| # | Ticker | Industryⓘ | Convictionⓘ | Edgeⓘ | Enthusiasmⓘ | AI claimⓘ | Biz impactⓘ | AI riskⓘ | Next-FY Rev / EPSⓘ | Priced in?ⓘ | Readⓘ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AXON Axon Enterprise, Inc. | Aerospace & Defense | 94 conf 5/10 | 20.1 | 10 rising | quantified partial | 9/10 | tailwind 2/10 | Rev +5.4% EPS +6.5% | medium | Its installed base of trusted sensors, evidence workflows, and public-safety data creates a defensible platform for AI products that can lift bookings… |
| 2 | FDS FactSet Research Systems Inc. | Financial - Data & Stock | 83 conf 6/10 | 8.2 | 9 rising | quantified 🚀 reported partial | 8/10 | tailwind 3/10 | Rev +0.6% EPS +3.5% | low | Is unusually well-evidenced for an information-services company: management pairs every strategic claim with discrete, verifiable metrics — MCP API vo… |
| 3 | RKT Rocket Companies, Inc. | Financial - Mortgages | 80 conf 6/10 | 4.5 | 10 rising | quantified partial | 8/10 | tailwind 2/10 | Rev +5.6% | high | Proprietary data, distribution, servicing recapture and workflow integration turn AI into operating leverage across prospecting, pre-approvals, underw… |
| 4 | EPAM EPAM Systems, Inc. | Information Technology S | 80 conf 6/10 | 20 | 9 rising | quantified partial | 7/10 | headwind 7/10 | Rev +4.6% EPS +5.8% | low | EPAM frames AI as a structural build-cycle opportunity—not a headcount-compression threat—via a tightly defined “pure AI native” revenue line (~$105M… |
| 5 | IBM International Business Machines Co | Information Technology S | 78 conf 6/10 | 1.3 | 10 rising | quantified partial | 8/10 | two-sided 5/10 | Rev +2.0% EPS +8.0% | high | Enterprise AI pulls through its enabling software, data, automation, Red Hat, consulting, and Z infrastructure rather than depending on owning the app… |
| 6 | OPEN Opendoor Technologies Inc. | Real Estate - Services | 77 conf 3/10 | – | 10 rising | quantified partial | 9/10 📋 material, no $ yet | tailwind 2/10 | – | low | AI and ML are being embedded into underwriting, pricing, repairs, title, mortgage, customer experience, and internal workflows to make the business fa… |
| 7 | UPST Upstart Holdings, Inc. | Financial - Credit Servi | 81 conf 4/10 | 9 | 9 rising | quantified partial | 9/10 | tailwind 3/10 | Rev +3.5% EPS +3.5% | medium | Is underwriting-centric: proprietary models and repayment data widen approval/pricing separation, lift originations at constant risk, and underpin cap… |
| 8 | SNAP Snap Inc. | Internet Content & Infor | 72 conf 3/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | two-sided 4/10 | – | low | Is operational, not rhetorical: ML ranking and automation on ads (now including LLM/VLM retrieval), generative/AI Lens creation driving engagement and… |
| 9 | ECL Ecolab Inc. | Chemicals - Specialty | 69 conf 6/10 | 0.8 | 9 rising | quantified partial | 7/10 | tailwind 2/10 | Rev +0.3% EPS +2.8% | high | Is mostly an AI-infrastructure picks-and-shovels story: AI data centers and chip fabs drive demand for circular water, ultra-pure water, and liquid co… |
| 10 | NDAQ Nasdaq, Inc. | Financial - Data & Stock | 69 conf 6/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | tailwind 2/10 | EPS +0.02% | high | Moved from broad product rollout in Q4 FY2025 to measured adoption, bookings support, enterprise cross-sells and a stated cost-efficiency target in Q1… |
| 11 | FLY Firefly Aerospace Inc. | Aerospace & Defense | 77 conf 4/10 | 13.1 | 9 rising | quantified partial | 7/10 | tailwind 2/10 | Rev +28% | medium | Is defense-software-led (SciTech/FORGE in live missile warning) extending to on-orbit processing (NVIDIA Jetson + SciTech on ELECTRA/Oculus) and Golde… |
| 12 | DVN Devon Energy Corporation | Oil & Gas Exploration & | 70 conf 4/10 | 5 | 9 rising | quantified partial | 6/10 | tailwind 1/10 | EPS +4.5% | medium | Rose sharply from pilot-scale production and drilling analytics in Q4 FY2025 to an explicit three-wave AI framework in Q1 FY2026. The most credible ev… |
| 13 | RIVN Rivian Automotive, Inc. | Auto - Manufacturers | 71 conf 3/10 | – | 9 rising | quantified partial | 7/10 | tailwind 2/10 | Rev 0% | medium | Autonomy and in-vehicle AI will differentiate vehicles, drive market share, create paid software revenue through Autonomy+, enable robotaxi economics… |
| 14 | XMTR Xometry, Inc. | Industrial - Machinery | 69 conf 4/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | tailwind 2/10 | Rev 0% | high | Xometry frames AI substantively as proprietary pricing, sourcing, lead-time, and DFM models on a closed-loop transactional dataset—not as a side initi… |
| 15 | AON Aon plc | Insurance - Brokers | 68 conf 5/10 | 2.4 | 9 rising | quantified partial | 7/10 | two-sided 4/10 | Rev 0% EPS +2.9% | medium | Is operational, not decorative: ABS embeds LLM copilots (Broker, Claims), proprietary analyzers, and measurable back-office productivity, with reinves… |
| 16 | Z Zillow Group, Inc. Class C | Internet Content & Infor | 66 conf 2/10 | – | 9 rising | quantified partial | 7/10 | two-sided 4/10 | – | low | Is vertical, not horizontal: proprietary housing content (rich media, listings), deep transaction context (search through closing across consumer and… |
| 17 | CSGP CoStar Group, Inc. | Real Estate - Services | 69 conf 3/10 | – | 9 flat | quantified partial | 8/10 📋 material, no $ yet | two-sided 3/10 | Rev 0% EPS +3.5% | medium | Proprietary real estate data plus vertical AI interfaces can lift engagement, lead volume, workflow automation, and cost efficiency across Homes.com,… |
| 18 | UNH UnitedHealth Group Incorporated | Medical - Healthcare Pla | 67 conf 5/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | two-sided 3/10 | EPS +6.5% | high | Shifted from broad productivity and modernization claims in Q4 FY2025 to more concrete operating and commercial proof points in Q1 FY2026. Management… |
| 19 | GM General Motors Company | Auto - Manufacturers | 64 conf 6/10 | – | 8 rising | quantified partial | 7/10 | tailwind 2/10 | Rev +0.2% EPS +1.6% | medium | Autonomy/Super Cruise and SDV-enabled services create recurring high-margin revenue, while AI also improves engineering and manufacturing productivity… |
| 20 | IQV IQVIA Holdings Inc. | Medical - Diagnostics & | 64 conf 6/10 | – | 9 rising | quantified partial | 6/10 | tailwind 4/10 | Rev 0% EPS 0% | medium | Across Q4 FY2025 and Q1 FY2026, IQVIA frames AI/agentification as a durable demand tailwind—not a disruptor—anchored in proprietary healthcare data, r… |
| 21 | PYPL PayPal Holdings, Inc. | Financial - Credit Servi | 64 conf 6/10 | – | 8 rising | quantified partial | 7/10 | two-sided 4/10 | Rev 0% EPS +0.08% | low | Shifted from Q4's longer-term agentic commerce optionality to Q1's company-wide operating transformation, with AI tied to engineering productivity, cu… |
| 22 | TSLA Tesla, Inc. | Auto - Manufacturers | 67 conf 3/10 | – | 10 rising | quantified partial | 9/10 | two-sided 3/10 | Rev +1.0% EPS +13% | high | Is now the core business thesis: vehicles become FSD delivery mechanisms, Robotaxi creates recurring revenue, Optimus becomes a potentially larger pro… |
| 23 | COIN Coinbase Global, Inc. | Financial - Data & Stock | 67 conf 3/10 | – | 9 rising | quantified partial | 8/10 | two-sided 3/10 | EPS +31% | medium | Intensified from Base/stablecoin wallets for AI agents in Q4 FY2025 to a broader Q1 FY2026 claim that Coinbase is becoming both AI-native internally a… |
| 24 | RDDT Reddit, Inc. | Internet Content & Infor | 65 conf 4/10 | 1.5 | 8 rising | quantified partial | 8/10 | two-sided 5/10 | Rev 0% EPS -2.2% | medium | Is dual: (1) human conversation as scarce training/citation fuel and counterweight to AI summaries (licensing + traffic), and (2) ML/automation inside… |
| 25 | CDW CDW Corporation | Information Technology S | 64 conf 5/10 | 2 | 9 rising | quantified partial | 6/10 | two-sided 4/10 | Rev 0% EPS +1.5% | low | Has moved from early broad-based opportunity to production deployment, with AI driving infrastructure demand, services attach, partner relevance, and… |
| 26 | CTSH Cognizant Technology Solutions Cor | Information Technology S | 62 conf 6/10 | – | 10 rising | quantified partial | 7/10 | headwind 7/10 | Rev +0.8% EPS +0.7% | low | It can turn enterprise AI from infrastructure spend into production outcomes through AI-assisted delivery, agentic platforms, outcome-based pricing, a… |
| 27 | SLB SLB N.V. | Oil & Gas Equipment & Se | 62 conf 6/10 | – | 9 rising | quantified partial | 7/10 | tailwind 2/10 | Rev +<0.01% EPS +0.02% | high | Domain-specific AI, autonomous operations, and digital platforms are driving measurable growth in Digital while AI-infrastructure demand is opening a… |
| 28 | PINS Pinterest, Inc. | Internet Content & Infor | 62 conf 4/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | two-sided 4/10 | – | low | Pinterest frames AI as proprietary taste-graph-driven personalization (PinRack, search ranking, Canvas) plus an automated ads stack (Performance Plus,… |
| 29 | APTV Aptiv PLC | Auto - Parts | 62 conf 2/10 | – | 8 rising | quantified partial | 7/10 | tailwind 2/10 | – | low | Its automotive sensing, compute, software, ADAS and interconnect stack can be reused in robotics, drones, data centers and edge AI infrastructure. The… |
| 30 | HIMS Hims & Hers Health, Inc. | Medical - Equipment & Se | 62 conf 2/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | two-sided 3/10 | – | medium | Rose sharply in Q1 FY2026: management moved from broad AI/data ambitions to named products, a CTO-led AI narrative, Labs AI, provider copilots, planne… |
| 31 | RBLX Roblox Corporation | Electronic Gaming & Mult | 62 conf 2/10 | – | 9 rising | quantified partial | 9/10 📋 material, no $ yet | two-sided 4/10 | – | medium | Proprietary models, creator copilots/agents, 3D generation, NPC testing, discovery, safety, translation, and Roblox Reality can accelerate creation, i… |
| 32 | VZ Verizon Communications Inc. | Telecommunications Servi | 64 conf 4/10 | – | 10 rising | quantified partial | 7/10 | tailwind 2/10 | Rev 0% EPS 0% | medium | Moved from broad intent in Q4 FY2025 to a detailed operating plan in Q1 FY2026 spanning customer service, software delivery, network automation, energ… |
| 33 | EFX Equifax Inc. | Consulting Services | 66 conf 0/10 | – | 9 flat | quantified conflict | 8/10 | tailwind 2/10 | Rev +1.5% EPS +4.5% | medium | Equifax presents AI as both a product-growth accelerator and an internal productivity engine, anchored in proprietary data that management argues cann… |
| 34 | EBAY eBay Inc. | Specialty Retail | 61 conf 3/10 | – | 10 rising | quantified Opus+GPT ✓ agree | 8/10 📋 material, no $ yet | two-sided 4/10 | – | high | Proprietary models, product knowledge graph and marketplace data are reducing seller friction, improving buyer discovery, raising ad yield and extendi… |
| 35 | FIS Fidelity National Information Serv | Information Technology S | 63 conf 4/10 | – | 9 rising | quantified partial | 7/10 | tailwind 3/10 | Rev 0% EPS 0% | low | Evolved from a broad "strategic accelerant" framing (systems-of-record moat, unified data stack, agentic commerce/fraud) to a concrete go-to-market ar… |
| 36 | ZBH Zimmer Biomet Holdings, Inc. | Medical - Devices | 63 conf 4/10 | 4.3 | 8 rising | quantified 1-model | 6/10 | tailwind 2/10 | Rev 0% EPS -2.4% | low | ZBH’s AI story is surgical robotics and navigation: OrthoGrid as an explicit “AI-based” hip navigation product contributing to mix today, plus Monogra… |
| 37 | HOOD Robinhood Markets, Inc. | Financial - Capital Mark | 62 conf 5/10 | 3.1 | 9 rising | quantified partial | 8/10 | tailwind 2/10 | Rev 0% EPS +4.2% | medium | Robinhood frames AI as a core business lever across customer products, internal productivity, support automation, engineering velocity, and market acc… |
| 38 | WM Waste Management, Inc. | Waste Management | 62 conf 5/10 | 3.3 | 7 rising | quantified partial | 7/10 | tailwind 1/10 | Rev 0% EPS -2.6% | medium | WM treats AI as embedded operations tech—not a new revenue line—with the strongest disclosed wins in computer-vision pricing/contamination (Smart Truc… |
| 39 | AIG American International Group, Inc. | Insurance - Diversified | 60 conf 2/10 | – | 9 rising | quantified partial | 6/10 | tailwind 3/10 | – | medium | Centers on underwriting and claims productivity via AIG Assist, an expanding Palantir ontology, and a shift from gen AI to multi-agent orchestration w… |
| 40 | ABNB Airbnb, Inc. | Travel Services | 63 conf 3/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | two-sided 4/10 | Rev 0% | high | Is now both product-facing and operating-model-facing: customer support automation, code generation, search/relevance, personalization, host tools and… |
| 41 | MRSH Marsh & McLennan Companies, Inc. | Insurance - Brokers | 59 conf 6/10 | – | 9 rising | quantified partial | 7/10 | two-sided 3/10 | – | medium | Expanded from Thrive-enabled productivity and digital infrastructure exposure in Q4 FY2025 to a three-pillar growth, productivity, and efficiency stra… |
| 42 | CVS CVS Health Corporation | Medical - Healthcare Pla | 59 conf 5/10 | – | 9 rising | quantified partial | 7/10 | tailwind 2/10 | – | medium | Is rising: management moved from broad enterprise AI and interoperability language in Q4 FY2025 to an explicitly "AI native" Health100 platform and de… |
| 43 | TMHC Taylor Morrison Home Corporation | Residential Construction | 59 conf 4/10 | – | 8 rising | quantified partial | 6/10 | tailwind 1/10 | – | low | Moved from broad platform deployment in Q4 FY2025 to quantified production use and customer-facing sales support in Q1 FY2026. The strongest claim is… |
| 44 | SPGI S&P Global Inc. | Financial - Data & Stock | 62 conf 3/10 | – | 9 rising | quantified partial | 8/10 | two-sided 4/10 | Rev 0% EPS +1.1% | medium | Moved from strategic positioning in Q4 FY2025 to measurable commercial traction in Q1 FY2026, with customer counts, usage growth, ACV uplift, and rene… |
| 45 | JKHY Jack Henry & Associates, Inc. | Information Technology S | 61 conf 3/10 | – | 9 rising | quantified partial | 6/10 | two-sided 3/10 | Rev 0% EPS +3.7% | medium | JKHY's AI narrative sharpened materially from Q2 to Q3: management moved from defending AI's threat to seat-license software models to showcasing gove… |
| 46 | BMY Bristol-Myers Squibb Company | Drug Manufacturers - Gen | 57 conf 2/10 | – | 6 rising | quantified partial | 7/10 | tailwind 1/10 | – | low | Is centered on R&D productivity, not commercial demand: faster molecule identification, streamlined clinical operations, shorter development timelines… |
| 47 | CFG Citizens Financial Group, Inc. | Banks - Regional | 57 conf 2/10 | – | 9 rising | quantified partial | 7/10 | two-sided 3/10 | – | high | Is mainly bottomline: automate call center interactions, improve software engineering productivity, and apply analytics to fraud and credit risk. The… |
| 48 | BDX Becton, Dickinson and Company | Medical - Instruments & | 58 conf 5/10 | – | 7 rising | quantified partial | 7/10 | tailwind 1/10 | Rev +0.8% EPS +0.7% | medium | Is centered on "AI-enabled Pyxis," "BD Incada," "AI-driven advanced patient monitoring," and pharmacy automation. The credibility improved in Q2 FY202… |
| 49 | ELV Elevance Health Inc. | Medical - Healthcare Pla | 56 conf 2/10 | – | 8 rising | quantified partial | 8/10 📋 material, no $ yet | tailwind 2/10 | – | medium | Rose sharply in Q1 FY2026: management moved from general advanced-analytics and HealthOS language to explicit enterprise AI scaling across clinical, o… |
| 50 | STT State Street Corporation | Asset Management | 56 conf 2/10 | – | 8 rising | quantified partial | 6/10 | tailwind 3/10 | – | medium | State Street frames AI as core to operating-model transformation (AgenTx/AgenTeq, AI Foundry, agentic service delivery) suited to its operationally in… |
| 51 | ACM Aecom | Engineering & Constructi | 55 conf 6/10 | 3.9 | 9 rising | quantified partial | 6/10 | two-sided 5/10 | Rev +0.6% EPS +3.1% | low | AECOM’s AI story is proprietary tools deployed on client delivery (post-September acquisition), not selling AI infrastructure. Management ties AI to w… |
| 52 | TMUS T-Mobile US, Inc. | Telecommunications Servi | 55 conf 6/10 | 2.5 | 9 flat | quantified partial | 8/10 | tailwind 1/10 | Rev 0% EPS +9.3% | high | AI is both an operating-efficiency engine and a network-product differentiator, with management tying it to customer care automation, smarter network… |
| 53 | MA Mastercard Incorporated | Financial - Credit Servi | 55 conf 4/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | tailwind 2/10 | – | high | Proprietary network data plus AI strengthens VAS, fraud/security, analytics, and agentic commerce payments. Enthusiasm is rising because Q1 FY2026 mov… |
| 54 | TTD The Trade Desk, Inc. | Advertising Agencies | 55 conf 4/10 | – | 9 flat | quantified partial | 8/10 📋 material, no $ yet | two-sided 4/10 | – | low | TTD's objectivity, buyer trust, and scaled data make AI and agentic workflows more valuable inside its DSP, especially for decisioning, measurement, d… |
| 55 | GH Guardant Health, Inc. | Medical - Diagnostics & | 55 conf 3/10 | – | 8 rising | quantified partial | 7/10 | tailwind 3/10 | – | high | Guardant frames AI substantively as InfinityAI/Smart Apps on oncology liquid biopsy and biopharma data—not screening—with rising rhetoric in Q1 (AACR… |
| 56 | LOW Lowe's Companies, Inc. | Home Improvement | 55 conf 3/10 | – | 8 flat | quantified partial | 7/10 | tailwind 2/10 | – | medium | Is credible because management ties AI to concrete customer conversion, associate productivity, Pro quote automation, customer service, replenishment… |
| 57 | FTV Fortive Corporation | Industrial - Machinery | 55 conf – | – | 8 rising | qualitative | 7/10 | tailwind 2/10 | – | high | Fortive frames AI as an opportunity because it is embedded into mission-critical workflow software backed by proprietary data, with concrete examples… |
| 58 | DG Dollar General Corporation | Discount Stores | 56 conf 5/10 | 6.7 | 7 rising | quantified 🚀 reported partial | 5/10 | tailwind 1/10 | Rev +0.2% EPS +3.0% | low | Is still early, but management is now explicitly positioning AI as an enterprise operating system for workflow productivity, customer engagement, shop… |
| 59 | WELL Welltower Inc. | REIT - Healthcare Facili | 56 conf 5/10 | – | 9 rising | quantified partial | 7/10 | tailwind 1/10 | Rev +<0.01% EPS +0.01% | medium | Moved from internal data-science advantage and operational technology in Q4 FY2025 to explicit AI monetization in Q1 FY2026 through supervised and uns… |
| 60 | BR Broadridge Financial Solutions, In | Information Technology S | 54 conf 4/10 | – | 8 rising | quantified 1-model | 7/10 | tailwind 2/10 | – | medium | Broadridge's AI story centers on three concrete wedges: an AI-native institutional proxy policy engine (new revenue, displacing proxy advisers), an AI… |
| 61 | AMZN Amazon.com, Inc. | Specialty Retail | 54 conf 3/10 | – | 10 rising | quantified partial | 8/10 📋 material, no $ yet | two-sided 4/10 | – | high | Is now explicit and financial: AI is accelerating AWS growth, creating a large AI revenue run rate, driving Trainium commitments, and expanding agenti… |
| 62 | PAYX Paychex, Inc. | Staffing & Employment Se | 54 conf 3/10 | – | 8 rising | quantified 🚀 reported partial | 7/10 | two-sided 4/10 | – | low | Centers on WISE, its proprietary agentic-AI platform drawing on 26 trillion data points and patent-pending 'knowledge mesh' technology, now embedded a… |
| 63 | SCHW The Charles Schwab Corporation | Financial - Capital Mark | 54 conf 2/10 | – | 10 rising | quantified partial | 7/10 | two-sided 4/10 | – | high | Q1 FY2026 marks a clear step-up: management moved from service-efficiency comments to a broad AI thesis spanning distribution, personalization, assist… |
| 64 | SYY Sysco Corporation | Food Distribution | 54 conf – | – | 7 flat | qualitative | 7/10 | tailwind 1/10 | – | low | AI360 improves sales consultant productivity, onboarding, product recommendations, deal authorization, penetration, and customer-specific value-tier t… |
| 65 | PL Planet Labs PBC | Aerospace & Defense | 62 conf 4/10 | 3.8 | 8 falling | quantified 🚀 reported partial | 7/10 | tailwind 3/10 | Rev +7.1% | high | Around two compounding layers: near-term AI-enabled analytics (Maritime Domain Awareness, Global Monitoring Service, the new natural-language AI app,… |
| 66 | MTCH Match Group, Inc. | Internet Content & Infor | 53 conf 6/10 | – | 7 rising | quantified partial | 7/10 | two-sided 5/10 | Rev -0.6% EPS -0.6% | low | Match Group's AI story is primarily product ML—ranking/recommendations (REX), Face Check computer vision, shared Seoul ML team, and Hinge AI features—… |
| 67 | SNX TD SYNNEX Corporation | Technology Distributors | 53 conf 4/10 | – | 9 rising | quantified 🚀 reported | 5/10 | tailwind 2/10 | – | high | TD SYNNEX frames AI as a broad demand driver across Hyve hyperscale infrastructure, enterprise data center modernization, networking/storage refresh,… |
| 68 | ADP Automatic Data Processing, Inc. | Staffing & Employment Se | 53 conf 3/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | two-sided 4/10 | – | medium | Shifted from product capability in Q2 to a company-wide business and margin story in Q3, with management framing AI as making HCM more complex and the… |
| 69 | ALL The Allstate Corporation | Insurance - Property & C | 53 conf 2/10 | – | 8 rising | quantified partial | 7/10 | tailwind 2/10 | – | medium | Shifted from claims, telematics, pricing sophistication, and predictive models in Q4 FY2025 to a broader Q1 FY2026 story around ALLIE, generative AI e… |
| 70 | M Macy's, Inc. | Department Stores | 53 conf 2/10 | – | 6 rising | qualitative 🚀 reported partial | 5/10 | two-sided 5/10 | – | low | Macy's AI narrative advanced modestly from Q4 FY2025 to Q1 FY2026: management moved from describing 35 use cases in development to launching a live pr… |
| 71 | TFC Truist Financial Corporation | Banks - Regional | 53 conf 2/10 | – | 8 rising | quantified partial | 6/10 | tailwind 2/10 | – | low | Moved from digital self-service investment in Q4 FY2025 to a broader operating-leverage story in Q1 FY2026 across consumer banking, care centers, unde… |
| 72 | ACHR Archer Aviation Inc. | Aerospace & Defense | 53 conf – | – | 8 rising | qualitative | 8/10 📋 material, no $ yet | tailwind 1/10 | – | medium | Shifted from partnership-led optionality in Q4 FY2025 to a more explicit three-business-line strategy in Q1 FY2026, with AI software, ATC applications… |
| 73 | ISRG Intuitive Surgical, Inc. | Medical - Devices | 53 conf – | – | 8 rising | qualitative | 8/10 📋 material, no $ yet | tailwind 2/10 | – | medium | Is rising sharply: management moved from digital subscriptions, case insights and possible AI layers in Q4 FY2025 to an explicit AI roadmap in Q1 FY20… |
| 74 | PGR The Progressive Corporation | Insurance - Property & C | 53 conf – | – | 8 rising | qualitative stale 92d | 7/10 | two-sided 3/10 | – | low | Is credible but mostly qualitative: management ties AI, predictive models, telematics, autonomous-vehicle modeling, and generative AI to underwriting… |
| 75 | RVTY Revvity, Inc. | Medical - Diagnostics & | 54 conf 5/10 | – | 9 rising | quantified Opus+GPT ✓ agree | 6/10 | tailwind 3/10 | Rev 0% EPS 0% | medium | Revvity's AI story intensified from Q4 to Q1: external thesis is "AI creates more hypotheses → more wet-lab validation and Signals workflow pull" (Xyn… |
| 76 | VEEV Veeva Systems Inc. | Medical - Healthcare Inf | 52 conf 7/10 | – | 9 rising | quantified 🚀 reported partial | 5/10 | tailwind 3/10 | Rev +0.3% EPS +0.2% | medium | Has materially escalated from Q4 FY2026 to Q1 FY2027: management moved from 'right to win, early days' framing to announcing Falcon — a named agentic-… |
| 77 | ENPH Enphase Energy, Inc. | Solar | 52 conf 5/10 | – | 9 rising | quantified partial | 5/10 | tailwind 1/10 | – | medium | Enphase’s AI story rose sharply from app and installer automation plus exploratory AI-rack power conversion in Q4 FY2025 to a named IQ SST product for… |
| 78 | TW Tradeweb Markets Inc. | Financial - Capital Mark | 52 conf 3/10 | – | 9 rising | quantified partial | 7/10 | tailwind 2/10 | – | high | Tradeweb's proprietary market data can power client-facing workflow automation, generative insight tools, and predictive price discovery, while AIX al… |
| 79 | RSG Republic Services, Inc. | Waste Management | 53 conf 5/10 | – | 8 flat | quantified partial | 7/10 | tailwind 1/10 | Rev +0.07% EPS +0.9% | medium | Is consistent across both calls: predictive pricing, AI-enabled routing, and digital call-center automation should improve retention, productivity, ma… |
| 80 | CART Instacart (Maplebear Inc.) | Specialty Retail | 55 conf 3/10 | – | 9 rising | quantified partial | 7/10 | two-sided 4/10 | Rev 0% EPS 0% | medium | Instacart frames AI as a compounding moat: proprietary grocery data plus in-store operations (Caper, Store View/computer vision) and fulfillment power… |
| 81 | SOLV Solventum Corporation | Medical - Care Facilitie | 51 conf 3/10 | – | 7 rising | quantified partial | 6/10 | tailwind 2/10 | – | low | Solventum’s AI story is almost entirely Health Information Systems / revenue cycle management autonomous medical coding: management treats AI as an en… |
| 82 | WMT Walmart Inc. | Discount Stores | 51 conf 3/10 | – | 9 flat | quantified partial | 8/10 📋 material, no $ yet | two-sided 3/10 | – | medium | Is credible because management ties AI directly to Sparky-led basket building, personalization, ad optimization, inventory positioning and fulfillment… |
| 83 | CLF Cleveland-Cliffs Inc. | Steel | 50 conf – | – | 7 rising | qualitative | 5/10 | tailwind 1/10 | – | low | Appears only in the latest call and is centered on production planning and order entry, using machine learning on internal data to improve constraint… |
| 84 | DIS The Walt Disney Company | Entertainment | 50 conf – | – | 9 rising | qualitative | 7/10 | two-sided 5/10 | – | medium | Broadened from a Q1 OpenAI/Sora content feature into a Q2 enterprise-wide agenda covering production efficiency, content volume, recommendations, ad t… |
| 85 | HCA HCA Healthcare, Inc. | Medical - Care Facilitie | 50 conf – | – | 8 flat | qualitative | 7/10 | tailwind 2/10 | – | low | Is credible but still mostly qualitative: management consistently links AI to physician documentation, nurse handoff, case management, revenue cycle,… |
| 86 | WING Wingstop Inc. | Restaurants | 52 conf 4/10 | 6.1 | 6 rising | quantified partial | 6/10 | tailwind 2/10 | Rev +1.8% EPS +2.6% | medium | Wingstop’s AI story is narrow and operational-commercial: AI-branded Smart Kitchen (including per-store demand forecasting) and an AI-enabled Club Win… |
| 87 | ACN Accenture plc | Information Technology S | 51 conf 5/10 | – | 9 flat | quantified 🚀 reported 1-model | 8/10 📋 material, no $ yet | two-sided 7/10 | Rev +0.2% EPS +0.2% | low | AI is expanding Accenture’s services demand, pulling through data/cloud/security work, and enabling new non-FTE revenue models via software, platforms… |
| 88 | BLDR Builders FirstSource, Inc. | Construction | 53 conf 3/10 | – | 7 rising | quantified partial | 6/10 | tailwind 2/10 | EPS 0% | low | Is customer-facing digital automation—not labor replacement: a mybldr.com platform (now processing hundreds of millions in quotes per quarter) that wi… |
| 89 | CRCL Circle Internet Group | Financial - Capital Mark | 49 conf 4/10 | – | 10 rising | quantified partial | 7/10 | tailwind 2/10 | – | high | Agentic software will need programmable, low-cost, trusted payment rails, making USDC, Arc, Circle Gateway and the Circle Agent stack core infrastruct… |
| 90 | OSK Oshkosh Corporation | Industrial - Machinery | 49 conf – | – | 7 falling | qualitative | 6/10 | tailwind 2/10 | – | low | Oshkosh’s AI story is product-led autonomy and computer-vision/analytics at the job site, airport, and curb—not a corporate AI revenue line. Q4 FY2025… |
| 91 | OTIS Otis Worldwide Corporation | Industrial - Machinery | 48 conf 6/10 | – | 7 rising | quantified partial | 6/10 | tailwind 2/10 | Rev +0.3% EPS 0% | medium | Otis’s AI story is service-centric: Otis ONE connectivity for predictive maintenance/proactive repair, a quantified AI pricing algorithm tied to ~$50M… |
| 92 | AXP American Express Company | Financial - Credit Servi | 48 conf 3/10 | – | 9 rising | quantified partial | 7/10 | two-sided 3/10 | – | high | Rose from internal data-platform enablement in Q4 FY2025 to a fuller Q1 FY2026 story spanning agentic commerce, fraud/risk, developer tools, purchase… |
| 93 | CI Cigna Corporation | Medical - Healthcare Pla | 48 conf 3/10 | – | 8 rising | quantified partial | 7/10 | tailwind 2/10 | – | medium | Strengthened materially in Q1 FY2026: management moved from digital tools and AI virtual assistants in Q4 FY2025 to positioning the company as a “cons… |
| 94 | SYM Symbotic Inc. | Industrial - Machinery | 48 conf 3/10 | – | 7 rising | quantified partial | 8/10 📋 material, no $ yet | tailwind 2/10 | – | high | Symbotic frames its AI story as “physical AI”: a single software platform orchestrating a growing, LiDAR- and vision-equipped autonomous bot fleet, wi… |
| 95 | V Visa Inc. | Financial - Credit Servi | 48 conf 3/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | two-sided 3/10 | – | high | Moved from “working to enable AgenTik Commerce” to “AI and agentic commerce will expand our addressable market” and “accelerate Visa's long-term growt… |
| 96 | AMGN Amgen Inc. | Drug Manufacturers - Gen | 48 conf 2/10 | – | 8 rising | quantified partial | 7/10 | tailwind 2/10 | – | medium | Became materially more concrete in Q1 FY2026, moving from broad claims about convergence and productivity to specific use cases in R&D, trial enrollme… |
| 97 | GS The Goldman Sachs Group, Inc. | Financial - Capital Mark | 48 conf – | – | 8 rising | qualitative | 7/10 | two-sided 3/10 | – | medium | Goldman frames AI as both an internal productivity and efficiency lever through One Goldman Sachs 3.0 and a broader capital-markets growth catalyst as… |
| 98 | TMO Thermo Fisher Scientific Inc. | Medical - Diagnostics & | 48 conf – | – | 9 rising | qualitative | 7/10 | tailwind 2/10 | – | medium | AI improves drug discovery and development ROI, raises wet-lab and instrument demand, strengthens clinical research, and improves internal productivit… |
| 99 | CHWY Chewy, Inc. | Specialty Retail | 50 conf 5/10 | – | 7 flat | quantified 🚀 reported partial | 6/10 | tailwind 2/10 | Rev 0% EPS +8.9% | medium | Is primarily a cost-reduction story: management has consistently guided to 'low tens of millions' in AI-driven efficiency savings for FY2026 and ~$50M… |
| 100 | TEM Tempus AI, Inc. | Medical - Healthcare Inf | 47 conf 6/10 | 3.7 | 8 flat | quantified partial | – | – | Rev +13% | high | Is data/model driven: customers license Tempus' proprietary clinical and molecular data and increasingly build foundation or smaller models on it. Cre… |
| 101 | DASH DoorDash, Inc. | Internet Content & Infor | 47 conf 2/10 | – | 8 rising | quantified partial | 7/10 | two-sided 4/10 | – | medium | DoorDash frames AI as defense of the full stack—agentic discovery only matters if proprietary physical-world catalog and fulfillment win the end-to-en… |
| 102 | FISV Fiserv, Inc. | Information Technology S | 47 conf 2/10 | – | 8 rising | quantified partial | 7/10 | two-sided 4/10 | – | low | Broadened from feature-level tools in Q4 FY2025 to a companywide revenue, service and productivity agenda in Q1 FY2026. Credibility is mixed: manageme… |
| 103 | OC Owens Corning | Construction | 47 conf 2/10 | – | 6 rising | quantified partial | 5/10 | tailwind 2/10 | – | low | Owens Corning’s AI story is bifurcated: internal use centers on predictive manufacturing (20k+ sensors, ~40 plants) and, as of the prior call, supply-… |
| 104 | RJF Raymond James Financial, Inc. | Financial - Capital Mark | 47 conf 2/10 | – | 7 rising | quantified partial | 5/10 | tailwind 3/10 | – | low | Raymond James frames AI as an adviser-enablement and internal-productivity layer—not a replacement for human advice—centered on the generative AI oper… |
| 105 | CHRW C.H. Robinson Worldwide, Inc. | Integrated Freight & Log | 49 conf 4/10 | 2.1 | 9 flat | quantified partial | 7/10 | two-sided 4/10 | Rev 0% EPS +34% | high | CHRW frames AI as "Lean AI" — proprietary, in-house agentic automation embedded in the quote-to-cash lifecycle, powered by scale data and human-in-the… |
| 106 | OSCR Oscar Health, Inc. | Medical - Healthcare Pla | 49 conf 4/10 | – | 6 falling | quantified partial | 7/10 | tailwind 3/10 | Rev 0% | medium | Oscar’s AI story is operational and member-facing: agentic bots, Oswell, LLMs, and automation are framed as drivers of SG&A leverage, faster service,… |
| 107 | W Wayfair Inc. | Specialty Retail | 49 conf 4/10 | – | 8 rising | quantified partial | 5/10 | two-sided 4/10 | Rev 0% | medium | Wayfair's AI story shifted from broad strategy (Q4: internal agentic automation, supplier tools, early LLM-commerce partnerships) to concrete catalog/… |
| 108 | SN SharkNinja, Inc. | Furnishings, Fixtures & | 50 conf 3/10 | – | 10 rising | quantified partial | 5/10 | tailwind 2/10 | Rev 0% EPS -0.1% | high | SharkNinja’s AI story shifted from Q4’s mix of in-product roadmap (2026 coffee/air/robotics), contact-center AI scoring, and social ROI tools to Q1’s… |
| 109 | AUR Aurora Innovation, Inc. | Information Technology S | 55 conf 4/10 | 4.2 | 5 falling | quantified partial | 10/10 | tailwind 2/10 | Rev +750% | high | Aurora’s AI story is autonomy-first: generalized driver software, Verifiable AI–automated Aurora Atlas mapping, and industrialized compute/sensor hard… |
| 110 | VG Venture Global, Inc. | Oil & Gas Midstream | 46 conf 6/10 | 4.6 | 7 rising | quantified partial | 7/10 | tailwind 1/10 | Rev +1.5% EPS +2.8% | medium | Is industrial rather than customer-facing: the company deploys data science and AI tools on a sensor network now exceeding 800K–1M readings every 10 s… |
| 111 | ICE Intercontinental Exchange, Inc. | Financial - Data & Stock | 46 conf 3/10 | – | 9 rising | quantified partial | 7/10 | tailwind 2/10 | – | high | Proprietary financial data, owned data-center infrastructure, and regulated workflow systems make it a supplier of trusted inputs and embedded automat… |
| 112 | CAG Conagra Brands, Inc. | Packaged Foods | 46 conf 2/10 | – | 6 rising | quantified partial | 5/10 | tailwind 2/10 | – | low | Conagra’s AI story is almost entirely Project Catalyst—reengineering manual core processes with AI/technology for efficiency—plus near-term inventory… |
| 113 | CG The Carlyle Group Inc. | Asset Management | 46 conf – | – | 7 rising | qualitative | 5/10 | tailwind 3/10 | – | low | Carlyle’s AI narrative sharpened from Q4 (market “AI angst” and CLO/software risk) to Q1 (portfolio adoption, firm-wide data science/AI, investment-pr… |
| 114 | F Ford Motor Company | Auto - Manufacturers | 48 conf 4/10 | – | 8 rising | quantified partial | 7/10 | two-sided 4/10 | Rev +0.6% | medium | Is mostly commercial and embedded: Ford Pro AI, large data models, ADAS, Pro Intelligence, BlueCruise and L3 autonomy are positioned as margin-rich so… |
| 115 | LEU Centrus Energy Corp. | Uranium | 49 conf 3/10 | – | 8 rising | quantified partial | 7/10 | tailwind 1/10 | Rev 0% | medium | The latest call presents AI as a concrete build-out optimization tool through Palantir, with management tying it to real-time data, project management… |
| 116 | SPOT Spotify Technology S.A. | Internet Content & Infor | 45 conf 4/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | two-sided 5/10 | – | medium | Spotify frames AI as compounding its historical personalization moat—now via natural-language intent, in-house taste models, agentic/interactive produ… |
| 117 | PODD Insulet Corporation | Medical - Devices | 45 conf 3/10 | – | 6 flat | quantified Opus+GPT ✓ agree | 8/10 📋 material, no $ yet | tailwind 2/10 | – | medium | Insulet's AI story is overwhelmingly product-side—iterative insulin-delivery algorithms, automated/fully closed-loop autonomy, Omnipod Discover insigh… |
| 118 | COF Capital One Financial Corporation | Financial - Credit Servi | 45 conf – | – | 8 rising | qualitative | 7/10 | two-sided 3/10 | – | medium | Years of cloud, data, and tech-stack investment position the company to embed AI into real-time underwriting, personalization, business payments, and… |
| 119 | MAR Marriott International, Inc. | Travel Lodging | 45 conf – | – | 9 rising | qualitative | 7/10 | two-sided 4/10 | – | high | Is distribution-led and operations-led: AI should improve direct booking, personalization, search, customer service, sales tools, group RFP generation… |
| 120 | NFLX Netflix, Inc. | Entertainment | 45 conf – | – | 8 rising | qualitative | 8/10 📋 material, no $ yet | two-sided 5/10 | – | high | Rose sharply in Q1 FY2026: management moved from indirect data, measurement, and ad-tech language to explicit GenAI claims across content creation, pe… |
| 121 | IAC IAC InterActive Corp. | Internet Content & Infor | 47 conf 4/10 | 3 | 8 rising | quantified partial | 7/10 | two-sided 5/10 | Rev +2.0% | medium | IAC's People Inc. has operationalized a three-vector AI thesis: Decipher (AI-powered audience targeting tool) driving 200–300bps of incremental toplin… |
| 122 | MET MetLife, Inc. | Insurance - Life | 46 conf 5/10 | – | 7 rising | quantified partial | 5/10 | two-sided 4/10 | Rev 0% EPS +0.9% | low | MetLife frames AI primarily as an internal efficiency and customer-experience lever tied to a multi-year tech spend and improving direct expense ratio… |
| 123 | EXPE Expedia Group, Inc. | Travel Services | 48 conf 3/10 | – | 9 rising | quantified partial | 8/10 | two-sided 6/10 | EPS +6.5% | medium | AI improves conversion through personalization, expands supply through faster onboarding, cuts service friction and costs, and opens new acquisition c… |
| 124 | BRKR Bruker Corporation | Medical - Devices | 44 conf 5/10 | – | 8 rising | quantified partial | 5/10 | tailwind 3/10 | – | medium | Bruker's AI story is primarily an indirect semiconductor-metrology tailwind (AI chip demand for memory, advanced packaging, HBM) plus a smaller but fa… |
| 125 | SYK Stryker Corporation | Medical - Devices | 44 conf 5/10 | – | 7 falling | quantified partial | 8/10 📋 material, no $ yet | tailwind 1/10 | – | medium | Is primarily robotics-led: Mako adoption is already tied to procedure mix, implant growth, capital placements and software licenses, while SmartCare/c… |
| 126 | ARMK Aramark | Specialty Business Servi | 44 conf 4/10 | – | 8 rising | quantified partial | 5/10 | tailwind 3/10 | – | medium | Aramark’s AI story shifted from Q1’s operational narrative—supply-chain AI, GPO chatbots/analytics, and corrections menu-planning platforms with modes… |
| 127 | DE Deere & Company | Agricultural - Machinery | 44 conf 3/10 | – | 8 rising | quantified partial | 8/10 📋 material, no $ yet | tailwind 1/10 | – | medium | Is increasingly concrete: computer vision, autonomy-ready machines, automation, connectivity, and job-site intelligence are being positioned as produc… |
| 128 | MDT Medtronic plc | Medical - Devices | 44 conf 3/10 | – | 5 flat | quantified 🚀 reported partial | 5/10 | tailwind 2/10 | – | low | Medtronic's AI narrative centers on three discrete assets — the Touch Surgery AI-powered analytics platform (tied to Hugo robotics), the Stealth AXiS… |
| 129 | GPN Global Payments Inc. | Financial - Credit Servi | 44 conf 2/10 | – | 9 flat | quantified partial | 6/10 | tailwind 3/10 | – | low | Across both calls management treats AI as a third strategic pillar alongside Genius and Worldpay integration: agentic commerce (protocols/MCP, payment… |
| 130 | MS Morgan Stanley | Financial - Capital Mark | 44 conf 2/10 | – | 8 rising | quantified Opus+GPT ✓ agree | 7/10 | two-sided 3/10 | – | medium | Morgan Stanley frames AI as both a revenue and efficiency lever: wealth adviser lead generation, adviser co-piloting, client-agent support in electron… |
| 131 | TECH Bio-Techne Corporation | Biotechnology | 44 conf – | – | 8 rising | qualitative | 6/10 | tailwind 2/10 | – | medium | Bio-Techne’s AI narrative sharpened from a brief, analyst-prompted demand tailwind in Q2 to an unprompted Q3 thesis: proprietary five-decade data and… |
| 132 | AAPL Apple Inc. | Consumer Electronics | 47 conf 3/10 | – | 9 rising | quantified partial | 8/10 📋 material, no $ yet | two-sided 4/10 | Rev +<0.01% EPS +<0.01% | high | Apple Intelligence and Apple Silicon make its devices, especially iPhone and Mac, more differentiated and increasingly attractive for enterprise AI de… |
| 133 | EQR Equity Residential | REIT - Residential | 47 conf 3/10 | – | 6 flat | quantified partial | 5/10 | tailwind 3/10 | Rev 0% EPS 0% | medium | EQR’s AI story splits into (1) a geographic demand thesis—AI activity lifting San Francisco/New York rents and financing-related demand, with Seattle… |
| 134 | ACGL Arch Capital Group Ltd. | Insurance - Diversified | 43 conf – | – | 6 rising | qualitative | 5/10 | tailwind 3/10 | – | low | Arch frames AI as internal ops/underwriting enablement (10+ years of ML, recent MCE migration code/testing acceleration) and as a cyber systemic-risk… |
| 135 | CMG Chipotle Mexican Grill, Inc. | Restaurants | 43 conf – | – | 7 rising | qualitative | 6/10 | tailwind 1/10 | – | medium | Is operational and customer-engagement focused: Avocado/AVA is meant to reduce manager burden, add operational insights, support scheduling and triage… |
| 136 | CRBG Corebridge Financial, Inc. | Asset Management | 43 conf – | – | 7 rising | qualitative | 5/10 | tailwind 3/10 | – | low | Corebridge’s AI story sharpened between calls: Q4 FY2025 had no explicit AI discussion (only digitization/customer-experience investment); Q1 FY2026 C… |
| 137 | GAP The Gap, Inc. | Apparel - Retail | 43 conf – | – | 7 rising | qualitative 🚀 reported | 5/10 | tailwind 3/10 | – | low | Gap's AI narrative shifted from a three-pillar framework (enable/optimize/reinvent) in Q4 FY2025 to named, operational use cases in Q1 FY2026: product… |
| 138 | HLT Hilton Worldwide Holdings Inc. | Travel Lodging | 43 conf – | – | 9 rising | qualitative | – | – | – | medium | AI can increase direct demand, lower distribution friction/costs, improve owner economics, and personalize the guest journey, with Q1 FY2026 adding a… |
| 139 | KTOS Kratos Defense & Security Solution | Aerospace & Defense | 43 conf – | – | 6 rising | qualitative | 5/10 | tailwind 1/10 | – | medium | Across both calls, management's AI story is thin but slightly louder in Q1: AI is asserted as a differentiator in space/SDA and unmanned/jet drones an… |
| 140 | SOFI SoFi Technologies, Inc. | Financial - Credit Servi | 43 conf – | – | 6 rising | qualitative | 7/10 | two-sided 3/10 | – | medium | Moved from broad super-cycle language in Q4 FY2025 to more concrete operating use cases in Q1 FY2026: document validation, credit models, risk/fraud m… |
| 141 | COST Costco Wholesale Corporation | Discount Stores | 44 conf 5/10 | – | 8 rising | quantified 🚀 reported partial | 5/10 | tailwind 2/10 | Rev +0.4% EPS +0.4% | high | Is mainly topline: personalization drives e-commerce sales, and LLM/AI search should surface Costco's full value proposition better than conventional… |
| 142 | CMCSA Comcast Corporation | Telecommunications Servi | 42 conf 2/10 | – | 4 rising | quantified partial | 6/10 | two-sided 3/10 | – | low | Is operational, not product-led: AI/models are being used to improve network experience and to optimize broadband acquisition, upsell, win-back, reten… |
| 143 | DXCM DexCom, Inc. | Medical - Devices | 42 conf – | – | 7 flat | qualitative | 7/10 | tailwind 1/10 | – | medium | Is product-led: personalized Stelo insights, AI meal analysis, Smart Basal dosing support, and analytics-driven sales targeting are meant to improve e… |
| 144 | KBR KBR, Inc. | Engineering & Constructi | 42 conf – | – | 6 flat | qualitative | 5/10 | tailwind 3/10 | – | low | KBR's AI story is embedded in contract wins and partnerships (Applied Computing, Tag-up AI, INSITE 3.0) across STS plant optimization and MTS mission… |
| 145 | PFE Pfizer Inc. | Drug Manufacturers - Gen | 42 conf – | – | 7 falling | qualitative | 6/10 | tailwind 1/10 | – | low | Pfizer frames AI as a companywide productivity and innovation lever, with the strongest claimed use cases in R&D cycle-time compression, manufacturing… |
| 146 | LDOS Leidos Holdings, Inc. | Information Technology S | 45 conf 3/10 | – | 9 rising | quantified partial | 5/10 | headwind 6/10 | Rev +0.5% EPS +0.5% | low | Leidos frames AI as a long-standing accelerant—not a disruptor—compressing routine digital work while moats (clearances, customer trust, privileged in… |
| 147 | DKS DICK'S Sporting Goods, Inc. | Specialty Retail | 41 conf 2/10 | – | 7 rising | quantified 🚀 reported Opus+GPT ✓ agree | 5/10 | tailwind 3/10 | – | medium | DKS’s AI story is athlete-facing expertise at scale (Coach IDEXX agent, GameChanger AI coaching/streaming) plus back-office personalization and labor/… |
| 148 | OMC Omnicom Group Inc. | Advertising Agencies | 41 conf 2/10 | – | 8 rising | quantified partial | 6/10 | headwind 7/10 | – | medium | Centers on Omni as an AI-enabled platform (Acxiom Real ID + agentic/generative tools) to improve media outcomes, automate manual workflows, and shorte… |
| 149 | QS QuantumScape Corporation | Auto - Parts | 41 conf 2/10 | – | 7 rising | quantified partial | 5/10 | tailwind 2/10 | – | medium | Across the two calls, QS’s AI story splits into (1) internal ML/AI on the Eagle Line for metrology-driven quality/reliability and faster learning loop… |
| 150 | THC Tenet Healthcare Corporation | Medical - Care Facilitie | 41 conf 2/10 | – | 7 rising | quantified partial | 5/10 | tailwind 3/10 | – | medium | Tenet’s AI story sharpened from Q4 FY2025’s structural-cost framing to Q1 FY2026’s named pilots (ambient scribe, automated discharge summaries, autono… |
| 151 | TXG 10x Genomics, Inc. | Medical - Healthcare Inf | 41 conf 2/10 | – | 9 rising | quantified partial | 5/10 | tailwind 4/10 | – | medium | 10x Genomics frames itself as the essential data-infrastructure layer for AI-driven biology, arguing that scaling laws governing LLM training apply eq… |
| 152 | USFD US Foods Holding Corp. | Food Distribution | 41 conf 2/10 | – | 7 rising | quantified partial | 5/10 | tailwind 2/10 | – | medium | US Foods’ AI story is customer-facing digital on MOXY/MOXe: photo/PDF/handwritten order capture (Q4) and MenuIQ menu costing/margin analytics (Q1), fr… |
| 153 | ULTA Ulta Beauty, Inc. | Specialty Retail | 41 conf – | – | 7 rising | qualitative 🚀 reported | 5/10 | tailwind 3/10 | – | medium | Centers on monetizing its ~47M-member loyalty first-party data through personalization, predictive replenishment, and new guest-facing agents (Ulta AI… |
| 154 | BKNG Booking Holdings Inc. | Travel Services | 42 conf 5/10 | 0.6 | 9 rising | quantified partial | 7/10 | two-sided 4/10 | Rev +1.5% EPS -4.4% | high | Booking can improve conversion, personalization, direct engagement, partner operations, and customer service efficiency while staying relevant as LLMs… |
| 155 | RCL Royal Caribbean Cruises Ltd. | Travel Services | 40 conf 3/10 | – | 8 flat | quantified partial | 7/10 | tailwind 1/10 | – | medium | RCL presents AI as an embedded commercial and operational capability: personalization, pre-cruise digital selling, yield management, supply chain fore… |
| 156 | ROKU Roku, Inc. | Entertainment | 40 conf – | – | 9 rising | qualitative | 7/10 | tailwind 4/10 | – | high | Management frames AI as a core tailwind—personalization and voice for engagement, generative AI for Ads Manager/SMB CTV ads, and cheaper content/produ… |
| 157 | WFRD Weatherford International plc | Oil & Gas Equipment & Se | 40 conf – | – | 5 rising | qualitative | 5/10 | tailwind 2/10 | – | low | Weatherford's AI story across both calls is narrowly internal: AI is framed as a cost-productivity and working-capital lever alongside shared services… |
| 158 | ETSY Etsy, Inc. | Specialty Retail | 39 conf 4/10 | – | 8 rising | quantified conflict | 7/10 | two-sided 5/10 | – | high | Etsy's AI story is substantive matching/discovery (ML/LLMs, AI buyer profiles, personalized app and owned channels), monetization (ML-driven Etsy Ads)… |
| 159 | A Agilent Technologies, Inc. | Medical - Diagnostics & | 39 conf – | – | 8 rising | qualitative 🚀 reported | 6/10 | tailwind 2/10 | – | high | Shifted from targeted internal AI initiatives in Q1 to a broader Q2 narrative: AI as an enterprise focus, an internal supply-chain productivity tool,… |
| 160 | IBKR Interactive Brokers Group, Inc. | Investment - Banking & I | 39 conf – | – | 8 rising | qualitative | 6/10 | two-sided 3/10 | – | high | Is client-tool enhancement plus internal automation: AI research themes, portfolio Q&A, news summaries, chatbot service, onboarding and compliance aut… |
| 161 | FIGR Figure Technology Solutions, Inc. | Financial - Capital Mark | 41 conf 4/10 | – | 8 rising | quantified | 6/10 | tailwind 3/10 | Rev 0% EPS +0.5% | high | Is narrowly but credibly operational: AI is applied to internal engineering velocity (25% more projects on flat headcount), customer support deflectio… |
| 162 | GMED Globus Medical, Inc. | Medical - Devices | 40 conf 5/10 | 7.5 | 5 rising | quantified partial | 5/10 | tailwind 2/10 | Rev +1.2% EPS +1.2% | low | GMED never says "AI"; the thesis is surgical automation—robotic navigation (ExcelsiusGPS/Hub), AR (XR), patient-specific planning/manufacturing ([scri… |
| 163 | MMM 3M Company | Conglomerates | 42 conf 3/10 | – | 8 rising | quantified partial | – | – | Rev 0% | high | Became more concrete in Q1 FY2026: management linked AI to sales coaching, churn reduction, customer solution discovery, predictive attrition models,… |
| 164 | TT Trane Technologies plc | Construction | 38 conf 7/10 | – | 9 rising | quantified partial | 5/10 | tailwind 1/10 | – | high | AI-driven data center growth expands Trane’s thermal management TAM, while smarter chillers/buildings and “agentic AI software tools” create a broader… |
| 165 | AJG Arthur J. Gallagher & Co. | Insurance - Brokers | 38 conf 6/10 | 0.2 | 8 rising | quantified partial | 6/10 | tailwind 4/10 | Rev +0.7% EPS +1.2% | high | AJG frames AI as an amplifier of its advisory broker/adjuster model—not a disintermediation threat—with deployment already in core workflows (especial… |
| 166 | GEHC GE HealthCare Technologies Inc. | Medical - Healthcare Inf | 38 conf 3/10 | – | 7 falling | quantified 1-model | 7/10 | tailwind 2/10 | – | low | Is real but early: GEHC highlights Caption Health, Edison-enabled monitoring, and digital AI innovations as workflow and diagnostic-confidence tools,… |
| 167 | BAC Bank of America Corporation | Banks - Diversified | 41 conf 3/10 | – | 8 rising | quantified partial | 7/10 | two-sided 3/10 | Rev 0% EPS +1.4% | high | Is mainly productivity and efficiency: management says AI helps “reduce manual work, lowered unit costs” and creates “positive pressure on the earning… |
| 168 | TTWO Take-Two Interactive Software, Inc | Electronic Gaming & Mult | 37 conf 6/10 | – | 9 rising | quantified partial | 6/10 | two-sided 4/10 | Rev 0% | high | Is mainly bottom-line: AI and predictive models should improve asset creation, ad production, user acquisition, development workflows, and margins, wh… |
| 169 | MCK McKesson Corporation | Medical - Distribution | 37 conf 3/10 | – | 8 flat | quantified partial | 6/10 | tailwind 2/10 | – | high | Is operational and workflow-led: automate provider documentation, patient access workflows, customer inquiries, contact centers, and supply-chain plan… |
| 170 | NWSA News Corporation | Entertainment | 37 conf 3/10 | – | 9 rising | quantified Opus+GPT ✓ agree | 7/10 | two-sided 6/10 | – | medium | Management frames News Corp as an "AI inputs" licensor (Meta, OpenAI, Bloomberg, Anthropic settlement, more deals in negotiation) plus an internal ado… |
| 171 | RPRX Royalty Pharma plc | Biotechnology | 37 conf 2/10 | – | 7 rising | quantified partial | 5/10 | tailwind 2/10 | – | medium | AI surfaced only in Q1 FY2026: management frames it as the next layer on a long-standing data moat (claims + EMR analytics) that already improved deal… |
| 172 | SYF Synchrony Financial | Financial - Credit Servi | 37 conf 2/10 | – | 7 rising | quantified partial | 6/10 | two-sided 4/10 | – | low | SYF’s AI story sharpened from Q4 to Q1: Joy Hunt (AI search) and broad “invest in AI” capex language gave way to a explicit dual track—AgenTek/agentic… |
| 173 | DHR Danaher Corporation | Medical - Diagnostics & | 37 conf – | – | 8 rising | qualitative | 6/10 | tailwind 1/10 | – | medium | Rose sharply in Q1 FY2026: management framed AI as a demand accelerator for pharma/biotech, life science tools, bioprocessing, diagnostics, and intern… |
| 174 | HBAN Huntington Bancshares Incorporated | Banks - Regional | 37 conf – | – | 7 rising | qualitative | 6/10 | tailwind 2/10 | – | medium | AI enthusiasm is rising because management moved from describing AI as part of digital and technology investment to a “comprehensive enterprise-wide A… |
| 175 | ALHC Alignment Healthcare, Inc. | Medical - Healthcare Pla | 36 conf 6/10 | – | 6 falling | quantified | 6/10 | tailwind 3/10 | Rev 0% | low | Centers on its AIVA/AVA platform for risk stratification plus a 30+-use-case agentic AI pipeline targeting administrative automation (claims processin… |
| 176 | YUM Yum! Brands, Inc. | Restaurants | 36 conf 2/10 | – | 7 rising | quantified partial | 5/10 | tailwind 2/10 | – | high | Centers on Byte as the owned digital stack that lets global data assets scale consumer AI (drive-thru A/B testing, voice AI, dynamic menu boards, pers… |
| 177 | CAVA CAVA Group, Inc. | Restaurants | 36 conf – | – | 7 rising | qualitative | 5/10 | tailwind 1/10 | – | medium | CAVA's AI story sharpened from Q4's infrastructure-and-LLM framing to Q1's named stack (KavaCore + live Cava Current) with explicit predictive-ops and… |
| 178 | ELF e.l.f. Beauty, Inc. | Household & Personal Pro | 36 conf – | – | 5 rising | qualitative | 3/10 | tailwind 2/10 | – | low | Across two consecutive calls, e.l.f.'s AI story appears only on Q4 FY2026: a new Chief Technology and AI Officer and framing of technology and AI as e… |
| 179 | KR The Kroger Co. | Grocery Stores | 35 conf 7/10 | – | 5 falling | qualitative 🚀 reported partial | 7/10 | tailwind 2/10 | Rev 0% EPS +9.6% | low | Is productivity plus customer monetization: better pricing/shrink/fulfillment/labor tools, agentic shopping, personalization, and AI-enabled media opt… |
| 180 | BRO Brown & Brown, Inc. | Insurance - Brokers | 35 conf 3/10 | – | 8 rising | quantified partial | 5/10 | two-sided 4/10 | – | medium | BRO’s AI narrative jumped sharply in Q1 FY2026: a full prepared section plus Q&A, versus Q4 FY2025’s generic technology/innovation mentions with no AI… |
| 181 | FDX FedEx Corporation | Integrated Freight & Log | 35 conf 2/10 | – | 6 flat | quantified 🚀 reported partial | 6/10 | tailwind 2/10 | – | low | FedEx's AI narrative has two distinct layers: (1) AI/data center infrastructure as a shipping vertical — actual customer demand where FedEx transports… |
| 182 | HAL Halliburton Company | Oil & Gas Equipment & Se | 35 conf 2/10 | – | 6 flat | quantified partial | 6/10 | tailwind 3/10 | – | medium | Management never says "AI"; the thesis is closed-loop and autonomous oilfield systems—autonomous geosteering, LOGIX/Drilltronics rig automation, Zeus… |
| 183 | UNP Union Pacific Corporation | Railroads | 35 conf – | – | 8 rising | qualitative | 6/10 | tailwind 1/10 | – | high | Is much more explicit in Q1 FY2026: management says AI supports dispatching, terminal intelligence, customer communication, finance workflows, faster… |
| 184 | TRV The Travelers Companies, Inc. | Insurance - Property & C | 37 conf 4/10 | – | 7 falling | quantified partial | 7/10 | tailwind 2/10 | Rev 0% | high | Scale, proprietary data, and underwriting/claims domain expertise let it deploy AI across underwriting, claims, cyber risk control, software developme… |
| 185 | KEY KeyCorp | Banks - Regional | 38 conf 3/10 | – | 6 rising | quantified partial | 5/10 | tailwind 3/10 | Rev 0% EPS -6.5% | high | Key’s AI story shifted from generic efficiency and call-center wins (Q4) to named internal use cases plus a wealth/mass-affluent personalization pitch… |
| 186 | BAX Baxter International Inc. | Medical - Instruments & | 34 conf – | – | 4 rising | qualitative | 4/10 | tailwind 2/10 | – | low | AI was entirely absent from the Q4 FY2025 call and surfaced for the first time with meaningful specificity in Q1 FY2026, spanning three vectors: a pro… |
| 187 | JPM JPMorgan Chase & Co. | Banks - Diversified | 34 conf – | – | 7 rising | qualitative | 6/10 | two-sided 3/10 | – | medium | Management frames AI as real but competitive: it can improve fraud, prospecting, client personalization, cyber defense, and adjacencies, but efficienc… |
| 188 | IRM Iron Mountain Incorporated | REIT - Specialty | 33 conf 6/10 | 1.1 | 7 falling | quantified partial | 6/10 | tailwind 3/10 | Rev +1.4% EPS +4.0% | high | IRM's AI story is bifurcated: (1) indirect infrastructure demand—hyperscaler inference/cloud/LLM cycles filling data centers and ALM decommissioning—a… |
| 189 | CLX The Clorox Company | Household & Personal Pro | 33 conf – | – | 3 rising | qualitative | 3/10 | tailwind 1/10 | – | low | Clorox's AI story across these two calls is thin: management frames AI once, explicitly, as a lever to cut non-working media costs and shift spend tow… |
| 190 | BTSG BrightSpring Health Services, Inc. | Medical - Healthcare Inf | 32 conf 2/10 | – | 7 rising | quantified partial | 5/10 | tailwind 3/10 | – | high | BrightSpring’s AI story is operational, not commercial: management frames AI/agents mainly to automate pharmacy and infusion intake, revenue cycle, an… |
| 191 | ADM Archer-Daniels-Midland Company | Agricultural Farm Produc | 32 conf – | – | 4 rising | qualitative | 5/10 | tailwind 2/10 | – | medium | ADM’s AI story across these two calls is narrow and cost-focused: management names AI once, tied to workflow automation, transaction-cost reduction, a… |
| 192 | KMX CarMax, Inc. | Auto - Dealerships | 31 conf 4/10 | – | 3 flat | qualitative 🚀 reported partial | 5/10 | two-sided 3/10 | Rev +0.1% EPS +2.9% | low | CarMax management references AI and algorithmic tools at a low-to-moderate level across both calls, with no quantified business impact attached to any… |
| 193 | CBRE CBRE Group, Inc. | Real Estate - Services | 31 conf 4/10 | – | 8 rising | quantified partial | 5/10 | two-sided 4/10 | – | medium | Management frames AI as a net positive: a large, quantified demand tailwind through data center/digital infrastructure and hyperscaler work, plus inte… |
| 194 | HIG The Hartford Financial Services Gr | Insurance - Property & C | 31 conf – | – | 5 falling | qualitative | 6/10 | tailwind 3/10 | – | low | Hartford’s AI story is operational underwriting/claims/ops augmentation (AI assistant, workflow insights, medical-record summarization, gen-AI in core… |
| 195 | NTRA Natera, Inc. | Medical - Diagnostics & | 31 conf – | – | 5 rising | qualitative | 5/10 | tailwind 2/10 | – | medium | Across both calls, Natera's AI story is narrow and operational—not embedded in assay science or clinical product claims. Management frames AI for reve… |
| 196 | SAIC Science Applications International | Information Technology S | 30 conf – | – | 7 rising | qualitative 🚀 reported | 5/10 | headwind 6/10 | – | medium | SAIC frames AI as mission integration—multimodal models, legacy-code modernization, tasking, human-machine teaming, data fusion, cyber, and classified… |
| 197 | DAL Delta Air Lines, Inc. | Airlines, Airports & Air | 29 conf 2/10 | – | 4 rising | quantified 🚀 reported | 6/10 | tailwind 2/10 | – | medium | Delta's AI narrative is nascent and largely operational — baggage AI, predictive maintenance, and the Delta Sync Concierge digital assistant — with CE… |
| 198 | BKR Baker Hughes Company | Oil & Gas Equipment & Se | 28 conf 6/10 | – | 6 falling | quantified partial | 5/10 | tailwind 2/10 | – | high | Baker Hughes frames AI primarily as a demand driver for power equipment and digital lifecycle services—not as an internal productivity engine. The cre… |
| 199 | SIG Signet Jewelers Limited | Luxury Goods | 28 conf 2/10 | – | 4 rising | quantified 🚀 reported partial | 5/10 | tailwind 2/10 | – | medium | Signet's AI story is narrow and acquisition-led: management did not discuss AI on the prior call, and on the latest call the only explicit AI referenc… |
| 200 | IT Gartner, Inc. | Consulting Services | 27 conf 2/10 | – | 7 falling | quantified 1-model | 7/10 | two-sided 6/10 | – | low | Runs on two rails simultaneously: demand-side (AI is the single highest-requested client topic, driving subscription volumes, inquiry activity, and co… |
| 201 | CVNA Carvana Co. | Auto - Dealerships | 26 conf 3/10 | – | 6 falling | quantified partial | 7/10 | two-sided 3/10 | – | medium | Is credible but narrower in Q1 FY2026 than in Q4 FY2025: Carvana moved from explicit AI-brain/Sebastian framing to operational tooling, algorithms, da… |
| 202 | DKNG DraftKings Inc. | Gambling, Resorts & Casi | 26 conf 2/10 | – | 6 falling | quantified partial | 8/10 📋 material, no $ yet | tailwind 3/10 | – | medium | DraftKings frames AI/ML mainly as an enabler of sports pricing, risk/market-making, promo optimization, and internal productivity—not as a separate re… |
| 203 | INSM Insmed Incorporated | Biotechnology | 26 conf – | – | 5 rising | qualitative | 5/10 | tailwind 1/10 | – | high | Insmed's AI story is narrow and commercial, not R&D: management ties AI to finding undiagnosed bronchiectasis (especially among COPD/asthma patients)… |
| 204 | MRNA Moderna, Inc. | Biotechnology | 26 conf – | – | 5 rising | qualitative | 5/10 | tailwind 2/10 | – | high | Across both calls, AI is framed narrowly as an internal productivity and cost-discipline lever—not as a revenue driver, product feature, or quantified… |
| 205 | EMR Emerson Electric Co. | Industrial - Machinery | 25 conf 3/10 | – | 7 falling | quantified partial | 6/10 | tailwind 2/10 | – | medium | AI is both a demand driver for power automation and an embedded capability inside NI, Ovation, DeltaV and AspenTech software. The previous call was mo… |
| 206 | PPG PPG Industries, Inc. | Chemicals - Specialty | 24 conf 3/10 | – | 4 falling | quantified partial | 5/10 | tailwind 2/10 | – | low | PPG’s substantive AI story is formulation-centric: proprietary models trained on digitized century-old recipes to cut PPG cost and improve product/bod… |
| 207 | C Citigroup Inc. | Banks - Diversified | 24 conf – | – | 6 falling | qualitative | 7/10 | two-sided 3/10 | – | high | Citi presents AI as a firm-wide transformation lever tied to controls, data, process simplification, client experience, and expense reduction. The pre… |
| 208 | SPG Simon Property Group, Inc. | REIT - Retail | 24 conf – | – | 4 rising | qualitative | 3/10 | tailwind 3/10 | – | medium | Across two calls, SPG’s AI story is thin and non-financial: no revenue, NOI, cost, or productivity metrics tied to AI. Q4 FY2025 is aspirational only… |
| 209 | UDR UDR, Inc. | REIT - Residential | 24 conf – | – | 3 falling | qualitative | 5/10 | tailwind 2/10 | – | medium | UDR's AI story peaked on the Q4 FY2025 call: management explicitly piloted AI across screening, maintenance/risk matching, utility reimbursement analy… |
| 210 | WFC Wells Fargo & Company | Banks - Diversified | 21 conf 3/10 | – | 3 rising | quantified partial | 5/10 | tailwind 2/10 | – | high | Is modest but more explicit in Q1 FY2026: management is investing in AI and cites Fargo as a scaled customer-facing AI assistant. The only hard AI qua… |
| 211 | DECK Deckers Outdoor Corporation | Apparel - Footwear & Acc | 21 conf – | – | 3 rising | qualitative | 2/10 | tailwind 1/10 | – | medium | Deckers' AI story is minimal and only surfaced in Q4 FY2026, where management named "responsible use of AI" once within a broader multiyear investment… |
| 212 | TKO TKO Group Holdings, Inc. | Entertainment | 21 conf – | – | 4 rising | qualitative | 4/10 | tailwind 3/10 | – | medium | TKO’s AI narrative is defensive and strategic, not operational or product-led: management argues live, communal IP gains value as AI shifts content cr… |
| 213 | CL Colgate-Palmolive Company | Household & Personal Pro | 20 conf – | – | 6 falling | qualitative | 5/10 | tailwind 2/10 | – | high | Colgate frames AI as an enabler of RGM (including a named "Promo AI" initiative), omnichannel demand generation, and supply-chain predictive analytics… |
| 214 | BJ BJ's Wholesale Club Holdings, Inc. | Discount Stores | 19 conf – | – | 4 falling | qualitative | 5/10 | tailwind 2/10 | – | medium | BJ’s AI story across these two calls is narrow and qualitative: member-facing discovery (Ask Bev) and back-office merchandising/platform reliability i… |
| 215 | TSN Tyson Foods, Inc. | Agricultural Farm Produc | 19 conf – | – | 2 rising | qualitative | 3/10 | tailwind 2/10 | – | medium | Is minimal and unsubstantiated: a single paragraph in Q2 FY2026 attributes AI-driven consumer insights to the innovation success behind the Jimmy Dean… |
| 216 | NOC Northrop Grumman Corporation | Aerospace & Defense | 19 conf 5/10 | – | 4 falling | quantified Opus+GPT ✓ agree | 7/10 | tailwind 2/10 | Rev +0.3% EPS +0.3% | medium | Is primarily autonomy and uncrewed aircraft, not generative AI. The previous call carried more substance, with prepared remarks on Project Talon, Beac… |
| 217 | ELAN Elanco Animal Health Incorporated | Drug Manufacturers - Spe | 17 conf – | – | 3 rising | qualitative | 3/10 | tailwind 2/10 | – | high | Elanco's AI narrative is thin and entirely subsumed within the Elanco Ascend cost-productivity program, with no AI-specific financial metrics disclose… |
| 218 | KRMN Karman Holdings Inc. | Aerospace & Defense | 17 conf – | – | 5 falling | qualitative | 5/10 | tailwind 2/10 | – | high | Karman’s AI story is internal operations only—manufacturing execution/asset monitoring via the Karman Operating System (Q4) and targeted back-office/p… |
| 219 | PCAR PACCAR Inc | Industrial - Machinery | 17 conf – | – | 3 falling | qualitative | 4/10 | tailwind 3/10 | – | low | PACCAR's substantive AI story is concentrated on the Q4 FY2025 call: agentic AI in Parts for uptime and maintenance-mix routing, plus a forward connec… |
| 220 | BEN Franklin Resources, Inc. | Asset Management | 16 conf 3/10 | – | 6 falling | quantified | 5/10 | two-sided 5/10 | – | medium | Rests on one concrete commercial deployment—the Intelligence Hub multi-agent distribution platform (Microsoft Azure)—which has produced a measurable ~… |
| 221 | CNC Centene Corporation | Medical - Healthcare Pla | 15 conf – | – | 5 falling | qualitative | 5/10 | tailwind 3/10 | – | medium | Centene’s AI narrative is narrow and cost/integrity-focused: fraud/waste detection (75 scoring algorithms; “daily algorithms”), finance forecasting/me… |
| 222 | JBHT J.B. Hunt Transport Services, Inc. | Integrated Freight & Log | 15 conf – | – | 4 flat | qualitative | 5/10 | tailwind 3/10 | – | high | Across both calls, JBHT’s AI story is thin and CEO-led: Shelley frames AI as an early-stage “force multiplier” tied to transformation, margin repair,… |
| 223 | RMD ResMed Inc. | Medical - Devices | 15 conf – | – | 4 falling | qualitative | 5/10 | tailwind 2/10 | – | medium | ResMed's AI story is narrow and product-led: FDA-cleared AI in Comfort Match/SmartCare (beta in myAir in Q2), positioned as a sleep-coach-style recomm… |
| 224 | DRI Darden Restaurants, Inc. | Restaurants | 12 conf – | – | 3 falling | qualitative 🚀 reported | 5/10 | tailwind 1/10 | – | medium | Is practical and operational: better restaurant forecasting, scheduling, food ordering, support-center task automation, and faster IT development. The… |
| 225 | H Hyatt Hotels Corporation | Travel Lodging | 10 conf 2/10 | – | 6 falling | quantified partial | 6/10 | two-sided 4/10 | – | high | Hyatt’s AI story centers on revenue-first agentic platforms (especially group RFP valuation/ranking and prose/intent booking on hyatt.com and ChatGPT)… |
| 226 | ARE Alexandria Real Estate Equities, I | REIT - Office | 9 conf – | – | 3 | low | – | – | – | Substantive tenant/industry AI talk; neutral on own RE; no internal adoption. | |
| 227 | BBY Best Buy Co., Inc. | Specialty Retail | 9 conf – | – | 3 | low 🚀 reported | – | – | – | AI mentioned only vaguely—selling AI glasses, partnering with OpenAI/Google for reach, no operational specifics | |
| 228 | BROS Dutch Bros Inc. | Restaurants | 9 conf – | – | 3 | low | – | – | – | Brief rewards segmentation only; no AI strategy or specifics. | |
| 229 | BSX Boston Scientific Corporation | Medical - Devices | 9 conf – | – | 3 | low | – | – | – | AI automation mentioned once as a cost efficiency lever, no specifics | |
| 230 | CARR Carrier Global Corporation | Industrial - Machinery | 9 conf – | – | 3 | low | – | – | – | AI/digital connectivity mentioned briefly for connected devices and aftermarket; not a core theme | |
| 231 | CHTR Charter Communications, Inc. | Telecommunications Servi | 9 conf – | – | 3 | low | – | – | – | AI tools deployed for service agents; brief mention of network AI from Cox acquisition | |
| 232 | COO The Cooper Companies, Inc. | Medical - Instruments & | 9 conf – | – | 7 rising | low 🚀 reported | 4/10 | tailwind 2/10 | – | low | AI inventory system reduces working capital; no product or revenue strategy. |
| 233 | CPRT Copart, Inc. | Specialty Business Servi | 9 conf – | – | 3 | low | – | – | – | AI briefly mentioned as tool for insurance clients' total loss decisions, no depth | |
| 234 | DLTR Dollar Tree, Inc. | Discount Stores | 9 conf – | – | 3 | low 🚀 reported | – | – | – | Single passing mention of AI for customer data/marketing; no depth or specifics | |
| 235 | EA Electronic Arts Inc. | Electronic Gaming & Mult | 9 conf – | – | 3 | low stale 309d | – | – | – | One AI mention: Madden NFL 26 uses AI-driven system trained on NFL game data | |
| 236 | EL The Estée Lauder Companies Inc. | Household & Personal Pro | 9 conf – | – | 3 | low | – | – | – | AI briefly mentioned as part of enterprise tech transformation with Accenture/Shopify partners | |
| 237 | FANG Diamondback Energy, Inc. | Oil & Gas Exploration & | 9 conf – | – | 3 | low | – | – | – | AI/ML mentioned briefly as factor in reducing field downtime; not a focus | |
| 238 | FCX Freeport-McMoRan Inc. | Copper | 9 conf – | – | 3 | low | – | – | – | Autonomous mining ops deployed; copper demand boosted by AI data-center buildout | |
| 239 | FIVE Five Below, Inc. | Discount Stores | 9 conf – | – | 3 | low 🚀 reported | – | – | – | Uses AI for marketing content generation; exploring trend detection, minimal conviction. | |
| 240 | GE GE Aerospace | Aerospace & Defense | 9 conf – | – | 3 | low | – | – | – | Single AI mention: predictive tool for LEAP shop visit work scopes, no further elaboration | |
| 241 | HD The Home Depot, Inc. | Home Improvement | 9 conf – | – | 3 | low | – | – | – | AI-powered material list builder and Pro workspace tools mentioned briefly, no conviction | |
| 242 | ILMN Illumina, Inc. | Medical - Diagnostics & | 9 conf – | – | 3 | low | – | – | – | BioInsight/Billion Cell Atlas enables AI drug discovery models; peripheral, not a core driver | |
| 243 | JOBY Joby Aviation, Inc. | Airlines, Airports & Air | 9 conf – | – | 3 | low | – | – | – | AI mentioned peripherally via Superpilot autonomy stack and ASI airspace partnership | |
| 244 | LYV Live Nation Entertainment, Inc. | Entertainment | 9 conf – | – | 3 | low | – | – | – | AI mentioned briefly for ticketing product roadmap and market expansion, no depth | |
| 245 | MRK Merck & Co., Inc. | Drug Manufacturers - Gen | 9 conf – | – | 3 | low | – | – | – | One-paragraph Google Cloud AI partnership mention, no operational specifics or metrics | |
| 246 | PG The Procter & Gamble Company | Household & Personal Pro | 9 conf – | – | 3 | low | – | – | – | Real automation and data platforms underway but management explicitly rejects AI label | |
| 247 | PNC The PNC Financial Services Group, | Banks - Regional | 9 conf – | – | 3 | low | – | – | – | AI mentioned briefly as incremental automation tailwind, no specifics or conviction | |
| 248 | PRU Prudential Financial, Inc. | Insurance - Life | 9 conf – | – | 3 | low | – | – | – | One vague line on AI for productivity; no specifics, metrics, or analyst focus. | |
| 249 | RF Regions Financial Corporation | Banks - Regional | 9 conf – | – | 3 | low | – | – | – | AI mentioned briefly for core transformation and deposit cash-optimization risk, no depth | |
| 250 | RTX RTX Corporation | Aerospace & Defense | 9 conf – | – | 3 | low | – | – | – | Single AI mention: Collins autonomy software flight test for Air Force CCA program | |
| 251 | T AT&T Inc. | Telecommunications Servi | 9 conf – | – | 3 | low | – | – | – | Network pitched as AI-ready infrastructure; AI enablement cited vaguely for $4B cost-savings program | |
| 252 | TROW T. Rowe Price Group, Inc. | Asset Management | 9 conf – | – | 3 | low | – | – | – | AI framed as portfolio/disruption risk, not a TRP business driver. | |
| 253 | UPS United Parcel Service, Inc. | Integrated Freight & Log | 9 conf – | – | 3 | low | – | – | – | Automation in 67.5% of buildings cuts cost-per-piece 28%; no AI/ML narrative beyond that | |
| 254 | USB U.S. Bancorp | Banks - Diversified | 9 conf – | – | 3 | low | – | – | – | Aspirational 'AI-native organization' goal stated once; no specifics, products, or savings cited | |
| 255 | KNX Knight-Swift Transportation Holdin | Trucking | 7 conf – | – | 3 falling | qualitative | 5/10 | tailwind 3/10 | – | high | KNX's AI story is narrowly operational: driver-recruiting lead response, logistics cost/responsiveness, cross-brand capacity matching, routing/fuel op… |
| 256 | SIRI Sirius XM Holdings Inc. | Entertainment | 8 conf 5/10 | 1.7 | 3 flat | quantified partial | 5/10 | two-sided 6/10 | EPS +4.0% | medium | Across both calls, management never names AI; the substantive story is data-driven personalization, search/recommendation merchandising in-car, trial… |
| 257 | AVAV AeroVironment, Inc. | Aerospace & Defense | 6 conf 4/10 | – | 7 falling | low 🚀 reported partial | 7/10 | tailwind 2/10 | Rev +40% EPS +21% | medium | Autonomy in drones mentioned; no strategic business emphasis |
| 258 | AAP Advance Auto Parts, Inc. | Specialty Retail | 6 conf – | – | 2 | low | – | – | – | Store ops tech only; no AI/ML as a business driver. | |
| 259 | AFL Aflac Incorporated | Insurance - Life | 6 conf – | – | 2 | low | – | – | – | No AI discussion; only generic tech investments in enrollment and agent tools. | |
| 260 | ALK Alaska Air Group, Inc. | Airlines, Airports & Air | 6 conf – | – | 2 | low | – | – | – | No AI story; strategy is integration, loyalty, premium, network. | |
| 261 | ALNY Alnylam Pharmaceuticals, Inc. | Biotechnology | 6 conf – | – | 2 | low | – | – | – | AI mentioned once for diagnosis partnerships; no internal AI capability discussed | |
| 262 | ARCC Ares Capital Corporation | Asset Management | 6 conf – | – | 2 | low | – | – | – | Assesses portfolio AI risk; no AI adoption for internal operations | |
| 263 | AVY Avery Dennison Corporation | Packaging & Containers | 6 conf – | – | 2 | low | – | – | – | No AI/ML talk; RFID and sensor Intelligent Labels, not AI. | |
| 264 | AXTA Axalta Coating Systems Ltd. | Chemicals - Specialty | 6 conf – | – | 2 | low | – | – | – | One AI manufacturing innovation mentioned once; not material to business strategy. | |
| 265 | BA The Boeing Company | Aerospace & Defense | 6 conf – | – | 2 | low | – | – | – | Single passing mention: AI/automation cut BGS proposal cycle time 25% | |
| 266 | BBIO BridgeBio Pharma, Inc. | Biotechnology | 6 conf – | – | 2 | low | – | – | – | TRACE AI cited once for ATTR patient ID; not a strategic focus. | |
| 267 | BWXT BWX Technologies, Inc. | Aerospace & Defense | 6 conf – | – | 2 | low | – | – | – | AI mentioned once as possible future aid for nuclear construction planning, not a business driver | |
| 268 | CAH Cardinal Health, Inc. | Medical - Distribution | 6 conf – | – | 2 | low | – | – | – | No AI story; one passing DC automation line, generic tech spend. | |
| 269 | CCI Crown Castle Inc. | REIT - Specialty | 6 conf – | – | 2 | low | – | – | – | No AI story; only generic ops automation and edge real-estate trials. | |
| 270 | COR Cencora, Inc. | Medical - Distribution | 6 conf – | – | 2 | low | – | – | – | One passing mention of AI-supported customer support tools, no further detail | |
| 271 | CSX CSX Corporation | Railroads | 6 conf – | – | 2 | low | – | – | – | Predictive analytics mentioned once for capital prioritization; no real AI initiative | |
| 272 | CTVA Corteva, Inc. | Agricultural Inputs | 6 conf – | – | 2 | low | – | – | – | No AI adoption talk; crop-chem 'AI' means active ingredients only. | |
| 273 | D Dominion Energy, Inc. | Regulated Electric | 6 conf – | – | 2 | low | – | – | – | One passing mention of AI tools in contact center for sentiment and efficiency | |
| 274 | ES Eversource Energy | Regulated Electric | 6 conf – | – | 2 | low | – | – | – | No AI adoption talk; AMI and remote switching only; actively resists data-center load. | |
| 275 | EXC Exelon Corporation | Regulated Electric | 6 conf – | – | 2 | low | – | – | – | AI mentioned once as a cost-saving tool among several O&M reduction measures | |
| 276 | FAST Fastenal Company | Industrial - Distributio | 6 conf – | – | 2 | low | – | – | – | No AI story; digital, FMI vending, and pricing analytics only. | |
| 277 | FITB Fifth Third Bancorp | Banks - Regional | 6 conf – | – | 2 | low | – | – | – | Cautious on AI data center lending; no AI use in own business discussed | |
| 278 | FWONK Formula One Group | Entertainment | 6 conf – | – | 2 | low | – | – | – | No AI/ML narrative; growth is Apple broadcast, fans, hospitality. | |
| 279 | GKOS Glaukos Corporation | Medical - Devices | 6 conf – | – | 2 | low | – | – | – | One future keratoconus algorithm mention; no AI business driver. | |
| 280 | GSAT Globalstar, Inc. | Telecommunications Servi | 6 conf – | – | 2 | low stale 96d | – | – | – | Only brief industry AI/datacenter comment; not a business driver. | |
| 281 | HST Host Hotels & Resorts, Inc. | REIT - Hotel & Motel | 6 conf – | – | 2 | low | – | – | – | AI only as SF tenant-demand tailwind; no Host AI adoption. | |
| 282 | IR Ingersoll Rand Inc. | Industrial - Machinery | 6 conf – | – | 2 | low | – | – | – | No AI/ML narrative; vague connected tech on one carbon-capture win only. | |
| 283 | ITW Illinois Tool Works Inc. | Industrial - Machinery | 6 conf – | – | 2 | low | – | – | – | No AI/ML narrative; growth is CBI, 80/20, and semi CapEx recovery. | |
| 284 | IVZ Invesco Ltd. | Asset Management | 6 conf – | – | 2 | low | – | – | – | Growth via ETFs/flows; tech vague; no AI/ML adoption story | |
| 285 | KMB Kimberly-Clark Corporation | Household & Personal Pro | 6 conf – | – | 2 | low | – | – | – | Single passing mention of AI in SG&A synergy list; no substance or specifics | |
| 286 | KVUE Kenvue Inc. | Household & Personal Pro | 6 conf – | – | 2 | low stale 300d | – | – | – | AI mentioned only as capability area being built; no specifics or conviction | |
| 287 | L Loews Corporation | Insurance - Property & C | 6 conf – | – | 2 | low stale 468d | – | – | – | No AI/ML story; vague app personalization and warehouse automation only. | |
| 288 | LUV Southwest Airlines Co. | Airlines, Airports & Air | 6 conf – | – | 2 | low | – | – | – | No AI focus; transformation is seating, pricing, and cost discipline. | |
| 289 | MDLZ Mondelez International, Inc. | Food Confectioners | 6 conf – | – | 2 | low | – | – | – | Single passing mention of AI in warehouse fulfillment automation, no further detail | |
| 290 | MIAX Miami International Holdings, Inc. | Financial - Capital Mark | 6 conf – | – | 2 | low | – | – | – | Only AI mention is equipment inflation; no AI adoption story for MIAX. | |
| 291 | MKC McCormick & Company, Incorporated | Packaged Foods | 6 conf – | – | 2 | low 🚀 reported | – | – | – | Mentions digital and precision marketing, but no substantive AI-driven business strategy or specifics. | |
| 292 | MOS The Mosaic Company | Agricultural Inputs | 6 conf – | – | 2 | low | – | – | – | No AI or intelligent automation discussed; fertilizer supply chain focus only. | |
| 293 | NCLH Norwegian Cruise Line Holdings Ltd | Travel Services | 6 conf – | – | 2 | low stale 93d | – | – | – | Tech and RMS catch-up; no AI or ML substance cited. | |
| 294 | OHI Omega Healthcare Investors, Inc. | REIT - Healthcare Facili | 6 conf – | – | 2 | low | – | – | – | Healthcare REIT; no AI adoption; defers tech to operator partners. | |
| 295 | OXY Occidental Petroleum Corporation | Oil & Gas Exploration & | 6 conf – | – | 2 | low | – | – | – | AI mentioned once as workforce efficiency tool, no specifics or conviction | |
| 296 | POOL Pool Corporation | Industrial - Distributio | 6 conf – | – | 2 | low | – | – | – | No AI; digital POOL360 and water-testing apps only. | |
| 297 | PRIM Primoris Services Corporation | Engineering & Constructi | 6 conf – | – | 2 | low | – | – | – | No AI/ML talk; data center build is end-market work, not adoption. | |
| 298 | PTEN Patterson-UTI Energy, Inc. | Oil & Gas Drilling | 6 conf – | – | 2 | low | – | – | – | Says AI is central to strategy but never explains what it does or how | |
| 299 | PVH PVH Corp. | Apparel - Manufacturers | 6 conf – | – | 3 rising | low 🚀 reported | 4/10 | tailwind 3/10 | – | low | OpenAI/Salesforce partnership for demand planning; mentioned once without specifics. |
| 300 | RDW Redwire Corporation | Aerospace & Defense | 6 conf – | – | 2 | low | – | – | – | Autonomous UAS and spacecraft briefly noted by product name; zero AI strategy or conviction expressed | |
| 301 | RRX Regal Rexnord Corporation | Industrial - Machinery | 6 conf – | – | 2 | low | – | – | – | No AI talk; data center switchgear and robotics actuation only. | |
| 302 | SBUX Starbucks Corporation | Restaurants | 6 conf – | – | 2 | low | – | – | – | Smart Queue learning algorithm briefly noted; zero AI conviction or narrative | |
| 303 | SFM Sprouts Farmers Market, Inc. | Grocery Stores | 6 conf – | – | 2 | low | – | – | – | Loyalty personalization and generic tech only; no AI or ML substance. | |
| 304 | SM SM Energy Company | Oil & Gas Exploration & | 6 conf – | – | 2 | low | – | – | – | No AI/ML; shale ops, merger synergies, drilling efficiency only. | |
| 305 | STLD Steel Dynamics, Inc. | Steel | 6 conf – | – | 2 | low | – | – | – | AI mentioned once as macro demand tailwind for construction, not as internal capability | |
| 306 | TGT Target Corporation | Discount Stores | 6 conf – | – | 2 | low | – | – | – | One passing mention of AI for demand forecasting; not a strategic focus at all | |
| 307 | TIGO Millicom International Cellular S. | Telecommunications Servi | 6 conf – | – | 2 | low | – | – | – | No AI/ML talk; growth driven by M&A integration, network capex, and cost playbook. | |
| 308 | TPR Tapestry, Inc. | Luxury Goods | 6 conf – | – | 2 | low | – | – | – | Not outsourcing design or commercial excellence to AI yet. | |
| 309 | VICI VICI Properties Inc. | REIT - Specialty | 6 conf – | – | 2 | low | – | – | – | No AI story; net-lease experiential REIT, deals and rent only. | |
| 310 | VLTO Veralto Corporation | Industrial - Pollution & | 6 conf – | – | 2 | low | – | – | – | No AI/ML adoption discussed; focus is water quality, packaging inspection, and cost optimization. | |
| 311 | WBD Warner Bros. Discovery, Inc. | Entertainment | 6 conf – | – | 2 | low | – | – | – | AI mentioned once as future efficiency tool with no specifics or conviction | |
| 312 | XYL Xylem Inc. | Industrial - Machinery | 6 conf – | – | 2 | low | – | – | – | Smart metering and water analytics only; no AI/ML driver narrative. | |
| 313 | LEN Lennar Corporation | Residential Construction | 3 conf 5/10 | – | 8 rising | low 🚀 reported partial | 6/10 | tailwind 2/10 | EPS +8.7% | low | Macro AI employment concern noted; zero AI initiatives for homebuilding. |
| 314 | AA Alcoa Corporation | Aluminum | 3 conf – | – | 1 | low | – | – | – | No AI mention; focus entirely on alumina/aluminum operations and Middle East supply disruption | |
| 315 | AAL American Airlines Group Inc. | Airlines, Airports & Air | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; focus is on network, premium cabins, and loyalty | |
| 316 | ABBV AbbVie Inc. | Drug Manufacturers - Gen | 3 conf – | – | 1 | low | – | – | – | No AI mention; call focused entirely on drug pipeline, clinical trials, and sales | |
| 317 | ABT Abbott Laboratories | Medical - Devices | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; growth driven by medical devices and diagnostics | |
| 318 | AGNC AGNC Investment Corp. | REIT - Mortgage | 3 conf – | – | 1 | low | – | – | – | No AI/ML; MBS spreads, hedging, funding, prepayment models only. | |
| 319 | APA APA Corporation | Oil & Gas Exploration & | 3 conf – | – | 1 | low | – | – | – | No AI/ML discussion; focus on drilling, gas trading, and cost cuts. | |
| 320 | APG APi Group Corporation | Engineering & Constructi | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; ERP rollout and data-center project demand only. | |
| 321 | ARWR Arrowhead Pharmaceuticals, Inc. | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI/ML; focus is RNAi drugs, launch, and trials. | |
| 322 | ATI ATI Inc. | Manufacturing - Metal Fa | 3 conf – | – | 1 | low | – | – | – | No AI story; metals capacity, mix, and ops execution drive growth. | |
| 323 | ATO Atmos Energy Corporation | Regulated Gas | 3 conf – | – | 1 | low | – | – | – | No AI or ML; focus on gas pipes, regulation, and spreads. | |
| 324 | AUB Atlantic Union Bankshares Corporat | Banks - Regional | 3 conf – | – | 1 | low | – | – | – | No AI/ML discussion; traditional regional bank focused on loan growth and margins. | |
| 325 | AWK American Water Works Company, Inc. | Regulated Water | 3 conf – | – | 1 | low | – | – | – | No AI/ML narrative; only routine smart-meter capex among infrastructure. | |
| 326 | BALL Ball Corporation | Packaging & Containers | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; focus is cans, ops excellence, EVA. | |
| 327 | BF-B Brown-Forman Corporation | Beverages - Wineries & D | 3 conf – | – | 1 | low stale 182d | – | – | – | Spirits company with no AI narrative; focused on flavors, distribution, and brand innovation. | |
| 328 | BG Bunge Global S.A. | Agricultural Farm Produc | 3 conf – | – | 1 | low | – | – | – | No AI or ML mentioned; call centered on commodities, biofuels, Viterra. | |
| 329 | BLD TopBuild Corp. | Engineering & Constructi | 3 conf – | – | 1 | low stale 97d | – | – | – | No AI discussion; focus is M&A, housing demand, and cost management | |
| 330 | BMRN BioMarin Pharmaceutical Inc. | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI/ML; focus on Amicus integration, rare-disease drugs, and trials. | |
| 331 | BWA BorgWarner Inc. | Auto - Parts | 3 conf – | – | 1 | low | – | – | – | No AI discussion; growth story is data-center power gen hardware, not AI adoption | |
| 332 | CCL Carnival Corporation & plc | Leisure | 3 conf – | – | 1 | low 🚀 reported | – | – | – | Acknowledges suppliers' AI efficiency gains may reduce costs; no strategic AI initiatives disclosed. | |
| 333 | CDE Coeur Mining, Inc. | Gold | 3 conf – | – | 1 | low | – | – | – | No AI or automation discussion; pure mining operations and M&A integration focus | |
| 334 | CELC Celcuity Inc. | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI or ML mention; call focused entirely on clinical trial results and FDA approval | |
| 335 | CELH Celsius Holdings, Inc. | Beverages - Non-Alcoholi | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; growth from brands, PepsiCo distribution, integrations. | |
| 336 | CENX Century Aluminum Company | Aluminum | 3 conf – | – | 1 | low | – | – | – | No AI/ML adoption; only macro aluminum demand from data-center buildout. | |
| 337 | CF CF Industries Holdings, Inc. | Agricultural Inputs | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; nitrogen supply, ops, decarbonization, Blue Point only. | |
| 338 | CHD Church & Dwight Co., Inc. | Household & Personal Pro | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; growth from brands, innovation, distribution, productivity. | |
| 339 | CME CME Group Inc. | Financial - Data & Stock | 3 conf – | – | 1 | low | – | – | – | No AI/ML discussion; focus is cloud migration, tokenization, and record volumes | |
| 340 | COP ConocoPhillips | Oil & Gas Exploration & | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; focus is on oil macro, LNG, and Willow construction | |
| 341 | CPB Campbell Soup Company | Packaged Foods | 3 conf – | – | 1 | low 🚀 reported | – | – | – | No AI discussion; focus is productivity, pricing, simplification, and portfolio execution. | |
| 342 | CTAS Cintas Corporation | Specialty Business Servi | 3 conf – | – | 1 | low | – | – | – | No AI discussion; growth driven by routes, SAP ERP, and SmartTruck routing tech | |
| 343 | CVX Chevron Corporation | Oil & Gas Integrated | 3 conf – | – | 1 | low | – | – | – | No AI discussion; focus on oil operations, refining optimization, and capital discipline | |
| 344 | CYTK Cytokinetics, Incorporated | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI/ML; cardiac drug launch, trials, and commercial ops only. | |
| 345 | CZR Caesars Entertainment, Inc. | Gambling, Resorts & Casi | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; focus on loyalty database, capital cycles, and Vegas recovery | |
| 346 | DCI Donaldson Company, Inc. | Industrial - Machinery | 3 conf – | – | 1 | low 🚀 reported | – | – | – | No AI/ML talk; focus is filtration products, footprint optimization, and Facet acquisition. | |
| 347 | DHI D.R. Horton, Inc. | Residential Construction | 3 conf – | – | 1 | low | – | – | – | No AI or intelligent automation discussed; pure homebuilding ops. | |
| 348 | DINO HF Sinclair Corporation | Oil & Gas Refining & Mar | 3 conf – | – | 1 | low | – | – | – | No AI/ML; focus refining, renewables, marketing, crude ops. | |
| 349 | DOC Healthpeak Properties, Inc. | REIT - Healthcare Facili | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; only vague technology platform for senior housing ops. | |
| 350 | DOW Dow Inc. | Chemicals | 3 conf – | – | 1 | low | – | – | – | No AI or ML mentions; focus entirely on petrochemical supply disruption and cost actions | |
| 351 | EOG EOG Resources, Inc. | Oil & Gas Exploration & | 3 conf – | – | 1 | low | – | – | – | No AI discussion; focus is on drilling efficiency, capital allocation, and marketing | |
| 352 | EQH Equitable Holdings, Inc. | Insurance - Diversified | 3 conf – | – | 1 | low | – | – | – | Merger and scale; no AI or ML adoption narrative. | |
| 353 | ERAS Erasca, Inc. | Biotechnology | 3 conf – | – | 1 | low stale 797d | – | – | – | No AI/ML discussion; pure drug development and clinical trial execution | |
| 354 | EW Edwards Lifesciences Corporation | Medical - Devices | 3 conf – | – | 1 | low stale 113d | – | – | – | No AI or ML discussion; purely focused on structural heart valve therapies | |
| 355 | EXEL Exelixis, Inc. | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI; oncology drugs, trials, and commercial execution only. | |
| 356 | FLG Flagstar Financial, Inc. | Banks - Regional | 3 conf – | – | 1 | low | – | – | – | No AI initiatives discussed; strategy focused on C&I lending growth, CRE reduction, and credit quality. | |
| 357 | FOXA Fox Corporation | Entertainment | 3 conf – | – | 1 | low | – | – | – | No AI/ML adoption discussed; focus sports, news, Tubi, Fox One. | |
| 358 | FSLR First Solar, Inc. | Solar | 3 conf – | – | 1 | low | – | – | – | No AI/ML discussion; focus is manufacturing, tariffs, and solar technology | |
| 359 | GILD Gilead Sciences, Inc. | Drug Manufacturers - Gen | 3 conf – | – | 1 | low | – | – | – | No AI mention; call focused entirely on HIV, oncology pipeline and M&A execution | |
| 360 | GIS General Mills, Inc. | Packaged Foods | 3 conf – | – | 1 | low 🚀 reported | – | – | – | Traditional CPG strategy: pricing, product innovation, brand marketing—no AI/ML involvement or discussion. | |
| 361 | GME GameStop Corp. | Specialty Retail | 3 conf – | – | 1 | low stale 1171d | – | – | – | No AI strategy mentioned; traditional retail cost cuts and inventory optimization only. | |
| 362 | HALO Halozyme Therapeutics, Inc. | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI/ML; focus is ENHANZE royalties and drug delivery. | |
| 363 | HAS Hasbro, Inc. | Leisure | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; growth framed around IP, games, and ops. | |
| 364 | HCC Warrior Met Coal, Inc. | Coal | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; focus is Blue Creek coal, markets, and cash flow. | |
| 365 | HL Hecla Mining Company | Silver | 3 conf – | – | 1 | low | – | – | – | No AI or automation discussion; pure traditional silver mining operations and exploration | |
| 366 | HSY The Hershey Company | Food Confectioners | 3 conf – | – | 1 | low | – | – | – | No AI/ML or intelligent automation discussed; focus is retail, innovation, macros. | |
| 367 | INCY Incyte Corporation | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI/ML; focus on drugs, trials, and commercial launches. | |
| 368 | IONS Ionis Pharmaceuticals, Inc. | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; focus is RNA drug launches, pipeline, and financials. | |
| 369 | IP International Paper Company | Packaging & Containers | 3 conf – | – | 1 | low | – | – | – | Zero AI/ML talk; strategy is mills, 80/20, reliability, pricing. | |
| 370 | JAZZ Jazz Pharmaceuticals plc | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; pure pharma commercial and pipeline execution story | |
| 371 | JNJ Johnson & Johnson | Drug Manufacturers - Gen | 3 conf – | – | 1 | low | – | – | – | No AI mention; call focused entirely on drug launches and medtech device pipeline | |
| 372 | KDP Keurig Dr Pepper Inc. | Beverages - Non-Alcoholi | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; focus on coffee integration, CSD brands, and separation | |
| 373 | KHC The Kraft Heinz Company | Packaged Foods | 3 conf – | – | 1 | low | – | – | – | No AI, ML, or automation discussion; focus on pricing, marketing, and brands | |
| 374 | KO The Coca-Cola Company | Beverages - Non-Alcoholi | 3 conf – | – | 1 | low | – | – | – | No AI discussion; growth driven by RGM, consumer centricity, and digital packaging | |
| 375 | LEGN Legend Biotech Corporation | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; focus entirely on CAR-T therapy and manufacturing | |
| 376 | LLY Eli Lilly and Company | Drug Manufacturers - Gen | 3 conf – | – | 1 | low | – | – | – | Zero AI mention; call focused entirely on GLP-1 drugs and pipeline milestones | |
| 377 | LNG Cheniere Energy, Inc. | Oil & Gas Midstream | 3 conf – | – | 1 | low | – | – | – | No AI mention; focus entirely on LNG operations, geopolitics, and expansion | |
| 378 | LQDA Liquidia Corporation | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI/ML; focus is YUTREPIA launch, PRINT formulation, clinical pipeline. | |
| 379 | LUNR Intuitive Machines, Inc. | Aerospace & Defense | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; pure space infrastructure and lunar mission execution story | |
| 380 | LVS Las Vegas Sands Corp. | Gambling, Resorts & Casi | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; strategy is hospitality, suites, service, and gaming. | |
| 381 | LYB LyondellBasell Industries N.V. | Chemicals | 3 conf – | – | 1 | low | – | – | – | No AI/ML; focus is geopolitics, supply, margins, portfolio. | |
| 382 | MAS Masco Corporation | Furnishings, Fixtures & | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; ops, tariffs, restructuring, digital marketing COEs only. | |
| 383 | MCD McDonald's Corporation | Restaurants | 3 conf – | – | 1 | low | – | – | – | No AI or automation mention; focus entirely on value, menu, and marketing | |
| 384 | MGM MGM Resorts International | Gambling, Resorts & Casi | 3 conf – | – | 1 | low | – | – | – | No AI or ML mentions; growth driven by conventions, digital gaming, and Macau | |
| 385 | MNST Monster Beverage Corporation | Beverages - Non-Alcoholi | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; focus is on beverages, innovation, and global expansion | |
| 386 | MO Altria Group, Inc. | Tobacco | 3 conf – | – | 1 | low | – | – | – | No AI discussion; data analytics mentioned briefly for shelf/pricing decisions | |
| 387 | MPC Marathon Petroleum Corporation | Oil & Gas Refining & Mar | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; focus entirely on refining ops and crude trading | |
| 388 | NBIX Neurocrine Biosciences, Inc. | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI/ML discussion; focus is drug sales and clinical pipeline. | |
| 389 | NEM Newmont Corporation | Gold | 3 conf – | – | 1 | low | – | – | – | No AI or automation discussion; call focused on gold operations and costs | |
| 390 | NKE NIKE, Inc. | Apparel - Footwear & Acc | 3 conf – | – | 1 | low 🚀 reported | – | – | – | No mention of AI, ML, automation, or intelligent systems in business strategy. | |
| 391 | NLY Annaly Capital Management, Inc. | REIT - Mortgage | 3 conf – | – | 1 | low | – | – | – | No AI adoption; only generic tech and standard mortgage prepayment models. | |
| 392 | NUE Nucor Corporation | Steel | 3 conf – | – | 1 | low | – | – | – | AI mentioned only as external demand driver for steel, not as internal capability | |
| 393 | ODFL Old Dominion Freight Line, Inc. | Trucking | 3 conf – | – | 1 | low | – | – | – | No AI discussion; focus is pure LTL service, pricing discipline, and capacity | |
| 394 | OLLI Ollie's Bargain Outlet Holdings, I | Discount Stores | 3 conf – | – | 2 rising | low 🚀 reported | 4/10 | tailwind 2/10 | – | medium | No AI/ML mentioned; uses manual test-and-learn with data for merchandising, standard supply chain optimization. |
| 395 | ORLY O'Reilly Automotive, Inc. | Specialty Retail | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; focus entirely on stores, inventory, and service | |
| 396 | PEP PepsiCo, Inc. | Beverages - Non-Alcoholi | 3 conf – | – | 1 | low 🚀 reported | – | – | – | No AI initiatives discussed; focus on traditional business optimization. | |
| 397 | PH Parker-Hannifin Corporation | Industrial - Machinery | 3 conf – | – | 1 | low | – | – | – | No AI discussion; data center exposure is ~1% of sales as a supplier | |
| 398 | PHM PulteGroup, Inc. | Residential Construction | 3 conf – | – | 1 | low | – | – | – | No AI or intelligent automation discussed; ops and margins only. | |
| 399 | PM Philip Morris International Inc. | Tobacco | 3 conf – | – | 1 | low | – | – | – | No AI or ML mention; pure smoke-free transformation and pricing story | |
| 400 | PR Permian Resources Corporation | Oil & Gas Exploration & | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; growth driven by drilling efficiency, cost control, and M&A. | |
| 401 | PRAX Praxis Precision Medicines, Inc. | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; purely clinical-stage CNS drug development company | |
| 402 | PSX Phillips 66 | Oil & Gas Refining & Mar | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; focus is refining, trading, and ops excellence. | |
| 403 | QXO QXO, Inc. | Industrial - Distributio | 3 conf – | – | 1 | low stale 461d | – | – | – | No AI discussion; growth driven by digital sales, routing software, and branch ops | |
| 404 | REGN Regeneron Pharmaceuticals, Inc. | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; focus is drugs, pipeline, and commercial execution | |
| 405 | RKLB Rocket Lab USA, Inc. | Aerospace & Defense | 3 conf – | – | 1 | low | – | – | – | No AI mention; pure space launch, satellite manufacturing, and defense systems company | |
| 406 | ROL Rollins, Inc. | Personal Products & Serv | 3 conf – | – | 1 | low | – | – | – | No AI discussion; focus on pest control operations, pricing, and M&A | |
| 407 | ROST Ross Stores, Inc. | Apparel - Retail | 3 conf – | – | 1 | low | – | – | – | No AI discussion; growth driven by sourcing relationships, merchandising, and marketing. | |
| 408 | RVMD Revolution Medicines, Inc. | Biotechnology | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; purely clinical-stage oncology drug development company | |
| 409 | SARO StandardAero, Inc. | Aerospace & Defense | 3 conf – | – | 1 | low | – | – | – | No AI/ML talk; growth from MRO capacity, engine ramps, in-sourcing. | |
| 410 | SHW The Sherwin-Williams Company | Chemicals - Specialty | 3 conf – | – | 1 | low | – | – | – | No AI or ML mention; focus on pricing, raw materials, and share gains | |
| 411 | SJM The J. M. Smucker Company | Packaged Foods | 3 conf – | – | 1 | low 🚀 reported | – | – | – | No AI mentioned; commodity pricing and brand management focus | |
| 412 | SMMT Summit Therapeutics Inc. | Biotechnology | 3 conf – | – | 1 | low stale 99d | – | – | – | No AI/ML; oncology drug trials, FDA, commercial prep only. | |
| 413 | STZ Constellation Brands, Inc. | Beverages - Wineries & D | 3 conf – | – | 1 | low 🚀 reported | – | – | – | No AI/ML discussion; traditional marketing and consumer insights. | |
| 414 | SUNB Sunbelt Rentals Holdings Inc | Financial - Credit Servi | 3 conf – | – | 1 | low 🚀 reported | – | – | – | Equipment rental company with no AI/ML business narrative. | |
| 415 | SW Smurfit Westrock Plc | Packaging & Containers | 3 conf – | – | 1 | low | – | – | – | No AI/ML; packaging ops, pricing, mills, integration only. | |
| 416 | TAP Molson Coors Beverage Company | Beverages - Alcoholic | 3 conf – | – | 1 | low | – | – | – | No AI/ML; only generic ERP and technology spend cited. | |
| 417 | TJX The TJX Companies, Inc. | Apparel - Retail | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; pure off-price retail execution story | |
| 418 | TSCO Tractor Supply Company | Specialty Retail | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; pure retail execution and pet category challenges | |
| 419 | UAL United Airlines Holdings, Inc. | Airlines, Airports & Air | 3 conf – | – | 1 | low | – | – | – | Zero AI discussion; call focused entirely on fuel costs, capacity cuts, and product upgrades | |
| 420 | UEC Uranium Energy Corp. | Uranium | 3 conf – | – | 1 | low 🚀 reported | – | – | – | Uranium producer with no AI/ML automation discussion | |
| 421 | UUUU Energy Fuels Inc. | Uranium | 3 conf – | – | 1 | low | – | – | – | No AI discussion; focus entirely on uranium, rare earths, and mining operations | |
| 422 | VLO Valero Energy Corporation | Oil & Gas Refining & Mar | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussion; focus entirely on refining operations and crude markets | |
| 423 | VMC Vulcan Materials Company | Construction Materials | 3 conf – | – | 1 | low | – | – | – | No AI discussion; data centers mentioned only as aggregates demand catalyst | |
| 424 | VRTX Vertex Pharmaceuticals Incorporate | Biotechnology | 3 conf – | – | 1 | low | – | – | – | Zero AI mention; call focused entirely on clinical trials and drug launches | |
| 425 | VSXY Victoria's Secret & Company | Apparel - Footwear & Acc | 3 conf – | – | 1 | low 🚀 reported | – | – | – | Fashion-driven brand strategy; AI barely mentioned, zero business conviction. | |
| 426 | VTR Ventas, Inc. | REIT - Healthcare Facili | 3 conf – | – | 1 | low | – | – | – | No AI discussion; growth driven by senior housing demographics and occupancy | |
| 427 | VTRS Viatris Inc. | Drug Manufacturers - Spe | 3 conf – | – | 1 | low | – | – | – | No AI or ML discussed; focus is pipeline, launches, and cost savings. | |
| 428 | WBS Webster Financial Corporation | Banks - Regional | 3 conf – | – | 1 | low stale 131d | – | – | – | No AI/ML talk; only generic tech and digital banking. | |
| 429 | WY Weyerhaeuser Company | Paper, Lumber & Forest P | 3 conf – | – | 1 | low | – | – | – | No AI/ML; timber, lumber, wood-product innovation only. | |
| 430 | XOM Exxon Mobil Corporation | Oil & Gas Integrated | 3 conf – | – | 1 | low | – | – | – | No AI discussion; focus on LNG, Permian, refining, and Middle East disruption | |
| 431 | ZTS Zoetis Inc. | Drug Manufacturers - Gen | 3 conf – | – | 1 | low | – | – | – | No AI discussion; call focused entirely on competitive and macro pet-care headwinds | |
| 432 | AADX Applied Aerospace & Defense, Inc. | Aerospace & Defense | 0 conf – | – | – | no_transcript | – | – | – | No earnings transcript available. | |
| 433 | BMNR Bitmine Immersion Technologies, In | Financial - Capital Mark | 0 conf – | – | – | no_transcript | – | – | – | No earnings transcript available. | |
| 434 | BRK-B Berkshire Hathaway Inc. | Insurance - Diversified | 0 conf – | – | – | no_transcript | – | – | – | No earnings transcript available. | |
| 435 | BTU Peabody Energy Corporation | Coal | 0 conf – | – | – | low | – | – | – | Coal company with no AI/ML adoption or positioning; no AI infrastructure strategy discussed. | |
| 436 | COGT Cogent Biosciences, Inc. | Biotechnology | 0 conf – | – | – | no_transcript | – | – | – | No earnings transcript available. | |
| 437 | ED Consolidated Edison, Inc. | Regulated Electric | 0 conf – | – | – | no_transcript | – | – | – | No earnings transcript available. | |
| 438 | MDLN Medline Inc. | Medical - Instruments & | 0 conf – | – | – | no_transcript | – | – | – | No earnings transcript available. | |
| 439 | NUVL Nuvalent, Inc. | Biotechnology | 0 conf – | – | – | no_transcript | – | – | – | No earnings transcript available. | |
| 440 | RLAY Relay Therapeutics, Inc. | Biotechnology | 0 conf – | – | – | no_transcript | – | – | – | No earnings transcript available. | |
| 441 | VSCO Victoria's Secret & Co. | Apparel - Retail | 0 conf – | – | – | no_transcript 🚀 reported | – | – | – | No earnings transcript available. |