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Volatility Aside, ARM’s AI Thesis Is Untouched

Summary by 24/7 Wall St.
ARM has tripled off its January lows, hyperscalers are lining up for its AI silicon, and analysts keep raising their targets. So why does the setup feel less like a green light and more like a fork in the road?

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BizToc broke the news on Friday, September 18, 2026.
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