Why AI Stocks Are Getting Crushed in June 2026

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Why AI Stocks Are Getting Crushed in June 2026

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Lucas and Luna dig into the sharp sell-off hitting AI stocks in early June 2026, with the Nasdaq down over 10% in a week and names like ServiceNow, Broadcom, and Palantir dropping 15-17%. They explore two competing explanations: the valuation reset narrative versus the AI spending fatigue narrative. Lucas brings up the recent JOLTS data showing a cooling labor market and rising unemployment claims, arguing that the market is re-pricing AI expectations in a higher-for-longer rate environment. Luna counters with the view that AI revenue is real but not growing fast enough to justify 2024-2025 multiples, and points to enterprise survey data from Gartner showing AI adoption plateaus. They also discuss the role of the rising ten-year Treasury yield and what it means for high-duration growth stocks. The episode ends with a question about whether this is a buying opportunity or the start of a deeper correction. #AIStocks #StockMarketCrash #Nasdaq #ServiceNow #Broadcom #Palantir #JOLTS #LaborMarket #FederalReserve #GrowthStocks #TechSelloff #InterestRates #TreasuryYields #AIAdoption #Gartner #EnterpriseAI #June2026 #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo

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