 | AI spending is accelerating — but leadership is changing (ad)The AI story is changing. After a year dominated by headlines and valuation expansion, investors are now focused on who is actually monetizing AI at scale. Recent earnings and enterprise spending trends show AI budgets moving from experimentation to deployment. Companies are prioritizing infrastructure, data, and real use cases. The market is rewarding revenue traction, not promises. A new report identifies nine AI companies aligned with this next phase, businesses benefiting from sustained infrastructure spending, enterprise adoption, and recurring AI-driven revenue. Review the full report on where AI dollars are actually flowing now. |
|
Today's Top Stories | | By Thomas Hughes | February 25, 2026 05:23 PM |
| | | By Jeffrey Neal Johnson | February 25, 2026 04:26 PM |
| | By Jordan Chussler | February 25, 2026 03:37 PM |
| | | By Jeffrey Neal Johnson | February 25, 2026 08:21 AM |
| | By Chris Markoch | February 24, 2026 09:37 AM |
|
|
Calendars from MarketBeat | |
|
| Get 30 Days of MarketBeat All Access Free | | Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: | Best-in-Class Portfolio MonitoringView the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.Stock Ideas and RecommendationsGet daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.Advanced Stock Screeners and Research ToolsIdentify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.
| Start Your 30-Day Free Trial |
|