 Dear Investor, Every few years, a shift begins quietly - not on CNBC, not in headlines, but deep in the underlying data. You see demand accelerate. Supply stall. Inventories fade. Then, almost overnight, the market wakes up and asks: how did we miss this? That's what's happening right now in a metal powering AI, EVs, electronics, and the energy transition. The imbalance forming today mirrors the early stages of several major commodity re-rates. One early-stage company with major-backed assets and district-scale exposure is beginning to surface - not because of hype, but because of timing. These cycles rarely announce themselves. They appear in moments like this. See the name showing up before the crowd
Wednesday's Bonus Content 5 AI Stocks Positioned to Win, No Matter WhatWritten by Thomas Hughes. Originally Published: 1/13/2026. 
Quick Look- Cross-cloud operators can benefit as AI workloads spread across multiple clouds and enterprise environments.
- Oracle stands out for deep hyperscaler integration, while Salesforce and Snowflake lean on platform and data-layer strengths.
- SentinelOne and UiPath offer cross-cloud security and automation angles, with analyst targets implying varying upside into 2026.
AI is a fast-growing market whose outlook is not yet fully reflected in stock prices. While it's hard to predict which AI infrastructure, model builder, or application will stand the test of time, it is clear that AI and the cloud are here to stay. Many organizations use multiple cloud platforms, such as AWS, Microsoft Azure, and Google Cloud, which adds complexity because each has different tools and management systems. Cross-cloud operators help bridge these environments so data, applications, and workflows behave more like a single, unified system. As multi-cloud adoption expands, these companies can be attractive long-term investments. Below are five leading cross-cloud operators and where their stock prices may be headed in 2026. Oracle Is the Leading Cross-Cloud Play in 2026Most cloud hyperscalers offer cross-cloud capabilities to some degree. However, none provides the breadth of cross-cloud coverage that Oracle (NYSE: ORCL) does. Its data, database, and AI-enabled services are embedded throughout the hyperscaler ecosystem, including most private clouds, and the company continues to expand that reach each quarter. Among the critical highlights from late 2025 results were quadruple-digit gains in its hyperscaler-driven business. Looking ahead, recent client wins and a swelling RPO point to high‑teens revenue growth this year with further acceleration over the next two to three years. Oracle's analyst trends are bullish, pointing to a robust 55% upside in 2026. Coverage has increased, sentiment has strengthened, and price target revisions have pushed estimates toward the high end of the range. 
The consensus forecast shows 55% upside, while the high-end analyst targets imply potential gains of roughly 100% relative to the critical support level. That aligns with prior highs and provides support in early January. Salesforce Unifies Business Operations Into a Single NetworkSalesforce (NYSE: CRM) operates as a cross-cloud provider because its system unifies sales, marketing, and service within a cloud-based, AI-enabled platform. Highlights from 2025 include traction in growth drivers such as Agentforce—the application side of its AI offerings—and a forecast for growth beginning to accelerate into double digits. Agentforce enables businesses to monetize their data by building AI agents tailored to specific needs. Analyst trends shifted significantly in 2025 and are tracking bullish as 2026 gets underway. The shift from negative to positive revisions supports a Moderate Buy rating and a consensus forecast of about 25% upside. 
Assuming this trend continues, Salesforce will likely move toward the high end of its analysts' target range before year's end. Snowflake's Strategy Positions It for Long-Term AI StrengthSnowflake (NYSE: SNOW) is a cross-cloud operator because its cloud-agnostic stance enables seamless integration of data and workloads across clouds and regions. One of its strengths is a cloud-native database architecture that decouples storage from compute, enabling independent scaling. Highlights from 2025 include a successful CEO transition, reinvigorated growth, and accelerating RPO, all pointing to strength in 2026. Analyst trends are bullish for Snowflake. The momentum from 2025 continued into early January, with increased coverage, firmer sentiment, and a rising consensus price target, suggesting 25%–50% upside by year's end. 
Institutional trends also support a rising stock price: institutions bought at an aggressive roughly 3-to-1 pace in 2025 and extended that behavior into the first week of 2026. SentinelOne Unifies Cross-Cloud SecuritySentinelOne (NYSE: S) is a leading cybersecurity provider that delivers seamless, cross-cloud security via a unified platform. It secures public and private clouds, integrates with major hyperscalers—including Oracle—and covers endpoints and identities while proactively detecting and mitigating threats. Highlights from 2025 include sustained growth above 20%, notable outperformance, and solid guidance. SentinelOne's analyst trends mirror those of its cross-cloud peers: increased coverage, firmer sentiment, a Moderate Buy rating, and rising price targets. The consensus implies roughly 50% upside this year, while trends suggest the potential for as much as 85% by year's end. 
UiPath: Agentic AI Before It Was CoolUiPath (NYSE: PATH) was ahead of its time with automated, agentic AI, and it's beginning to gain traction now. Its automation tools help businesses across operations—from loading docks to distribution centers—boosting efficiency and profitability. Highlights from 2025 include accelerating growth, improving profitability, and stronger forecasts driven by client expansion and deeper penetration. Analysts are less uniformly bullish on this stock but have been warming up in early 2026. While the consensus rating is Hold and current price targets imply fair value, the company expects significant growth in the coming year and may surprise investors. UiPath is an important cross-cloud operator because its platform enables complex workflows across business segments and cloud instances. 
We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the profiled company's SEC and/or other government filings. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk. | 
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