Arm Holdings plc American Depositary Shares ARM

Arm Holdings es una empresa británica de propiedad intelectual (PI) de semiconductores. La empresa desarrolla y concede licencias de PI para diversos dispositivos en todo el mundo, y entrega herramientas de desarrollo que aceleran el desarrollo de productos, desde sensores hasta servidores. Su tecnología de procesadores y gráficos impulsa una mejor experiencia de rendimiento de cada dispositivo, desde sensores IoT a supercomputadores, pasando por smartphones y laptops a vehículos autónomos, incluyendo también televisores digitales.

• The Motley Fool 4 oct

  Astera Labs vs. Arm: Which Semiconductor Stock Is a Better Buy in 2026?

  The article compares two semiconductor stocks: Astera Labs, which provides AI connectivity solutions with explosive 115% revenue growth but faces customer concentration risk, and Arm, which licenses chip architecture with stable 22.8% growth and reliable royalty streams. The author recommends Astera Labs for growth-focused investors despite concentration risks, while Arm suits those preferring consistency.

  

• The Motley Fool 2 oct

  Why AMD Stock Jumped 30% in September

  AMD stock surged 30% in September driven by strong CPU demand following Meta's launch of its Muse AI agent, which became the most downloaded app within a month. AMD also announced an $8.2 billion acquisition of World Labs to strengthen its AI hardware and software capabilities. Wall Street analysts upgraded the stock citing increased AI compute demand and CPU market expansion.

  

• Zacks Investment Research 2 oct

  October FOMC: Why the Fed Will Pause

  The Federal Reserve is expected to pause rate hikes at its October 27-28 meeting despite recent inflation concerns. Weakening job numbers, dovish Fed commentary, plummeting rate-hike odds in betting markets, historical precedent of no October hikes before midterms, and lower real-time inflation data all suggest a pause is likely. A slower pace of rate hikes is generally bullish for equities, particularly AI-related stocks.

  

• The Motley Fool 1 oct

  Arm vs. ASML: Which Semiconductor Stock Is a Better Buy in 2026?

  The article compares Arm Holdings and ASML as semiconductor investment options. Arm licenses chip designs with a high-margin business model (93.88% gross margin, P/E 297.15), while ASML manufactures essential lithography equipment with a monopoly position (52.73% gross margin, P/E 56.35). The author recommends ASML due to its irreplaceable role as the sole provider of extreme ultraviolet lithography machines critical to advanced chip production, despite Arm's consistent growth in mobile and data center segments.

  

• The Motley Fool 1 oct

  Arm vs. Credo Technology Group: Which Tech Stock Is a Better Buy in 2026?

  Arm and Credo Technology Group represent two different plays on AI infrastructure growth. Arm provides processor architecture for billions of devices with a durable royalty model and 22.8% revenue growth, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth but faces customer concentration risk. The author recommends Credo for growth-focused investors despite higher risk, while Arm suits those seeking consistency.