Arm Holdings is trading 3.28% up now at $273.60 in pre-market after CEO Rene Haas expressed greater confidence on September 16 in converting more than $2 billion of AGI CPU customer demand into revenue.

  • The comments helped drive the September 17 rally and continued pre-market strength.
  • Investors are focused on improving supply prospects despite multi-year industry shortages.
  • Semiconductor-sector optimism is providing additional support.