# Why AI Stocks Are Falling Despite Record Spending

Page: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-ai-stocks-are-falling-despite-record-spending
Text version: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-ai-stocks-are-falling-despite-record-spending.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: 2026-06-08T07:31:59+00:00
Episode link: https://audio.fexingo.com/business/the-ai-podcast/episode-0038.mp3
Audio file: https://audio.fexingo.com/business/the-ai-podcast/episode-0038.mp3
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Duration seconds: 449

## Resource

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

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## Transcript

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