Vertiv benefits from AI-driven data center demand, but Amphenol's surging IT datacom growth and liquid-cooling push point to stronger upside.

Vertiv benefits from AI-driven data center demand, but Amphenol's surging IT datacom growth and liquid-cooling push point to stronger upside.

PL and RDW ride satellite demand, but only one boasts deeper diversification, stronger growth, and a cheaper valuation.

Rapid AI adoption is fueling demand for networking and connectivity hardware. CLS and GLW each offer a distinct growth story.

Rapid AI adoption is fueling demand for networking and connectivity hardware. CLS and GLW each offer a distinct growth story.

MSFT's Azure-led AI growth, strong margins and a $400 billion backlog outshine BABA's cloud gains, weighed down by surging costs and profit pressure.

MSFT's Azure-led AI growth, strong margins and a $400 billion backlog outshine BABA's cloud gains, weighed down by surging costs and profit pressure.

Allot's surging SECaaS growth and cheaper valuation give it an edge over Palo Alto Networks as network security demand accelerates.

Micron and Palantir both rode AI-driven rallies in 2025, but differing growth drivers, valuations and risks now set up a clear contrast for investors.

Micron and Palantir both rode AI-driven rallies in 2025, but differing growth drivers, valuations and risks now set up a clear contrast for investors.