How AI Software Stocks Are Becoming the New Defensive Plays in June 2026

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How AI Software Stocks Are Becoming the New Defensive Plays in June 2026

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Lucas and Luna explore a surprising shift in bull market leadership: AI software companies are trading like defensive stocks. With the S&P 500 at 7,354 and rates stable near 3.63%, high-margin SaaS names like CrowdStrike and Datadog offer recurring revenue that cushions downturns. But at 701 and 239 respectively, are they priced for perfection? Lucas digs into how Wall Street is re-rating AI software as a safety trade, while Luna questions whether this is genuine resilience or just momentum. Plus, what the SpaceX fast-track to the Nasdaq-100 means for ETF flows. A concrete look at how bull markets redefine what 'safe' means. #AIStocks #SoftwareSaaS #DefensiveStocks #BullMarket #CrowdStrike #Datadog #SpaceX #Nasdaq100 #ETF #RecurringRevenue #MarginSafety #StockValuation #June2026 #MarketLeadership #FexingoBusiness #BusinessPodcast #Finance #Investing Keep every episode free: buymeacoffee.com/fexingo

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