Historical arm News Stories

ARM Stock: Korea Pact, Q2 Royalties & Risks Update

Recent developments for Arm (NASDAQ: ARM) include a South Korea chip‑design training pact, strong Q2 FY26 licensing and royalty results, and analyses pointing to an AI-driven royalty inflection balanced by customer concentration and valuation vulnerability. These events reinforce Arm's ecosystem moat while highlighting execution and geopolitical risks that could affect the stock.

Arm Stock: Seoul Raid, Strong Q2, Legal Appeal Now

Arm Holdings faced a Seoul office raid by Korea’s antitrust authority amid a licensing dispute with Qualcomm while reporting strong Q2 FY2026 results—double‑digit revenue and royalty growth—prompting analyst upgrades. The events create a mix of regulatory/legal risk and demonstrated licensing momentum that will influence ARM’s near‑term valuation.

ARM Faces KFTC Probe; Gains NVLink DataCenter Edge

South Korea’s Fair Trade Commission opened a probe into ARM’s licensing practices after a Qualcomm complaint, creating near-term regulatory risk for ARM (NASDAQ: ARM). At the same time, ARM announced NVLink Fusion integration with NVIDIA at Supercomputing ’25, strengthening its data-center relevance and offering a tangible growth catalyst for licensing and royalty streams.

Arm Q2 Beat Boosts Licensing; Qualcomm Ruling Now!

Arm's recent quarter delivered stronger-than-expected revenue and licensing growth, while a Delaware court ruling in Qualcomm's favor clarified license rights — a mix of financial momentum and legal clarity that has immediate and longer-term implications for Arm's stock.

Arm Stock Surges After Q2 Beat, Legal Clarity Now!

Arm’s Q2 fiscal 2026 beat, favorable court decisions and mixed institutional moves have pushed investor sentiment higher. This article parses the numbers, analyst reactions, the Qualcomm ruling, and AI-related catalysts to highlight what matters for shareholders now — and what to watch next.

Arm Gains on Edge‑AI Deal, Loses Qualcomm Case

Arm expanded its Flexible Access licensing to the Armv9 edge AI platform, sparking a near-term stock uptick, while a U.S. court ruled for Qualcomm in the Nuvia/Oryon dispute—limiting Arm’s leverage on royalties. Investors should weigh the adoption boost from edge AI against constrained enforcement of licensing with a major customer.