Arm (ARM) CEO Says They Would Be On Fire If It Weren’t For Energy, Says Jim Cramer

We recently published Jim Cramer Discussed These 25 Stocks In An Important Show About AI Spending. Arm Holdings plc (NASDAQ:ARM) is one of the stocks Jim Cramer recently discussed.

Arm Holdings plc (NASDAQ:ARM) is a British chip design company. The firm’s intellectual property is used across the smartphone, personal computing, and data center industries. While typically relied on for low-power use cases, advances in chip fabrication have also enabled Arm Holdings plc (NASDAQ:ARM)’s chips to be used in data centers. Cramer has regularly discussed the stock in 2025. Recently, he commented that Arm Holdings plc (NASDAQ:ARM) was performing quite well in the CPU market. In this appearance, he commented that the firm’s CEO, Rene Haas, continues to believe that energy constraints are holding his firm back. Arm Holdings plc (NASDAQ:ARM)’s latest quarter saw it guide fiscal third-quarter revenue at $1.23 billion, higher than analyst estimates of $1.1 billion. Here is what Cramer said:

Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.

“Look, in an otherwise fantastic quarter, Rene Haas, Arm, just says, look, it’s energy. That’s the problem or else we would be on fire. And by the way I thought, I don’t know whether Rene’s stock is down, if it’s down. . .it’s down three, it was up six last night!”

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Disclosure: None. This article is originally published at Insider Monkey.