23 September 2026 US Technology Equities Q2 takeaways: Enterprise software returns US & Europe We've long held the view that the "AI vs Software" debate is overblown and that software remains the primary mechanism through which enterprise AI will be deployed and monetised, as discussed in Software 2026: Our AI outlook (12 February 2026), and Q2 results across our coverage continue to support that view. As discussed in AI Reality Check (23 August 2026), the strongest evidence of adoption is currently concent ...