Prediction: This Artificial Intelligence (AI) Stock Will Benefit Most From the Shift to Software Monetization in 2026

Over the past couple of years, artificial intelligence (AI) investing has focused mostly on companies supplying chips, servers, and cloud infrastructure. However, the next phase of the AI cycle can reward companies that successfully monetize AI use, especially through recurring software revenue.Microsoft (MSFT 1.57%) appears well positioned to benefit from this transition. In addition to building AI-optimized Azure cloud infrastructure, the company is offering services to build AI agents. Microsoft has also ...