Stock Movers Arm Surges, Driven Brands Rises, Navan Strong Earnings
Mar 25, 2026
A tech shakeup as Arm reveals plans to sell its own high-core AGI CPU and projects massive revenue. A corporate drama unfolds with pressure on Driven Brands to consider a sale or breakup. Travel software Navan spikes after a stronger-than-expected quarterly report and investor interest.
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Arm's New Chip Sales Strategy
- Arm Holdings will sell its own chips for the first time, a strategic shift expected to generate about $15 billion annually within five years.
- The AGI CPU, with up to 136 cores and 300W power, will be made by TSMC and first used by Meta Platforms, marking Arm's move into direct silicon sales.
Activist Push At Driven Brands
- Driven Brands is facing activist pressure from ADW Capital to explore a sale or breakup, prompting a modest after-hours share bump.
- The stock is down about 14% year-to-date but still carries seven buy and five hold analyst ratings.
Navan Beats Estimates And Pops
- Navan shares jumped about 20% in after-hours trading after beating Q4 earnings and revenue estimates following its October IPO.
- Despite the bump, Navan remains down roughly 60% since going public, highlighting volatile post-IPO performance.