On June 30, ARM Holdings rose 3.94% in regular trading, trading at approximately $356.20 per share, with turnover of $3.98 billion.

On the news front, UBS significantly raised ARM's target price from $260 to $470 while maintaining a buy rating. The core thesis centers on agentic AI accelerating demand for standalone CPU racks, with ARM's royalty revenue from head-node applications expected to continue increasing. Additionally, a senior ARM executive publicly stated that the company's chip architecture now accounts for more than 50% of the hyperscale cloud computing market, with customers including Meta, Alphabet, Amazon, Microsoft, and NVIDIA.

Separately, Bernstein recently identified ARM as the biggest beneficiary of the agentic AI era, raising its 2030 global server CPU market forecast to $223 billion and noting ARM's architecture offers industry-leading power efficiency suited to AI workloads. The firm estimates ARM's revenue could reach $22 billion by 2030, exceeding management's prior $15 billion target.

Within the Semiconductors sector, Intel rose 4.05%, Marvell Technology rose 4.53%, AMD rose 2.75%, and NVIDIA rose 1.28%.

(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.)