The stock market has been significantly influenced by artificial intelligence (AI) over recent years, with major beneficiaries being data center infrastructure firms like Nvidia and cloud providers such as Microsoft, alongside private market players like OpenAI. As we approach 2026, a new AI supercycle is anticipated, shifting from generative AI—typified by chatbots like ChatGPT and AI assistants—to agentic AI, which will autonomously perform tasks like booking travel arrangements.
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