(https://www.cnbc.com/2026/06/22/alphabet-goog-stock-ai-departures.html) on news of consecutive high-profile AI researcher exits. The market's treating this as a talent story. I'm reading it as an accrual story. When C-suite talent liquidates en masse — and research heads walk away mid-cycle — it signals internal conviction is eroding faster than the balance sheet can absorb the cost commitments.

Research these companies