Agentic AI passages recede after a 2026Q1 peak
Analyzed 2026Q2 filings still carried 140 agentic AI passages, well above the seven-quarter mean.
Analyzed 2026Q2 filings carried 140 passages containing “agentic AI,” down from 234 in 2026Q1, with 61 company tickers contributing those passages. The latest count still sat above the average of the preceding seven quarters, 55.7 passages.
“AI infrastructure” followed the same immediate-quarter pattern: 49 passages in 2026Q2 versus 119 in 2026Q1, from 34 tickers, against a seven-quarter mean of 32.3. “GLP-1” appeared in 63 passages in 2026Q2, down from 139 in 2026Q1, with 30 tickers and a seven-quarter mean of 58.7. “Tariff uncertainty” fell to 10 passages from 30, with 7 tickers, against a seven-quarter mean of 9.9.
“Data center power” was the exception on the immediate-quarter test: 9 passages in 2026Q2, unchanged from 9 in 2026Q1, from 4 tickers. That latest count remained above the average of the preceding seven quarters, 3.1 passages.
These counts track appearances of selected phrases in analyzed filing passages. Filing coverage and passage boundaries vary across quarters.