Why AI Infrastructure Stocks Are Getting Crushed in Summer 2026

The AI trade is suddenly reversing. In this episode, Lucas and Luna dissect the brutal sell-off sweeping AI infrastructure and software names in early June 2026. With Broadcom down 16% in a week, ServiceNow off 17%, and Snowflake falling 15%, they trace the trigger to a single earnings miss from a bellwether enterprise AI player. Lucas explains why investors are recalibrating their expectations for AI revenue growth, moving from 'hype at any cost' to demanding real ROI. They discuss the widening gap between AI model capability and enterprise adoption timelines, and why even companies reporting strong numbers are getting punished. Luna connects the sell-off to a broader rotation out of high-multiple tech into value sectors. The episode closes with a practical question for listeners monitoring their own portfolios. #AIStocks #StockMarketCrash #Broadcom #ServiceNow #Snowflake #EnterpriseAI #AIInfrastructure #TechSelloff #Investing #EarningsSeason #AIROI #MarketRotation #Technology #FexingoBusiness #BusinessPodcast #AIInvesting #StockMarketNews #June2026 Keep every episode free: buymeacoffee.com/fexingo