Arm Holdings plc (ARM) is sensitive to: earnings, AI demand, mobile demand, licensing revenue.Designs CPU architectures licensed across mobile, automotive, and data center chips.

Upcoming events affecting ARM

GDP Second Estimate (Q2 2026)Thu, Aug 27

PCE Price Index (Fed's Preferred)Fri, Aug 28

HIGH IMPACT

ISM Manufacturing PMITue, Sep 1

HIGH IMPACT

ISM Services PMIThu, Sep 3

HIGH IMPACT

Nonfarm Payrolls (Jobs Report)Fri, Sep 4

HIGH IMPACT

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SMH Explodes On AI Boom: TSMC AMD Crush It! SMH Stock Analysis Catherine Zeta Jones (QSLjhN3gE2) - Mshale

ARM news and market impact

Latest ARM news

SMH Explodes On AI Boom: TSMC AMD Crush It! SMH Stock Analysis Catherine Zeta Jones (QSLjhN3gE2) - Mshale

We're adding two new stocks to our Bullpen watchlist.

Sharemarket endures worst session in five weeks as oil surges - SMH.com.au

New tariffs announced.

SMH Stock: Is the AI Chip Trade Still Worth Chasing? - MEXC

SMH Capital Advisors Inc. Acquires Shares of 36,993 AllianceBernstein Holding L.P. $AB - marketbeat.com

Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month - Yahoo Finance

VanEck Semiconductor ETF : SMH - 24/7 Wall St.

Missed Nvidia’s Run? SMH Holders Made 113% Over 12 Months Anyway - 24/7 Wall St.

Central bank tone shift signaled.

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