---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42138400.md"
description: "The hardware side is getting slaughtered, but the AI application software side is holding steady. $Duolingo(DUOL.US) is up almost four points, the market is still buying the AI education story; $Tempus AI(TEM.US) edged up slightly, while $Xometry(XMTR.US), $Intuit(INTU.US), and $Figma(FIG.US) are basically flat around the zero line, not moving much 😎This batch of companies that don't burn hardware capex and directly sell AI software subscriptions has instead become a safe haven for capital during the computing power chain pullback, refusing to fall."
datetime: "2026-06-24T10:58:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42138400.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42138400.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42138400.md)
author: "[极限趋近于你](https://longbridge.com/en/profiles/27390664.md)"
---

# The hardware side is getting slaughtered, but the …


### Related Stocks

- [DUOL.US](https://longbridge.com/en/quote/DUOL.US.md)
- [TEM.US](https://longbridge.com/en/quote/TEM.US.md)
- [XMTR.US](https://longbridge.com/en/quote/XMTR.US.md)
- [INTU.US](https://longbridge.com/en/quote/INTU.US.md)
- [FIG.US](https://longbridge.com/en/quote/FIG.US.md)