Arm Holdings plc (NASDAQ:ARM) stock rose Tuesday as investors continued to focus on AI-chip supply chains and rack-scale system competition across the semiconductor sector.The company’s stock gained about 5% as broader market sentiment improved, with S&P 500 futures up 0.5%.The move came as investors assessed how the latest AI hardware cycle could affect companies tied to hyperscale computing, CPU architectures and semiconductor IP.AMD Helios Draws AttentionAMD is positioning Helios as a direct competitor to NVIDIA Corp.’s (NASDAQ:NVDA) Grace Blackwell and Vera Rubin AI systems.Technical AnalysisArm is still in a longer-term uptrend, but the near-term tape looks like a reset: the stock is trading 10% below its 20-day SMA ($313.53) and 11.3% below its 50-day SMA ($318.24). At the same time, it’s holding well above the bigger trend gauges—18.8% above the 100-day SMA ($237.57) and 51.7% above the 200-day SMA ($186.04)—which is often where dip-buyers look for the "trend is intact" argument.Earnings & Analyst OutlookThe countdown is on: Arm Holdings plc American Depositary Shares is set to report earnings on July 29, 2026 (confirmed).
EPS Estimate: 36 cents (Up from 35 cents YoY)
Revenue Estimate: $1.27 Billion (Up from $1.05 Billion YoY)
