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AI Business Guide 2026: Stocks, Infrastructure Deals, Layoffs & Market Trends

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By Imran Khan (AI Tech Safar) SoftBank just posted its quarterly earnings, and the number that jumped out wasn't about OpenAI. It was Intel. SoftBank's $2 billion bet on the chipmaker delivered an $8.2 billion paper gain this quarter — while its much bigger, much more talked-about stake in OpenAI booked zero gain or loss. Nothing. After tens of billions committed to the ChatGPT maker, the quarter's biggest AI win came from the "boring" chip company everyone had written off two years ago. That's the AI market in 2026 in one earnings report: money is pouring in everywhere, but where the actual returns show up keeps surprising people. This guide pulls together everything we've covered on the money side of AI — the stock swings, the infrastructure megadeals, and the layoffs debate nobody can seem to agree on — into one place. Table of Contents Quick Summary & Key Takeaways Stock Market Swings: Who's Actually Winning The Infrastructure Deal Boom...