Arm Holdings (ARM) CEO says AI software sell-off is a micro-hysteria, according to FT

The Arm Holdings CEO's characterization of the AI software sell-off as 'micro-hysteria' suggests that the recent market reaction may be overblown, potentially pointing to a buying opportunity for investors.

Newsquawk StaffPublished 4 Feb 2026, 22:12 UTCOn the live feed at 21:52 UTC — 2 more headlines followed before this page went public

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22:11

Arm Holdings (ARM) says data centre royalty revenue grew over 100% Y/Y, with data centre business expected to become company's largest in a few years

22:05

FMC Corp (FMC) Q4 (USD) EPS 1.20 (exp. 1.21), rev. 1.08bln (exp. 1.15bln), Co. is to explore strategic options including a potential sale

21:52

Arm Holdings (ARM) CEO says AI software sell-off is a micro-hysteria, according to FT

21:41

Palestinian media reports Israeli artillery shelling targeting the Al-Bureij camp in the central Gaza Strip

21:37

Alphabet (GOOGL) CEO says Gemini enterprise has sold more than 8mln paid seats, while Co. noted revenue from AI solutions increased nearly 300% Y/Y and it is collaborating with Apple (AAPL) which picked Google Cloud as its preferred cloud provider

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Context

This could influence broader market sentiment, especially in tech and AI sectors, as traders reassess the fundamentals behind the sell-off versus the CEO's optimistic narrative.

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