Arm Holdings in spotlight as Wall Street digests results and guidance, AGI opportunity (ARM:NASDAQ) — Live Feedhttps://www.live-feeds.com/feed/arm-holdings-in-spotlight-as-wall-street-digests-results-and-guidance-agi-opportunity-arm-nasdaqContinuously updated, source-cited coverage. Arm beats Q2 targets on data center surge but stock falls on cautious AI outlookhttps://www.live-feeds.com/feed/arm-holdings-in-spotlight-as-wall-street-digests-results-and-guidance-agi-opportunity-arm-nasdaqhttps://www.live-feeds.com/feed/arm-holdings-in-spotlight-as-wall-street-digests-results-and-guidance-agi-opportunity-arm-nasdaq#u192164Tue, 10 Nov 2026 21:50:55 +0000Arm Holdings reported fiscal Q2 2027 revenue of $1.44 billion, a 27% year-over-year increase that exceeded analyst estimates. Licensing revenue jumped 50% while data center royalties doubled, driven by AI infrastructure spending. The company forecast third-quarter revenue above consensus, citing the AI spending boom. Despite the beat, shares declined as investors focused on the absence of a full-year guidance raise and concerns that memory cost pressures are squeezing smartphone demand. Management expressed increased confidence in the upcoming Arm AGI CPU product line.Why it mattersArm's