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Dow Inc. DOW is slated to come up with second-quarter 2026 results before the opening bell on July 23. While DOW is expected to have benefited from its cost and productivity initiatives, soft demand

As demand for AI training and inference continues to outpace supply, companies with access to capital and the ability to deploy GPU infrastructure quickly stand to benefit the most. Nebius Group

Newmont Corporation NEM is slated to report second-quarter 2026 results after the closing bell on July 23. The mining giant is expected to have benefited from significantly higher realized gold

Salesforce, Inc. CRM and Adobe Inc. ADBE are two of the biggest names in enterprise software. Both companies are benefiting from businesses spending more on digital transformation and artificial

Quantum Corporation QMCO is benefiting from rising demand for AI-driven storage as organizations manage rapidly expanding data volumes while facing higher primary storage costs, power constraints

Shares of IPG Photonics IPGP have gained 36.7% in the year-to-date period, outperforming the broader Zacks Computer and Technology sector's 12.1% growth. The outperformance can be attributed to the

Constellation Energy CEG benefits from its diversified power generation fleets, which enable it to deliver reliable electricity under changing market conditions. Its balanced generation mix supports

Applied Optoelectronics AAOI is benefiting from a significant surge in demand for optical networking products, particularly driven by the rapid expansion of AI infrastructure and hyperscale data

Archer Aviation, Inc. ACHR and EHang Holdings EH are positioned to benefit from the rapid evolution of the electric vertical takeoff and landing (eVTOL) industry as urban transportation shifts

Kratos Defense & Security Solutions, Inc. KTOS and L3Harris Technologies LHX operate in the U.S. aerospace and defense industry and are expected to benefit from the long-term increase in global

Dycom Industries, Inc. DY appears increasingly well-positioned to benefit from the convergence of Artificial Intelligence (AI), data center expansion and fiber infrastructure spending. The rapid

Avnet's AVT profitability continued to improve in the third quarter of fiscal 2026, even as gross margins remained under pressure, highlighting the benefits of disciplined cost management and

AXT, Inc. AXTI is positioning itself to benefit from the next evolution of AI networking through its growing exposure to co-packaged optics (CPO), a technology that could become the company's next

Pinnacle West Capital PNW benefits from robust economic growth across its service territory, driven by population growth and rising investments in semiconductor manufacturing, data centers and other

Astera Labs ALAB is benefiting from robust demand for its Taurus portfolio, which is driving significant growth and positioning the company for further upside. The Taurus product line, focused on

Vertiv VRT is benefiting from the surging global demand for AI-ready data centers, which require advanced cooling and power infrastructure to support increasingly dense and complex compute