Arm Holdings (ARM) shares fell 19.8% over the past month through Tuesday's close, while the Nasdaq 100 slipped 0.5%, though the stock is still up 102% in 2026. A 17% jump on Sept. 21, driven by hopes for Meta's Muse AI agent, reversed after reports that SoftBank's Arm stake backs a $25 billion loan facility and after AI safety fears following a breach. Further declines in October came amid chip-sector selloffs, and on Oct. 13 a Delaware jury found Arm breached its license with Qualcomm, awarding just $2 in total damages. The bigger issue is that Judge Maryellen Noreika has yet to rule on whether Qualcomm can stop paying royalties for five years. Arm reports fiscal second-quarter results on Nov. 4 against revenue guidance of $1.38 billion.
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