Why Arm Holdings Stock Was Sliding Today

Arm's stock takes a hit as semiconductor sector faces headwinds—meanwhile, crypto continues its relentless march upward.

Tech stocks stumble while digital assets thrive

Traditional equity markets showed weakness today as Arm Holdings joined the broader tech selloff. The semiconductor giant's decline highlights the volatility plaguing legacy financial instruments—just as Bitcoin flirts with new all-time highs.

While traditional investors fret over quarterly earnings and Fed policy, crypto markets operate on a different rhythm entirely. Decentralized networks don't wait for boardroom approvals or economic indicators—they just keep validating blocks and printing gains.

Another reminder that while old-school stocks slide on sentiment, blockchain assets build through any market condition. Maybe Wall Street should try operating 24/7/365 instead of keeping bankers' hours.

Image source: Getty Images.

What the Nvidia/Intel deal means for Arm

Nvidia announced that it will invest $5 billion in Intel and work with the company to develop custom data center and PC products, including on the x86 platform that competes with Arm.

Nvidia has a long history of working with Arm, and in fact tried to buy Arm in 2020, though the deal was blocked by regulators.

It uses Arm's architecture for the Grace CPU superchip, part of the Grace Blackwell superchip, and Nvidia owns 1.1 million shares of Arm, worth about $150 million.

Nvidia has been building a portfolio of AI stocks. Along with Arm and Intel, it also owns stakes in,, and

What's next for Arm?

Arm has been working on designing its own chips, moving from a company that licenses its CPU architecture into competition with Nvidia and other chip designers.

That may be another reason for the Nvidia-Intel tie-up, as Nvidia may be seeking ways to get exposure to new markets and adapt to new competition.

For now, the news is worth keeping an eye on for Arm investors, but it seems unlikely to derail its plans. Today's news shows how quickly things can change in the AI sector.