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 7, 2026
12 min read
This week’s Stock Briefs look at Skyworks, NetApp — companies tied to the chips that move data, the storage that manages it, and the identity tools that secure it.
This week’s Stock Briefs look at Skyworks, NetApp, and SailPoint — companies tied to the chips that move data, the storage that manages it, and the identity tools that secure it.
Sep 6, 2026
After Nvidia and Broadcom confirmed that AI infrastructure demand is still real, the market now turns to Oracle, Adobe, PPI, CPI, and Treasury yields for the next major test.
Sep 4, 2026
1 min read
After a surprise merger deal, GoPro is trying to move beyond action cameras and into AI data center infrastructure.
Aug 31, 2026
This week’s Stock Briefs look at Affirm, Atlassian — companies using AI to improve checkout, team workflows, and contractor operations.
17 min read
This week’s Stock Briefs look at Affirm, Atlassian, and ServiceTitan — companies using AI to improve checkout, team workflows, and contractor operations.
As businesses build AI into everyday workflows, Elastic could become harder to ignore.
Aug 30, 2026
3 min read
After Nvidia confirmed that AI demand is still powerful, the market now turns to Broadcom, Dell, cybersecurity earnings, and the August jobs report for the next confirmation.
Aug 28, 2026
As companies prepare for AI agents inside the workplace, OKTA is becoming harder to ignore.
