Closing price
$249.34
▼ $3.98 · 1.57%
Market cap$270.55B
Trailing P/E255.8×
ConsensusBuy
Arm Stock’s 15% Consensus Upside Shrinks to 4% at the Median After Chip Rout
Arm Holdings plc fell 1.6% to $249.34 on Wednesday. The move followed Tuesday's five-percent drop in the Philadelphia semiconductor index as rising bond yields hit technology shares.
Arm Holdings · NASDAQ:ARM
Growth intact. Valuation unforgiving.
Market close
August 19, 2026 · 4:00 PM EDT
August 19, 2026 · 4:00 PM EDT
Consensus upside depends on the statistic
Trailing earnings multiple
Arm's premium amplifies sensitivity to growth misses and higher bond yields.
June-quarter engine
$1.29B +22%
Total revenue
Royalties$715M+22%
Licensing$574M+23%
41.2% non-GAAP operating margin
What investors are pricing
AGI CPU demand>$2BAcross fiscal 2027–2028
Capacity secured$1BManagement's stated opportunity
Next sector testNvidia resultsAI demand versus higher yields
Qualcomm (NASDAQ:QCOM) Shares Steady as Broader Portfolio Cushions 61% Handset Decline
Growth in automotive and IoT offset 61% of Qualcomm’s drop in handset revenue last quarter. After falling 12.6% over five sessions, shares stabilized Monday. The stock gained 1.0% to $149.10 in early U.S. trade.
Qualcomm (NASDAQ:QCOM) Shares Drop After Profit Outlook Reveals Margin Pressures
Qualcomm stock was set to open down 2.8% at $151.37 as of 09:00 EDT, after earlier dropping toward a 5% loss. Nasdaq futures advanced by around 1.5%. The regular trading session was scheduled to begin at 09:30 EDT.
Qualcomm (NASDAQ:QCOM) Shares Fall as Handset Weakness Challenges Expansion Strategy
NEW YORK, July 29, 2026, 16:59 EDT – Qualcomm stock declined as soft demand in the handset segment highlighted the company’s efforts to broaden its business beyond smartphones.
JD.com pops while Qualcomm lags as volume tracks search trends
Qualcomm dropped 2.7% Monday, even after TD Cowen bumped its price target to $225 from $200. JD.com added 2.4% while Macquarie lowered its target to $37 from $40. The new targets suggest possible upside of 22.3% for Qualcomm, 28.1% for JD, versus their latest closes. Macquarie kept an Outperform on JD, projecting Q2 revenue to slip 4% and adjusted operating profit—before specified items—at RMB5.8 billion.
Micron (NASDAQ:MU) moves pull Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL) into focus this week for AI stocks
AI stocks in the U.S. head into the four-day week after last week’s drop facing a tighter focus: who is on the hook for memory bills. The memory crunch that helped Micron Technology is now hitting hardware prices at Apple. For investors, it’s a sharper gauge of whether AI spending still drives profit, or if those costs are now squeezing the rest of tech.
Dow Jones today (INDEXDJX:.DJI): blue chips slip below 52,000 on late slide
Dow Jones Industrial Average picked up 71.72 points, or 0.14%, on Thursday, finishing at 51,920.62. That was well off its best level of the day, after hitting a 52-week high of 52,655.66. The S&P 500 edged down 0.70 point, less than 0.01%, to 7,357.52. Nasdaq Composite dropped 118.03 points, or 0.46%, ending at 25,358.60.
US stocks mixed, Micron AI memory rally can’t lift Nasdaq
Nasdaq slips as AI trade splits chip makers and buyers; SanDisk jumps 22% The Nasdaq Composite ended Thursday down 0.46%, giving up 118.03 points to finish at 25,358.60. The Dow Jones Industrial Average managed a 71.72-point gain, or 0.14%, to close at 51,920.62, while the S&P 500 was flat, down just 0.73 point at 7,357.49. Memory-chip stocks ran higher, but the broader tech index still fell as some companies raised prices for hard-to-find AI parts and others paid up. SanDisk Corp soared 22.0%, Micron Technology Inc climbed 15.7%, and Applied Materials Inc rose 13.4%. Apple Inc lost 6.1%, and Dell Technologies Inc dropped 5.8%.
Qualcomm gains $16 billion as AI data-center bet faces watchful market
QUALCOMM Incorporated jumped $14.93 to $212.34, after reaching a session high of $224.00. Shares were up 7.6% from Wednesday’s close and touched a 13.5% gain earlier. Latest market cap printed at $227.6 billion, with trading volume near 22.5 million shares.
Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade
U.S. cash markets traded Thursday during normal hours on the New York Stock Exchange, from 9:30 a.m. to 4:00 p.m. ET. It wasn’t just AI stocks bouncing. Some investors picked up shares in chipmakers with limited memory supply, dumping others with higher AI expenses or steeper input costs.
Dow Jones (INDEXDJX:.DJI) spikes 700 points as price-weighted stocks outpace tech slide
Dow jumps more than 700 points as industrials and banks surge, Nasdaq lagsLate Thursday morning, the Dow rallied 763.79 points to 52,612.69 as tracked by MarketWatch/FactSet. The move left the S&P 500 up 29.46 points. But the Nasdaq fell 86.98 points, weighed down by Apple, Microsoft Corp., Nvidia Corp. and Amazon.com Inc..
US stocks now: Broad gains balance $416 billion drop in megacap tech
Stocks edged up in mixed trading Thursday. Dow and small caps caught a bid, but heavy selling hit some of the biggest tech names as the latest AI supply-chain headlines split the market. Fresh news on AI hardware and components turned up new winners and losers, dividing the day’s action.
Nasdaq futures edge up as AI chip stocks try to recover ahead of PCE data
Stock index futures in the U.S. traded higher ahead of Thursday’s open, though gains were limited. The gap between Nasdaq and Dow stands near two percentage points. AI chip names are drawing demand again, but industrials and small caps are nearly unchanged.
Micron, Qualcomm lift chip stocks after hours as Nasdaq slips
Micron said it had locked in about $100 billion worth of future customer deals, and Qualcomm laid out a $15 billion data-center sales target by 2029. Both items steered the after-hours session.
AMD holds steady after UBS sets $1.1T target, AI rivalry grows
Advanced Micro Devices, Inc. finished Wednesday little changed. UBS, which had one of the highest targets on AMD, reset its view, but the stock barely moved. Investors didn't rush to buy on another AI-chip call.
Qualcomm move tests Street targets after $15B AI data center outlook
Qualcomm closed Wednesday regular trading near the Street’s average price target. Shares moved higher after the bell when the company released specific revenue figures tied to its AI data center efforts.
Qualcomm (NASDAQ:QCOM) slides, $19 billion lost as AI deal rumors lift investor-day expectations
Qualcomm shares dropped 8.01% to end at $204.13 on Tuesday, erasing about $19 billion in market value. The selloff is almost five times the $4 billion reported price tag for AI startup Modular, a deal still not finalized.
Qualcomm Shares Rise on Tenstorrent Deal Talks and AI Push
Qualcomm shares ticked up in early U.S. trading Tuesday after word of a potential AI-chip deal, but the stock’s strong smartphone business still hung over the market. Reuters said Qualcomm gained in premarket trade following a report from The Information that it's in talks to buy Tenstorrent, an AI-chip startup. Still, the move wasn’t all in one direction — Qualcomm slipped about 1% after hours after the news hit, according to Reuters, as traders tried to figure out the impact and size of a possible deal.
Qualcomm Shares Trade Early As AI Gets Attention Over Phones
Qualcomm shares were up in early U.S. premarket trading Tuesday, building on gains from late Monday. Nvidia CEO Jensen Huang praised the mobile-chip maker, and investors renewed interest in Qualcomm’s efforts in AI and data-center chips.
Nasdaq rises after hours as chips recover
Most U.S. stocks finished up on Monday, with little change in post-market trading. Chip stocks rallied, helping the Nasdaq recover some of its losses from Friday, while the Dow lagged.
TechStock² Updates
