Following a recent ceasefire that has boosted market morale, tech stocks have experienced a notable rebound. Brook Dane, Goldman Sachs Asset Management's co-head of public tech investing, discusses his strategy for investing in tech stocks amid the relief rally.

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) will report financial results for the fourth quarter of fiscal year 2026 on Wednesday, May 6, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. The live audio webcast will be available at: https://edge.media-server.com/mmc/p/parfpki9 and a replay of the conference call ca.

Multi-agent systems are also expected to drive an exponential increase in token generation, which Arm Holdings plc estimated at up to a 15X increase in tokens per user. ARM expects the AGI CPU to generate $1 billion in revenue in fiscal 2027 and 2028 (June 2026 to March 2028). With agentic workloads, which is perhaps the single largest catalyst on the horizon for the AI trade in 2026 and beyond, the importance of ARM CPUs is set to increase.

Arm Holdings (ARM) fell about 6% on Tuesday after Morgan Stanley lowered its rating on the British chip designer to Equal-Weight from Overweight.Analyst Lee Sim

Nasdaq drops as oil spikes, Iran deadline nears, and tech stocks fall. Arm, Nvidia, and Apple lead chip weakness across US indices today.

Arm unveiled its AGI CPU, the company's first crack at physical silicon. Wall Street applauded the move, bidding up the stock's price target.

The firm downgraded the stock to Equal-Weight from Overweight while lifting its price target to $150 from $135, signaling a more balanced risk-reward outlook.

An analyst says ongoing Qualcomm litigation and a thornier competitive backdrop are among the factors that could hinder a sustained rally for Arm shares.

Shares of Arm Holdings came under pressure after a sharp rally last month, as investor enthusiasm over its entry into chip manufacturing was tempered by a cautious assessment from Morgan Stanley. Arm Holding's stock fell 5.4% on Tuesday's trading session.

An analyst downgraded Arm stock today. The company is an important semiconductor company that is expanding into AGI CPUs.