『The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News』のカバーアート

The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News

The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News

著者： Fexingo
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Every trading day, Lucas and Luna dissect the market-moving stories emerging from the five most valuable companies on earth. This is not a recap of product launches or earnings calls; it's a forensic look at how Apple, Google, Microsoft, Meta, and Amazon shape the economy, competition, and regulation. Lucas brings a journalist's habit of tracking the long arc of antitrust battles, supply-chain shifts, and AI investment cycles, while Luna pushes him on the strategic trade-offs behind each headline—like why a cloud margin dip matters more than a phone shipment beat. Their conversations are built on specific numbers: market caps, R&D spend as a percentage of revenue, regulatory fines in euros versus dollars, and the actual language of SEC filings. The listener is someone who reads the tech section not for gadget reviews but for the power dynamics—someone who wants to understand how a single EU Digital Markets Act ruling can ripple through a trillion-dollar supply chain. No hot takes, no stock tips, just the structural story beneath the news. By the end of each episode, you'll have a sharper map of who's winning, who's defending, and what the next catalyst might be—not a prediction, but a framework for watching the game yourself. #BigTech #Apple #Google #Microsoft #Meta #Amazon #TechRegulation #Antitrust #CloudComputing #AIInvestment #DigitalMarketsAct #SupplyChain #SECFilings #TechEarnings #Business #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Why Big Tech Stocks Are Splitting Apart in June 2026

    Why Big Tech Stocks Are Splitting Apart in June 2026
    2026/06/08
    The tech-heavy Nasdaq is down hard this week, but not all the Magnificent Seven are suffering equally. Microsoft and NVIDIA are getting hammered, while Apple is holding steady. Lucas and Luna dig into the divergence: what's driving the rotation, why enterprise AI spending is getting scrutinized, and what Apple's relative calm says about investor sentiment. They look at Microsoft's 9.5% weekly drop, NVIDIA's 8.5% slide, and Apple's 0.3% gain — and what that spread tells us about the market's evolving view of AI winners and losers. Along the way, they touch on the 'Tokenpocalypse' narrative and why Apple's services revenue might be the real story. #BigTech #TechStocks #Microsoft #Apple #NVIDIA #AIInvesting #Nasdaq #StockMarket #EnterpriseAI #Tokenpocalypse #ServicesRevenue #InvestorSentiment #TechSector #MarketRotation #June2026 #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • Why Amazon Is Winning the AI Chip Race

    Why Amazon Is Winning the AI Chip Race
    2026/06/07
    Microsoft stock dropped 9.5% in a single week. Nvidia dropped 8.5%. The market is punishing AI spending, but Amazon is bucking the trend with its custom Trainium and Inferentia chips. Lucas and Luna break down why Amazon's vertical integration strategy is saving it billions, how chip design gives AWS pricing power, and what the sell-off in other tech giants means for the second half of 2026. Specific numbers: Microsoft's $416.67 close, Nvidia's 8.5% weekly drop, and Amazon's 5.8% decline—less than peers. The hosts also explore how Amazon's approach mirrors Apple's silicon play, and why Wall Street is suddenly rewarding cost discipline over AI hype. #Amazon #AWS #Trainium #Inferentia #AIChips #Microsoft #Nvidia #StockMarket #TechEarnings #VerticalIntegration #CloudComputing #Semiconductors #AI #BigTech #Investing #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Microsoft Stock Drops 10 Percent What It Means for Investors

    Microsoft Stock Drops 10 Percent What It Means for Investors
    2026/06/07
    Microsoft shares have dropped nearly 10 percent in the past week, wiping out billions in market value. In this episode of The Big Tech Podcast, Lucas and Luna dig into the real reasons behind the sell-off — from AI infrastructure spending concerns to slower-than-expected Azure growth. They also look at how Microsoft's massive bet on Copilot and enterprise AI is being received by Wall Street, and what the recent departure of board member Reid Hoffman signals about the company's direction. With fresh market data as of June 7, 2026, and context from recent analyst calls, this episode gives listeners one concrete takeaway: whether this dip is a buying opportunity or a warning sign for Big Tech's AI-fueled rally. #Microsoft #MSFT #StockDrop #AI #Azure #Copilot #EnterpriseAI #ReidHoffman #WallStreet #TechInvesting #BigTech #FexingoBusiness #BusinessPodcast #Technology #Earnings #CloudComputing #MarketVolatility #MicrosoftStock Keep every episode free: buymeacoffee.com/fexingo
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    7 分
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