INOD's push into pretraining data is reshaping its strategy, unlocking tens of millions in contracts and positioning the firm closer to AI model builders' core needs.

Wall Street is ending 2026 on a generally positive note, with the benchmark S&P 500 Index set to finish the year at a 17% return rate. All eyes are now on technology titans like Nvidia, Microsoft, Alphabet, and Amazon, which have dominated the headlines in 2025, and for good reason.

INOD's record growth, Big Tech ties and federal AI push highlight its strong position in the surging U.S. AI market.

Artificial intelligence spending is increasingly shifting from experimentation to scaled deployment, forcing enterprises and governments to rethink how they collect, structure, govern and operationalize data. In this environment, companies that sit at the intersection of AI and data infrastructure are becoming critical enablers of the broader AI transformation.

CALX, QLYS, INOD, FIVN and PATH are small- and mid-cap AI plays positioned for 2026 as AI infrastructure capex surges and demand stays bullish.

BigBear.ai has struggled since its public debut four years ago. It may struggle to grow organically over the next few years.

Innodata Inc. INOD has plunged 15.7% over the past month, lagging sharply behind the Zacks Computer - Services industry, the broader Zacks Computer and Technology sector and the S&P 500. Shares trade near $57.58, well below the 52-week high of $93.85, even as fundamental performance continues to strengthen.

Palantir will continue to crunch data for big government agencies and corporations. Innodata will keep annotating and preparing AI data for big tech companies.

Innodata gained on its earnings report, but that wasn't enough to lift the stock for the month. Revenue growth has slowed from the first half of the year.

INOD, CALX and FIVN ride surging AI infrastructure demand, with bullish growth forecasts and brokerage targets pointing to steep potential gains.