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Index/AI & Data/ChatGPT and Beyond with Fexingo
ChatGPT and Beyond with Fexingo artwork

Why AI Software Stocks Are Outpacing Chipmakers

ChatGPT and Beyond with Fexingo · 2026-07-28 · 6 min

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Topics in this episode

SalesforceServiceNowNvidiaAdobeai stocks

Episode notes

In the past five trading days, NVIDIA dropped over 7% while Salesforce, Adobe, and ServiceNow surged double digits. We break down the market signal: investors are rotating from AI hardware to AI software as enterprise adoption accelerates. We discuss the Sam Altman 'decelerate' comment, falling inference costs, and why companies like ServiceNow are seeing real ROI from AI agents. Plus, what this means for AI startups and the next wave of productivity tools. #AIStocks #NVIDIA #Salesforce #ServiceNow #Adobe #AIHardware #AIEnterprise #MarketRotation #SamAltman #EnterpriseSoftware #AIAgents #InferenceCosts #Productivity #TechInvesting #Technology #FexingoBusiness #BusinessPodcast #ChatGPTAndBeyond Keep every episode free: buymeacoffee.com/fexingo

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  • Why revenue growth breaks down (and how great companies fix it) with Dan Bernoske If Prices Could Talk · on Salesforce89 / 100
  • Why B2B Brands Fail at Account Based Marketing AttributionThe Marketing Operator Podcast with Fexingo · on Salesforce88 / 100

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