ARM

CNBC's Investing Club is raising its price target on Arm Holdings following a strong recent rally in the stock. The article is a brief teaser for the club's "Homestretch" afternoon update and provides no specific figures for the new price target or detailed rationale. Limited detail is available beyond the headline announcement of the upward revision.

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Intel reported a strong quarterly earnings result, which CNBC's article frames as a positive signal for CPU demand broadly. The performance is cited as a rationale for holding a stake in Arm Holdings, given Arm's exposure to the same CPU market tailwinds. No specific financial figures are detailed in the provided text.

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Intel stock surged +24.89% at the open following a strong Q1 earnings report, pushing it to the top of 2026 year-to-date performance among major CPU companies. The move lifted the broader semiconductor sector, including AMD and Arm Holdings. The article compares 2026 stock performance across Intel, AMD, and ARM as the leaderboard shifts in Intel's favor.

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Advanced Micro Devices (AMD) shares rose 13% in Friday morning trading to approximately $346, reaching a fresh record high. The move extends a 63% gain over the prior month. The article compares AMD's performance against other CPU-related companies, including Arm Holdings.

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Intel reported Q1 revenue of $13.58B and EPS of $0.29, both significantly above analyst estimates, with strong Q2 guidance citing AI infrastructure demand and CPU growth. The results drove positive after-hours moves in semiconductor peers AMD and Arm Holdings. Intel's CEO highlighted shifting AI infrastructure dynamics and advanced packaging demand as key growth drivers.

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Intel stock has risen 86% year-to-date, driven by agentic AI demand boosting server CPU sales and enabling margin expansion. BNP Paribas upgraded INTC from Underperform to Neutral with a $60 price target, projecting EBITA recovery from a -$2.2B in FY25 to +$4.6B by FY27. Risks include PC revenue headwinds and ongoing market share losses to AMD and ARM in key segments.

AI-generated content for informational purposes only. Not investment advice.