These stocks will be the next winners as the AI trade gets a makeover, research firm says
• Citrini Research reports that the AI trade is entering a new phase, shifting focus toward software agents and governance rather than just hardware or geopolitical factors. • The firm identifies GitLab as a primary winner, noting the company's potential to transition from preserving development records to governing AI-performed work. • This shift matters because as AI agents handle more software tasks, the value moves toward layers that can map code, permissions, and dependencies at runtime.
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