AMZN (Amazon)
- Improved profitability in e-commerce by cutting delivery costs through logistics restructuring.
- Growth in AWS cloud services driven by (1) a rebound in cloud adoption and (2) high demand for AI.
AVGO (Broadcom)
- Strong performance from telecom semiconductor and software businesses.
- High demand for AI-related networking products and AWS cloud services.
- Rising demand for “virtualization” software as hybrid cloud computing expands.
CRM (Salesforce)
- Focus on its vast data assets and AI-driven services.
- High expectations for Agentforce, a new autonomous AI platform.
ECL (Ecolab)
- Strong demand for industrial water treatment and sanitation services.
- AI-driven growth in data centers and semiconductor-related water treatment.
GOOGL (Alphabet)
- Leading position in online advertising, enhanced by generative AI.
- AI integration improves data collection, benefiting both advertising and cloud businesses.
LLY (Eli Lilly)
- Strong sales of Zepbound (obesity treatment) and Mounjaro (diabetes treatment).
- Growing obesity treatment market, with potential global expansion of Mounjaro sales.
