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
  • Why Microsoft Stock Dropped 10 Percent in a Week

    Why Microsoft Stock Dropped 10 Percent in a Week
    2026/06/06
    With Microsoft shares down 9.5 percent over the past five days and the broader tech sector in a tailspin, Lucas and Luna dig into what's actually driving the sell-off. They zero in on two specific catalysts: the sudden departure of Sriram Krishnan as White House AI advisor — which raises questions about the administration's AI policy continuity — and Reid Hoffman's exit from Microsoft's board to go 'founder mode' with the AI startup Manus. Along the way, they unpack how the market is re-pricing big tech's AI spending promises versus real earnings growth. If you've been watching your portfolio take a hit this week, this episode gives you the concrete context to understand why. #Microsoft #SriramKrishnan #ReidHoffman #Manus #AIPolicy #StockMarket #BigTech #WhiteHouseAI #BoardDepartures #FounderMode #TechSellOff #AIInvesting #MSFT #XLK #FexingoBusiness #BusinessPodcast #Technology #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How Reid Hoffmans Board Exit Signals a Shifting Era at Microsoft

    How Reid Hoffmans Board Exit Signals a Shifting Era at Microsoft
    2026/06/06
    This episode digs into Reid Hoffman's departure from Microsoft's board after nearly a decade, announced Friday June 5, 2026. Lucas and Luna explore what 'going founder mode' means for Hoffman's new AI startup Manus, and how his exit ties into broader shifts inside Microsoft — from governance philosophy to the company's relationship with its early investors and founders. They connect the move to Microsoft's recent 9.5% stock slide in the past week, and discuss whether that drop reflects real concerns about Azure's growth trajectory or just tech-sector jitters. Along the way, they reference the surprising news that Google is paying SpaceX $920 million per month for cloud compute, using that deal as a contrast to Microsoft's more cautious AI infrastructure strategy. The episode closes with a natural, low-key appeal tied to keeping independent tech analysis ad-free. #ReidHoffman #Microsoft #Manus #AIStartups #FounderMode #BoardDepartures #TechGovernance #Azure #CloudComputing #SpaceX #GoogleCloud #AIPhilosophy #TechStrategy #BusinessPodcast #FexingoBusiness #BigTech #CorporateGovernance #VentureCapital Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • How Google Is Rewriting the Economics of Cloud Compute

    How Google Is Rewriting the Economics of Cloud Compute
    2026/06/05
    Lucas and Luna dig into the jaw-dropping news that Google is paying SpaceX $920 million per month for compute capacity. The conversation explores what this deal says about the AI infrastructure arms race, why Google's cloud strategy differs from Amazon and Microsoft, and whether this kind of spending is sustainable. They also connect the dot to Amazon's recent 5.8 percent weekly decline and the broader selloff in tech ETFs like XLK and IGV. A smart, concrete look at the hidden cost of keeping AI models running. #Google #SpaceX #CloudComputing #AIInfrastructure #ComputeCosts #BigTech #Alphabet #AWS #Azure #DataCenters #AIArmsRace #TechSpending #XLK #IGV #FexingoBusiness #BusinessPodcast #Technology #CloudEconomics Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Amazon Is Quietly Becoming a Logistics Juggernaut

    How Amazon Is Quietly Becoming a Logistics Juggernaut
    2026/06/05
    Amazon's logistics network now ships more packages than FedEx and UPS combined in some regions. Lucas and Luna explore how the company built a $50 billion shipping business from scratch, why it matters for rivals, and what the recent 6% dip in Amazon stock tells us about investor concerns. With specific numbers from earnings and delivery data, they unpack the competitive dynamics and long-term implications for the shipping industry. #Amazon #Logistics #Shipping #FedEx #UPS #Ecommerce #SupplyChain #BusinessStrategy #Technology #Fulfillment #AmazonStock #Investing #Retail #Competition #FexingoBusiness #BusinessPodcast #TechNews #Podcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Apple Approves First AI Agent on Messages for Business

    Apple Approves First AI Agent on Messages for Business
    2026/06/04
    Apple quietly approved Poke as the first AI agent on its Messages for Business platform, a move that could reshape how brands interact with customers via iMessage. Lucas and Luna break down what Poke does, why Apple typically keeps its messaging platform locked down, and how this opens the door for more AI-powered commerce through Apple's ecosystem. They also discuss what this means for competitors like Google's Business Messages and Meta's WhatsApp Business API, and why Apple's controlled rollout might be smarter than the free-for-all approach elsewhere. With Microsoft's stock down nearly 5% in the last week and Amazon off over 6%, they touch on how the AI messaging play could become a new revenue vector for the big tech platforms. Specific, grounded, no hype. #Apple #AI #MessagesForBusiness #Poke #iMessage #BusinessMessaging #CustomerExperience #BigTech #TechNews #Podcast #Business #Technology #FexingoBusiness #BusinessPodcast #AIinBusiness #AppleEcosystem #MessagingPlatform #DigitalCommerce Keep every episode free: buymeacoffee.com/fexingo
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    7 分