AMD is mentioned as a chip maker that, along with Nvidia, is currently benefiting from AI inferencing.
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MongoDB Surges on Huge Earnings and AI Strength
Playing FTSEMay 31, 2026
MongoDB (MDB) is highlighted as an "unsung hero" of the AI revolution, benefiting from its flexible, cloud-native database platform built on JSON-shaped data. The company recently reported strong earnings, exceeding revenue guidance with significant growth in its Atlas product, and showing increased customer adoption of multiple features. The AI narrative is gaining traction with customer examples, suggesting durable momentum and a strategic shift towards platform-level commitments from enterprises.
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Nvidia is expected to continue doing well as a cloud service provider benefiting from AI inferencing, but the profit cascade is expected to move further down the chain.
Snowflake, similar to MongoDB, has shown strength and potential for growth, though its AI beneficiary status is less clear.
MongoDB (MDB) is a primary buy due to strong earnings, accelerating revenue growth driven by AI adoption, and its strategic positioning as a data platform for LLMs.
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buy opened May 31, 2026
+18.75%