Apple isn’t pushing into AI through the loudest headlines, but through devices that users hold in their hands every day. In early March, it unveiled the iPhone 17e with an A19 chip, 256 GB of base storage, and a price tag of $599, while in the latest quarter, it reported revenue of $143.8 billion, diluted earnings per share of $2.84, and operating cash flow of nearly $54 billion. This is precisely where the essence of the whole topic begins. The company isn’t trying to sell AI as a standalone product, but as a reason to upgrade iPhones more frequently, stay within the ecosystem, and use new features directly in the system, apps, and services.

While the broader technology market declined in March 2026 under the pressure of uncertainty, Palantir experienced its best week since August of last year. The company’s shares rose by approximately 15%* and closed at $157.16, clearly defending their position in the portfolios of investors seeking protection from geopolitical chaos. However, this sharp rise was not accidental – the market’s attention turned to companies whose software solutions form the very backbone of modern defense.

Just a few years ago, Dell was primarily seen as a reliable supplier of office equipment and personal computers. However, in 2026, this technological veteran has definitively transformed into a key player in artificial intelligence infrastructure, as confirmed by its latest financial results. Following the release of the report for the fourth fiscal quarter, Dell's shares responded with a rocket-like increase of 22%,* sending a clear signal that the market has enormous confidence in its new strategy.

Palo Alto Networks is among the biggest players in cybersecurity and, in recent years, has been built around a simple goal: to be a platform that covers as many security needs at once as possible. In practice, this means rapid expansion of the portfolio, a strong emphasis on automation, and increasingly also security for AI applications and AI agents. However, this strategy comes at a clear cost. Acquisitions accelerate growth and expand the addressable market, but they also bring integration costs, higher spending on development and sales, and short-term pressure on margins. That is exactly what has become the main theme around PANW shares in recent weeks.