Arm Holdings
Arm Holdings is the IP owner and developer of the ARM architecture, which is used in 99% of the world's smartphone CPU cores, and it also has high market share in other battery-powered devices like wearables, tablets, or sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped.www.arm.com
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Search complete. 161 mentions across 60 episodes found for "Arm Holdings".
Oct 30, 2026
Tom HayesHOST
This is after the recent bounce.
Tom HayesHOST
Western Digital down 52%, Oracle down 50%, Arm Holdings down 49%, Circle down 44%, Sandisk down 42%, Robinhood down 40%, Seagate down 39%, ServiceNow down 36%.
Tom HayesHOST
Intel 35, now it's 55, Supermicro down 35, Adobe 34, that's after the bounce, Broadcom 31, Marvell 30, Alphabet Google down 28, IBM down 25, Micron down 25, Meta down 22, et cetera.
Tom HayesHOST
as it relates to cooper standard this is from gm and ford today confirmed the same our guidance now assumes a usr of 16.5 million units uh that is a big deal for cooper standard these are getting to numbers where we should start to see some cash rip into the bottom line and get a lot of shorts and uh uh small cap haters faces ripped off in coming months.
Amber KanwarHOST
Okay, so the three rounds of picks you brought, I think, are also along the lines of what you said, where you want to be positioned in the AI trade.
Amber KanwarHOST
You've got Astera Labs, Lumentum, and Arm Holdings.
Amber KanwarHOST
What do they all have in common?
Ivana DelevskaGUEST
So they are still picks and shovels, right? So Astera Labs, we talked about a little bit.
Ivana DelevskaGUEST
So we see a lot of upside for the CPU trade more broadly, ARM included, AMD as well.
Ivana DelevskaGUEST
But really, we believe from a risk-reward perspective, ARM will probably provide the biggest
Amber KanwarHOST
So you think these semis are going to come back? You know, Arm is pulled back with the rest of them.
Amber KanwarHOST
And it sounds like you think...
Jack DongarraSOUNDBITE_SPEAKER
So those two things are accommodated for on GPUs, the ability to do this matrix multiplying and the ability to move the data from the memory of the GPU into the part that does the computation.
Jack DongarraSOUNDBITE_SPEAKER
So what was architected in the Lineshine computer is a chip that's based on an ARM architecture, ARM sells architecture, and they have that architecture, and they instrumented in the ARM architecture the ability to do matrix multiply.
Jack DongarraSOUNDBITE_SPEAKER
And they have put in that chip the ability to do very fast data movement.
Jack DongarraSOUNDBITE_SPEAKER
So those are really the two things that GPUs do.
Keith LansfordHOST
The S&P 500 index fell the last two weeks.
Keith LansfordHOST
Checking Monday's individual movers, chip and AI-related stocks took pole position led by Lumentum, Arm Holdings, Western Digital and Intel.
Keith LansfordHOST
All rose 5% or more.
Keith LansfordHOST
So did GE Vernova before its earnings later this week.
Graham CooleyGUEST
So the ecosystem was incredible.
Graham CooleyGUEST
We had Jamie Urquhart, who was one of the founding engineers of ARM as a non-exec director.
Graham CooleyGUEST
We had an advisory board that included Robin Saxby and Phil O'Donovan.
Graham CooleyGUEST
So Robin Saxby, of course, the first CEO of Arm and Phil O'Donovan from Cambridge Silicon Radio.
Jamil HasanHOST
We know that, it's a bank.
Jamil HasanHOST
But also, Microsoft, Alphabet, Arm Holdings, and Intuit.
Jamil HasanHOST
Interesting, right? Especially Microsoft and Alphabet in particular.
Jamil HasanHOST
The proposed platform would allow tokenized versions of publicly traded shares to be bought and sold through blockchain-based infrastructure, which makes sense.
Carl QuintanillaHOST
Chip stocks are up, picking up esteem in the last hour.
Carl QuintanillaHOST
Names like Arm, NXP, Intel, all near the top of the NDX.
Carl QuintanillaHOST
And the neoclouds, like Corweave, have turned sharply higher.
Carl QuintanillaHOST
Shares of Lockheed Martin getting a boost as well.
James DupreeGUEST
numerous companies.
James DupreeGUEST
And I mean, they would tweet something and something about, say, Arm Holdings.
James DupreeGUEST
It's a semiconductor stock.
James DupreeGUEST
And it was already public knowledge.
James DupreeGUEST
And they tweeted it after hours that they figured out that Arm had been linked with NVIDIA on a PC or something like that.
James DupreeGUEST
And ARM's $140 billion company at the time.
James DupreeGUEST
It was limit up 17%, literally right after, a
Colette AuclairHOST
Checking individual movers Thursday, other than Tesla and Meta, AI and chip stocks had another rough day.
Colette AuclairHOST
Some of the names falling most, besides those mentioned earlier, included Lumentum, Arm Holdings, Marvell Technology, Applied Materials, and Intel.
Colette AuclairHOST
Advanced Micro Devices dropped 8%, and NVIDIA fell 4%.
Colette AuclairHOST
Lam Research, a maker of equipment used to build chips, fell 12%.
Ariel HuguetGUEST
Ajá, sí
Juan Manuel de los ReyesHOST
...Arm Holdings tuvo una valuación de cincuenta y cuatro billones en su debut en 2023
Ariel HuguetGUEST
Mhm
Juan Manuel de los ReyesHOST
...una empresa que fue muy, muy, muy sonada
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