Why AI Hardware Stocks Are Crashing While Software Surges

This episode unpacks the massive divergence in AI markets as of June 2026: hardware stocks like NVIDIA, Broadcom, and Super Micro Computer are down 8-16% in a week, while software players like Meta and Apple hold steady or gain. Lucas and Luna dig into the data—NVIDIA at $205, Broadcom at $386—and explore three forces behind the sell-off: hyperscaler capex fatigue, the rise of purpose-built ASICs eroding GPU demand, and a rotation toward AI applications that generate revenue today. They also discuss what this means for enterprise buyers and investors, and whether the hardware rout signals a long-term shift or a buying opportunity. #AIHardware #NVIDIA #Broadcom #SuperMicro #AMD #AIStocks #Semiconductor #Capex #ASIC #GPU #MarketRotation #AIEnterprise #June2026 #FexingoBusiness #BusinessPodcast #AIInvesting #TechStocks #AIInfrastructure Keep every episode free: buymeacoffee.com/fexingo