Why AI Hardware Stocks Are Getting Crushed in June 2026

The SOXX semiconductor index dropped 5.6 percent in the past five trading days, and AI darlings like Palantir, Broadcom, and AMD are down double digits. Lucas and Luna dig into the numbers to figure out what's really going on — is this a rotation out of AI hype, a reaction to macro headwinds, or something more structural? They look at specific movers: Broadcom down 16 percent, Micron down 16.6 percent, even NVIDIA off 8.5 percent. The hosts debate whether the sell-off is a buying opportunity or a warning sign, and what it means for the AI infrastructure buildout that has dominated the past two years. They also touch on the Trump administration's potential equity stake in OpenAI, and what that signals about the shifting landscape of AI regulation and investment. Tune in for a grounded, numbers-driven conversation about where AI hardware investing stands today. #AIHardwareStocks #SemiconductorSelloff #SOXX #NVDA #AVGO #MU #PLTR #AMD #AIInfrastructure #OpenAI #TrumpAdministration #AIInvesting #Technology #Business #FexingoBusiness #BusinessPodcast #AIPodcast #June2026 Keep every episode free: buymeacoffee.com/fexingo