Watching the AI narrative vs. market action today

It's interesting to see the continued enthusiasm around AI, yet sectors tied to it seem to be facing some headwinds today. We have $BOTZ down over 3%, sitting at 34.4 after hitting a low of 33.91 earlier. $GOOG also reflecting some of that broader tech softness, trading at 346.12. You'd think with the constant stream of AI-positive news, these segments would be more resilient. Is this just typical profit-taking after a decent run, or is there a subtle shift in how the market is truly valuing future growth versus present challenges? I'm keeping an eye on whether this is a brief dip or if it signals a re-evaluation of current multiples. The $MATIC pump is an outlier, but it's small-cap crypto; the broader macro picture is still pulling on the larger tech names, it seems.