エピソード

  • Nvidia Leads Tech Sell-Off as Semis Slide 8 Percent in a Week

    Nvidia Leads Tech Sell-Off as Semis Slide 8 Percent in a Week
    2026/06/07
    Tech stocks are getting hammered, and semiconductor stocks are taking the worst of it. Nvidia has dropped over eight percent in the last five trading days, dragging the broader sector down with it. Lucas and Luna dig into what's behind the sell-off — is this just profit-taking after a huge run, or are investors seeing something fundamentally different about the AI chip demand story? They look at the numbers from Nvidia, Apple, and the software ETF as evidence, and they ask whether the rotation out of tech into other sectors is real. Plus: how much of this is tied to the upcoming FOMC decision, and what happens if the Fed signals a slower pace on rate cuts? A grounded, data-driven conversation about the one number that matters this week: the VIX jumping back above 20. #TechStocks #SemiconductorSellOff #Nvidia #Apple #Microsoft #AIInvesting #ChipStocks #StockMarket #TechSector #FederalReserve #InterestRates #VIX #PortfolioStrategy #RotationTrade #LucasAndLuna #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Tech Stocks Are Getting Crushed in a Rotation

    Why Tech Stocks Are Getting Crushed in a Rotation
    2026/06/06
    Lucas and Luna break down the brutal sell-off hitting big-cap tech in early June 2026. With the S&P 500 down 7.9% in five days and the Nasdaq 100 sliding 8.5%, they explore what's driving the rotation out of mega-cap names and into value and small caps. Lucas points to the latest PCE print, rising Treasury yields, and the Fed's hawkish hold as catalysts. They also discuss what the weakness in NVIDIA and Microsoft means for the AI trade, and whether this is a buying opportunity or the start of a deeper correction. The hosts tie the sell-off to the upcoming WWDC and the broader shift in market leadership, using specific data from the past week. A must-listen for anyone tracking the current tech correction and what it signals for the rest of 2026. #TechStocks #MarketCorrection #Rotation #S&P500 #Nasdaq100 #NVIDIA #Microsoft #FederalReserve #TreasuryYields #AITrade #WWDC2026 #ValueStocks #SmallCaps #PCEInflation #FexingoBusiness #BusinessPodcast #TechNewsDaily #June2026 Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Google Pays SpaceX 920 Million Monthly for Compute Power

    Google Pays SpaceX 920 Million Monthly for Compute Power
    2026/06/06
    This episode breaks down the jaw-dropping news that Google is paying SpaceX $920 million per month for computing power. Lucas and Luna explore what this deal means for the future of cloud infrastructure, the AI arms race, and why traditional tech companies are turning to satellite constellations for data processing. They connect it to the broader market sell-off in tech, with the S&P 500 information technology sector down nearly 8% in the last five days, and ask whether this signals a shift in how giants like Google think about building vs. buying capacity. Specific numbers, concrete implications, and no fluff. #Google #SpaceX #ComputePower #CloudInfrastructure #AIDataCenters #TechNews #Technology #FexingoBusiness #BusinessPodcast #Podcast #SpaceComputing #SatelliteData #AIArmsRace #TechStocks #SpendingCaps #Microsoft #Nvidia #DataProcessing Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Why Supabase Doubled to 10 Billion in Eight Months

    Why Supabase Doubled to 10 Billion in Eight Months
    2026/06/05
    Lucas and Luna dig into Supabase's meteoric rise from a $5B valuation in late 2025 to $10B today. They explore what the open-source Firebase alternative gets right — developer experience, Postgres compatibility, and a business model that doesn't rely on lock-in. The conversation touches on the broader move away from proprietary cloud databases, how Supabase competes with both Google and Vercel, and what the $10B number says about the hunger for data-layer abstraction. Along the way, they connect this to the latest tech-stock rotation, with the S&P tech sector down over 7% in the past week. If you're building or investing in the next layer of developer infrastructure, this episode gives you the concrete numbers and strategic bet behind one of the fastest-growing database companies in the world. #Supabase #Database #OpenSource #FirebaseAlternative #DeveloperTools #Postgres #Valuation #VentureCapital #StartupGrowth #TechStocks #SectorRotation #CloudInfrastructure #DataLayer #Abstraction #Vercel #GoogleCloud #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Mira Muratis Next Act and the Hot AI Talent Market

    Mira Muratis Next Act and the Hot AI Talent Market
    2026/06/05
    In this episode of Tech News Daily, Lucas and Luna examine Mira Murati's recent re-emergence in the AI world and what it signals about the red-hot market for AI talent. With a former OpenAI CTO weighing her options and companies like Meta and Anthropic paying premium salaries, the hosts discuss the strategic calculus behind top researchers' career moves. They also touch on how Microsoft's recent 6% stock drop ties to fears of AI spending overruns, and what Founders Fund's new game show says about the industry's celebrity culture. Plus, a candid moment about keeping Tech News Daily ad-free. #MiraMurati #OpenAI #AITalent #TechNewsDaily #Podcast #AIJobs #FoundersFund #Microsoft #Anthropic #Meta #AICompetition #SiliconValley #TechHiring #FexingoBusiness #BusinessPodcast #Technology #AIEconomy #TalentWar Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Meta Builds Data Centers in Tents and the Cost Cutting Tradeoff

    Meta Builds Data Centers in Tents and the Cost Cutting Tradeoff
    2026/06/04
    Lucas and Luna discuss Meta's unusual strategy of building data centers in tent-like structures to cut costs and speed up AI infrastructure deployment. They explore the tradeoffs between speed, cost, and reliability, how this compares to Tesla's gigafactory approach, and what it means for the broader AI arms race in Big Tech. With Meta's stock up 4.1% over the past five days despite broader tech weakness, the hosts unpack whether this frugal innovation is a smart bet or a risky corner cut. They also touch on the implications for energy use, cooling, and long-term maintenance, drawing parallels to how other hyperscalers like Microsoft and Amazon are spending differently. #Meta #DataCenters #AI #Infrastructure #CostCutting #Tents #BigTech #Tesla #FrugalInnovation #TechNews #Podcast #FexingoBusiness #BusinessPodcast #AIInfrastructure #Hyperscalers #Microsoft #Amazon #EnergyEfficiency Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Defense Tech Startups Are Built to Last

    How Defense Tech Startups Are Built to Last
    2026/06/04
    Lucas and Luna drill into the defense tech boom—who's getting funded, who's built for the long haul, and why a flood of money doesn't guarantee survival. They break down two contrasting models: Palantir's slow, profitable grind versus a crop of VC-backed newcomers chasing rapid growth. With the S&P 500 up 5% this week and Amazon down nearly 9% in five days, they also connect the macro mood to the appetite for non-cyclical government contracts. A concrete look at unit economics, procurement cycles, and why some defense startups will fail even with full order books. #DefenseTech #Startups #Palantir #GovernmentContracts #VentureCapital #UnitEconomics #TechInvesting #LongTermStrategy #Procurement #NationalSecurity #Business #Finance #Podcast #Technology #FexingoBusiness #BusinessPodcast #TechNewsDaily #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Alphabet Raised 85 Billion Dollars for AI in One Day

    Why Alphabet Raised 85 Billion Dollars for AI in One Day
    2026/06/03
    Lucas and Luna break down Alphabet's record-breaking $85 billion bond raise — the largest corporate debt offering in history — announced June 3, 2026. They explore what the money is actually for (Google's AI infrastructure buildout), why Alphabet chose debt over equity, and what the market's appetite for this deal signals about investor confidence in Big Tech's AI spending. The conversation contrasts Alphabet's move with Meta's and Amazon's more cautious capital strategies, and examines how the AI arms race is reshaping corporate balance sheets. Lucas brings the data: the $85 billion figure, the yield on the bonds, and the impact on Alphabet's leverage. Luna pushes back on whether this is a sign of strength or a gamble. Bottom line: if you want to understand the AI gold rush, follow the money — literally, the $85 billion of it. #Alphabet #GoogleAI #85BillionRaise #CorporateDebt #BondMarket #AIInfrastructure #BigTechSpending #CapitalMarkets #InvestmentGrade #TechFinance #AIArmRace #MountainView #GoogleDreambeans #DebtFinancing #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分