AI Is Eating Software Margins — And Markets Are Finally Noticing

Chuck Zodda and Mike Armstrong break down the latest tech-led selloff as massive AI capital spending collides with fears of software commoditization and shrinking margins. The hour also examines why layoff headlines often mislead, what the JOLTS data is really signaling about the labor market, and why falling home prices—not subsidies—are the only real path to improved housing affordability.