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Arm Holdings

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  1. Arm Revenue Jumps 27% To $1.44B | Data Center Royalties DoubleArm Holdings posted record fiscal second-quarter revenue of $1.44 billion, up 27%, as licensing jumped 50% and data center royalties doubled, and it guided to $1.54 billion for the next quarter.→
  2. SoftBank Weighs $18B Buyout Of Allied UniversalSoftBank is weighing an $18 billion acquisition of security staffing giant Allied Universal, Bloomberg reported, extending Masayoshi Son's AI robotics push into physical labor.→
  3. AMD Crosses $1 Trillion Market Cap For The First TimeAMD shares soared above $610 to a record high on Monday, pushing the chipmaker's market capitalization above $1 trillion for the first time as chip stocks rallied ahead of this week's Trump-Xi summit.→
  4. Gimlet Labs Hits $3B Valuation on Chip-Agnostic AI BetAndreessen Horowitz led a $300 million round for the startup that lets AI workloads run across Nvidia, AMD, and custom silicon interchangeably, with Arm and Microsoft's M12 joining as new backers.→
  5. IBM Unveils Chip That Runs Arm and Z Code on One CoreIBM revealed a dual-architecture mainframe processor whose cores natively switch between Arm and z/Architecture instructions in nanoseconds, letting banks run Arm-native AI software directly alongside legacy z/OS transaction systems.→
  6. SoftBank Jumps as Asia Tech Tracks AI RallySoftBank shares surged more than 10% as Asian tech stocks tracked a strong Wall Street rally, with Arm's chip royalty optimism and gains at SK Hynix and Samsung all contributing.→

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  1. Nov 4, 2026BIG TECHArm Revenue Jumps 27% To $1.44B | Data Center Royalties Double$1.44B Q2 Revenue (+27%)→

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BIG TECH
Arm Revenue Jumps 27% To $1.44B | Data Center Royalties Double
BIG TECH$1.44B Q2 Revenue (+27%)

Arm Revenue Jumps 27% To $1.44B | Data Center Royalties Double

Arm Holdings posted record fiscal second-quarter revenue of $1.44 billion, up 27%, as licensing jumped 50% and data center royalties doubled, and it guided to $1.54 billion for the next quarter.

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