what investors watch next

Arm stock edges higher as Fed minutes steer year-end tech trade — what investors watch next

NEW YORK, December 30, 2025, 23:11 ET — Market closed Arm Holdings’ U.S.-listed sponsored ADRs (ARM.O) ended Tuesday up 0.32% at $110.86, a small gain in a choppy session that left the broader market slightly lower. MarketWatch+1 The muted move matters now because investors are recalibrating rate-sensitive growth exposure into year-end, after minutes from the Federal Reserve’s December meeting highlighted unusually sharp divisions over the path of policy. Reuters For Arm, the next clear company catalyst is earnings. Arm’s investor relations calendar lists Feb. 4, 2026 as a tentative date for its fiscal third-quarter results, a report investors will use
31 December 2025
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Arm Holdings Stock (NASDAQ: ARM) News Today: Goldman Downgrade, AI Momentum, and Fresh 2026 Forecasts (Dec. 18, 2025)

Arm Holdings Stock (NASDAQ: ARM) News Today: Goldman Downgrade, AI Momentum, and Fresh 2026 Forecasts (Dec. 18, 2025)

Arm Holdings plc stock is having one of those “welcome to modern markets” weeks: the long-term AI narrative is still alive and well, but short-term sentiment has turned skittish as analysts debate valuation, Arm’s next strategic move, and what parts of the AI boom Arm actually captures. As of the latest available quote early Thursday, Dec. 18, 2025, Arm Holdings plc (NASDAQ: ARM) traded around $114.58, down about 5.4% from the prior close. Below is what’s driving the move, what Wall Street is forecasting now, and the big catalysts (and landmines) investors are watching next. Why Arm stock is moving
18 December 2025
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Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

As of 6:00 p.m. ET on Wednesday, December 17, 2025, U.S.-listed semiconductor stocks have wrapped up a bruising regular session—then immediately pivoted into a very different after-hours story led by Micron Technology. The day’s defining theme was a renewed wave of “AI trade” de-risking that hit chipmakers, chip-equipment names, and data-center exposed semiconductor plays. In the background: fresh headlines around AI infrastructure financing, competitive pressure in AI chips, and policy and security scrutiny that investors are treating as real, near-term risk—not just narrative. AP News+1 US stock market close: semiconductors dragged the Nasdaq lower Wall Street extended its pullback for a fourth straight session. The S&P 500 fell 1.2% to
18 December 2025
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Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

U.S.-listed semiconductor stocks are trying to steady themselves in late-morning trading on Monday, December 15, 2025, after last week’s AI-driven shakeout rattled the “chip trade.” By around 11:30 a.m. ET, the group is splitting into clear winners and losers: AI accelerators and memory names are back in favor, semiconductor equipment makers are surging on upbeat 2026–2027 demand forecasts, and several “old-economy” chip exposures—analog and smartphones—are under pressure following high-profile downgrades. Reuters+1 Semiconductor market snapshot at 11:30 a.m. ET Semiconductor ETFs are modestly higher, signaling stabilization rather than a full-throttle rebound. The VanEck Semiconductor ETF (SMH) and iShares Semiconductor ETF (SOXX) are
15 December 2025
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AI Stocks Today (Dec. 12, 2025): Broadcom and Oracle Spark Fresh AI Bubble Fears as Nvidia, AMD and Big Tech Slide at Midday

AI Stocks Today (Dec. 12, 2025): Broadcom and Oracle Spark Fresh AI Bubble Fears as Nvidia, AMD and Big Tech Slide at Midday

Updated: Friday, Dec. 12, 2025 (midday U.S. session). Prices cited below reflect quotes around 12:25 p.m. ET and may move quickly. Wall Street’s AI trade is getting stress-tested again on Friday — and the pressure point isn’t demand for AI, but what investors are willing to pay for it. By midday, AI-chip and AI-infrastructure leaders are leading the downside after Broadcom’s margin warning and renewed unease around Oracle’s debt-funded AI buildout, prompting a broad pullback in the Nasdaq-heavy growth complex. At the same time, the broader market remains within reach of record territory, with investors rotating into sectors perceived as less exposed to AI valuation risk. Reuters+2Financial
12 December 2025
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Arm Holdings Stock News Today (NASDAQ: ARM): Analysts Reaffirm Bull Case as Shares Slip Below Key Support — Forecasts, Valuation, and What to Watch

Arm Holdings Stock News Today (NASDAQ: ARM): Analysts Reaffirm Bull Case as Shares Slip Below Key Support — Forecasts, Valuation, and What to Watch

Updated: December 12, 2025 Arm Holdings plc (NASDAQ: ARM ) is back in the spotlight on December 12, 2025 , after a sharp pullback pushed the stock to the mid-$130s and below a widely watched technical level near its 200-day moving average. At the same time, fresh analyst commentary is reiterating the longer‑term growth narrative around Armv9 royalties, Compute Subsystems (CSS), and data-center adoption—while other research notes warn that rich valuation leaves little room for disappointment. Below is a full, publication-ready roundup of the latest news, forecasts, and analysis shaping ARM stock today. ARM stock price today: where shares stand
12 December 2025
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Arm Holdings (ARM) Stock on December 11, 2025: Oracle Shock, 200‑Day Breakdown and the AI Growth Story

Arm Holdings (ARM) Stock on December 11, 2025: Oracle Shock, 200‑Day Breakdown and the AI Growth Story

Arm Holdings plc (NASDAQ: ARM) is back in the spotlight today as its share price slides alongside other AI‑linked names, even while Wall Street’s growth forecasts and AI narratives stay aggressively bullish. On December 11, 2025, Arm stock is trading around $135, down roughly 5% on the day, after briefly falling below $134 and under its 200‑day moving average near $138.Nasdaq+1 The move comes as disappointing Oracle earnings trigger a sharp pullback in AI‑related stocks and reignite “AI bubble” worries across global markets.The Guardian+1 Key Takeaways for Arm Stock Today 1. How Arm Holdings Stock Is Trading on 11 December
11 December 2025
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Arm Holdings Stock Today, November 23, 2025: Analyst Coverage, Big-Money Buying and AI Hopes Collide

Arm Holdings Stock Today, November 23, 2025: Analyst Coverage, Big-Money Buying and AI Hopes Collide

Published: November 23, 2025 – for informational purposes only, not investment advice. Arm stock snapshot heading into the new week Arm Holdings plc (NASDAQ: ARM) heads into the Thanksgiving week trading well below its recent peak but still firmly in the market’s AI elite. From a price-action perspective, ARM has fallen about 12% in the last two weeks, sliding from the high‑$140s in mid‑November to the low‑$130s on Friday as profit‑taking hit AI‑exposed semiconductor names. Investing.com+1 Yet year‑to‑date, the stock is still up around 7% from roughly $123 at the start of 2025, reflecting how quickly Arm’s IPO story morphed
23 November 2025
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Arm Holdings (ARM) News Today – 23 November 2025: Nvidia Tie-Up Deepens, Big Funds Buy the Dip and Regulators Close In

Arm Holdings (ARM) News Today – 23 November 2025: Nvidia Tie-Up Deepens, Big Funds Buy the Dip and Regulators Close In

Arm Holdings plc (NASDAQ: ARM) heads into the final week of November sitting near $131.57 per share, down from its autumn highs but still dramatically above its 2023 IPO price. The SoftBank‑backed chip designer remains at the center of three big storylines today: heavy institutional buying, a deepened strategic partnership with Nvidia in AI data centers, and fresh regulatory pressure out of South Korea. Stock Analysis+2Investing.com+2 Below is a detailed, investor‑focused wrap of everything new around Arm on 23 November 2025, and how it fits into the company’s broader AI strategy. ARM stock today: where the shares stand Several quantitative
23 November 2025
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Stock Market Today

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

CleanSpark stock price jumps 22% after earnings and AI push — what CLSK traders watch next week

7 February 2026
CleanSpark shares jumped 22% to $10.08 Friday after quarterly results and an AI infrastructure update, following bitcoin’s rebound above $70,000. The company reported a quarterly net loss tied to bitcoin price swings and outlined plans to expand power capacity in Houston. Peers Marathon Digital and Riot Platforms also surged. Upcoming U.S. jobs and inflation data next week could add further volatility.
Nu stock jumps to $17.40 as traders eye Nubank’s next catalyst

Nu stock jumps to $17.40 as traders eye Nubank’s next catalyst

7 February 2026
Nu Holdings shares climbed 3.5% to $17.40 Friday, reversing Thursday’s loss, as the Dow closed above 50,000 for the first time. Nu recently received conditional approval from U.S. regulators to form a national bank, but still needs further sign-offs before launching. The company manages $38.8 billion in deposits and reports earnings Feb. 25.
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