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Arm Holdings (ARM) up +13% as said it will start selling its own chips for 1st time. The new business is expected to generate ~$15b annually

[The new chip marks a pivot for Arm, which has traditionally relied on licensing its designs to companies such as Nvidia (NVDA.O), opens new tab and Qualcomm (QCOM.O), opens new tab and then ​collecting a royalty payment based on the number of ​units sold.](https://www.reuters.com/business/arm-jumps-new-ai-chip-drive-billions-annual-revenue-2026-03-25/)

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