AI stocks diverged in Q3 as money shifted to software

AI stocks diverged in Q3 as investors moved away from capital-intensive AI infrastructure and 'priced-for-perfection' hardware suppliers toward enterprise software makers. The shift followed September calls by leading AI companies for slower model development and greater industry oversight.

• Trump's 'super intelligence' accord includes spelling error2026-10-01
• Indiana explores how to deal with the growing impact of artificial intelligence2026-09-30
• Anthropic IPO filing shows $4.6B revenue, over $8B loss2026-09-29
• A Billion Dollars in Nvidia Stock He Never Claimed2026-09-28
• Anthropic Launches Claude Marketplace2026-09-27