At the beginning of 2025, Instacart $CART, a leading online grocery delivery platform, reported impressive financial and operational results. The company recorded its strongest order growth since 2022 and raised its profit forecast, reflecting the robustness and expansion of its core delivery business along with growing software and advertising divisions.

BE Semiconductor Industries (Besi) $BESI.AS, a leading provider of advanced tools for semiconductor manufacturing, announced a notable increase in orders during the first quarter. This surge is primarily driven by Asian subcontractors ordering more applications related to data centers and artificial intelligence (AI). Investors are optimistic about Besi's hybrid solutions for bonding and the company's first-mover advantage in the rapidly growing AI technology space.