Why AI Chip Stocks Are Surging While Cloud Earnings Dip

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Why AI Chip Stocks Are Surging While Cloud Earnings Dip

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Lucas and Luna break down the bizarre divergence in AI markets as of late July 2026. While chip stocks like AMD (+10.3%) and Super Micro (+23.8%) rally, cloud giants Microsoft and Meta are down. The hosts explore how hyperscaler capital expenditure cycles, inventory build-ups, and the shift from training to inference are reshaping the AI trade. They dig into one concrete example: AMD's MI400 ramp and how it's stealing share from NVIDIA, and what that means for investors. Plus, they examine why memory maker Micron is soaring 12.5% in a week. A must-listen for anyone trying to make sense of the post-hype AI landscape. #AI #ChipStocks #AMD #NVIDIA #Micron #SuperMicro #Semiconductors #CloudEarnings #Technology #Investing #FexingoBusiness #BusinessPodcast #AIPodcast #MachineLearning #DataCenters #MarketDivergence #Hardware #Infrastructure Keep every episode free: buymeacoffee.com/fexingo

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