As of March 2026, the "AI gold rush" has shifted from building the tracks to running the trains.Today, we analyze how the Magnificent Seven have split into two distinct groups based on their "Agentic AI" revenue. 1. 2026: The Year of the "Autonomous Agent" ROIThe time for hype is over. In 2024 and 2025, markets rewarded companies for spending on GPUs.In 2026, the market is punishing those who ha..
