Micron and BigBear Stocks Diverge After Results. What It Says About the AI Trade. - Barron's

1. Palantir Technologies shows strong results amidst AI integration trends. 2. Software stocks like PLTR outperform volatile peers despite tougher market conditions. 3. Hardware demand remains high, driving significant growth in AI infrastructure. 4. Forecasts predict global AI capital expenditure will reach $500 billion by 2026. 5. AI applications are rapidly evolving, increasing competition in the software sector.