The AI software sector is in turmoil. Over the past week, stocks like ServiceNow, Palantir, and Snowflake have dropped 15-17%, while Adobe and Microsoft fell 8-10%. Yet earnings reports have been solid. How can this be? In this episode, Lucas and Luna break down the disconnect: a rotation out of high-beta AI names into defensives, profit-taking ahead of a Fed decision, and the growing fear that AI revenue expectations are already priced in. They look at ServiceNow's 22% revenue growth and 30% operating margin — numbers that would normally send a stock higher. Instead, NOW dropped 17% in five days. Is the market signaling that AI software is becoming a commodity? Or is this just a healthy correction in an overbought sector? With the VIX spiking and the NASDAQ down 8% from highs, the hosts ask whether this is a buying opportunity or the start of a deeper repricing. Specific, data-driven, and grounded in the June 2026 market reality.

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