The Agent Economy Is Here - Are You Paying Attention?
2026-03-11 14:26:00 ET
By Zeno Mercer
AI Leaves the Chat Window
For a while, the market could treat AI as a fairly clean story. More compute. Better models. Bigger capex. A familiar set of winners from Nvidia (NVDA) to Microsoft (MSFT), then data center and energy providers, now memory and photonics as scrutiny heads toward actual chokepoints and technical alpha....
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