On September 18, ARM Holdings rose 3.02% overnight, trading at $272.9/share, with turnover of $15.09 million. Multiple catalysts converged to drive the stock higher.

On the news front, SoftBank Group renegotiated and expanded a margin loan collateralized by its Arm shares by $5 billion to a total of $25 billion, as the Japanese conglomerate seeks additional funding to support its expanding AI investments. The deal was finalized this month with creditors, according to sources familiar with the matter.

Meanwhile, Arm CEO Rene Haas expressed growing confidence in securing sufficient supply to meet $2 billion in customer demand for the company's AGI CPU. The target was first disclosed during the May earnings call and has since doubled from the initial $1 billion revenue projection announced alongside the launch of Arm's first custom CPU in March, with Meta as the lead customer.

The broader semiconductor sector also provided a tailwind, as chip stocks extended a multi-day rebound from the sharp selloff triggered earlier in the week by AI leaders calling for a development slowdown. Analysts noted that fundamental AI infrastructure spending drivers remain intact.

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