The article predicts that IREN, an AI data center provider, could lead the next AI stock rally due to its significant contracts and growth potential in AI infrastructure, especially as energy becomes the new bottleneck for AI workloads, with the company poised for rapid revenue expansion by 2026.
Palantir and BigBear.ai, both AI-focused defense stocks, experienced significant gains in 2025, driven by strong revenue growth and strategic acquisitions, with prospects for continued growth into 2026.
Darden Restaurants reported strong Q2 sales driven by Olive Garden and LongHorn Steakhouse, raising its full-year revenue outlook due to increased demand for value-oriented dining options despite higher ingredient costs, with growth in same-store sales and a positive outlook for fiscal 2026.
Salesforce reported strong quarterly earnings with $10.3 billion in revenue, driven by AI momentum, and raised its full-year forecast, boosting its stock by 5% in after-hours trading despite a 29% decline in 2025. The company highlighted growth in subscription revenue, a robust pipeline of future revenue, and the success of its AI offerings like Agentforce, aiming for $60 billion in annual revenue by 2030.
Circle Internet reported a 66% YoY revenue increase to $740 million in Q3 2025, driven by a doubling of USDC circulation to $73.7 billion, with net income up 202% to $214 million, and raised its full-year guidance amid strong platform adoption.
Nebius, an AI cloud company, signed a $3 billion deal with Meta to provide AI infrastructure over five years, amid a more than fourfold increase in its third-quarter revenue to $146.1 million. Despite revenue growth, the company's shares fell due to increased capital spending and a quarterly loss. Nebius's market value has surged to $27.61 billion, driven by high demand for AI and high-performance computing capacity, with significant contracts including deals with Meta and Microsoft.
AMD is experiencing significant growth in its data center segment, driven by rising sales of Epyc CPUs and Instinct GPUs, with expectations to surpass $10 billion in revenue in Q4 2025. The company's strategic focus on AI and datacenter products, along with recent acquisitions and manufacturing deals, positions it for continued expansion, potentially outpacing competitors like Nvidia in GPU sales in the coming years.
Airwallex, a Singapore-based fintech company, has surpassed $1 billion in annualized revenue with a 90% YoY growth, expanding its product offerings and global presence, especially in North America and Europe, positioning itself as a competitor to Stripe and Ramp in cross-border payments, business banking, and spend management.
Big Tech companies reported strong earnings growth, outpacing estimates, and continued heavy investment in AI infrastructure, though investor sentiment is becoming more cautious about immediate returns, with notable impacts on stock prices of Meta and Microsoft. The industry’s focus remains on revenue growth and return on investment, with Nvidia poised to be a key industry bellwether.
Amazon's Q3 earnings and sales surpassed Wall Street expectations, driven by a 20% increase in AWS revenue and strong growth in advertising and subscription services, leading to a 10% rise in its stock price. The company also announced a significant workforce reduction and provided optimistic guidance for Q4.
Eli Lilly reported a 54% increase in Q3 2025 revenue to $17.6 billion, driven by demand for Mounjaro and Zepbound, and raised its full-year guidance. The company made significant pipeline progress with positive Phase 3 trial results and FDA approval of Inluriyo, while expanding manufacturing capacity with new facilities in Virginia and Texas.
UnitedHealth Group reported strong Q3 2025 results with a 12% revenue increase to $113.2 billion, raised its full-year earnings forecast to at least $14.90 per share, and demonstrated solid growth in UnitedHealthcare and Optum segments, reflecting ongoing strategic execution and focus on future growth.
Netflix's stock slipped after a strong quarter due to valuation concerns and a Brazilian tax expense that impacted earnings, despite 17.2% revenue growth and a growing ad-supported business. While the company's fundamentals remain solid, its high valuation suggests caution for new investors considering buying the dip, though existing shareholders may continue to hold given the company's growth prospects.
Netflix reported a 17% revenue increase in Q3 2025 but missed earnings estimates due to a Brazilian tax dispute, leading to a temporary drop in stock price. The company highlighted strong ad sales and content success, including the popular 'KPop Demon Hunters,' and maintained full-year revenue guidance of around $45.1 billion despite the tax-related margin impact.