Podcast Index

Podcasts

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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 Happy Work - Management & bien-être au travail Happy Work - Management & bien-être au travail Gaël Chatelain-Berry The Kings Code Podcast The Kings Code Podcast Tate Your Happy Hour Your Happy Hour The Feels Franklin Matters Radio Franklin Matters Radio Steve Sherlock Tina Huang Tina Huang Tina Huang Alex Becker Channel Alex Becker Channel Alex Becker Channel Ekantik Vartalap Ekantik Vartalap Bhajan Marg RSG Geldsake met Moneyweb RSG Geldsake met Moneyweb Moneyweb Radio The ExecMBA Podcast The ExecMBA Podcast UVA Darden School of Business ITM Trading Podcast ITM Trading Podcast The Daniela Cambone Show and Taylor Made Economics Economia Falada Economia Falada Ricardo Amorim AI-Driven Marketer: Master Practical AI Marketing Skills AI-Driven Marketer: Master Practical AI Marketing Skills Dan Sanchez Financial Planner Search Financial Planner Search Gregory Wilnau Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Christopher H. Loo, MD-PhD We Don't PLAY!™: Best AI Marketing Visibility Podcast (Advanced Technical SEO Strategies) We Don't PLAY!™: Best AI Marketing Visibility Podcast (Advanced Technical SEO Strategies) Favour Obasi-ike: Pinterest Marketing Expert and Technical SEO Genius Storage Unlocked Storage Unlocked Thaddeus Campbell The Bitcoin Treasuries Podcast with Tim Kotzman The Bitcoin Treasuries Podcast with Tim Kotzman Timothy Kotzman Outspoken Beauty Outspoken Beauty Nicola Bonn Pure Hustle Podcast Pure Hustle Podcast Pure Hustle Podcast 分享《富爸爸穷爸爸21世纪的生意》 分享《富爸爸穷爸爸21世纪的生意》 终身都要成长 On R'Dress Ça On R'Dress Ça Bristol Media Fisher Investments - Market Insights Fisher Investments - Market Insights Fisher Investments Einkommensinvestoren-Podcast Einkommensinvestoren-Podcast Anton Gneupel und Luis Pazos In it to Win it In it to Win it Steve Barton One Rental At A Time One Rental At A Time Michael Zuber Strategy Simplified Strategy Simplified Management Consulted The Thoughtful Entrepreneur The Thoughtful Entrepreneur Josh Elledge · UpMyInfluence.com & PodVerified.com The CUInsight Experience The CUInsight Experience CUInsight | Credit Union echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF echtgeld.tv The Property Academy Podcast The Property Academy Podcast Opes Partners CryptoWeek CryptoWeek CheckSig The Wake Up Call for Lawyers The Wake Up Call for Lawyers Judi Cohen B2B Vault: The Biz To Biz Podcast B2B Vault: The Biz To Biz Podcast Allen Kopelman Cyber Crime Junkies Cyber Crime Junkies Cyber Crime Junkies. Host David Mauro. Black Box - La scatola nera della finanza Black Box - La scatola nera della finanza Guido Brera e Gian Luca Comandini - Chora Media AI Investing: for the AI Investor AI Investing: for the AI Investor AI Investing
The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models

Business

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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