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BofA Securities Maintains Arm Holdings(ARM.US) With Buy Rating, Cuts Target Price to $144
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BofA Securities Adjusts ARM Price Target to $144 From $180, Maintains Buy Rating
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Arm Holdings Is Maintained at Buy by B of A Securities
ARM Holdings Analyst Ratings
Express News | Shares of Chip Stocks Are Trading Lower After NVIDIA Said It Was Recently Informed by the US Government That It Will Need a License to Export Chips to China
Express News | Arm Holdings PLC : BofA Global Research Cuts Price Objective to $144 From $180
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Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
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Express News | Nvidia Shares up 3% Premarket
Express News | Intel up 2.6%, Marvell Technology up 3.8%
Arm Holdings (NASDAQ:ARM) May Have Issues Allocating Its Capital