16 December 2025 US Technology Equities Q3 results summary: AI volatility doesn't change the software playbook 2026 is the year of AI productization within the software stack: Q3 results across the software and infrastructure landscape highlight a widening gap between companies already positioned for AI productization and those still tied to slower evolving demand cycles. These results and the broader AI adoption collectively point to a broader pivot where 2026 marks the transition from early-stage AI deplo ...