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News  ›  Investing.com

The Application-Layer Rotation: 3 AI Pure Plays Poised to Win in 2026

Investing.com Logo Investing.com By Jeffrey Neal Johnson
The Application-Layer Rotation: 3 AI Pure Plays Poised to Win in 2026

The AI market is shifting from hardware infrastructure to application-layer software companies that generate actual revenue. Three pure-play leaders—Palantir Technologies, SoundHound AI, and BigBear.ai—have emerged as execution-focused companies with secured contracts and commercialized technology, positioning them to outperform in 2026 as the market separates pretenders from profitable operators.

Insights
QQQ   negative

Fell 2.2% in its steepest drop since October 10


PLTR   positive

121% surge in U.S. commercial revenue, sticky enterprise software model, $448 million Navy contract, S&P 500 inclusion, achieving high profitability while scaling, and established as a 'blue-chip' software stock.