$Wal-Mart(WMT)$  $Microsoft(MSFT)$  $Palantir Technologies Inc.(PLTR)$  

The recent market action marks a historic apex, where the real economy begins harvesting AI gains once reserved for tech creators

With Walmart (WMT) becoming the first traditional retailer to hit a $1 trillion market cap while software stocks crash, the market stands at a crossroad, signaling a pivot where operational AI integration is now valued as highly as software innovation。。。

Investors now bet that real-world AI users offer more upside than software sellers, fearing that AI-automated coding will erode traditional SaaS pricing power and competitive moats

While this volatility may be a short-term panic, a regime shift is emerging where high interest rates and persistent inflation favor profitable titans over high-growth software

Despite the "Software Death Loop" fears, this sell-off creates a buying opportunity for foundational AI leaders like Microsoft Corp (MSFT) and Palantir Technologies Inc (PLTR), whose platforms provide the essential AI data infrastructure