It doesn’t look like Arm (ARM) is the beneficiary of A.I. right now, notes Kim Forrest. She and Andrew Graham discuss the takeaways from Arm Holdings earnings. Graham highlights that Arm’s market penetration is growing in the highest growth segments of the market. They talk about how Arm Holdings fall on poor revenue guidance. They then go over the best positioned semiconductor stocks. Tune in to find out more about the stock market today.