Arm Holdings, a semiconductor design firm, is benefiting from Trump-era tariffs and onshoring, leading to analyst initiated coverage with a Buy rating.
3 reports, 2 independent
Updated Aug 14
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What happened
Arm Holdings, a semiconductor design firm, is benefiting from Trump-era tariffs and onshoring, leading to analyst initiated coverage with a Buy rating.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- A bullish analyst note from Jay Goldberg ignited a stock rally for Arm Holdings.Sub-event
Semiconductor firm Arm Holdings benefits from Trump tariffs and onshoring trends.1 source
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The entities involved
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FED
business
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Armidale Regional Airport
airport in Armidale, New South Wales, Australia
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Donald Trump
American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)
Related events
- AI stocks are benefiting from Trump-era tariffs, and Brian Schwartz maintained an Outperform rating on Workday on September 5th.
- Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.
- Goldman Sachs and Zeta Interactive noted that tariffs and onshoring benefit AI stocks, citing accelerated Q2 growth and raising price targets.
- The new event concerns the impact of Trump-era tariffs and onshoring trends on Viatris.
- Elastic benefits from the trend of onshoring and tariffs associated with the Trump administration.
Coverage
Newest first; wire copies grouped- Insider MonkeyArm (ARM) Gets Buy Rating and $150 Target as Analyst Sees Triple Market Reach Arm Holdings plc (NASDAQ:ARM) is one of the 10 AI Stocks Making Waves on Wall Street. On August 11, Seaport Global Securi
- Simply Wall St.Arm Holdings' (NASDAQ:ARM) Promising Earnings May Rest On Soft Foundations Explore Arm Holdings's Fair Values from the Community and select yours Despite announcing strong earnings, Arm Holdings plc'
- Insider MonkeyON Semiconductor (ON) Nosedives 15% as Cautious Market Weighs on Outlook We recently published 10 Stocks Bleeding Early. ON Semiconductor Corp. (NASDAQ:ON) is one of the companies that stood stronger