We recently compiled a list of the 10 AI News You Should Not Miss. In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against the other AI stocks. Insights on AI’s Potential and Its Evolving Capabilities AI is rapidly advancing,

Arm stock soared on Wednesday after announcing its collaboration on Stargate, which triggered updated coverage from Barclays.

Apple and Tesla generated solid returns for shareholders in the past year, but both stocks recently picked up sell ratings from certain Wall Street analysts. Apple is the market leader in smartphones as measured by revenue,

Barclays Research today released a new Impact Series report, entitled “AI revolution: Meeting massive AI infrastructure demands.” Focused on the US, as the market leader for the technology, Barclays Research finds that AI growth could lead data-centre usage to triple by 2030.

Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, compared to the previous high of $52 billion in 2022.

Databricks, a competitor for data cloud platforms such as Snowflake, has raised $15B through recent funding and debt financing, and also gained Meta Platforms as a strategic investor. Read more here.

Lumentum ( NASDAQ:LITE) just got a major vote of confidence from Barclays, sending its stock up 5% this morning. The firm flipped its rating from Underweight to Overweight and jacked up the price target from $80 to $125,

The AI-agent cybersecurity startup Alterya has been bought by the blockchain giant Chainalysis for over $100 million, Business Insider has learned.

Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ:AVGO),

Ford (F) is falling 5% today after British bank Barclays downgraded the automaker to Equal Weight from Overweight.

Brad Novak will work closely with internal teams and strategic partners to grow DXC's AI capabilities and identify areas where the technology can deliver the most value.