The Big Tech Podcast with Fexingo: Apple, Google, Microsoft, Meta, and Amazon News

Lucas and Luna explore a little-noticed but fast-growing trend: major tech companies are quietly becoming the biggest buyers of carbon removal credits. With Microsoft, Amazon, and Meta each committing hundreds of millions to direct air capture and other carbon removal technologies, this episode looks at the numbers, the motivations, and the controversy. Lucas breaks down Microsoft's $1.2 billion c...

This episode digs into a surprising trend among the largest technology companies: the quiet, large-scale purchase of carbon removal credits. Lucas and Luna discuss why Apple, Microsoft, Meta, and Google are investing in direct air capture and other nascent technologies, what it means for their net-zero pledges, and how this market is scaling. With specific data on Microsoft's recent offtake agreem...

Lucas and Luna dig into a trend that's reshaping the tech talent market: AI startups are poaching top engineers from Big Tech with aggressive compensation packages, equity offers, and the promise of building frontier models. They break down specific data on attrition rates at Google and Meta, the rise of 'acqui-hires' as a retention tool, and how stock price volatility is making public company equ...

Episode 51 of The Big Tech Podcast: Lucas and Luna dig into a quiet but critical shift—how Apple, Google, Microsoft, Meta, and Amazon are increasingly bypassing public utilities to build their own power plants, strike direct deals with solar and nuclear developers, and even buy entire renewable energy farms. With data centers projected to consume 9 percent of U.S. electricity by 2030 (up from 4 pe...

This episode digs into the paradox at the heart of Big Tech's AI strategy: every major player is pouring billions into Anthropic even as regulators circle and the startup itself stumbles. We start with the Meta and Amazon headlines from this weekend — Meta reportedly unwinding a $2 billion deal after Beijing's demand, and Amazon CEO Jeff Bezos reportedly raising internal concerns about Anthropic's...

This episode of The Big Tech Podcast digs into a fascinating piece of cybersecurity infrastructure: the FBI's replica small town, built to simulate real-world cyberattacks. Lucas explains how this 'cyber range' works, why it's a breakthrough for training, and what it reveals about the escalation of threats against critical infrastructure. Luna asks whether it could be used to test offensive tools,...

Episode 48 of The Big Tech Podcast with Fexingo digs into a massive shift happening behind the scenes: Apple, Google, Microsoft, Meta, and Amazon are moving from buying renewable energy credits to building their own power infrastructure. Lucas and Luna break down why a single data center now consumes as much electricity as a small city, how these companies are striking direct deals with solar and...

SpaceX just went public and delivered the world's first trillionaire. But beyond the headlines, Lucas and Luna dig into what SpaceX's IPO means for the Big Tech giants — especially Amazon and Google, who are racing to build their own satellite networks and launch capabilities. With Microsoft down 5% in a week and the broader tech sector under pressure, they explore how the new space economy could...

Lucas and Luna explore a surprising shift in Big Tech's AI investments: moving from chatbots and code generation to machines that manipulate the physical world. With Jeff Bezos's Prometheus raising $12 billion for an 'artificial general engineer' and Theker closing $85 million for a general-purpose factory robot, they ask whether the next AI frontier is less about language and more about torque. T...

Big Tech's five heavyweights are pulling in opposite directions. In this episode, Lucas and Luna break down why Apple and Meta's AI strategies have diverged sharply in June 2026 — and what the market's reaction tells us about the winners and losers. We look at Apple's cautious on-device approach versus Meta's aggressive open-source push, the five-day stock numbers that reveal investor sentiment (A...

Lucas and Luna break down why Meta and Amazon are pulling ahead in the open-source AI race while Google and Apple play catch-up. They examine Meta's release of Llama 4.5 with a permissive license that's winning developer mindshare, Amazon's AWS strategy of commoditizing foundation models, and the numbers behind this shift — including how Meta's AI inference cost per token has dropped 60% year-over...

On June 10, 2026, the five largest US tech stocks have lost over $1 trillion in market cap in just five trading days. Lucas and Luna break down what's driving the sell-off — from AI spending fatigue to macro uncertainty — and why this feels different from the 2022 downturn. They focus on one specific data point: the $17.5 billion in new bank debt Amazon just took on, even after a bond sale. Is the...

On June 10, 2026, Google announced a significant price cut for its AI-powered Workspace tier, dropping from $30 to $20 per user per month. We break down the strategic reasoning behind this move, what it means for Microsoft's Copilot pricing, and how the AI subscription landscape is shifting. With Microsoft trading at $403 and Alphabet at $364, we examine the market dynamics and what this price war...

Lucas and Luna dig into the dramatic divergence among Big Tech stocks in early June 2026. While the tech-heavy XLK ETF dropped nearly 8% in five days, Google's parent company Alphabet actually gained 1.5%. The hosts explore what's driving this split—from Apple's post-WWDC hangover to Meta's heavy spending on AI infrastructure, and the surprising resilience of Google's search revenue. They examine...

The big tech stocks have diverged sharply this week, with Apple, Microsoft, Amazon, and NVIDIA all down 4 to 7 percent over five days while Alphabet barely budged. Lucas and Luna dig into the real story: it's not a macro selloff, it's a rotation out of AI-bet stocks into names with clearer near-term revenue. They break down the numbers—XLK the tech sector ETF down 7 percent, but Alphabet up half a...

Lucas and Luna unpack the biggest shift from Apple's WWDC 2026 keynote: the transformation of iOS 27 from a traditional mobile operating system into an agent-native platform. They discuss Apple Intelligence's new on-device action model, the overhauled Shortcuts app with AI workflow builder, and what Siri's new deep app control means for user behavior and developer economics. The hosts connect this...

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...

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. Speci...

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 w...

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 g...

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 Mi...

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 br...

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 imp...

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 competitor...

As AI workloads explode, tech giants like Microsoft, Google, and Amazon are looking beyond renewables to meet their voracious energy demands. Lucas and Luna examine the surprising pivot to nuclear power—specifically the small modular reactor (SMR) deals signed in the past year. They break down why data center energy consumption is growing faster than grid capacity, why solar and wind alone can't b...