🔴 Arm Holdings is trading 6.2% down as oil rises and rate expectations shift higher

Arm Holdings is trading 6.2% lower at $291.00, with broad risk-off conditions the backdrop; no clear company-specific announcement explained the September 28 drop.

• Reuters reported global stocks fell amid stalled U.S.-Iran talks; Brent rose 4%, while U.S. 10-year yields reached 5.22% as bond-market expectations shifted toward higher rates for longer.
• The S&P 500, Nasdaq Composite and Dow Jones were lower. Arm gained 17.16% on September 21 before losses; that history does not establish a separate cause for the September 28 move.