Despite weaker-than-expected Q4 GDP growth, the report revealed a significant silver lining in business investment. Companies are overwhelmingly directing their capital into technology, software, and AI, suggesting strong future growth for leaders in these sectors.
Published on February 22
With business tech spending surging 25% year-over-year, these companies are riding a powerful wave of corporate investment that shows no signs of slowing down.
From automation platforms to decision intelligence, these stocks represent the cutting-edge AI solutions that businesses are prioritising for competitive advantage.
Even as GDP growth slowed, corporate tech investment remained strong, suggesting these companies offer resilient growth potential during economic uncertainty.
Despite slower Q4 GDP growth, business investment in technology surged nearly 25% year-over-year. This represents a clear shift where companies are prioritising digital transformation and AI integration, creating sustained revenue opportunities for technology providers even amid economic uncertainty.
This group focuses on companies that develop and supply critical software, AI solutions, and computing infrastructure. These firms are positioned to benefit from the durability of corporate tech spending, which tends to be strategic rather than cyclical, making it more resilient during economic fluctuations.
Each company was handpicked by professional analysts based on their direct exposure to the corporate technology spending trend. From AI-powered decision intelligence to enterprise automation platforms, these stocks represent the essential technologies driving business transformation today.
This basket's total market capitalisation is 62,909.79. It is heavily weighted toward a single large-cap constituent, suggesting a large-cap anchor to the basket's profile.
PATH: $5.78B
DOMO: $163.01M
VERI: $259.81M
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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On average, analysts expect assets in this group to grow 62.59% over the next year.
8 of 11 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+62.59%
