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Vertiv Holdings Co VRT used its second-quarter earnings call to highlight accelerating demand for AI infrastructure, expanding data center complexity and continued investment in capacity and

Bandwidth Inc. BAND used its second-quarter 2026 earnings call to highlight accelerating demand for AI-enabled communications infrastructure, with management pointing to larger enterprise wins and

Amphenol Corporation APH delivered record second-quarter results as accelerating demand for AI infrastructure, strong order activity and acquisition benefits supported broad-based growth. Management

Robinhood Markets, Inc. HOOD used its second-quarter earnings call to emphasize accelerating product expansion, customer adoption and broader financial ecosystem growth. Management highlighted

Lam Research Corporation LRCX highlighted accelerating semiconductor demand as AI infrastructure spending reshapes wafer fabrication requirements. Management pointed to stronger memory demand

Fortinet, Inc. FTNT highlighted accelerating demand for integrated cybersecurity platforms during its second-quarter 2026 earnings call, with management focusing on the expansion of its SASE

Arm Holdings plc ARM delivered a record first quarter of fiscal 2027 as management highlighted accelerating demand for its compute platform across AI infrastructure, edge devices and physical AI

SoFi Technologies, Inc. SOFI emphasized accelerating customer engagement, product expansion, and a broader financial services ecosystem on its second-quarter 2026 earnings call.

Management

Microsoft Corporation MSFT closed fiscal 2026 with stronger-than-expected fourth-quarter results as accelerating AI adoption, expanding cloud demand, and improving infrastructure efficiency helped

Generac Holdings Inc. GNRC used its second-quarter 2026 earnings call to highlight accelerating demand from the data center market, with management emphasizing rising backlog, new hyperscale

FormFactor, Inc. FORM delivered record second-quarter 2026 results as management highlighted accelerating demand tied to high-performance computing, advanced packaging and artificial intelligence

Seagate Technology Holdings plc STX has moved from a recovery story to a high-expectation growth stock. The question is whether earnings acceleration and a stronger fiscal 2027 outlook can support a

Arm Holdings plc ARM has entered fiscal 2027 with impressive momentum, supported by accelerating adoption of its architecture across cloud infrastructure, edge computing and emerging artificial

XPO, Inc. XPO highlighted accelerating operational momentum in its second-quarter earnings call, with management focusing on margin expansion, technology-driven productivity and improving freight

Amazon.com, Inc. AMZN used its second-quarter earnings call to emphasize accelerating AWS growth, expanding artificial intelligence demand and a major infrastructure investment cycle. Management

Allegro MicroSystems, Inc. ALGM highlighted accelerating demand from AI data centers, electrification and automation during its first-quarter fiscal 2027 earnings call, with management pointing to

SPX Technologies, Inc. SPXC used its second-quarter earnings call to highlight accelerating data center demand, expanded manufacturing capacity and a higher outlook for 2026. Management emphasized