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.
Jul 6, 2026
5 min read
This week’s stock briefs look beyond the obvious AI names and into companies tied to security, infrastructure, and data center connectivity.
9 min read
13 min read
Jul 5, 2026
After a volatile reset in semiconductors, the market is now testing whether AI infrastructure, power demand, and high-growth technology can keep leading into the second half of the year.
Jul 3, 2026
1 min read
The next layer of the AI trade may be forming beneath the biggest chip names.
Jul 1, 2026
As AI chips get more complex, manufacturing quality becomes impossible to ignore.
Jun 29, 2026
This week’s research breaks down the infrastructure stocks gaining attention as AI demand expands into power, security, and efficiency.
This week’s Momentum research looks beyond the obvious AI names and into the companies tied to power, security, and semiconductor efficiency.
From power-backed data centers to AI agents and semiconductor efficiency, these three stocks are tied to the next layer of the AI trade.
