Lucas and Luna dive into the brutal sell-off hitting enterprise AI software stocks in early June 2026. With ServiceNow down 17%, Broadcom off 16%, and Palantir dropping 15% in just five days, the hosts unpack what's really driving the rotation. They examine the divergence between AI infrastructure stocks like NVIDIA — down only 8% — and the software layer that's been hit far harder. The episode focuses on one specific catalyst: the growing realization that AI model commoditization is squeezing software margins, not expanding them. Lucas walks through a back-of-the-envelope comparison of AI inference costs versus traditional SaaS gross margins, and Luna challenges whether the sell-off is rational or just momentum reversing. Tied to the latest White House AI advisor departure and the OpenAI equity-stake chatter, this is a grounded look at what the market is pricing in and what it might be missing.

#AIStocks #EnterpriseSoftware #StockMarketSelloff #ServiceNow #Palantir #Broadcom #NVIDIA #AICommoditization #SoftwareMargins #InferenceCosts #Technology #Business #Investing #MarketRotation #WhiteHouseAI #OpenAI #FexingoBusiness #BusinessPodcast

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