Why AI Software Stocks Are Splitting Into Haves and Have-Nots

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Why AI Software Stocks Are Splitting Into Haves and Have-Nots

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Lucas and Luna break down the growing performance gap between AI infrastructure companies like Broadcom and AI application stocks like Salesforce and ServiceNow. With Broadcom up 7.7% in a week and CRM down 8.5%, they explore why the market is rewarding picks-and-shoves plays over front-end AI tools. Using ServiceNow's 7% drop as a case study, they discuss the shift from 'AI-washing' to real revenue expectations, and what it means for investors trying to navigate the second half of 2026. #AIStocks #SoftwareSplit #Broadcom #ServiceNow #Salesforce #AIInfrastructure #EnterpriseSoftware #MarketDivergence #AVGO #CRM #NOW #AIRevenue #InvestingInAI #TechEarnings #StockMarket #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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