Breaking Technology & Markets AnalysisTechnology & SoftwareServiceTitan's AI Bet Gets Expensive: What a 30% Stock Drop Says — and Doesn't Say — About Agentic Software for the TradesMultiple shareholder-rights law firms have announced investigations after ServiceTitan's 30% Sept. 9 stock drop, focusing on disclosures around Max, revenue timing and the company's decision to narrow expansion into additional trades. The investigations are not findings of wrongdoing. For contractors, the more useful question is what the episode reveals about the economics and change-management burden of agentic software.TradeVulcan Dispatch Editorial Desk11 min