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Form 144 ARM HOLDINGS PLC /UK Filed by: Child Jason

Thu, 27 Aug 2026 09:49:00 -0400

si-local-file:///var/storage/secattach/20260827/26986377.html

Form 144 ARM HOLDINGS PLC /UK Filed by: Child Jason

Thu, 27 Aug 2026 09:49:00 -0400

si-local-file:///var/storage/secattach/20260827/26986377.html

Form 144 ARM HOLDINGS PLC /UK Filed by: Child Jason

Thu, 27 Aug 2026 09:49:00 -0400

si-local-file:///var/storage/secattach/20260827/26986377.html

Raymond James upgrades AMD, sees $201 billion server CPU market by 2030

Tue, 25 Aug 2026 08:40:07 -0400

Investing.com -- Raymond James upgraded Advanced Micro Devices (NASDAQ: AMD) to Strong Buy from Outperform in a note Tuesday, extending its AI Factory framework to the server CPU market and forecasting an expansion driven by agentic workloads.

The firm sees the server CPU market growing at a 44% five-year compound annual rate to roughly $201 billion by 2030, comprising $33.5 billion of conventional datacenter CPUs, $83 billion of AI head-end CPUs and $85 billion of agentic CPUs.

"AMD offers the strongest combination of direct earnings leverage, datacenter positioning and market-share gains," analyst Simon Leopold wrote.

Raymond James described agentic AI as

Raymond James upgrades AMD, sees $201 billion server CPU market by 2030

Tue, 25 Aug 2026 08:40:07 -0400

"AMD offers the strongest combination of direct earnings leverage, datacenter positioning and market-share gains," analyst Simon Leopold wrote.

Raymond James described agentic AI as

Raymond James upgrades AMD, sees $201 billion server CPU market by 2030

Tue, 25 Aug 2026 08:40:07 -0400

"AMD offers the strongest combination of direct earnings leverage, datacenter positioning and market-share gains," analyst Simon Leopold wrote.

Raymond James described agentic AI as

Raymond James upgrades AMD, sees $201 billion server CPU market by 2030

Tue, 25 Aug 2026 08:40:07 -0400

"AMD offers the strongest combination of direct earnings leverage, datacenter positioning and market-share gains," analyst Simon Leopold wrote.

Raymond James described agentic AI as

Arm Holdings (ARM) PT Raised to $641 at Raymond James

Tue, 25 Aug 2026 05:01:04 -0400

Raymond James analyst Simon Leopold raised the price target on Arm Holdings (NASDAQ: ARM) to $641.00 (from $565.00) while maintaining a Outperform rating.

The analyst comments "Outperform-rated ARM’s CPU exposure is nuanced and disclosures are inadequate. Arm’s primary source of sales comes through royalties and licensing, and we estimate that less than 20% of TTM royalty revenue comes from servers, but this exceeds a third of revenue in FY28. Arm will enter the fabless market and sell its own CPU starting in late FY27. We support Arm’s decision to implement a fabless model to offer its CPUs. Our model reflects Arm’s

Arm Holdings (ARM) PT Raised to $641 at Raymond James

Tue, 25 Aug 2026 05:01:04 -0400

Raymond James analyst Simon Leopold raised the price target on Arm Holdings (NASDAQ: ARM) to $641.00 (from $565.00) while maintaining a Outperform rating.

Arm Holdings (ARM) PT Raised to $641 at Raymond James

Tue, 25 Aug 2026 05:01:04 -0400

Raymond James analyst Simon Leopold raised the price target on Arm Holdings (NASDAQ: ARM) to $641.00 (from $565.00) while maintaining a Outperform rating.

Form 4 ARM HOLDINGS PLC /UK For: Aug 17 Filed by: Bartels Laura Kathleen

Tue, 18 Aug 2026 17:34:00 -0400

si-local-file:///var/storage/secattach/20260818/26945607.html

Form 4 ARM HOLDINGS PLC /UK For: Aug 17 Filed by: Bartels Laura Kathleen

Tue, 18 Aug 2026 17:34:00 -0400

si-local-file:///var/storage/secattach/20260818/26945607.html

Form 4 ARM HOLDINGS PLC /UK For: Aug 17 Filed by: Bartels Laura Kathleen

Tue, 18 Aug 2026 17:34:00 -0400

si-local-file:///var/storage/secattach/20260818/26945607.html

Top CPU stocks to buy as analysts say "renaissance thesis is playing out"

Fri, 14 Aug 2026 07:00:00 -0400

Server CPU demand surged in the second quarter, with Wall Street analysts pointing to strong unit growth, rising prices and AI-driven workload shifts as evidence of a broader turnaround in the chip category.

Evercore ISI analyst Mark Lipacis said second-quarter data from Mercury Research showed server CPU units rose 9% quarter-over-quarter and 27% year-over-year (YY) — "the highest YY growth since 1Q22 when companies added servers to support work-from-home during COVID."