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$ARM
Shares surged after CEO Rene Haas outlined an ambitious long-term outlook, projecting 2031 annual revenue at more than six times 2025 levels. The company also unveiled its first in-house chip, with Meta Platforms as an initial customer. Arm expects the new chip to generate around $15B in annual revenue by 2031, contributing to total revenue of about $25B and EPS of $9, driven by rising demand for CPUs amid the growth of agentic AI