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With Warren Buffett stepping back at Berkshire Hathaway, policymakers circling AI, and markets flickering between relief rallies and inflation worries, the next phase of returns may hinge on which companies quietly power the software and cloud plumbing behind it all. That focus puts fresh attention on AI-driven enterprise platforms. This article walks through three stocks connected to these headlines and explains why each may be relevant for portfolio decisions right now. The three stocks...

A number of stocks fell in the afternoon session after the Federal Reserve held its benchmark rate at 3.5%–3.75%, unchanged since the central bank cut by three-quarters of a point in late 2025, and then delivered a dot plot that told investors the easing cycle underpinning the sector's re-rating might be over.

A number of stocks fell in the afternoon session after a stronger-than-expected jobs report signaled that the Federal Reserve may keep interest rates higher for longer.