American Well Corporation Archives - Vista Partners LLC

Cash, Chips, and AI: Wall Street’s Most Interesting Triangle Right Now -( $AMWL $BRK $NVDA )

by John F. Heerdink, Jr. 3 hours ago 55Views 0Likes

Berkshire Hathaway’s giant cash pile, Nvidia’s AI gospel, Amwell’s approaching earnings update, and Washington’s semiconductor investing streak all point to the same market thesis: capital is still chasing the future, but it wants a margin of safety, a chip advantage, and maybe…

Amwell’s Executive Bench Suggests Telehealth Is Growing Up -( $AMWL $TDOC $SMWB )

by John F. Heerdink, Jr. July 27, 2026 155Views 0Likes

Amwell’s (AMWL) leadership page reads like a small thesis on where digital care is trying to go: a mix of clinicians, operators, and technologists built to make virtual healthcare feel less like a workaround and more like a workflow. That matters because…

AI Highs, Rate Jitters, and Lilly’s Psychedelic Shopping Spree: The Week Wall Street Needed a Therapist – July 17, 2026 -( $AMWL $HPP Rise!)

by John F. Heerdink, Jr. July 17, 2026 1009Views 0Likes

U.S. equities ended the week of July 17, 2026 on a cautious note, with major indexes consolidating recent gains as investors digested mixed earnings, firmer rate‑hike expectations, and evolving macro risks from weather, energy, and policy. Equity markets: tech fatigue, earnings rotation…

When Inflation Starts to Chill: Wall Street Turns Up the Heat – July 15, 2026 Market Wrap -( $AMWL $EPRX $JPM $LPL $SMWB Rise!)

by John F. Heerdink, Jr. July 16, 2026 813Views 0Likes

U.S. stocks pushed higher again on Wednesday, July 15, 2026, as investors leaned into a “lower‑inflation, still‑resilient growth” narrative that is increasingly defining mid‑summer trading. Cooling CPI data, a more patient Federal Reserve outlook, and better‑than‑expected earnings from big banks and AI‑linked…

American Well Corporation

Cash, Chips, and AI: Wall Street’s Most Interesting Triangle Right Now -( $AMWL $BRK $NVDA )

Amwell’s Executive Bench Suggests Telehealth Is Growing Up -( $AMWL $TDOC $SMWB )

AI Highs, Rate Jitters, and Lilly’s Psychedelic Shopping Spree: The Week Wall Street Needed a Therapist – July 17, 2026 -( $AMWL $HPP Rise!)

When Inflation Starts to Chill: Wall Street Turns Up the Heat – July 15, 2026 Market Wrap -( $AMWL $EPRX $JPM $LPL $SMWB Rise!)

Your Guide To Staying Informed In The Markets