| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Arm was among CPU stocks benefiting from the surge of interest in agentic workloads. [audio] | -11.9% | — | — |
| 2026-09-21 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-21-26 |
Rob highlighted Arm’s rally and said unmet Intel CPU demand could flow toward Arm and AMD as AI applications expand. [audio] | -12.3% | — | — |
| 2026-09-21 | WATCH | MEDIUM | Rob Black Show Stocks Rise As Oil Prices Ease |
Arm rallied as successful consumer AI agents renewed expectations for stronger CPU inference demand. [audio] | -12.3% | — | — |
| 2026-09-08 | BUY | MEDIUM | Rob Black Show Afternoon podcast 9-8-26 |
ARM is listed among the compute names to own for the physical AI buildout. [audio] | -7.5% | — | — |
| 2026-08-05 | MENTIONED | MEDIUM | Rob Black Show Markets Rally To Fresh Records On Earnings Strength |
ARM was named among the semiconductor companies that see a big run-up before earnings followed by a letdown. [audio] | -1.0% | -8.2% | — |
| 2026-07-30 | MENTIONED | LOW | Rob Black Show Semiconductors Help Drive Gains |
Arm Holdings discussed as having a nice quarter but being very expensive in the short term. [audio] | +18.7% | -1.0% | — |
| 2026-07-22 | SELL | HIGH | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Wells Fargo cut price target on Arm Holdings; analysts exited shares due to extreme volatility. [audio] | -20.6% | -14.1% | — |
| 2026-06-24 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Fall Four Percent |
EBS raised price targets and estimates on ARM Holdings; discussed as a CPU maker relevant to AI. [audio] | -6.0% | -27.6% | -7.2% |
| 2026-06-23 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-23-26 |
ARM is mentioned as a CPU provider for AI data centers. [audio] | -3.2% | -22.7% | -11.9% |
| 2026-06-23 | MENTIONED | LOW | Rob Black Show Global Chip Rout |
Arm Holdings is mentioned for analyst price targets and heavy selling pressure. [audio] | -3.2% | -22.7% | -11.9% |
| 2026-06-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-12-26 |
ARM Holdings up 11% as part of semiconductor sector gains. [audio] | +15.4% | -15.1% | -33.3% |
| 2026-06-11 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-11-26 |
ARM Holdings mentioned as a challenger in the AI CPU market. [audio] | +28.4% | -5.5% | -22.8% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound But Gains Limited |
Bank of America raised price target on ARM Holdings to $335 from $245 as a CPU market play. [audio] | +28.4% | -5.5% | -22.8% |
| 2026-06-04 | MENTIONED | MEDIUM | Rob Black Show Broadcom Problems |
Arm Holdings down 6%. [audio] | -13.0% | -19.9% | -40.3% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Afternoon podcast 6-1-26 |
Identified as a 'big winner' and NVIDIA's partner on the new chip platform. [audio] | -15.3% | -17.5% | -41.5% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Oil Jumps |
Described as the 'big winner' in NVIDIA's PC pursuit; stock tripled this year with a $425 price target mentioned. [audio] | -15.3% | -17.5% | -41.5% |
| 2026-05-21 | BUY | MEDIUM | Rob Black Show Crude Prices Jumped |
Host notes ARM stock is up today as analysts view its guidance as conservative and expect NVIDIA's CPU sales to boost ARM's royalty outlook. [audio] | +12.4% | +47.4% | -16.4% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Host notes Arm Holdings' stock price increase. [audio] | +17.9% | +71.2% | -1.3% |
| 2026-05-18 | WATCH | HIGH | Rob Black Show Afternoon podcast 5-18-26 |
Host discusses Bernstein starting coverage with a $300 price target due to AI benefits, but advises waiting for a market correction rather than buying at all-time highs. [audio] | +42.5% | +94.7% | +29.9% |
| 2026-05-18 | BUY | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
Host mentions Bernstein started coverage on Arm Holdings as a structural beneficiary of CPU renaissance for agentic AI. [audio] | +42.5% | +94.7% | +29.9% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Stocks Move After High Inflation Reading |
Host mentions ARM Holdings trading at almost 100 times earnings in a valuation comparison. [audio] | +7.3% | +64.6% | +28.8% |
| 2026-05-07 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-7-26 |
Host notes Arm stock took a wild ride, down 10% on Thursday despite strong results and good guidance. [audio] | +7.1% | +60.8% | +28.7% |
| 2026-05-07 | WATCH | MEDIUM | Rob Black Show Oil Continues Pullback |
Described as having been 'on fire' with a 65% gain last month; the host notes that a dip doesn't spell doom and expresses interest in potential synergy with Qualcomm. [audio] | +7.1% | +60.8% | +28.7% |
| 2026-05-06 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-6-26 |
Host mentions ARM holding deserves to be dragged up along with AMD and Intel. [audio] | -6.8% | +44.5% | +18.2% |
| 2026-05-06 | WATCH | LOW | Rob Black Show Earnings Jump |
Mentioned as geared towards AI CPUs with shares having doubled year-to-date, but no direct buy recommendation from the host. [audio] | -6.8% | +44.5% | +18.2% |
| 2026-05-01 | MENTIONED | LOW | Rob Black Show Kicking Off May With Record Levels |
Mentioned as a company for high bandwidth memory in the context of AI adopters. [audio] | +1.0% | +67.3% | +14.4% |
| 2026-04-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-28-26 |
Host mentions ARM licenses in the context of chip stocks and AI infrastructure. [audio] | +5.1% | +68.8% | +34.1% |
| 2026-04-28 | MENTIONED | LOW | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Arm Holdings is mentioned as having skin in the game. [audio] | +5.1% | +68.8% | +34.1% |
| 2026-04-27 | MENTIONED | MEDIUM | Rob Black Show The Performance Of Semiconductor Stocks |
ARM is mentioned as still looking way cheaper than AMD, Intel. [audio] | -5.8% | +40.2% | +20.4% |