(https://www.cnbc.com/2026/06/15/salesforce-ai-customer-service-fin-acquistion.html) and [Fiserv's CEO fleeing](https://www.marketwatch.com/story/fiserv-ceo-flees-after-presiding-over-71-stock-drop-in-his-short-tenure-b92b9270?mod=mw_rss_topstories) in the same week isn't coincidence—it's the software sector's margin compression thesis playing out in real-time.

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