Amwell, Inc. (NYSE: AMWL, $12.40, up +152.55% YTD) is building a more investable telehealth narrative: less pandemic-era novelty, more enterprise healthcare infrastructure. Its second-quarter results suggest the company is translating a broad digital-care footprint into a steadier mix of recurring subscription revenue,…
This bullish market story examines how rising bond yields are reshaping—not ending—the investment opportunity set. It highlights **NVIDIA (NASDAQ: NVDA)** and its enormous AI data-center ambitions, **Alphabet (NASDAQ: GOOGL, GOOG)** and the growing strategic value of proprietary business data, and the emerging…
Doximity, Inc. (NYSE: DOCS) is making a persuasive case that clinical AI can be both useful to physicians and financially disciplined enough to interest Wall Street. Its fiscal 2027 first-quarter report delivered accelerating revenue growth, resilient profitability and a sharp rise in…
The next compelling AI investment story may not sit in a data center. It may sit discreetly behind the ear.
Fortell, a privately held AI-hearing-aid company, is positioning itself at the intersection of custom silicon, machine learning, clinical care, and an enormous…
Amwell (NYSE: AMWL) is trying to do something rare in healthcare technology: become more interesting by becoming less dramatic. After years of telehealth hype, backlash, and normalization, the company’s latest setup suggests a business leaning into discipline, enterprise relevance, and just enough…
If the first wave of AI was about raw horsepower, the next wave is looking more like a procurement decision. Reed Hastings’ TED conversation (below) about AI’s accelerating importance underscores the scale of the opportunity, but the real market question is now…
