On September 25, ARM Holdings rose 3.64% in regular trading, trading at $320.935 per share with turnover of $275 million. The stock rebounded from the prior session's nearly 8% decline, buoyed by a broad semiconductor sector rally.

On the news front, Akamai signed a landmark $11.6 billion cloud computing agreement with Anthropic, significantly boosting sentiment across AI infrastructure and semiconductor names. The deal underscored continued robust demand for AI computing capacity. Meanwhile, ARM-specific catalysts continued to support the stock: SoftBank recently increased its margin loan backed by Arm shares to $25 billion to fund expanding AI investments, and ARM CEO Rene Haas expressed growing confidence in achieving the $2 billion revenue target for its AGI CPU product line, citing improving supply lock-in capabilities.

Within the Semiconductors sector, the overall tone was modestly positive. Among peers, Micron Technology rose 1.43%, Advanced Micro Devices gained 1.0%, Broadcom added 0.55%, NVIDIA edged up 0.26%, while Intel slipped 0.94%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)