Top 20 Trending AI News And Analyst Ratings

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10. Arm Holdings plc (NASDAQ:ARM)

Number of Hedge Fund Holders: 38

Arm Holdings plc (NASDAQ:ARM) architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. JP Morgan analysts Harlan Sur and Peter Peng recently penned an investor note on the company, noting that Arm had hands in all the right end markets and was positioned for 20%-plus revenue growth over the next few years. Per the analysts, AI tailwinds were manifesting themselves in strong increases in licensing value on renewal/add-ons and higher future royalty rates/penetration rates in all end-markets. For example, the analysts highlighted, in the cloud/datacenter market, the ARM CPU architecture was seeing a strong adoption rate across multiple AI/general purpose server CPU platforms.

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