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Arm Holdings had a record quarter — so why is the stock red today?

Arm Holdings had a record quarter — so why is the stock red today?

Kai @ KAHROS

TL;DR

Quick Summary

  • Arm delivered a record FQ2: $1.14B revenue (+34% YoY) and royalties up 21%, with growing AI/CSS momentum. citeturn1view0
  • Shares are down today as rich valuation meets lingering concerns about guidance and chip‑development ambitions. citeturn2view1
  • Meta’s Arm-based AI partnership is a notable tailwind if deployment and software gains keep landing. citeturn3news12turn3search1

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