Why Nvidia and AI Hardware Stocks Dominate the June 2026 Bull Market

Lucas and Luna examine why Nvidia, Arm, and other AI hardware stocks are leading the June 2026 bull market surge. With the NASDAQ crossing 27,000 and growth ETFs up 2.3% in a week, they analyze how the 'picks and shovels' thesis drives momentum. Specific numbers: NASDAQ at 27,079, growth ETF IWF up 2.3%, and the Fed holding rates at 3.64%. They discuss whether this rally is sustainable or if it mirrors past AI hype cycles. #Nvidia #AIHardware #Arm #BullMarket #NASDAQ #GrowthStocks #Semiconductors #FexingoBusiness #BusinessPodcast #Investing #StockMarket #Momentum #FedRate #Technology #PicksAndShovels #DataCenters #AIInfrastructure #MarketRally Keep every episode free: buymeacoffee.com/fexingo