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NASDAQ:ARM 12 December 2025 - 27 March 2026

Nvidia Stock Price Falls 4%: Why Huawei, China Risk and a Nasdaq Correction Matter Now

Nvidia Stock Price Falls 4%: Why Huawei, China Risk and a Nasdaq Correction Matter Now

Nvidia shares fell 4.16% to $171.24 on Thursday, cutting its market value to $4.53 trillion. Huawei’s new 950PR chip, set for mass production next month, has drawn orders from ByteDance and Alibaba. U.S. senators urged a pause on Nvidia exports to China after universities linked to the PLA bought restricted chips. The Nasdaq closed 10.7% below its October peak, confirming a correction.
Intel Stock Price Jumps After 18A PC Launch Gives Wall Street Fresh Turnaround Proof

Intel Stock Price Jumps After 18A PC Launch Gives Wall Street Fresh Turnaround Proof

Intel shares rose 7.1% to $47.18 after launching Core Ultra Series 3 business PCs built on its new 18A chip process, with shipments starting March 31. The company also unveiled Arc Pro B70 and B65 graphics cards. Intel’s 2026 proxy revealed a revised CHIPS Act deal, accelerating $5.7 billion in subsidies and giving the U.S. government 8.4% of its stock. Investors remain focused on whether Intel can improve 18A chip yields.
Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel shares climbed 3.8% premarket Wednesday after Arm launched a new AI data-center chip and oil prices fell. Intel traded at $44.06, valuing the company at $155.4 billion. Arm said its AGI CPU, made by TSMC, could generate $15 billion a year within five years, with Meta and OpenAI as early customers. Analysts noted Intel faces execution risks despite strong gains and renewed demand for server CPUs.
Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

Arm Holdings’ U.S. shares jumped 11.6% Friday to $123.70, capping an 18% two-day rebound amid a rally in chip stocks tied to AI data-center spending. The gains followed Arm’s fiscal Q3 revenue beat, but executives warned memory shortages could cut royalty revenue by up to 2% as smartphone chip shipments are expected to fall 7% in 2026. Investors now await Arm’s “Arm Everywhere” event on March 24.
8 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.
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.
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.
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.
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.
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.
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.
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 shares fell 5.4% to $114.58 early Thursday after Goldman Sachs downgraded the stock to “Sell,” citing limited exposure to the AI cycle and rising R&D costs. The move follows broader volatility in AI-related stocks and comes amid new geopolitical tensions in the semiconductor sector. Arm reported fiscal Q2 revenue of $1.14 billion, up 34% year over year.
18 December 2025
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)

The Philadelphia Semiconductor Index dropped 3.8% Wednesday as U.S.-listed chip stocks slumped, dragging the Nasdaq down 1.8%. Nvidia fell 3.7%, AMD 5.3%, and ASML 5.6%. Investors cited renewed concerns over AI infrastructure funding, competition, and policy risks. The S&P 500 closed down 1.2%.
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)

Nvidia and Micron led gains among U.S.-listed semiconductor stocks by 11:30 a.m. ET Monday, while Broadcom and Arm fell after downgrades. Semiconductor equipment makers surged on strong demand forecasts for 2026–2027. The Philadelphia Semiconductor Index hovered in the low-7,000s after last week’s sharp drop. Semiconductor ETFs edged higher, signaling stabilization rather than a full rebound.
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

Broadcom shares fell about 10% by midday Friday after warning on margins tied to AI sales, triggering a sharp selloff in AI and semiconductor stocks. Nvidia dropped 2.2%, AMD 4%, and Oracle 5%. The Nasdaq-100 slid 1.7% and semiconductor ETFs lost over 3.5%. Investors shifted into sectors seen as less exposed to AI valuation risk.

Stock Market Today

  • Applied Digital, Viasat, CECO Environmental, and HNI Shares Plunge Amid Rising Yields and Oil Prices
    May 20, 2026, 5:35 PM EDT. Applied Digital (APLD), Viasat, CECO Environmental, and HNI stocks suffered sharp declines in afternoon trading due to surging 10-year Treasury yields hitting 4.56%, a one-year high, and rising WTI crude oil prices near $104 per barrel amid geopolitical tensions. The market also reacted negatively to the lack of concrete agreements from the recent U.S.-China summit. Applied Digital remains notable, trading near its 52-week high at $42.53 after signing long-term AI data center deals expected to generate $7 billion in revenue over 15 years, reflecting strong positioning in the growing AI infrastructure sector. The broader sell-off weighed on major indexes, including the S&P 500 and Nasdaq, pulling them back from record highs.

Latest articles

MicroAlgo Stock Jumped 40%—The Quantum Release Behind MLGO’s Sudden Move

MicroAlgo Stock Jumped 40%—The Quantum Release Behind MLGO’s Sudden Move

20 May 2026
MicroAlgo shares surged 39.95% to $5.36 after the company announced a quantum image-processing algorithm, with volume reaching 9.74 million shares versus a 447,270 average. The stock hit $6.87 intraday before slipping to $5.22 after hours. No customer deals, revenue targets, or product launch dates were disclosed. Market cap stood near $66.7 million at the close.
Immunovant Stock Surges 35% After Arthritis Drug Data: Why Wall Street Is Repricing IMVT

Immunovant Stock Surges 35% After Arthritis Drug Data: Why Wall Street Is Repricing IMVT

20 May 2026
Immunovant shares jumped 35.3% to $35.56 after reporting 16-week data showing its drug IMVT-1402 produced ACR20, ACR50, and ACR70 response rates of 72.7%, 54.5%, and 35.8% in difficult-to-treat rheumatoid arthritis. Roivant Sciences, its majority owner, rose 14.9%. No new safety signals were reported. The trial enrolled 170 patients, most of whom had failed two prior advanced therapies.
FuelCell Energy surges as AI-fueled rally hits again, analysts wary

FuelCell Energy surges as AI-fueled rally hits again, analysts wary

20 May 2026
FuelCell Energy shares surged 16.5% to $20.22 Wednesday, rebounding after a two-day selloff. The move tracked a 1.5% gain in the Nasdaq Composite and renewed interest in companies supplying power to AI data centers. FuelCell reported a $26.1 million quarterly loss and a declining backlog, despite higher revenue and new data-center proposals. Peers traded mixed, with Bloom Energy up and Plug Power down.
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