Why Enterprise AI Software Is Outperforming Chip Stocks in 2026

Episode notes

Salesforce, Adobe, and ServiceNow are surging while NVIDIA and AMD slide. Lucas and Luna examine the market rotation from AI infrastructure to applications, using Microsoft's $3.2 billion profit from Anthropic and the stark contrast between hardware and software returns. They dig into why enterprise AI monetization is outpacing model training, and what this means for investors and builders in the second half of 2026. #AI #ArtificialIntelligence #EnterpriseSoftware #SaaS #ChipStocks #NVIDIA #Salesforce #Adobe #ServiceNow #Microsoft #Anthropic #AIApplications #SoftwareStocks #AIInfrastructure #MarketRotation #TechInvesting #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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