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The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models Fexingo The Art of War by Sun Tzu The Art of War by Sun Tzu Sun Tzu Blockchain Basics: Crypto, NFTs & Web3 Explained Blockchain Basics: Crypto, NFTs & Web3 Explained ELMA Chat GPT Podcast Chat GPT Podcast Sol Good Network 50 Shades of Planning 50 Shades of Planning Samuel Stafford The Data Center Daily The Data Center Daily The Data Center Daily — Lantern Podcasts The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC 【我交易過人生】 【我交易過人生】 凡爸 Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony China Update China Update Tony Ready For Retirement Ready For Retirement James Conole, CFP® The Think Media Podcast The Think Media Podcast Think Media Maximum Lawyer Maximum Lawyer Tyson Mutrux Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Daniel Metcalf and Mike Stromsoe Wheel Talk Wheel Talk Ryan Durbin & Becca Otis She Coaches Coaches She Coaches Coaches Candy Motzek | Life & Business Coach 財訊 《Wealth Magazine》 財訊 《Wealth Magazine》 財訊雙週刊 Third Alarm Cowboys Podcast Third Alarm Cowboys Podcast Heath Meredith The Pomp Podcast The Pomp Podcast Anthony Pompliano The Unforget Yourself Show The Unforget Yourself Show Mark and Katie Stock Movers Stock Movers iHeartPodcasts The Drive Car Show The Drive Car Show The Drive with Lauren & Karl AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI Daily DX Today | No-Hype Podcast & News About AI & DX DX Today | No-Hype Podcast & News About AI & DX Rick Spair AD7 Devocional - Diferente / Inverso AD7 Devocional - Diferente / Inverso AD7 Devocional Business News Today | 2 Min News | The Daily News Now! Business News Today | 2 Min News | The Daily News Now! The Daily News Now! Hamza Selfimprovement Hamza Selfimprovement Adonis Gang Leadership Lessons From The Great Books Leadership Lessons From The Great Books Leadership Toolbox Podcast Network ColdFusion ColdFusion Dagogo Ekantik Vartalap Ekantik Vartalap Bhajan Marg Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Richard C. Wilson, CEO of Family Office Club 鞠强教授:管理心理学 鞠强教授:管理心理学 管理心理学教授鞠强 The Private School Leader Podcast The Private School Leader Podcast Mark Minkus Bitcoiners - Live From Bitcoin Beach Bitcoiners - Live From Bitcoin Beach Mike Peterson Retirement Answers Retirement Answers Jacob Duke, CFP® Pregnancy & Postnatal Entrepreneurs Collective Podcast Pregnancy & Postnatal Entrepreneurs Collective Podcast Niamh Cassidy, IBCLC
The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models

Business

The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models

Fexingo

Why Palantir Stock Surged 14 Percent in a Week

July 04, 2026 3:02am 7 min

Palantir's stock jumped 14.5% over the last five trading days, hitting $129.30 as of July 4, 2026. But this isn't just another AI hype rally — it's a bet on a fundamental shift in how enterprises deploy AI. Lucas and Lun...

Why Micron Stock Dropped 14 Percent in a Week

July 03, 2026 3:34pm 11 min

Micron Technology shares fell 13.8% in the five trading days ending July 3, 2026, making it the worst performer in the PHLX Semiconductor Index. Lucas and Luna dig into what moved — and what didn't. They trace the sellof...

Why Intel Stock Is Down 6 Percent This Week

July 03, 2026 3:10am 7 min

Intel shares fell more than 6 percent in the last five trading days, even as AI-frenzy stocks like Palantir surged 14 percent. Lucas and Luna dig into the specific headwinds facing Intel in July 2026: the company's delay...

Why Anthropic Is Designing Its Own AI Chip With Samsung

July 02, 2026 3:22pm 7 min

Anthropic is in talks with Samsung to develop a custom AI accelerator, a move that could reshape the chip supply chain. Lucas and Luna break down why a model company would build silicon, how this mirrors Google's TPU str...

The Hidden Cost of AI Model Inference at Scale

July 02, 2026 3:11am 8 min

Lucas and Luna unpack the often-overlooked expense of running AI models in production: inference costs. While training gets the headlines, inference is where the real spending happens for most companies. They explore how...

Why Together AI Just Raised 800 Million Dollars

July 01, 2026 3:24pm 9 min

On this episode of The AI Podcast, Lucas and Luna dive into Together AI's massive $800 million funding round at an $8.3 billion valuation, announced July 1, 2026. They explore what this means for the neocloud market, the...

Applied Materials Surge Signals AI Equipment Boom

July 01, 2026 5:21am 6 min

While AI chip stocks have been volatile, equipment makers like Applied Materials are surging. Lucas and Luna explore why the semiconductor capital equipment sector is outperforming, with Applied Materials up nearly 23% i...

Why ASML and Applied Materials Are Surging While AI Chip Stocks Stall

June 30, 2026 3:33pm 9 min

On this episode of The AI Podcast, Lucas and Luna dig into a striking divergence in the AI sector: while big chip names like Nvidia and AMD have seen mixed performance, equipment makers ASML and Applied Materials are up ...

The Vibe Coding Revolution and Its AI Startup Defensibility Problem

June 30, 2026 3:12am 6 min

Lucas and Luna dive into the rise of 'vibe coding' — AI-assisted coding that lets non-engineers build software by describing what they want in plain language. They explore why startup Base44 just launched its own model, ...

Why AI Hardware Is Splitting Into Two Markets

June 29, 2026 3:30pm 9 min

The AI chip trade used to move as one block. Not anymore. In this episode, Lucas and Luna break down the surprising divergence between chipmakers and equipment suppliers, using Applied Materials' 18.6% weekly surge and L...

Why AI Chip Stocks Are Crashing While Equipment Makers Rally

June 29, 2026 3:21am 8 min

On June 29, 2026, the AI chip trade is in turmoil. NVIDIA is down 7.7% over five days, AMD off 5.4%, and the SOXX semiconductor index has dropped nearly 10%. Yet equipment makers like Applied Materials are only down 2.1%...

When AI Falls Short Ford Rehires Gray Beard Engineers

June 28, 2026 3:26pm 8 min

Lucas and Luna explore a surprising paradox: Ford is rehiring veteran engineers after discovering that AI-driven design tools couldn't replicate decades of real-world manufacturing intuition. They unpack the TechCrunch r...

Inside the AI Chip Selloff A Sector in Motion

June 28, 2026 3:02am 8 min

On this episode of The AI Podcast, Lucas and Luna break down the sharp selloff in AI chip stocks on Friday, June 26, 2026, with NVDA dropping 7.7% in five days and ARM falling 18%. They examine the divergence between soa...

Why AI Models Are Going Multimodal by Default

June 27, 2026 3:29pm 9 min

Lucas and Luna unpack the shift from text-only AI to multimodal models that see, hear, and generate images. They anchor on the latest release from Anthropic — the Mythos model — which processes text, images, and audio na...

How AI Model Distillation Is Quietly Reshaping Margins

June 27, 2026 3:03am 7 min

Lucas and Luna explore model distillation, the technique where large AI models teach smaller ones. They unpack why this matters for enterprise AI adoption, how it affects demand for expensive inference chips, and what it...

Why AI Stocks Are Crashing While the Technology Accelerates

June 26, 2026 3:19pm 8 min

On this episode of The AI Podcast, Lucas and Luna tackle a puzzling divergence: the AI stock sell-off that has hammered nearly every major chip name in the past five days, even as OpenAI limits its GPT-5.6 rollout and co...

Why AI Chip Stocks Are Plunging While Equipment Makers Rally

June 26, 2026 3:10am 9 min

Episode 74 of The AI Podcast drills into a striking divergence in AI-linked stocks as of late June 2026. While major chip designers like NVIDIA and Broadcom have dropped 7-8 percent in the past week, semiconductor equipm...

Why AI Chip Stocks Are Decoupling From Each Other

June 25, 2026 3:19pm 7 min

Lucas and Luna break down the striking divergence in AI chip stocks as of June 2026. While Applied Materials is up 8% in a week and Micron hits new highs, ARM has plunged 21% and NVIDIA dropped 7%. They explore why semic...

Why AI Engineering Jobs Are Surprisingly Resilient

June 25, 2026 3:01am 9 min

New data shows AI-driven engineering layoffs are less severe than predicted. Lucas and Luna examine why demand for AI engineers remains high, the 'productivity paradox' of AI tools, and how companies like Microsoft and M...

The Hidden Cost of Employee AI Overuse

June 24, 2026 3:27pm 7 min

Lucas and Luna tackle a growing problem inside companies: employees burning through AI query budgets on low-value tasks like rewriting emails and generating meeting summaries. Lucas shares data from a leaked internal mem...

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