# Why Palantir Is Down 6 Percent This Week

Page: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-palantir-is-down-6-percent-this-week
Text version: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/why-palantir-is-down-6-percent-this-week.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: 2026-06-13T20:42:18+00:00
Episode link: https://audio.fexingo.com/business/the-ai-podcast/episode-0049.mp3
Audio file: https://audio.fexingo.com/business/the-ai-podcast/episode-0049.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/episodes/why-palantir-is-down-6-percent-this-week
Duration seconds: 572

## Resource

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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## Transcript

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