Episode 27 of ChatGPT and Beyond with Fexingo dives into the current rally in AI enterprise software stocks, which have surged dramatically over the past week. Lucas and Luna explore the factors driving the gains—from falling inference costs to enterprise adoption—and what numbers like Snowflake's 50% jump and ServiceNow's 25% rise tell us about the shift from AI hype to real deployment. They also discuss how companies like Microsoft and Oracle are positioning themselves as infrastructure providers, and whether this rally signals a new phase for AI in business. A concrete look at the market's latest moves through the lens of specific stocks and trends.

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