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NetApp, Inc. NTAP is benefiting from rising demand for public cloud services as enterprises continue expanding their cloud environments and increasing AI adoption. The company’s Public Cloud

Penguin Solutions, Inc. PENG and Datadog, Inc. DDOG are emerging beneficiaries of the AI infrastructure boom, but they represent very different ways to invest in the trend. Penguin provides AI

Alto Ingredients, Inc. ALTO could benefit from expanding year-round E15 gasoline sales, which may become an important long-term demand catalyst for its ethanol business. While the company has been

J.B. Hunt Transport Services, Inc. JBHT is benefiting as freight demand shifts toward scaled networks, reliable capacity and lower-cost transportation options.

The trend is not only about volume

International Business Machines Corporation IBM is scheduled to report second-quarter 2026 earnings after the closing bell on July 22. In the to-be-reported quarter, the company is likely to have

TTM Technologies TTMI and Ultra Clean Holdings UCTT are key suppliers to the semiconductor manufacturing ecosystem and are benefiting from the rapid buildout of AI infrastructure. TTMI provides

The digital payments industry continues to benefit from rising electronic transaction volumes, cross-border spending and ongoing innovation in payment technologies. As consumer and commercial

PPL Corporation PPL is benefiting from a disciplined cost management strategy that helps control operating expenses and improve efficiency. These efforts support financial stability and create

Alphabet’s GOOGL second-quarter 2026 results, scheduled to be released on July 22, are expected to have benefited from solid momentum in Search and Cloud businesses. The momentum in Search is

Micron Technology, Inc. MU has established itself as one of the leading worldwide providers of semiconductor memory solutions. Micron is benefiting from AI-driven demand for memory and storage,

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