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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 GaryVee Audio Experience The GaryVee Audio Experience Gary Vaynerchuk Staging Sips Staging Sips Lori Fischer Lead with HOPE Lead with HOPE Dr. Brandi Kelly Planning your Financial Future Planning your Financial Future IG Wealth Management Inc., Mutual Fund Division The Story For Financial Crisis. The Story For Financial Crisis. Catherine Spring 120 jaar IJsfabriek Strombeek 120 jaar IJsfabriek Strombeek The Podcast Planet Optimizing Your Google Business Profile for Maximum Visibility Optimizing Your Google Business Profile for Maximum Visibility GMB Crush Token Metrics Daily Pulse Token Metrics Daily Pulse Token Metrics WW – William Waack WW – William Waack CNN Brasil The Audible Local Ledger Reads to the Blind The Audible Local Ledger Reads to the Blind Audible Local Ledger Chicago Justice Podcast Chicago Justice Podcast Tracy Siska Merita Business Podcast Merita Business Podcast Giorgio Minguzzi Starter Story Starter Story Starter Story The Invisible Hand The Invisible Hand Emma Reid Bloomberg News Now Bloomberg News Now Samejo Casual Fridays REI Casual Fridays REI Casual Fridays REI Economía Para Todos Economía Para Todos esRadio Vegas Circle Vegas Circle The Vegas Circle The Wall Street Skinny The Wall Street Skinny Kristen and Jen Retire SMART Podcast Retire SMART Podcast Retire SMART LLC Retire Well Retire Well Josh Bretl Charcuterie & Cottage Biz Podcast Charcuterie & Cottage Biz Podcast Patti Sampson & Andrea Hendrix - The GrazingBiz Sisters Retire Y'all Charleston Retire Y'all Charleston Adam Curran Financial Sanity with Patrick Ayers Financial Sanity with Patrick Ayers Patrick Ayers Retirement Renegade Radio with Andrew Winnett Retirement Renegade Radio with Andrew Winnett Andrew Winnett Economía Para Todos Economía Para Todos esRadio Real Estate News Today | 2 Min News | The Daily News Now! Real Estate News Today | 2 Min News | The Daily News Now! The Daily News Now! Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks The Kapeel Gupta Career Podshow The Kapeel Gupta Career Podshow Kapeel Gupta KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air Bob Proctor: The Science of Success Bob Proctor: The Science of Success Bob Proctor Quick Reads Quick Reads Pratham Malhotra Veterans Corner Radio Veterans Corner Radio Joe Muhlberger Your Career On Target Your Career On Target InterCoast Media Network Trappin Tuesday's Trappin Tuesday's Wallstreet Looks Like Us Now Network The Accountability Minute:Business Acceleration|Productivity The Accountability Minute:Business Acceleration|Productivity Anne Bachrach
The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models

Negocios

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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