Why Palantir Is Down 6 Percent This Week episode artwork

EPISODE · Jun 13, 2026 · 9 MIN

Why Palantir Is Down 6 Percent This Week

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

Palantir stock dropped 6.2 percent in the five days ending June 13, 2026, even as the broader AI hardware index rose. Lucas and Luna dig into what's behind the divergence: Palantir's reliance on government contracts, the emerging commercial AI software slowdown, and the broader rotation from AI 'picks and shovels' to AI 'applications.' They discuss the new competitive pressure from Microsoft and Amazon in the enterprise AI consulting space, and what Palantir's recent AIPCon announcements reveal about its strategy pivot. Specific numbers and cases throughout, including the 30 percent drop in Super Micro Computer and the contrasting rise in ASML and Applied Materials. #Palantir #PLTR #AIStocks #GovernmentAI #EnterpriseSoftware #StockMarket #AIEarnings #AIInfrastructure #AIPlatform #CommercialAI #Microsoft #Amazon #AIPCon #SuperMicro #ASML #AppliedMaterials #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Episode metadata supplied by the publisher feed · Published Jun 13, 2026

Palantir stock dropped 6.2 percent in the five days ending June 13, 2026, even as the broader AI hardware index rose. Lucas and Luna dig into what's behind the divergence: Palantir's reliance on government contracts, the emerging commercial AI software slowdown, and the broader rotation from AI 'picks and shovels' to AI 'applications.' They discuss the new competitive pressure from Microsoft and Amazon in the enterprise AI consulting space, and what Palantir's recent AIPCon announcements reveal about its strategy pivot. Specific numbers and cases throughout, including the 30 percent drop in Super Micro Computer and the contrasting rise in ASML and Applied Materials. #Palantir #PLTR #AIStocks #GovernmentAI #EnterpriseSoftware #StockMarket #AIEarnings #AIInfrastructure #AIPlatform #CommercialAI #Microsoft #Amazon #AIPCon #SuperMicro #ASML #AppliedMaterials #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Why Palantir Is Down 6 Percent This Week

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This episode was published on June 13, 2026.

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Palantir stock dropped 6.2 percent in the five days ending June 13, 2026, even as the broader AI hardware index rose. Lucas and Luna dig into what's behind the divergence: Palantir's reliance on government contracts, the emerging commercial AI...

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