public company news Archives

Storm-battered “Physical AI” data center connected to a power grid, illustrating AI infrastructure, resilient energy systems and 24/7 computing reliability.

The “Physical AI” Economy: Compute, Energy and Resilience Move to Center Stage During This Weekend’s nor’easter & Beyond -( $AMZN $MSFT $NVDA $ORCL $PSKY $SOC $QCOM )

by John F. Heerdink, Jr. September 27, 2026 413Views 0Likes

Wall Street’s latest AI conversation is becoming less about clever chatbots and more about the decidedly unglamorous work of power, chips, networks, security and uptime. That shift may be constructive for investors: it broadens the AI opportunity from a small club of…

Illustration of a brain transitioning from a cracked, burdened form to a vibrant neural network, symbolizing advanced Parkinson’s disease treatment innovation, continuous dopamine therapy and improved drug delivery.

Serina Therapeutics Advances SER-252 in Advanced Parkinson’s Disease as Continuous Therapy Market Expands -( $ABBV $SER )

by John F. Heerdink, Jr. September 25, 2026 470Views 0Likes

SER-252 enters Cohort 2 with blinded early observations that support the central premise: sustained delivery of a proven Parkinson’s medicine may be far more valuable when it asks less of patients and caregivers. In biotechnology, there are moonshots, and then there are…

Alt text: Retro-style illustration showing a burger drive-thru and digital clinic connected to a central data cloud, illustrating how McDonald’s, ecommerce analytics and telehealth platforms are using data to create new digital revenue opportunities.

From Drive-Thru Screens to Digital Clinics, Data Is Becoming the New Storefront -( $AMWL $AMZN $MCD $SMWB $WMT

by John F. Heerdink, Jr. September 24, 2026 435Views 0Likes

McDonald’s Corp. (NYSE: MCD), Similarweb Ltd. (NYSE: SMWB), and Amwell (NYSE: AMWL) are pursuing distinctly different strategies, but their direction points to one increasingly investable conclusion: companies that own meaningful customer interactions are finding new ways to monetize the data, workflow and…

Comic-book-style Wall Street illustration featuring a charging bull superhero, symbols of insider conviction and high-speed OLED technology, virtual-care clinicians, and a scientist representing Parkinson’s disease research, beneath the headline “Wall Street’s Bullish New Menu.”

Wall Street’s Bullish New Menu: Insider Conviction, OLED Speed, Virtual Care and a Parkinson’s Catalyst -( $AMWL $GME $LPL $PFE $SER $XBI )

by John F. Heerdink, Jr. September 22, 2026 274Views 0Likes

The market’s most compelling bullish narratives rarely arrive wearing the same uniform. This week, they span a CEO buying millions of dollars of his own stock, an OLED display running at a downright impolite 720Hz, a telehealth company pursuing large institutional accounts,…

Illustration of a bullish investment landscape showing AI-powered ecommerce, healthcare innovation, cybersecurity and market growth. Robots manage online-shopping fulfillment around an ecommerce screen, clinicians and researchers work in a modern medical setting, and professionals point toward rising stock charts and upward arrows, with the phrases “AI Commerce,” “Healthcare” and “Stay Engaged.”

A Resilient Economy, AI Commerce & Healthcare Catalysts Give Many More Than One Reason to Stay Engaged -( $AMWL $AMZN $APPL $CRWD $GOOG $OKTA $PANW $PYPL $SER $SHOP $SMWB $XYZ $ZS )

by John F. Heerdink, Jr. September 14, 2026 445Views 0Likes

Many entered the week bracing for a Federal Reserve rate hike, yet the more constructive takeaway may be that policy makers still have room to choose patience. That possibility, alongside fresh evidence of AI-led ecommerce change, government-scale digital-health demand and advancing biotech milestones,…

eXp Realty graphic showing two business professionals over a Fresno, California skyline with the headline “AGNT, Inc. Gains a Central Valley Growth Engine,” illustrating Tafoya Real Estate’s move to eXp Realty.

AGNT, Inc. Gains a Central Valley Growth Engine as Tafoya Real Estate Joins eXp Realty -( $AGNT $REAX )

by John F. Heerdink, Jr. September 2, 2026 454Views 0Likes

AGNT, Inc. (NASDAQ: AGNT) has added another data point to its agent-attraction narrative: Fresno-based Tafoya Real Estate, a 37-agent California mega team with $87.92 million in sales volume across 172 transaction sides in 2024 and 2025, has moved to eXp Realty from…

Tag: public company news

The “Physical AI” Economy: Compute, Energy and Resilience Move to Center Stage During This Weekend’s nor’easter & Beyond -( $AMZN $MSFT $NVDA $ORCL $PSKY $SOC $QCOM )

Serina Therapeutics Advances SER-252 in Advanced Parkinson’s Disease as Continuous Therapy Market Expands -( $ABBV $SER )

From Drive-Thru Screens to Digital Clinics, Data Is Becoming the New Storefront -( $AMWL $AMZN $MCD $SMWB $WMT

Wall Street’s Bullish New Menu: Insider Conviction, OLED Speed, Virtual Care and a Parkinson’s Catalyst -( $AMWL $GME $LPL $PFE $SER $XBI )

A Resilient Economy, AI Commerce & Healthcare Catalysts Give Many More Than One Reason to Stay Engaged -( $AMWL $AMZN $APPL $CRWD $GOOG $OKTA $PANW $PYPL $SER $SHOP $SMWB $XYZ $ZS )

AGNT, Inc. Gains a Central Valley Growth Engine as Tafoya Real Estate Joins eXp Realty -( $AGNT $REAX )

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