Arm Boosts Earnings Power, Analyst Says. Plus, Chewy, Quanta, and More Stocks.

Analysts project Arm Holdings’ earnings growth will accelerate in 2026, driven by rising demand for its semiconductor IP in AI and quantum-adjacent high-performance computing applications. Quanta Computer, a key supplier for quantum computing hardware components, saw upgraded revenue forecasts amid expanding contracts with hyperscale cloud providers investing in quantum-classical hybrid systems. Chewy’s stock gained attention as analysts noted its logistics AI—potentially leveraging quantum optimization algorithms—could cut operational costs by 12% annually, boosting long-term margins. Arm’s licensing model for RISC-V and quantum-resistant security cores positions it to dominate next-gen chip architectures, per industry reports, with partnerships expanding in Europe and Asia. Investment firms highlighted Quanta’s role in assembling cryogenic control systems for quantum processors, signaling deeper integration between traditional tech manufacturers and quantum infrastructure builders.