Arm Holdings is rated Buy, driven by a structural shift to Agentic AI, positioning ARM as a foundational AI infrastructure utility. ARM’s data center royalty revenue is doubling year-over-year, with ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Arm boss Rene Haas has said fears about AI hurting software companies, which triggered a market sell-off this ...

Upbeat results weren’t enough to lift Arm Holdings’ stock on Wednesday, showing how investors are taking a tougher look at artificial-intelligence companies in today’s technology trade. The British ...