Good MorningThe S&P 500 was advanced to set another new high. The market has accepted the Fed's policy stance and is focused on S&P 500 earnings growth. The index is growing its earnings power, and growth is expected to accelerate over the next four quarters, providing a powerful tailwind for the market. While the outlook for rate cuts and inflation is a worry, the fundamentals remain positive. Economic activity is expanding, and the labor markets are healthy, leaving the market nowhere to go but up.
The question is how high the S&P 500 can go. The technical picture is robust and suggests a move to 6,100 is possible. The timing of the move and how long it will stay at that level depend on the data and the Fed, but the target may be reached by late this year or early 2025. Price corrections are likely between now and then, but each should be treated as a buy-the-dip opportunity provided no significant changes in the economy or earnings outlook. Featured: 25 candidates screened. 5 made it. (Ad) 
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Consumer Discretionary | |
Dave & Buster’s Entertainment’s (NASDAQ: PLAY) Q1 report left something to be desired but did not give sufficient reason to sell off the way it did. While sales are sluggish and margins are weakened, mitigating factors include remodeling efforts, investments in efficiency and growt... Read the Full Story |
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From Our Partners | | Tobacco, telecom, pipelines, and healthcare real estate trade at 10 to 15 times earnings while the index yields about 1 percent.
A free report highlights seven cash-generating stocks with a 5 percent forward yield floor and roughly 6.5 percent average cash yield, capped at two picks per sector.
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Markets | |
The Federal Open Market Committee (FOMC) didn’t exactly give the market what it wanted, but the policy statement and outlook have the S&P 500 (NYSEARCA: SPY) on track to hit new highs. High inflation and high interest rates aside, the US economy is growing, labor markets are healthy, a... Read the Full Story |
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Markets | |
Shares of Walmart Inc. (NYSE: WMT) are reaching a new all-time high this week after analysts at HSBC decided to boost their price targets on the stock higher. Seeing the company’s valuation as high as $81 a share, daring the stock to rally by an additional 22.2% from its already elevated lev... Read the Full Story |
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Chief Income Strategist Tim Plaehn breaks down what's inside the fund and how the weekly payouts work. | | Watch the free video to see how the weekly payouts work |
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Technology | |
C3.ai (NYSE: AI) has been garnering attention lately, with many investors wondering if the company could emerge as a leader in the AI field, if it is simply a sleeping giant waiting to be awakened, or if it has come too far too soon and is due for a pullback. Its RSI is now hitting 73.
To assess... Read the Full Story |
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Technology | |
Shares of Broadcom Inc. (NASDAQ: AVGO) soared 15.3% in the after-market hours of Wednesday evening. The reaction came after the company reported its second quarter 2024 financial results, which were better than expected, to say the least. Some in the financial markets thought that only technology ... Read the Full Story |
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From Our Partners | | A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years.
While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million.
One company controls the entire supply chain behind this discovery. | | See the ticker behind this Grand Canyon energy breakthrough now |
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Healthcare | | A bull flag is an uptrend continuation chart pattern in the stock market or an individual stock that signals that a bullish trend is likely to persist. Traders and investors use bull flags to identify a potential entry into the next leg of an uptrend. When traders use the phrase, "Wait for a pullbac... Read the Full Story |
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Markets | |
Some may call it corporate greed, and some may buy the media message, but the truth is that fast food isn’t cheap or quick. This CNBC short documentary covered some of the factors behind fast food price increases. However, it only covered one side of the equation, and investors should have a... Read the Full Story |
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Consumer Staples | |
The technical action in Casey’s General Stores (NASDAQ: CASY) is robust and has the market up 200% from the lows set in 2022. The rally is driven by growth, improving fundamentals, and a reinvigorated market position that is only improving. The company began a three-year plan to boost sales,... Read the Full Story |
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Energy | |
With the ongoing GameStop saga reigniting interest in meme stocks, investors, or more likely traders and speculators, are once again seeking out stocks with high short interest. As the overall market, the technology sector, and many global-leading household stocks trade near all-time highs, trader... Read the Full Story |
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Markets | |
Options traders are known as either the smartest of the bunch out there or the most willing to take on increased risks. When someone buys an option – particularly a call option – that person is betting on the direction of a particular stock and the timing upon which that stock will rea... Read the Full Story |
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Friday's Early Bird Stock Of The Day Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom. | Should I Buy ARM Stock? ARM Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of ARM was last updated on Thursday, October 15, 2026 at 6:24 PM.
ARM Bull Case -
Arm Holdings plc shares climbed 2.8% to a current price of $244.79, reflecting strong market sentiment despite recent volatility, as the stock trades well above its 52-week low of $100.02 and continues to attract institutional interest with a consensus rating of Moderate Buy.
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The company's annualized contract value rose 13% to $1.73 billion, indicating solid licensing momentum that supports future royalty revenue and provides a leading indicator of sustained growth ahead of upcoming fiscal second-quarter earnings.
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Arm Holdings plc reported $0.45 earnings per share for the most recent quarter, beating analysts' consensus estimates of $0.40, while revenue grew 22.4% year-over-year to $1.29 billion, demonstrating the company's ability to outperform market expectations and drive top-line expansion.
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Microsoft is adding native Python support to Windows on Arm PCs, which expands the developer ecosystem and improves application compatibility, potentially increasing the adoption of Arm-based processors in the personal computer market and broadening the company's addressable market beyond mobile devices.
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Arm Holdings plc maintains a dominant market position with its architecture powering more than 99% of smartphones, providing a stable and high-margin licensing business model that benefits from the global shift toward energy-efficient computing in mobile, automotive, and data center applications.
ARM Bear Case -
Arm Holdings plc trades at a premium valuation with a P/E ratio of 252.36, making the stock highly sensitive to interest rate changes and inflation data, which can pressure the share price as investors demand higher returns for the substantial future growth embedded in the current price.
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A Delaware jury found that Arm Holdings plc breached its licensing agreement with Qualcomm, creating legal uncertainty and potential risks for future litigation, even though the immediate damages award was minimal, as this ruling could impact the broader commercial relationship and licensing rights.
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Insider selling activity has been significant, with CFO Jason Child selling 10,400 shares at an average price of $300.00 in September 2026, and other executives like CEO Rene Haas and CAO Laura Kathleen Bartels also reducing their holdings, which may signal a lack of confidence in the current stock price or a desire to diversify personal portfolios.
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The stock has experienced significant volatility, with a beta of 3.78 indicating high sensitivity to market movements, and recent price declines of 6.8% and 4.1% in mid-October 2026 highlight the risk of sharp drawdowns for investors who may not be prepared for such fluctuations.
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Arm Holdings plc faces intense competition from other semiconductor companies like AMD and Qualcomm, which are expanding their own AI and data center offerings, potentially eroding Arm's market share and pricing power in key segments as the industry landscape evolves rapidly.
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