This new research challenges nearly every big AI narrative of 2026

Tech Insider : Business, Technology
Sarah Friar speaks during a conference in New York
OpenAI CFO Sarah Friar leads one of the most popular AI companies among chief information officers, said RBC.

Mike Segar/Reuters

Companies are finally paying for AI, and paying big

Tech Insider : Business, Technology
A $100 bill flying
A $100 flying

ZUMA Press Wire via Reuters Connect

RBC Capital says these software companies are the most likely to be acquired as AI eats the world

Tech Insider : Business, Technology
Michael Douglas starring as leveraged buyout dealmaker Gordon Gekko in the 1987 movie
Michael Douglas starring as leveraged buyout dealmaker Gordon Gekko in the 1987 movie "Wall Street."

ZUMA Press Wire via Reuters Connect

Ruh Roh. Analysts sense a chill in enterprise AI demand.

Tech Insider : Business, Economy, Technology
A Scooby-Doo! Mystery Putt mini-golf course under construction at 2545 Easter Lane at the Mountain Mile in Pigeon Forge, Tenn.
A Scooby-Doo! mini-golf course under construction in Tennessee.

USA TODAY Network via Reuters Connect

Winners and losers in the AI software shakeout

Tech Insider : Business, Technology
Microsoft CEO Satya Nadella speaks at the Asia-Pacific Economic Cooperation (APEC) CEO Summit in San Francisco.
Microsoft CEO Satya Nadella speaking at a conference in San Francisco.

Carlos Barria/REUTERS

AI will be a lot less profitable than previous tech waves

Tech Insider
A human dances in booth at a generative AI art exhibition
A human dances in booth at a generative AI art exhibition

NurPhoto/Getty Images

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