SNDK rides on booming AI-driven data center demand as enterprise SSD sales surge and new QLC Stargate solutions fuel growth.

RDDT's ad revenue jumped 74% in Q1 as AI tools, advertiser growth, and strong demand drive momentum for more gains ahead.

MSFT rides on surging enterprise AI demand, with Azure growth and Copilot adoption accelerating despite rising capex and margin pressure.

VEEV is expanding partnerships, growing Vault CRM adoption and boosting AI capabilities with its Ostro acquisition.

TER's UltraFLEXplus shipments more than doubled in the past nine months as AI-driven demand boosts growth in chip testing.

TER's UltraFLEXplus shipments more than doubled in the past nine months as AI-driven demand boosts growth in chip testing.

Astera Lab's UALink 2.0 push and Scorpio switch expansion are fueling AI infrastructure growth, with deployments expected in 2027.

Teradyne's SemiTest segment tops $1.1B in Q1 2026 as AI demand neared 70% of revenue, backed by new test platforms and upbeat Q2 sales guidance.

SNOW's AI Data Cloud gains traction as product revenue jumps 30%, fueled by the rapid adoption of Snowflake Intelligence and Cortex Code.

HQY rides on strong HSA growth, AI-driven efficiency gains and solid Q4 results, though data security threats remain a key risk.