# Why AI Hardware Stocks Are Splitting Into Two Markets

Page: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-ai-hardware-stocks-are-splitting-into-two-markets-2
Text version: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-ai-hardware-stocks-are-splitting-into-two-markets-2.md
Podcast: [The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models](https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011)
Published: 2026-06-12T19:51:17+00:00
Episode link: https://audio.fexingo.com/business/the-ai-podcast/episode-0047.mp3
Audio file: https://audio.fexingo.com/business/the-ai-podcast/episode-0047.mp3
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Duration seconds: 419

## Resource

Episode 47 of The AI Podcast with Fexingo. Lucas and Luna dig into the diverging fortunes of AI hardware stocks in June 2026. While Nvidia has stalled, Applied Materials and Lam Research have surged 15% and 14% respectively this week, and ASML is up 6.5%. The hosts explain why the market is starting to separate AI training from AI manufacturing, and what that shift means for investors. They discuss the growing importance of lithography and deposition equipment as chip complexity rises, and why data center buildout is creating a second wave of demand for semiconductor capital equipment. Plus, they cover Intel's surprising 13% jump on its foundry pivot. Specific numbers, real names, no fluff. #Nvidia #AppliedMaterials #LamResearch #ASML #Intel #AIHardware #Semiconductor #ChipManufacturing #DataCenters #Lithography #EquipmentStocks #Investing #Technology #AIPodcast #FexingoBusiness #BusinessPodcast #June2026 #StockMarket Keep every episode free: buymeacoffee.com/fexingo

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