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Rising UK borrowing costs, highlighted by the recent jump in 10 year gilt yields ahead of the next budget, are forcing investors to think harder about where future growth could come from. That is one reason artificial intelligence in healthcare is getting more attention. This piece looks at three UK focused AI healthcare stocks from our screener that aim to tap into this shift and explains what each one offers. The three stocks covered below are just a sample, and the full screen surfaced 5...

A strong track record of payouts leads a compelling case for Microsoft (NASDAQ:MSFT). It also reflects on the company’s capacity to generate recurring cash flows at a time when it is extending significant amount of capital toward its AI capabilities. It makes the company’s Azure platform integral to the broader growth narrative. Read Jim Cramer […]

International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.

Craig Dickman of TitletownTech joined FreightWaves Today to talk freight tech, capital discipline, and what actually stands out in this market. If you’re building, buying, or betting on logistics tech, what’s the one signal you trust most right now? TitletownTech, the early-stage venture fund launched in 2019 as a partnership between the Green Bay Packers […] The post Freight Tech Isn’t Dead – It’s Getting Picked Apart More Than Ever appeared first on FreightWaves.

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

Meta Platforms Inc., Apple Inc., OpenAI, Microsoft Corp. and Alibaba Group Holding Ltd. are taking different positions across the AI market as demand for computing power continues to outstrip supply and new AI formats broaden adoption. CLSA Sees Chip Shortage...

Some consumer, technology and industrial components form a solid core of possibilities for investors.

Rapid monetization is reshaping DeepSeek's next growth phase

CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Keynote Fireside: Business […] The post Keynote Fireside: Business and Governance in LA: 2nd LA CorpGov Forum appeared first on CorpGov.

CoreWeave is profitable-adjacent but debt-heavy with customer concentration risk; QuantumScape has zero revenue but fortress-like balance sheet strength.

ADBE shares jump 24.4% in three months as AI monetization, user growth and a raised fiscal 2026 outlook boost operating momentum.

Okta (OKTA) could see stronger demand for its identity platform as companies adopt tools to secure a

Despite the caution, however, industry evangelists remain firmly behind AI.

Palantir Technologies (PLTR) stock has climbed 10.0% over the last five trading days, while the S&P 500 rose 2.0%. A run like that invites you to chase it. But one week is not the question. The question is what Palantir does to your money when the market moves, because it travels further than the index both ways and further still on the way down.

OpenAI and Anthropic quietly killed a deal to probe each other's AI models after it reached the contracts stage, and the reason it collapsed reveals a structural trap that no voluntary safety agreement can escape.

Lovable co-foudner Fabian Hedin said that apps created on the platform are getting nearly a billion monthly views each month.

ServiceNow is gaining traction, replacing legacy CRM and workflow tools as AI automation boosts expansion across enterprise workflows and drives customer growth.

Wall Street has already written Apple off as a stock with nowhere left to go, but a fresh look at the numbers tells a very different story about where shares could head over the next 12 months.

If you own Alphabet (GOOGL) or Meta Platforms (META), you own the same idea: AI makes an advertising machine earn more, and both companies are spending heavily on computing capacity. The fork is where the money comes back from. Alphabet already has outside customers under contract through Google Cloud. Alphabet already sells directly to enterprise customers under contract through Google Cloud, whereas Meta is in the earlier stages of commercializing enterprise access to its AI models.

President Donald Trump says artificial intelligence will be a “big topic” at his summit with Chinese President Xi Jinping on Thursday.

NEAR crypto and Ondo Finance have launched access to tokenized U.S. stocks and ETFs on near.com, opening with 20 assets including Nvidia, Tesla, Apple, Microsoft, Amazon, SPY and QQQ. Eligible users fund their accounts with stablecoins or other supported crypto from more than 30 networks, with NEAR Intents acting as ...

(Clarifies the headline and first paragraph, adds detail and OpenAI's response in the fourth and fi

AI has created an opportunity to rethink the way that companies are structured, according to Microsoft President Brad Smith. One of the most important potential changes is the return of the generalist, according to Smith.

The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list...

The framework, announced at a round table held alongside the United Nations General Assembly in New York, US, initially applies to Kuwait, Qatar, Saudi Arabia and the UAE.

Meta has surged 33% in a month while analysts debate whether its cash flow turns negative for the next two years. Before you hold, hear the case for rotating into a rival trading at a steep discount with cleaner AI revenue already on the books.

This software stock has the engine of a genuine turnaround, but after a recent pullback, investors must decide if the ticket price already accounts for the entire trip.

Azure just crossed a milestone that resets how analysts should value Microsoft, yet the stock sits below where it traded a year ago. The reason behind that disconnect points to an opportunity most investors are overlooking.