Anticipated earnings from AI hardware stocks such as Applied Materials and Cisco highlight capital flowing into chips, cloud capacity, and large language models, creating urgency for investors. An AI screener surfaced three stocks, including Appian (APPN), Datadog (DDOG), and Dynatrace, with 669 more companies identified but not covered. Appian, a US software company valued at about US$2.2b, helps large organisations automate workflows using its Appian Platform, selling cloud subscriptions across financial services, government, insurance, and healthcare. Recent results showed strong cloud subscription demand tied to AI offerings, tighter losses, and raised 2026 guidance, though the company still reports a net loss and carries balance sheet risk from liabilities exceeding assets. Competition from low-cost AI and low-code tools is real, but Appian's positioning in mission-critical use cases and collaboration with Deloitte on AI policing solutions suggest upside. Datadog, with a market value of about US$82.3b, runs an observability and security platform that tracks cloud application health, performance, and security in real time, including AI and large language model monitoring, giving enterprises visibility into their infrastructure.