http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 20 Jul 2026 05:45:24 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+PT+Change/Arm+Holdings+%28ARM%29+PT+Raised+to+%24320+at+Jefferies/26786298.html <p>Jefferies analyst Janardan Menon raised the price target on Arm Holdings (NASDAQ: ARM) to $320.00 (from $290.00) while maintaining a Buy rating.</p><p>The analyst comments "We believe Arm's AGI CPU orders have further risen post FY26 results, both because of Agentic AI driving CPU demand, as well as the signing up of new customers like Oracle and Bytedance. We now predict AGI CPU revenues of $18bn in FY31 vs guidance of $15bn. The potential launch of a GPU by Softbank sometime next year based on Arm's design services is also likely to be positive for royalties. We raise our longer-term forecasts http://www.streetinsider.com/Analyst+PT+Change/Arm+Holdings+%28ARM%29+PT+Raised+to+%24320+at+Jefferies/26786298.html Mon, 20 Jul 2026 05:45:24 -0400 ARM http://www.streetinsider.com/Analyst+Comments/Arm+Holdings+%28ARM%29+PT+Raised+to+%24320+at+Jefferies/26786298.html <p>Jefferies analyst Janardan Menon raised the price target on Arm Holdings (NASDAQ: ARM) to $320.00 (from $290.00) while maintaining a Buy rating.</p><p>The analyst comments "We believe Arm's AGI CPU orders have further risen post FY26 results, both because of Agentic AI driving CPU demand, as well as the signing up of new customers like Oracle and Bytedance. We now predict AGI CPU revenues of $18bn in FY31 vs guidance of $15bn. The potential launch of a GPU by Softbank sometime next year based on Arm's design services is also likely to be positive for royalties. We raise our longer-term forecasts http://www.streetinsider.com/Analyst+Comments/Arm+Holdings+%28ARM%29+PT+Raised+to+%24320+at+Jefferies/26786298.html Mon, 20 Jul 2026 05:45:24 -0400 ARM http://www.streetinsider.com/Hot+Comments/Arm+Holdings+%28ARM%29+PT+Raised+to+%24320+at+Jefferies/26786298.html <p>Jefferies analyst Janardan Menon raised the price target on Arm Holdings (NASDAQ: ARM) to $320.00 (from $290.00) while maintaining a Buy rating.</p><p>The analyst comments "We believe Arm's AGI CPU orders have further risen post FY26 results, both because of Agentic AI driving CPU demand, as well as the signing up of new customers like Oracle and Bytedance. We now predict AGI CPU revenues of $18bn in FY31 vs guidance of $15bn. The potential launch of a GPU by Softbank sometime next year based on Arm's design services is also likely to be positive for royalties. We raise our longer-term forecasts http://www.streetinsider.com/Hot+Comments/Arm+Holdings+%28ARM%29+PT+Raised+to+%24320+at+Jefferies/26786298.html Mon, 20 Jul 2026 05:45:24 -0400 ARM http://www.streetinsider.com/New+Coverage/Benchmark+Assumes+Arm+Holdings+%28ARM%29+at+Hold/26774185.html <p>Benchmark analyst Gary Mobley assumes coverage on Arm Holdings (NASDAQ: ARM) with a Hold rating.</p> <p>For an analyst ratings summary and ratings history on Arm Holdings <a href="http://www.streetinsider.com/rating_history.php?q=ARM">click here</a>. For more ratings news on Arm Holdings <a href="http://www.streetinsider.com/stock_lookup_news.php?q=ARM&amp;type=analyst">click here</a>.</p> <p>Shares of Arm Holdings closed at $281.17 yesterday.</p> http://www.streetinsider.com/New+Coverage/Benchmark+Assumes+Arm+Holdings+%28ARM%29+at+Hold/26774185.html Wed, 15 Jul 2026 16:08:46 -0400 ARM http://www.streetinsider.com/Downgrades/HSBC+Downgrades+Arm+Holdings+%28ARM%29+to+Hold/26764900.html <p>HSBC analyst Frank Lee downgraded Arm Holdings (NASDAQ: ARM) from Buy to Hold with a price target of $315.00.</p><p>For an analyst ratings summary and ratings history on Arm Holdings <a href="http://www.streetinsider.com/rating_history.php?q=ARM">click here</a>. For more ratings news on Arm Holdings <a href="http://www.streetinsider.com/stock_lookup_news.php?q=ARM&amp;type=analyst">click here</a>.</p><p>Shares of Arm Holdings closed at $298.99 yesterday.</p> http://www.streetinsider.com/Downgrades/HSBC+Downgrades+Arm+Holdings+%28ARM%29+to+Hold/26764900.html Tue, 14 Jul 2026 07:45:05 -0400 ARM http://www.streetinsider.com/Analyst+PT+Change/Arm+Holdings+%28ARM%29+PT+Raised+to+%24430+at+KeyBanc/26764398.html KeyBanc analyst John Vinh raised the price target on Arm Holdings (NASDAQ: ARM) to $430.00 (from $300.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/Arm+Holdings+%28ARM%29+PT+Raised+to+%24430+at+KeyBanc/26764398.html Tue, 14 Jul 2026 06:26:02 -0400 ARM http://www.streetinsider.com/Options/Arm+Holdings+%28ARM%29+call+put+ratio+2.9+calls+to+1+put%2C+share+price+up+12.6%25/26751783.html <p>Arm Holdings (NASDAQ: ARM) 30-day option implied volatility is at 115; compared to its 52-week range of 42 to 112. Call put ratio 2.9 calls to 1 put with a focus on July 330 and 400 calls as share price up 12.6%.</p> http://www.streetinsider.com/Options/Arm+Holdings+%28ARM%29+call+put+ratio+2.9+calls+to+1+put%2C+share+price+up+12.6%25/26751783.html Thu, 09 Jul 2026 10:59:25 -0400 ARM http://www.streetinsider.com/Press+Releases/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html <p> CAMBRIDGE, England--(BUSINESS WIRE)-- Arm Holdings plc (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. </p><p> The live audio webcast will be available at: <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;index=1&amp;md5=e55198b6ffddd78ba1cf032fcba0628f" shape="rect">https://edge.media-server.com/mmc/p/odrefapr</a> and a replay of the conference call can be accessed on <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Finvestors.arm.com%2F&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=http%3A%2F%2Finvestors.arm.com%2F&amp;index=2&amp;md5=82f507530bd6b1d6f8c40c84c2c2fe94" shape="rect">http://investors.arm.com/</a> shortly afterwards. The replay will be available for four weeks. </p><p> <b>About Arm</b> </p><p> Arm http://www.streetinsider.com/Press+Releases/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html Wed, 08 Jul 2026 09:00:00 -0400 0ADF ARM O.37879401 http://www.streetinsider.com/Press+Releases/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html <p> CAMBRIDGE, England--(BUSINESS WIRE)-- Arm Holdings plc (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. </p><p> The live audio webcast will be available at: <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;index=1&amp;md5=e55198b6ffddd78ba1cf032fcba0628f" shape="rect">https://edge.media-server.com/mmc/p/odrefapr</a> and a replay of the conference call can be accessed on <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Finvestors.arm.com%2F&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=http%3A%2F%2Finvestors.arm.com%2F&amp;index=2&amp;md5=82f507530bd6b1d6f8c40c84c2c2fe94" shape="rect">http://investors.arm.com/</a> shortly afterwards. The replay will be available for four weeks. </p><p> <b>About Arm</b> </p><p> Arm http://www.streetinsider.com/Press+Releases/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html Wed, 08 Jul 2026 09:00:00 -0400 0ADF ARM O.37879401 http://www.streetinsider.com/Press+Releases/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html <p> CAMBRIDGE, England--(BUSINESS WIRE)-- Arm Holdings plc (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. </p><p> The live audio webcast will be available at: <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;index=1&amp;md5=e55198b6ffddd78ba1cf032fcba0628f" shape="rect">https://edge.media-server.com/mmc/p/odrefapr</a> and a replay of the conference call can be accessed on <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Finvestors.arm.com%2F&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=http%3A%2F%2Finvestors.arm.com%2F&amp;index=2&amp;md5=82f507530bd6b1d6f8c40c84c2c2fe94" shape="rect">http://investors.arm.com/</a> shortly afterwards. The replay will be available for four weeks. </p><p> <b>About Arm</b> </p><p> Arm http://www.streetinsider.com/Press+Releases/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html Wed, 08 Jul 2026 09:00:00 -0400 0ADF ARM O.37879401 http://www.streetinsider.com/Business+Wire/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html <p> CAMBRIDGE, England--(BUSINESS WIRE)-- Arm Holdings plc (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. </p><p> The live audio webcast will be available at: <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;index=1&amp;md5=e55198b6ffddd78ba1cf032fcba0628f" shape="rect">https://edge.media-server.com/mmc/p/odrefapr</a> and a replay of the conference call can be accessed on <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Finvestors.arm.com%2F&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=http%3A%2F%2Finvestors.arm.com%2F&amp;index=2&amp;md5=82f507530bd6b1d6f8c40c84c2c2fe94" shape="rect">http://investors.arm.com/</a> shortly afterwards. The replay will be available for four weeks. </p><p> <b>About Arm</b> </p><p> Arm http://www.streetinsider.com/Business+Wire/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html Wed, 08 Jul 2026 09:00:00 -0400 0ADF ARM O.37879401 http://www.streetinsider.com/Business+Wire/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html <p> CAMBRIDGE, England--(BUSINESS WIRE)-- Arm Holdings plc (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. </p><p> The live audio webcast will be available at: <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;index=1&amp;md5=e55198b6ffddd78ba1cf032fcba0628f" shape="rect">https://edge.media-server.com/mmc/p/odrefapr</a> and a replay of the conference call can be accessed on <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Finvestors.arm.com%2F&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=http%3A%2F%2Finvestors.arm.com%2F&amp;index=2&amp;md5=82f507530bd6b1d6f8c40c84c2c2fe94" shape="rect">http://investors.arm.com/</a> shortly afterwards. The replay will be available for four weeks. </p><p> <b>About Arm</b> </p><p> Arm http://www.streetinsider.com/Business+Wire/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html Wed, 08 Jul 2026 09:00:00 -0400 0ADF ARM O.37879401 http://www.streetinsider.com/Business+Wire/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html <p> CAMBRIDGE, England--(BUSINESS WIRE)-- Arm Holdings plc (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. </p><p> The live audio webcast will be available at: <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=https%3A%2F%2Fedge.media-server.com%2Fmmc%2Fp%2Fodrefapr&amp;index=1&amp;md5=e55198b6ffddd78ba1cf032fcba0628f" shape="rect">https://edge.media-server.com/mmc/p/odrefapr</a> and a replay of the conference call can be accessed on <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=http%3A%2F%2Finvestors.arm.com%2F&amp;esheet=54566695&amp;newsitemid=20260708344949&amp;lan=en-US&amp;anchor=http%3A%2F%2Finvestors.arm.com%2F&amp;index=2&amp;md5=82f507530bd6b1d6f8c40c84c2c2fe94" shape="rect">http://investors.arm.com/</a> shortly afterwards. The replay will be available for four weeks. </p><p> <b>About Arm</b> </p><p> Arm http://www.streetinsider.com/Business+Wire/Arm+Announces+Earnings+Release+Date+for+First+Quarter+Fiscal+Year+Ended+2027/26745079.html Wed, 08 Jul 2026 09:00:00 -0400 0ADF ARM O.37879401 http://www.streetinsider.com/Investing/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html <p>Investing.com -- SoftBank Group has reportedly resumed discussions with a group of lenders for a $10 billion loan secured by its ownership stake in OpenAI. The Japanese technology investor had previously attempted to arrange similar financing but faced resistance from banks concerned about the challenges of valuing private companies.</p> <p>SoftBank is now offering to guarantee repayment of the loan to address lender concerns. This structure would give banks recourse to SoftBank if the OpenAI shares used as collateral decline in value, according to a report from Reuters News.</p> <p></p> <p>SoftBank has emerged as one of OpenAI&amp;#39;s largest investors under founder Masayoshi Son&amp;#39;s strategy http://www.streetinsider.com/Investing/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html Wed, 01 Jul 2026 16:55:03 -0400 ARM GS JPM http://www.streetinsider.com/Investing/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html <p>Investing.com -- SoftBank Group has reportedly resumed discussions with a group of lenders for a $10 billion loan secured by its ownership stake in OpenAI. The Japanese technology investor had previously attempted to arrange similar financing but faced resistance from banks concerned about the challenges of valuing private companies.</p> <p>SoftBank is now offering to guarantee repayment of the loan to address lender concerns. This structure would give banks recourse to SoftBank if the OpenAI shares used as collateral decline in value, according to a report from Reuters News.</p> <p></p> <p>SoftBank has emerged as one of OpenAI&amp;#39;s largest investors under founder Masayoshi Son&amp;#39;s strategy http://www.streetinsider.com/Investing/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html Wed, 01 Jul 2026 16:55:03 -0400 ARM GS JPM http://www.streetinsider.com/Investing/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html <p>Investing.com -- SoftBank Group has reportedly resumed discussions with a group of lenders for a $10 billion loan secured by its ownership stake in OpenAI. The Japanese technology investor had previously attempted to arrange similar financing but faced resistance from banks concerned about the challenges of valuing private companies.</p> <p>SoftBank is now offering to guarantee repayment of the loan to address lender concerns. This structure would give banks recourse to SoftBank if the OpenAI shares used as collateral decline in value, according to a report from Reuters News.</p> <p></p> <p>SoftBank has emerged as one of OpenAI&amp;#39;s largest investors under founder Masayoshi Son&amp;#39;s strategy http://www.streetinsider.com/Investing/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html Wed, 01 Jul 2026 16:55:03 -0400 ARM GS JPM http://www.streetinsider.com/General+News/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html <p>Investing.com -- SoftBank Group has reportedly resumed discussions with a group of lenders for a $10 billion loan secured by its ownership stake in OpenAI. The Japanese technology investor had previously attempted to arrange similar financing but faced resistance from banks concerned about the challenges of valuing private companies.</p> <p>SoftBank is now offering to guarantee repayment of the loan to address lender concerns. This structure would give banks recourse to SoftBank if the OpenAI shares used as collateral decline in value, according to a report from Reuters News.</p> <p></p> <p>SoftBank has emerged as one of OpenAI&amp;#39;s largest investors under founder Masayoshi Son&amp;#39;s strategy http://www.streetinsider.com/General+News/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html Wed, 01 Jul 2026 16:55:03 -0400 ARM GS JPM http://www.streetinsider.com/General+News/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html <p>Investing.com -- SoftBank Group has reportedly resumed discussions with a group of lenders for a $10 billion loan secured by its ownership stake in OpenAI. The Japanese technology investor had previously attempted to arrange similar financing but faced resistance from banks concerned about the challenges of valuing private companies.</p> <p>SoftBank is now offering to guarantee repayment of the loan to address lender concerns. This structure would give banks recourse to SoftBank if the OpenAI shares used as collateral decline in value, according to a report from Reuters News.</p> <p></p> <p>SoftBank has emerged as one of OpenAI&amp;#39;s largest investors under founder Masayoshi Son&amp;#39;s strategy http://www.streetinsider.com/General+News/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html Wed, 01 Jul 2026 16:55:03 -0400 ARM GS JPM http://www.streetinsider.com/General+News/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html <p>Investing.com -- SoftBank Group has reportedly resumed discussions with a group of lenders for a $10 billion loan secured by its ownership stake in OpenAI. The Japanese technology investor had previously attempted to arrange similar financing but faced resistance from banks concerned about the challenges of valuing private companies.</p> <p>SoftBank is now offering to guarantee repayment of the loan to address lender concerns. This structure would give banks recourse to SoftBank if the OpenAI shares used as collateral decline in value, according to a report from Reuters News.</p> <p></p> <p>SoftBank has emerged as one of OpenAI&amp;#39;s largest investors under founder Masayoshi Son&amp;#39;s strategy http://www.streetinsider.com/General+News/SoftBank+reportedly+reopens+talks+for+%2410bn+loan+backed+by+OpenAI+stake/26721763.html Wed, 01 Jul 2026 16:55:03 -0400 ARM GS JPM http://www.streetinsider.com/Investing/ByteDance+targets+CPU+mass+production+in+H2+2027+to+power+AI+push+-+SCMP/26703546.html <p>Investing.com -- ByteDance is racing to finalize the design of a next-generation in-house CPU by early 2027 at the latest, with mass production and wider deployment targeted for the second half of that year, South China Morning Post reported Monday, citing three people familiar with the matter. The disclosure, the first of its kind for the TikTok parent, underscores how urgently one of the world&amp;#39;s most valuable private tech companies is building out its own silicon stack to sustain explosive growth in its AI product lineup.</p> <p>For publicly traded chipmakers, the strategic implications are direct. <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Arm</span></span> Holdings ADR http://www.streetinsider.com/Investing/ByteDance+targets+CPU+mass+production+in+H2+2027+to+power+AI+push+-+SCMP/26703546.html Mon, 29 Jun 2026 10:08:10 -0400 AMD ARM INTC NVDA http://www.streetinsider.com/Investing/ByteDance+targets+CPU+mass+production+in+H2+2027+to+power+AI+push+-+SCMP/26703546.html <p>Investing.com -- ByteDance is racing to finalize the design of a next-generation in-house CPU by early 2027 at the latest, with mass production and wider deployment targeted for the second half of that year, South China Morning Post reported Monday, citing three people familiar with the matter. The disclosure, the first of its kind for the TikTok parent, underscores how urgently one of the world&amp;#39;s most valuable private tech companies is building out its own silicon stack to sustain explosive growth in its AI product lineup.</p> <p>For publicly traded chipmakers, the strategic implications are direct. <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Arm</span></span> Holdings ADR http://www.streetinsider.com/Investing/ByteDance+targets+CPU+mass+production+in+H2+2027+to+power+AI+push+-+SCMP/26703546.html Mon, 29 Jun 2026 10:08:10 -0400 AMD ARM INTC NVDA http://www.streetinsider.com/Investing/ByteDance+targets+CPU+mass+production+in+H2+2027+to+power+AI+push+-+SCMP/26703546.html <p>Investing.com -- ByteDance is racing to finalize the design of a next-generation in-house CPU by early 2027 at the latest, with mass production and wider deployment targeted for the second half of that year, South China Morning Post reported Monday, citing three people familiar with the matter. The disclosure, the first of its kind for the TikTok parent, underscores how urgently one of the world&amp;#39;s most valuable private tech companies is building out its own silicon stack to sustain explosive growth in its AI product lineup.</p> <p>For publicly traded chipmakers, the strategic implications are direct. <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Arm</span></span> Holdings ADR http://www.streetinsider.com/Investing/ByteDance+targets+CPU+mass+production+in+H2+2027+to+power+AI+push+-+SCMP/26703546.html Mon, 29 Jun 2026 10:08:10 -0400 AMD ARM INTC NVDA http://www.streetinsider.com/Investing/ByteDance+targets+CPU+mass+production+in+H2+2027+to+power+AI+push+-+SCMP/26703546.html <p>Investing.com -- ByteDance is racing to finalize the design of a next-generation in-house CPU by early 2027 at the latest, with mass production and wider deployment targeted for the second half of that year, South China Morning Post reported Monday, citing three people familiar with the matter. The disclosure, the first of its kind for the TikTok parent, underscores how urgently one of the world&amp;#39;s most valuable private tech companies is building out its own silicon stack to sustain explosive growth in its AI product lineup.</p> <p>For publicly traded chipmakers, the strategic implications are direct. <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Arm</span></span> Holdings ADR http://www.streetinsider.com/Investing/ByteDance+targets+CPU+mass+production+in+H2+2027+to+power+AI+push+-+SCMP/26703546.html Mon, 29 Jun 2026 10:08:10 -0400 AMD ARM INTC NVDA http://www.streetinsider.com/Investing/UBS+flags+these+2+stocks+as+key+beneficiaries+of+standalone+CPU/26684750.html <p>Investing.com -- UBS raised price targets on two chip stocks in a note on Wednesday, identifying both as key beneficiaries of accelerating demand for standalone CPU deployments in agentic AI infrastructure, while pushing back against what it sees as overly aggressive market size expectations.</p> <p></p> <p dir="ltr">Analyst Timothy Arcuri lifted the bank’s AMD price target to $670 from $455 and the Arm target to $470 from $260, based on an unchanged 35x multiple for <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> and a 108x multiple for <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Arm</span></span>. </p> <p dir="ltr">He cautioned that while investor enthusiasm around the CPU total addressable market has pushed some estimates http://www.streetinsider.com/Investing/UBS+flags+these+2+stocks+as+key+beneficiaries+of+standalone+CPU/26684750.html Wed, 24 Jun 2026 13:23:40 -0400 AMD ARM http://www.streetinsider.com/Investing/UBS+flags+these+2+stocks+as+key+beneficiaries+of+standalone+CPU/26684750.html <p>Investing.com -- UBS raised price targets on two chip stocks in a note on Wednesday, identifying both as key beneficiaries of accelerating demand for standalone CPU deployments in agentic AI infrastructure, while pushing back against what it sees as overly aggressive market size expectations.</p> <p></p> <p dir="ltr">Analyst Timothy Arcuri lifted the bank’s AMD price target to $670 from $455 and the Arm target to $470 from $260, based on an unchanged 35x multiple for <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">AMD</span></span> and a 108x multiple for <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Arm</span></span>. </p> <p dir="ltr">He cautioned that while investor enthusiasm around the CPU total addressable market has pushed some estimates http://www.streetinsider.com/Investing/UBS+flags+these+2+stocks+as+key+beneficiaries+of+standalone+CPU/26684750.html Wed, 24 Jun 2026 13:23:40 -0400 AMD ARM