Nearly 47 points of spread separated the best and worst names at the close: Airbnb up 21.6% while Trade Desk gave up a quarter of its value at $13.15. Index-level calm is hiding single-stock moves this size.
Arm :
ARM
ARM
Stock Data
$271.87
$2.94 (1.09%)
Asset Type
Common Stock
Exchange
NASDAQ
Currency
USD
Country
USA
Sector
TECHNOLOGY
Industry
SEMICONDUCTORS
Arm Holdings plc is a leading technology company known for designing and licensing a wide range of processor-related technologies. These include microprocessors, graphics processing units, and various systems for use in automotive, computing, consumer technologies, and the Internet of Things. Founded in 1990 and based in Cambridge, UK, Arm's innovations are fundamental to the development of products by semiconductor companies and equipment manufacturers worldwide. As a subsidiary of Kronos II LLC, Arm has a global presence, including major markets like the United States, China, Taiwan, and South Korea.
Latest Activity
Palantir's 29% close pulled the entire AI complex with it, from Arm to the optical names supplying the data centers. Everything outside that trade got sold, with Bruker down 20% and Novo Nordisk sliding again.
Arm beat revenue on AI-fueled royalty momentum but crushed earnings expectations as R&D spending and headcount growth pushed operating expenses up 28% to $1.16 billion, compressing margins to 7% from 11% year ago.
ARM's data center royalties more than doubled as its new AGI CPU pipeline demand jumped to $2 billion, signaling hyperscalers like AWS and NVIDIA are committing real capacity to Arm's AI infrastructure push. The 11% EPS beat and 22% revenue growth suggest the company is capturing more than its expected slice of the AI compute transition.
Cramer flags forced liquidations by overleveraged money managers as the driver of tech stock pressure, naming semiconductor heavyweights at risk.
But this time it should be quite obvious that one or two big portfolio managers are blowing up taking with them all the margined players in tech: Sandisk, AMD, Intel, Arm and so many others. The great tech unwind
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Cybersecurity and optical networking stocks crushed it at Tuesday's close, with Applied Optoelectronics surging 11% while Lucid cratered 13% on EV concerns.
Arm, Marathon Digital, and SanDisk all jumped over 10% as semiconductor and AI infrastructure stocks dominated the close. Energy stocks fell, with Exxon Mobil sliding 2.6%.
Super Micro Computer surged 15.83% at the bell while semiconductor darlings Arm and Palantir crashed, signaling a sharp rotation away from Big Tech consensus picks.
Arm's 10.67% surge signals chip strength even as Meta tumbles 4.57%, while AMC extends its rally with another 10.44% gain as the closing bell rings.
ARM hit a new 52-week high at $412.55 (2026-06-15).
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