Why ARM Holdings Stock Is Up 32 Percent in a Week

ARM Holdings stock surged 32 percent in the first week after its IPO lockup expired. Lucas and Luna unpack what happened: why the move caught traders off guard, how ARM's licensing model differs from traditional chip stocks, and what it signals about the broader AI chip market. They connect ARM's jump to NVIDIA's 4 percent gain and AMD's 13 percent rise, asking whether this is the start of a rotation toward IP-driven AI plays. Plus, a look at what ARM's customer mix reveals about where AI inference is heading. #ARM #ChipStocks #Semiconductor #AI #IPO #LockupExpiry #Technology #FexingoBusiness #BusinessPodcast #StockMarket #NVIDIA #AMD #Inference #ChipDesign #IPLicensing #MarketRotation #Earnings #Analyst Keep every episode free: buymeacoffee.com/fexingo