EPISODE · Jun 8, 2026 · 7 MIN

Why AI Stocks Are Falling Despite Record Spending

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

Despite companies pouring hundreds of billions into AI infrastructure, AI hardware and software stocks are getting crushed. Lucas and Luna unpack the disconnect: record capex from hyperscalers, yet NVIDIA is down 8.5% in a week and Palantir has lost 15.6%. They explore the rise of inference costs eating margins, the shift to smaller models, and what this means for investors. Plus, the hosts discuss how listener support keeps the podcast ad-free. #AIStocks #NVIDIA #Palantir #TechSelloff #InferenceCosts #AIInfrastructure #Capex #Hyperscalers #SmallModels #Tokenpocalypse #ARMHoldings #Broadcom #AMD #TechCrunch #FexingoBusiness #BusinessPodcast #Technology #ArtificialIntelligence Keep every episode free: buymeacoffee.com/fexingo

Episode metadata supplied by the publisher feed · Published Jun 8, 2026

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This episode was published on June 8, 2026.

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