Internet stocks are thriving due to the surge in digitalization, AI, and cloud computing. The rapid deployment of 5G is enhancing data transfer and AI capabilities. Social media, digital advertising, and e-commerce are benefiting from AI integration. Four Internet stocks – Globant, NICE, Affirm Holdings, and Bill Holdings – are expected to beat earnings estimates.

Major tech companies like Meta Platforms, Microsoft, Alphabet, and Amazon are heavily investing in AI infrastructure. Meta’s AI-powered ad recommendations increased conversions. Microsoft’s AI assistants have 100 million monthly users. Alphabet is enhancing user experience through AI in Search. Amazon’s advertising business grew 23% due to AI optimization.

To identify stocks likely to beat earnings estimates, look for Zacks Rank #1, 2, or 3 with a positive Earnings ESP. Globant has an Earnings ESP of +0.11% and expects revenue growth. NICE has an Earnings ESP of +0.88% and predicts revenue and earnings growth. Affirm Holdings and Bill Holdings also have positive Earnings ESP and revenue forecasts.

Affirm Holdings and Bill Holdings are set to report earnings. Affirm expects strong growth from GMV and Affirm Cards. Bill Holdings benefits from an expanding clientele. Both companies have positive Earnings ESP and revenue growth forecasts. Quantum computing and AI convergence present significant investment opportunities for early investors.

Read more at Nasdaq: 4 Internet Stocks Poised to Beat Earnings Estimates This Season