The AI Room at 3 Months: What It Called and What Comes Next, by Shayne Heffernan

The six names that rose most, the ten I rate as opportunities now, the month's AI and quantum results, and why corporate adoption has only started. On 19 July 2026 the Round Table's AI room published its first Analyst Outlook. It listed 13 companies, each with the sell-side consensus beside the room's own reading of why the name matters to the AI supply chain. Three months on, the table can be scored against the market. From the 17 July 2026 close, the last session before it was published, to the 16 October 2026 close, the 13 names rose 2.6% on an equal weight, per closing prices from StockAnalysis and Yahoo Finance. Over the same sessions the Nasdaq-100 fund QQQ rose 2.1% and the chip-stock fund SMH fell 3.0%, per the same closes. The six names the table opened with 35% or more of consensus upside rose 8.6%, per the same closes. The other seven fell 2.5%. This piece reports that scoreboard name by name, then lists the ten names I rate as opportunities now. It sets out the month's results in AI and in quantum computing. It separates the noise in the market from the demand underneath it, and it…