Arm Holdings PLC ARM

Bernstein’s calls highlight growing confidence in AI-driven server demand and next-generation CPU opportunities across the semiconductor sector.

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."

Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives […]

Broadcom (AVGO) stock jumps 6% as JPMorgan dismisses Google TPU delay rumors and projects massive AI revenue growth through 2031.

Investing.com -- Agentic artificial intelligence is triggering a fundamental shift in data center hardware demand, with server CPUs emerging as a major structural growth market, according to Bernstein in a note on Wednesday.

Advanced Micro Devices, NVIDIA and other chip giants are targeting the fast-growing AI server CPU market as demand expands beyond generative AI.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.89%. June E-mini S&P futures (ESM26 ) fell -0.60%, and June E-mini Nasdaq futures...

ARM's licensing revenues jump 29% in fiscal Q4, fueling 20% total revenue growth as demand for chip designs and AI infrastructure stays strong.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.11%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.18%. June E-mini S&P futures (ESM26 ) are up +0.09%, and June E-mini Nasdaq futures...