Arm's ‘Monster' Valuation Put to Test as DeepSeek Angst Lingers
Arm Holdings Plc has fared better than most semiconductor stocks in the days since DeepSeek sparked concerns about the outlook for spending on artificial intelligence gear — but its steep valuation leaves it with plenty to prove.
With its chip designs used in smartphones, automobiles and data centers, Arm is expected to benefit more from the proliferation of AI-infused devices than many peers. Investors are seeking reassurance when it reports earnings later Wednesday, as uncertainty lingers over firms tied to the build out of AI infrastructure.
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