- AI funding reached record levels in Q1 2026, with $226B+ raised by private AI companies -
surpassing full-year 2025 totals in a single quarter. - Q1 2026 S&P 500 earnings growth is on track to exceed 27%, with public software indices returning to positive territory post “SaaSpocalypse”, though the rebound remains highly bifurcated between perceived AI winners and more challenged names.
- Global AI spending is on pace to reach $301B in 2026 (+35%YoY), with ~72% of enterprises now running AI workloads in production
Connect with Our Team
- Christopher Park, Managing Director, Head of Software & Services, CPark@IntrepidIB.com
- Jeff Becker, Managing Director, Software & Services, JBecker@IntrepidIB.com
- Josh Moses, Managing Director, Software & Services, JMoses@IntrepidIB.com
- Terry Jiang, Managing Director, Software & Services, TeJiang@IntrepidIB.com
- Ryan Makis, Director, Software & Services, RMakis@IntrepidIB.com