We recently compiled a list of the 10 AI News You Should Not Miss. In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against the other AI stocks. Insights on AI’s Potential and Its Evolving Capabilities AI is rapidly advancing,

Arm stock soared on Wednesday after announcing its collaboration on Stargate, which triggered updated coverage from Barclays.

Apple and Tesla generated solid returns for shareholders in the past year, but both stocks recently picked up sell ratings from certain Wall Street analysts. Apple is the market leader in smartphones as measured by revenue,

Barclays Research today released a new Impact Series report, entitled “AI revolution: Meeting massive AI infrastructure demands.” Focused on the US, as the market leader for the technology, Barclays Research finds that AI growth could lead data-centre usage to triple by 2030.

Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, compared to the previous high of $52 billion in 2022.

Lumentum ( NASDAQ:LITE) just got a major vote of confidence from Barclays, sending its stock up 5% this morning. The firm flipped its rating from Underweight to Overweight and jacked up the price target from $80 to $125,

WALL Street’s indexes rose on Wednesday, with the benchmark S&P 500 hitting an intraday record high as investors cheered streaming video provider Netflix’s quarterly report and President Donald Trump’s private-sector artificial intelligence infrastructure investment plan.

The AI-agent cybersecurity startup Alterya has been bought by the blockchain giant Chainalysis for over $100 million, Business Insider has learned.

Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening doors for other companies. Read more here.

Dow Jones Industrial Average rises 120.97 points, or 0.27 per cent, to 44,146.78. Read more at straitstimes.com.