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AI Stocks Crashed by Blue Wave: What Comes Next?

Post-election concerns about the AI infrastructure buildout sent AI stocks tumbling this week. Here's what two experts think happens next.

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Claude Code reads AGENTS.md now, but only when CLAUDE.md is missing

Claude Code shipped AGENTS.md support on September 18, 2026. The changelog line for 2.1.277 is one sentence, and every word in it matters: Added AGENTS.md support: in a project with no CLAUDE.md…

  • Claude Code reads AGENTS.md only when CLAUDE.md is absent
  • AGENTS.md added to Project instructions section in /config
  • AGENTS.md unavailable on Amazon Bedrock, Google Vertex AI, Microsoft Foundry

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