12 AI News Investors Probably Missed

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10. Arm Holdings plc (NASDAQ:ARM)

Number of Hedge Fund Holders: 38

Arm Holdings plc (NASDAQ:ARM) designs and licenses CPU products, microprocessors, and system IPs for various industries, including automotive, computing, and IoT.

On January 28, KeyBanc Capital Markets identified Arm Holdings (NASDAQ:ARM) and Nvidia along with a few other companies as top semiconductor stocks for 2025, based on a survey with portfolio managers. The firm expects a 9% revenue growth in the semiconductor sector (excluding memory) driven by generative AI, data centers, and modest growth in PC, smartphone, and server markets. KeyBanc also predicts a recovery in the second half of the year, supported by trends in IoT, automotive, and industrial content, and maintains an Overweight rating on Arm and others.

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