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1. How Artificial Intelligence Is Reshaping the Healthcare Industry The U.S. healthcare sector is undergoing a structural transformation driven by artificial intelligence. What began as simple digital record management has evolved into a data-driven ecosystem where AI assists physicians, improves diagnostics, and accelerates drug discovery. Investors are no longer valuing healthcare companies solely based on traditional revenue growth. Instead, the market increasingly focuses on scalable AI platforms, recurring data revenue, and long-term partnerships with hospitals and pharmaceutical companies. This shift has created a new category often referred to as “AI Healthcare Infrastructure.” Within this space, companies generally fall into three major groups: Data-centric precision medicine platforms Medical infrastructure companies integrating AI TechBio firms using AI to develop new drugs Understanding these categories is essential for identifying long-term winners. 2. Tempus...

  1. Why Bitcoin Has Been Falling Recently Bitcoin has experienced notable volatility and downward pressure in recent weeks, driven by a combination of macroeconomic tightening, institutional positioning, and changing market psychology. Unlike previous crypto-only downturns, the current weakness reflects broader financial market dynamics rather than isolated blockchain issues. First, rising interest rate expectations and a stronger macro risk-off environment have reduced liquidity across speculative assets. As Bitcoin becomes increasingly correlated with traditional equities after institutional adoption, it now reacts more directly to global monetary conditions. When investors move toward safer assets, crypto markets often experience sharper declines. Second, ETF-related flows and institutional rebalancing have contributed to short-term selling pressure. After strong inflows earlier in the cycle, periods of profit-taking or portfolio rotation can create sudden price drops. Large ho...

  Market Rotation: Why Investors Are Shifting Focus Recently, the market has shown a noticeable rotation away from speculative future technologies and toward sectors generating near-term revenue. AI infrastructure — including data centers, GPUs, networking chips, and cloud compute — continues to attract capital because hyperscalers are increasing capital expenditures at an aggressive pace. Industry projections suggest hyperscaler spending could rise significantly year over year, with a large portion allocated to AI infrastructure expansion.  This shift matters because quantum computing, despite its long-term promise, still sits in an early commercialization phase. As interest rates and macro uncertainty rise, investors often favor businesses with clearer earnings visibility rather than technologies that may take years to reach mainstream adoption. The Rise of AI Infrastructure: A Near-Term Growth Engine AI infrastructure has become the backbone of the current tech cycle. Train...

  1. What Triggered Today’s Market Sell-Off? 1-1. Policy Uncertainty and Trade Headlines The primary catalyst behind today’s sharp decline was renewed policy uncertainty. Political rhetoric surrounding tariffs and industrial strategy introduced fresh risk into an already stretched market environment. Investors quickly shifted from aggressive growth positioning to short-term risk management. 1-2. Institutional Profit-Taking After months of strong gains led by AI infrastructure and software leaders, large funds began locking in profits ahead of major earnings announcements. This rotation created heavy pressure on high-beta sectors, especially technology and next-generation computing stocks. 1-3. Valuation Sensitivity Many leading AI names have been trading at elevated multiples. When macro uncertainty increases, these high-valuation stocks tend to react first, amplifying overall market volatility. 2. The Role of AI Rally Fatigue 2-1. Momentum Meets Reality The AI investment ...

AI-Powered Knowledge Management Takes Center Stage In the rapidly evolving enterprise AI landscape, companies that can translate artificial intelligence into practical, revenue-generating solutions are gaining increasing attention. One such example is eGain , a Nasdaq-listed provider of AI-driven knowledge management solutions. In its fiscal year 2026 second-quarter earnings release, eGain reported a notable milestone: a 27% year-over-year increase in Annual Recurring Revenue (ARR) from its AI Knowledge Hub. This result highlights not only strong demand for AI-enabled knowledge platforms, but also the company’s ability to scale its SaaS offerings in a competitive market. AI Knowledge Hub Becomes the Core of SaaS Revenue A key takeaway from the Q2 results is the growing importance of the AI Knowledge Hub within eGain’s overall business model. According to CEO Ashu Roy, the platform now accounts for approximately 64% of the company’s total SaaS ARR. This shift underscores a strategic...

  1. The Reality Check After the Quantum Hype Rally Over the past year, quantum computing stocks experienced explosive rallies fueled by AI enthusiasm and speculative capital. However, the recent decline across the quantum sector reflects a classic market reset rather than a collapse of the industry itself. Many quantum companies surged despite minimal revenue and ongoing operating losses. As interest rates remained elevated and investors began demanding real commercial progress, valuations started to normalize. Market analysts increasingly compare the recent pullback to a “post-hype correction,” where speculative excess is removed before sustainable growth can resume. This shift signals that investors are moving away from narrative-driven momentum and focusing on execution timelines, real customer adoption, and measurable technological milestones. 2. Why Quantum Stocks Are Dropping Now 2-1. Overvaluation Concerns Quantum companies often trade at extremely high price-to-sales ratio...