Applied Materials Shares Fall 5% as AI Growth Bar Rises After Record Quarter
Applied Materials posted record quarterly results and raised its growth outlook, but investors focused on competition and the pace of future growth.
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Applied Materials posted record quarterly results and raised its growth outlook, but investors focused on competition and the pace of future growth.
Intermountain Health has commercially deployed Perimeter’s FDA-approved Claire system to help surgeons assess breast cancer margins during surgery.
Cisco's AI infrastructure orders hit $9.3 billion in FY 2026 as hyperscaler demand pushes networking deeper into the AI buildout.
Foxconn posted record second-quarter revenue and profit as AI server demand lifted rack shipments and pushed new US capacity plans.
Coherent reported record Q4 revenue of $2.05 billion as AI datacenter demand lifted its optical business and pushed revenue growth to 42%.
"I'm not sure we could have solved these problems a couple of years ago without technologies like OneVision."
"Meeting America's growing infrastructure needs requires mobilizing capital at scale across increasingly interconnected sectors."
S&P Global is expanding its Microsoft collaboration to bring proprietary financial and energy intelligence into Microsoft 365 Copilot workflows.
OSF HealthCare is expanding RapidAI across 18 hospitals in Illinois and Michigan to support faster stroke imaging and care coordination.
CoreWeave and Nebius are signing larger AI cloud contracts as stronger pricing supports billions in infrastructure spending.
"The most meaningful AI stories won't be about what happens in a lab."
Twelve US health systems, including Advocate Health, Cedars-Sinai and Northwell Health, have joined Aidoc to develop diagnostic AI, with results expected in 2027.
"This agreement demonstrates how deploying generative AI at scale can help industry leaders scale securely, reduce operational costs, and redefine the travel experience."
"Discoverability and engagement are being redefined in real time as AI agents take on a larger role."
Mercyhealth selected Vitea to oversee AI applications across its health system as healthcare organizations face growing demands for AI governance.
LCMC Health is partnering with Qualified Health to deploy generative AI across clinical, operational, and revenue-cycle workflows.
Hims & Hers is using AI to connect customers, clinicians, labs and support teams as it expands beyond its original telehealth model.
"Excited to join a team with a strong legacy, firing on all cylinders to modernize and build what's next."
"Meaningful AI transformation happens when deep domain expertise is paired with enterprise capability and leadership focus."
Kyndryl plans to add Healthcare IT Leaders' healthcare application and consulting capabilities to its infrastructure and AI services.