Scenarios that move ARM
Arm Holdings plc - American Depositary Shares
Scenarios that move ARM: 31 analyses, 18 positive, 13 negative.
- · ◇ What if… Anthropic reaches a $2 trillion valuation by December 31 — ▲ · impact +45 · confidence low · horizon quarters
- · TSMC says AI chip demand far exceeds available supply — ▲ · impact +45 · confidence low · horizon quarters
- · Nvidia loses $200 billion in value after OpenAI revenue miss — ▼ · impact -50 · confidence low · horizon weeks
- · ASML cannot keep up with 2027 and 2028 demand — ▼ · impact -25 · confidence low · horizon quarters
- · IDC reports smartphone shipments plunged 22% in worst quarter — ▼ · impact -30 · confidence low · horizon quarters
- · Microsoft unveils new AI chip challenging Nvidia — ▲ · impact +35 · confidence medium · horizon quarters
- · Marvell sets new $18 billion revenue target, reshaping outlook — ▲ · impact +30 · confidence low · horizon quarters
- · Broadcom backs Anthropic and OpenAI with $92 billion — ▲ · impact +35 · confidence low · horizon quarters
- · US software stocks reach 2026 highs as AI fears fade — ▼ · impact -59 · confidence low · horizon immediate
- · Rising Treasury yields pressure stocks as Caterpillar tumbles 6% — ▼ · impact -45 · confidence low · horizon immediate
- · AMD reaches a $1 trillion market cap, challenging Nvidia — ▼ · impact -22 · confidence low · horizon quarters
- · ◇ What if… Google leads AI models at the end of October 2026 — ▲ · impact +40 · confidence low · horizon weeks
- · Amazon signs $1 billion Synopsys deal for AWS chips — ▲ · impact +48 · confidence high · horizon quarters
- · Michael Burry buys puts on Nvidia, Micron and Palantir — ▼ · impact -35 · confidence low · horizon weeks
- · AMD agrees to buy World Labs for $8.2 billion — ▼ · impact -42 · confidence low · horizon quarters
- · Nvidia unveils historic buyback as stock gains 1.7% — ▼ · impact -22 · confidence low · horizon weeks
- · ◇ What if… Anthropic reaches a $3 trillion valuation by December 31 — ▲ · impact +50 · confidence low · horizon immediate
- · Alibaba deepens AI push with new chip and larger model — ▼ · impact -30 · confidence low · horizon quarters
- · Intel stock jumps 7.6% in today's trading session — ▼ · impact -30 · confidence low · horizon quarters
- · Nebius Group stock skyrockets on Nvidia backing — ▲ · impact +30 · confidence low · horizon quarters
- · Broadcom guides AI revenue to reach $230 billion by 2028 — ▲ · impact +47 · confidence low · horizon quarters
- · SoftBank shares tumble after AI safety warnings — ▼ · impact -75 · confidence high · horizon immediate
- · Dell books AI server orders exceeding its total revenue — ▲ · impact +50 · confidence low · horizon quarters
- · ◇ What if… OpenAI does not go public by December 31, 2026 — ▼ · impact -50 · confidence low · horizon quarters
- · Alphabet reports 82% Google Cloud revenue growth and $514 billion backlog — ▲ · impact +45 · confidence low · horizon quarters
- · Apple unveils $2,000 foldable iPhone duo — ▲ · impact +35 · confidence low · horizon quarters
- · Qualcomm lands a major AI deal with Amazon — ▲ · impact +40 · confidence high · horizon quarters
- · Amazon plans more than $200 billion in AI spending — ▲ · impact +40 · confidence low · horizon quarters
- · ◇ What if… Anthropic leads AI models at end of September 2026 — ▲ · impact +35 · confidence low · horizon quarters
- · ◇ What if… Anthropic has the highest IPO market cap in 2026 — ▲ · impact +45 · confidence low · horizon quarters
- · ◇ What if… Nvidia Accounting Scandal Wipes Out 80 Percent Of Reported Earnings — ▲ · confidence low