The buzz around artificial intelligence has been incredible, but not everyone's betting on the same narrative. Salesforce and Adobe just got hit by significant stock declines as investors started asking tougher questions about AI's actual delivery versus the hype.

It's a familiar pattern in markets: when everyone's piling into a hot sector, valuations can get stretched. Then reality checks happen. Profit margins, implementation challenges, customer adoption rates—suddenly these details matter more than the headlines.

For those tracking broader market sentiment, this matters. When traditional tech stocks stumble on growth concerns, capital flows shift. Investor confidence in emerging tech sectors, including Web3 and crypto, tends to feel the ripple effects. Risk appetite contracts when big-name companies disappoint.

The AI enthusiasm hasn't disappeared, but it's evolving. What once looked like unstoppable momentum now faces scrutiny. Companies need to show actual value creation, not just transformation promises. That's the reset happening in tech stocks right now, and it's worth paying attention to as it shapes the overall investment climate.