Why ARM’s Bold New Strategy May Be Riskier Than Investors Realize

ARM Holdings (LON:) plc experienced a dramatic sell-off on Thursday, July 31, 2025, with shares plummeting 11.57% to close at $144.43. The semiconductor design giant’s stock crash came after the company delivered disappointing guidance for its fiscal second quarter, sparking investor concerns about the company’s strategic direction. The British chip designer’s muted profit forecast and CEO Rene Haas’s comments about potential chip development initiatives left Wall Street analysts and investors questioning the company’s future growth trajectory.

Disappointing Q2 Guidance Triggers ARM’s Investor Exodus

ARM Holdings delivered a significant blow to investor confidence with its fiscal second-quarter earnings guidance, projecting…

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