Honda, Nissan, Qualcomm, Eli Lilly, Tesla, Rumble, and More Stock Market Movers
Written by Emily J. Thompson, Senior Investment Analyst
0mins
Should l Buy ARM?
Source: Newsfilter
Market Reactions: Stock futures rose following the U.S. government's avoidance of a shutdown and positive inflation reports, with notable gains in Honda and Nissan shares after announcing a merger plan for 2026.
Company Updates: Qualcomm won a legal dispute boosting its stock, Eli Lilly's weight-loss drug received FDA approval, Tesla's stock rebounded slightly after previous losses, and Rumble's shares surged due to a significant investment from Tether.
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Analyst Views on ARM
Wall Street analysts forecast ARM stock price to fall
24 Analyst Rating
19 Buy
4 Hold
1 Sell
Strong Buy
Current: 221.210
Low
120.00
Averages
160.58
High
201.00
Current: 221.210
Low
120.00
Averages
160.58
High
201.00
About ARM
Arm Holdings plc is a United Kingdom-based company. The Company is engaged in the design of central processing units (CPUs) and compute platforms for semiconductor chips. It develops and licenses CPU products and related technology. Its cloud and data center solutions include Arm AGI CPU and Arm Neoverse Compute Subsystems. The Arm Agentic Generalized Infrastructure (AGI) CPU is a production-ready system on a chip (SoC) for artificial intelligence (AI) data centers, delivering compute at scale. The Arm Neoverse Compute Subsystems (CSS) are pre-validated, performance-optimized compute platforms designed to accelerate infrastructure silicon development. The Company's primary markets include smartphone applications, processors and other chips used in mobile phones, consumer electronics, networking equipment, cloud and data center servers, automotive applications, Internet of Things (loT) and other embedded computing devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Cerebras Systems Achieves Record U.S. Tech IPO Success
- IPO Pricing Exceeds Expectations: Cerebras Systems priced its IPO at $185, surpassing the expected range of $150 to $160, raising $5.55 billion and achieving a valuation of $56.4 billion, reflecting strong market demand for its AI chips.
- Strong First-Day Trading: Shares opened at $350 on Nasdaq, nearly double the IPO price, and closed at about $311, indicating investor optimism about the company's growth potential, although historical data suggests that such IPOs may underperform in the long run.
- Significant Revenue Growth: Cerebras reported revenue of $510 million in 2025, a 76% increase from $290 million in 2024, showcasing its robust growth in the AI inference market, despite ongoing operational losses.
- Customer Concentration Risk: In 2025, 86% of Cerebras' revenue came from just two UAE-linked customers, and while the long-term agreement with OpenAI provides revenue visibility, the high customer concentration poses risks to the company's future stability.
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Nvidia Secures AI Chip Deal During China Visit
- Nvidia's China Visit: Nvidia CEO Jensen Huang accompanies President Trump to China, announcing a deal to export H200 AI chips, which will further solidify Nvidia's leadership in the global AI market.
- Market Reaction: Nvidia's stock rises over 2% on the news, while Intel's stock falls 3.9%, indicating investor optimism towards Nvidia's prospects and concerns regarding Intel's competitiveness.
- Market Share Shift: A UBS report reveals Intel's server CPU market share has dropped to 54.9%, down 370 basis points sequentially, while AMD and ARM have increased their shares to 27.4% and 17.7%, respectively, highlighting intensifying competition.
- Long-term Trends: AMD and ARM show significant growth in the AI data center market, with year-over-year increases of 330 and 620 basis points, respectively, while Intel's share declines by 950 basis points, indicating greater challenges ahead for Intel.
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U.S. Stocks Hit Record Highs, Tech Stocks Lead Gains
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- Rising Inflation Pressures: The producer price index surged 6% year-over-year in April, marking the highest level in four years and the sharpest monthly increase since 2022, indicating heightened cost pressures for producers that could influence future monetary policy and raise concerns about interest rate hikes.
- New Fed Chair Confirmation: The U.S. Senate confirmed Kevin Warsh as the 17th chair of the Federal Reserve, and while he advocates for lower rates, the current inflation signals have led to market uncertainty regarding future policy directions, potentially increasing market volatility.
- Energy Market Trends: Brent crude oil prices settled near $104.85 per barrel, as fears of rising U.S. interest rates dampened global demand outlook; however, the International Energy Agency warned that global oil supply could remain below demand until 2026 due to ongoing disruptions in the Middle East.
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Cerebras Systems IPO Raises $5.55 Billion, Valuing Company at $56.4 Billion
- IPO Pricing Exceeds Expectations: Cerebras Systems priced its IPO at $185 per share, surpassing the expected range, successfully attracting investor interest and positioning the company for further growth in the AI chip market.
- Massive Fundraising: The IPO raised at least $5.55 billion for Cerebras, marking it as one of the largest tech IPOs in recent years, reflecting strong market demand and investor enthusiasm for AI technologies.
- Significant Valuation Increase: At the IPO price, Cerebras is valued at $56.4 billion, with co-founder and CEO Andrew Feldman's stake worth approximately $1.9 billion, highlighting the company's strategic position and future growth potential in the AI sector.
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- CEO Stake Value: CEO Andrew Feldman holds a stake valued at approximately $1.9 billion at the IPO price of $185 per share, which not only reflects the company's increased market recognition but also provides a strong personal incentive for future growth.
- Reduced Customer Dependency: In its latest prospectus, Cerebras disclosed that revenue from its primary customer G42 accounted for only 24% last year, a significant drop from 85% in 2024, indicating the company's efforts to diversify its revenue streams and reduce reliance on a single client.
- Collaboration with OpenAI: Cerebras signed a deal worth over $20 billion with OpenAI to provide 750 megawatts of computing capacity, which not only enhances Cerebras' market position but also lays a foundation for future revenue growth, showcasing its technological edge in the AI sector.
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AMD and ARM Server CPU Shipments Surge
- Market Share Shift: According to UBS, server CPU shipments in Q1 2026 increased approximately 6% quarter-over-quarter, with ARM and AMD's market shares rising to 17.7% and 27.4%, respectively, while Intel's share fell to 54.9%, indicating a significant shift in the competitive landscape.
- Revenue Impact: In the x86 market, Intel's revenue share declined by 490 basis points to 53.8%, while AMD's revenue share increased to 46.2%, highlighting AMD's growing competitive edge, particularly as server unit shipments rose by 15% quarter-over-quarter.
- Future Outlook: Analysts expect sustained growth in server CPU demand into 2026, driven by nearly 81% year-over-year growth in hyperscaler capital expenditures, with ARM favored for its power-efficient architecture and AMD well-positioned with industry-leading core counts and multithreading capabilities to handle complex workloads.
- PC Market Dynamics: Global PC CPU shipments fell 13% quarter-over-quarter in Q1 2026, indicating weak demand; although Intel's desktop market share slightly increased to 61.6%, its notebook share dropped to 59.8%, reflecting the challenges and intensifying competition in the overall market.
See More
Cerebras Systems Achieves Record U.S. Tech IPO Success
- IPO Pricing Exceeds Expectations: Cerebras Systems priced its IPO at $185, surpassing the expected range of $150 to $160, raising $5.55 billion and achieving a valuation of $56.4 billion, reflecting strong market demand for its AI chips.
- Strong First-Day Trading: Shares opened at $350 on Nasdaq, nearly double the IPO price, and closed at about $311, indicating investor optimism about the company's growth potential, although historical data suggests that such IPOs may underperform in the long run.
- Significant Revenue Growth: Cerebras reported revenue of $510 million in 2025, a 76% increase from $290 million in 2024, showcasing its robust growth in the AI inference market, despite ongoing operational losses.
- Customer Concentration Risk: In 2025, 86% of Cerebras' revenue came from just two UAE-linked customers, and while the long-term agreement with OpenAI provides revenue visibility, the high customer concentration poses risks to the company's future stability.
See More
Nvidia Secures AI Chip Deal During China Visit
- Nvidia's China Visit: Nvidia CEO Jensen Huang accompanies President Trump to China, announcing a deal to export H200 AI chips, which will further solidify Nvidia's leadership in the global AI market.
- Market Reaction: Nvidia's stock rises over 2% on the news, while Intel's stock falls 3.9%, indicating investor optimism towards Nvidia's prospects and concerns regarding Intel's competitiveness.
- Market Share Shift: A UBS report reveals Intel's server CPU market share has dropped to 54.9%, down 370 basis points sequentially, while AMD and ARM have increased their shares to 27.4% and 17.7%, respectively, highlighting intensifying competition.
- Long-term Trends: AMD and ARM show significant growth in the AI data center market, with year-over-year increases of 330 and 620 basis points, respectively, while Intel's share declines by 950 basis points, indicating greater challenges ahead for Intel.
See More
U.S. Stocks Hit Record Highs, Tech Stocks Lead Gains
- Tech Stock Surge: The Nasdaq rose 1.4% and the S&P 500 gained 0.6%, both reaching record highs, indicating strong performance in tech stocks, particularly with NVIDIA hitting all-time highs, reflecting increased investor confidence in the technology sector.
- Rising Inflation Pressures: The producer price index surged 6% year-over-year in April, marking the highest level in four years and the sharpest monthly increase since 2022, indicating heightened cost pressures for producers that could influence future monetary policy and raise concerns about interest rate hikes.
- New Fed Chair Confirmation: The U.S. Senate confirmed Kevin Warsh as the 17th chair of the Federal Reserve, and while he advocates for lower rates, the current inflation signals have led to market uncertainty regarding future policy directions, potentially increasing market volatility.
- Energy Market Trends: Brent crude oil prices settled near $104.85 per barrel, as fears of rising U.S. interest rates dampened global demand outlook; however, the International Energy Agency warned that global oil supply could remain below demand until 2026 due to ongoing disruptions in the Middle East.
See More
Cerebras Systems IPO Raises $5.55 Billion, Valuing Company at $56.4 Billion
- IPO Pricing Exceeds Expectations: Cerebras Systems priced its IPO at $185 per share, surpassing the expected range, successfully attracting investor interest and positioning the company for further growth in the AI chip market.
- Massive Fundraising: The IPO raised at least $5.55 billion for Cerebras, marking it as one of the largest tech IPOs in recent years, reflecting strong market demand and investor enthusiasm for AI technologies.
- Significant Valuation Increase: At the IPO price, Cerebras is valued at $56.4 billion, with co-founder and CEO Andrew Feldman's stake worth approximately $1.9 billion, highlighting the company's strategic position and future growth potential in the AI sector.
- Reduced Customer Dependency: In its updated prospectus, Cerebras disclosed that revenue from G42 accounted for only 24% last year, indicating a shift towards diversifying its customer base to mitigate reliance on a single client, thereby enhancing its competitive edge in the market.
See More
Cerebras IPO Raises Over $5.55 Billion Amid AI Boom
- IPO Fundraising Scale: Cerebras successfully raised at least $5.55 billion in its initial public offering, marking one of the largest tech IPOs in years, which reflects strong market demand for AI chips and is expected to attract more investor interest in the sector.
- CEO Stake Value: CEO Andrew Feldman holds a stake valued at approximately $1.9 billion at the IPO price of $185 per share, which not only reflects the company's increased market recognition but also provides a strong personal incentive for future growth.
- Reduced Customer Dependency: In its latest prospectus, Cerebras disclosed that revenue from its primary customer G42 accounted for only 24% last year, a significant drop from 85% in 2024, indicating the company's efforts to diversify its revenue streams and reduce reliance on a single client.
- Collaboration with OpenAI: Cerebras signed a deal worth over $20 billion with OpenAI to provide 750 megawatts of computing capacity, which not only enhances Cerebras' market position but also lays a foundation for future revenue growth, showcasing its technological edge in the AI sector.
See More
AMD and ARM Server CPU Shipments Surge
- Market Share Shift: According to UBS, server CPU shipments in Q1 2026 increased approximately 6% quarter-over-quarter, with ARM and AMD's market shares rising to 17.7% and 27.4%, respectively, while Intel's share fell to 54.9%, indicating a significant shift in the competitive landscape.
- Revenue Impact: In the x86 market, Intel's revenue share declined by 490 basis points to 53.8%, while AMD's revenue share increased to 46.2%, highlighting AMD's growing competitive edge, particularly as server unit shipments rose by 15% quarter-over-quarter.
- Future Outlook: Analysts expect sustained growth in server CPU demand into 2026, driven by nearly 81% year-over-year growth in hyperscaler capital expenditures, with ARM favored for its power-efficient architecture and AMD well-positioned with industry-leading core counts and multithreading capabilities to handle complex workloads.
- PC Market Dynamics: Global PC CPU shipments fell 13% quarter-over-quarter in Q1 2026, indicating weak demand; although Intel's desktop market share slightly increased to 61.6%, its notebook share dropped to 59.8%, reflecting the challenges and intensifying competition in the overall market.
See More
