#14%
- **"ROI Fatigue":** After years of AI capex hype, investors are rotating away from infrastructure spending stories toward companies showing **actual margin generation from deployed AI**.
- **EU AI Act:** August 2, 2026 compliance deadline approaching for transparency and high-risk AI system rules — adding regulatory overhead for global AI companies.
- **AI displacement fears:** Concerns that AI is compressing software margins are driving an "anything but AI" trade in some pockets, contributing to the $10T+ software sector selloff.
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## Watch Today
#2MSFT
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*Data sourced from web searches as of 2026-03-29. Not financial advice.*
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**Sources:**
- [10 AI Stocks I'm Buying Right Now — Motley Fool](https://www.fool.com/investing/2026/03/28/10-ai-stocks-im-buying-right-now/)
- [Stock Market Today March 24: SMCI Rises Despite Downgrades — Motley Fool](https://www.fool.com/coverage/stock-market-today/2026/03/24/stock-market-today-march-24-super-micro-computer-rises-despite-regulatory-scrutiny-and-analyst-downgrades/)
- [The Great Pivot of 2026: Investors Abandon AI Hype — FinancialContent](https://markets.financialcontent.com/stocks/article/marketminute-2026-3-26-the-great-pivot-of-2026-investors-abandon-ai-hype-for-the-old-economy)
- [PLTR, SOUN, and BBAI: 3 AI Pure Plays to Watch in 2026 — MarketBeat](https://www.marketbeat.com/originals/the-application-layer-rotation-3-ai-pure-plays-poised-to-win-in-2026/)
- [Macro Musings: The Age of Instability March 2026 — Guardian Capital](https://www.guardiancapital.com/investmentsolutions/insights/macro-musings-the-age-of-instability-march-2026/)
- [March 2026 Economic Update: Markets Shift on AI Expectations — Crestwood Advisors](https://www.crestwoodadvisors.com/march-2026-economic-update-the-markets-shifts-on-ai-expectations/)
- [Trump Admin Targets Advanced AI Semiconductors — Pillsbury Law](https://www.pillsburylaw.com/en/news-and-insights/trump-advanced-ai-semiconductors-actions.html)
- [Microsoft Stock Today — Techi.com](https://www.techi.com/microsoft-stock-today/)
- [Why ARM, PLTR, SMCI, and ORCL Rallied — Baystreet.ca](https://www.baystreet.ca/stockstowatch/18953/Why-ARM-PLTR-SMCI-and-ORCL-Rallied)
- [IonQ Stock Quote — Yahoo Finance](https://finance.yahoo.com/quote/IONQ/)
