# 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
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.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: 2026-06-18T19:57:46+00:00
Episode link: https://audio.fexingo.com/business/the-ai-podcast/episode-0059.mp3
Audio file: https://audio.fexingo.com/business/the-ai-podcast/episode-0059.mp3
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Duration seconds: 403

## Resource

Lucas and Luna explore how the semiconductor equipment sector is diverging from the chip design space, using data from June 18, 2026. Applied Materials and ASML are up while Nvidia stalls. They discuss capacity constraints, the shift to on-device AI, and what it means for investors. A detailed look at the two-speed AI hardware market with specific stock moves and economic reasoning. #ArtificialIntelligence #AIHardware #Semiconductors #Nvidia #AppliedMaterials #ASML #InvestmentStrategy #Technology #FexingoBusiness #BusinessPodcast #ChipDesign #SemiconductorEquipment #MarketSplit #OnDeviceAI #DataCenters #CapitalExpenditure #StockMarket #TechPodcast Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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