Equity Research 24 September 2026 8 Positioning for AI Disruption The Next Phase of Enterprise Adoption As AI deployment scales, the industry is responding to elevated spending by controlling the intelligence stack and placing a greater focus on ROI. We assess how recent trends are influencing where value accrues, identifying software beneficiaries and 70 companies executing on AI adoption. Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its researc ...