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ARM’s Hidden AI Monopoly Has a Critical Test Ahead

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated July 22, 2026

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ARM Holdings (NASDAQ:ARM) is at the center of a critical investing debate: who captures the most value in AI chips, the manufacturer or the owner of the architecture? With ARMv9, Compute Subsystems, and hyperscaler custom silicon gaining attention, the company’s royalty engine could become more valuable as chip designs become more specialized.

Stock prices used were the market prices of July 8, 2026. The video was published on July 17, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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