Aug. 4 at 2:39 PM
AI earnings are proving one thing: enterprise demand is real.
Q2 2026 winners are showing strong momentum:
$EXLS +17.88% — AI services revenue +30.7% YoY, guidance raised
$IDCC +16.16% — licensing growth accelerating, ARR ~
$626M
$MSFT +15.51% — Azure +43%, annual revenue crossed
$100B
$AMZN +15.32% — AWS +37%, backlog reaches
$496B
$SAP +9.30% — cloud backlog +27% YoY
Next focus: PLTR earnings and the next wave of enterprise AI.
I’ll continue sharing the stocks and themes I’m watching. Follow me for the next setup.