Wall Street Eyes JOBY, ACHR, RKLB, LUNR, ASTS, And FCEL As Rotation Away From AI Software Builds
Investors are increasingly looking beyond crowded artificial intelligence software trades as first-half momentum shows signs of fading heading into the second half of 2026. Over the past six months, the dominant market narrative has heavily favored massive AI and compute infrastructure rallies, concentrating capital in a narrow set of mega-cap technology names. By July, those…