Arm Holdings is up over 22 percent in the last five trading days as of June 4, 2026, pushing its market cap past $420 billion. Lucas and Luna break down exactly what's driving the surge—spoiler: it's not just iPhone chips. They walk through Arm's push into AI data centers via its Neoverse architecture, the recent deal with a major cloud provider, and why the company's licensing model is suddenly looking like a tollbooth on AI compute. Along the way, they connect the move to broader semiconductor momentum: Broadcom up 12 percent, Applied Materials up 11 percent, and the SOXX semiconductor index up 8 percent. The conversation also touches on the risks—Arm's valuation already pricing in years of perfect execution, and the threat from RISC-V open-source architectures. A focused, numbers-driven look at one of the most consequential chip companies in AI today.

#ArmHoldings #ARM #Semiconductors #AIChips #Neoverse #ChipDesign #LicensingModel #DataCenter #AIInfrastructure #Broadcom #AVGO #AppliedMaterials #SOXX #RISCV #ChipStocks #Technology #FexingoBusiness #BusinessPodcast

Keep every episode free: buymeacoffee.com/fexingo