Nov 9, 2026
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23 min read
AI is moving into industries most investors aren't focused on. Tempus is transforming cancer diagnostics, AppFolio is automating property management, and nCino is bringing AI into banking.
16 min read
AI is moving into industries most investors aren't focused on. Tempus is transforming cancer diagnostics, AppFolio is automating property management.
Nov 8, 2026
4 min read
After the Nasdaq entered correction territory, CPI, CoreWeave, Cisco, Applied Materials, and Nebius will test whether strong AI demand is enough to bring buyers back.
Nov 2, 2026
18 min read
CrowdStrike is securing autonomous AI agents, Emerson is bringing AI into industrial infrastructure
24 min read
CrowdStrike is securing autonomous AI agents, Emerson is bringing AI into industrial infrastructure, and RingCentral is transforming how businesses handle customer conversations.
Sep 20, 2026
3 min read
Chip stocks are bouncing back, but this week will test whether momentum can broaden into AI networking, data-center power, and the wider semiconductor supply chain while rates remain elevated.
Sep 19, 2026
Braze is helping brands automate how they reach customers — and revenue just grew 30%.
Sep 16, 2026
2 min read
MRVL moved nearly 70% after we put it on our radar — and we’re still searching for the next AI leader before the crowd catches on.
Sep 14, 2026
12 min read
This week’s Stock Briefs look at Littelfuse, Docusign — companies tied to data-center power protection, agreement automation, and secure enterprise content.
This week’s Stock Briefs look at Littelfuse, Docusign, and Box — companies tied to data-center power protection, agreement automation, and secure enterprise content.
As companies look for better ways to find, organize, and use their internal knowledge, DBX could be entering the spotlight.
Sep 13, 2026
After a major AI infrastructure week, the market now turns to the Fed decision, retail sales, yields, and whether AI leadership can keep broadening.
Sep 11, 2026
As AI creates more code, GitLab could become harder to ignore.
Sep 7, 2026
1 min read
As AI data centers demand faster connectivity, Semtech could be one of the next names traders notice.
