Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption.
Source: https://www.marketwatch.com/story/microsoft-oracle-and-servi…
The Trade Desk is still growing at a market-beating pace despite its underperformance last year. Design software giant Adobe continues to hold its own just fine against generative AI.
Dutch Bros continues to deliver robust growth, posting 29.4% revenue and 7.7% same-store sales increases, outperforming expectations. BROS plans aggressive expansion, targeting 2,029 locations by 2029, implying a 15.6% CAGR, and recently acquired Clutch Coffee to accelerate market entry. Despite margin pressures from higher coffee prices and food expansion, BROS guides for only a 60bps margin drop in 2026, maintaining strong profitability.
7.18am: FTSE facing slow start The FTSE 100 is predicted to get off to a slow start on Wednesday, while the price of gold continues to outperform the stock market and reach new heights. On the futures market, the UK equity index has been called five points lower, after yesterday gaining almost 59 points to close at 10,207.80, within touching distance of recent record highs.
