New research by Waystar and Modern Healthcare reveals that 42% of hospitals and health systems face at least $1 million in annual recoupment requests, with 10% reporting $25 million or more. A significant 90% of healthcare organizations lack full visibility into whether these payment takebacks could have been prevented, impacting cash flow forecasting for 74% of providers. The study highlights a growing interest in AI and automation, with 33% already using such solutions and another 43% actively evaluating them, to improve recoupment management and prevent financial losses.

Invesco has launched a new ETF, QQI, which aims to provide investors with access to innovative international companies, mirroring the success of its popular QQQ fund. QQI tracks the Nasdaq International Innovators 100 Index, focusing on firms outside the U.S. that demonstrate significant R&D spending, revenue and margin growth, and sustained profitability. While offering diversification from U.S. innovators, the new fund faces challenges such as low trading volume, a higher expense ratio, and potential volatility due to its concentration in tech and international markets.

C.H. Robinson Worldwide, Inc. has announced the appointment of Valerie Capers Workman as Chief Human Resources Officer, effective November 16, 2026. Workman will succeed Angie Freeman, who is retiring after nearly three decades with the company. Workman brings over two decades of executive leadership experience, including roles at Tesla and Empower Pharmacy, and will be instrumental in aligning talent and culture with C.H. Robinson's Lean AI strategy.

Rollins, Inc. (ROL) reported Q3 2026 earnings below expectations, primarily due to pressure on residential customer acquisition driven by AI and LLM-driven search changing how customers find service providers. Despite a healthy recurring customer base and strong performance in relationship-driven channels, the company saw softer results in Termite, Ancillary, and Commercial businesses. Rollins is implementing a three-pronged strategy focusing on improving digital visibility, enhancing brand differentiation, and continuously testing and reallocating resources to adapt to the dynamic search landscape, while updating its full-year organic growth outlook to 4%-6%.

Wearable Devices Ltd. (WLDS) has partnered with Encord to combine wrist-based neural sensing with visual data, aiming to enhance training data for robotics and Physical AI applications. The collaboration focuses on evaluating how neuromuscular signals can complement visual information, especially when hands or objects are obscured. This agreement includes a commercial framework for device sales and usage-based compensation for data collection, with ongoing data collection, testing, and integration.

Lam Research Corp. (LRCX) shares fell over 8% after multiple firms lowered their price targets, despite the company reporting better-than-expected fiscal first-quarter results. Analysts cited industry supply constraints as the primary reason for limited December-quarter upside, with BofA and Needham highlighting Lam as "supply constrained, not demand constrained." Despite near-term concerns, analysts maintained positive ratings and see a longer-term bull case, with Citi expecting Lam to outperform the wafer fabrication equipment market in 2027.

Cencora has announced its acquisition of American Oncology Network (AON) for an enterprise value of $2.4 billion, expanding Cencora's oncology management services. Concurrently, major employers including Amazon and Google are supporting the expansion of electronic prior authorization capabilities to self-funded health plans. The FDA has also finalized its guidance on prescription drug use-related software, clarifying labeling and promotional considerations for companion apps.

Alkami Technology, Inc. announced the winners of its 2026 Hackathon, an annual event where participants develop innovative solutions for digital banking using the Alkami Platform. This year's theme, "Build Your Own Banking," challenged teams to create hyper-personalized digital experiences, with many projects leveraging artificial intelligence. The Hackathon celebrated creative problem-solving and collaboration, highlighting solutions that enhance customer experience, data management, and integration capabilities within the platform.

Shares of Applied Materials (AMAT) are experiencing a significant decline today, extending a multi-week retreat following investor dissatisfaction with the company's October 13 investor day, where specific wafer fab equipment (WFE) forecasts were not provided. This lack of concrete guidance, coupled with analyst downgrades and a broad downturn in the technology sector, has reignited selling pressure. Persistent concerns about the stock's valuation after an AI-fueled rally and a risk-off day for tech stocks are contributing to the negative performance.

The AI investment landscape is evolving beyond infrastructure to include companies enabling and applying AI. Research indicates a global opportunity, with non-U.S. companies prominent in AI applications like robotics, industrial AI, and drug discovery. These non-U.S. AI adoption and application stocks often present more attractive valuations compared to their U.S. counterparts, suggesting potential for global equity strategies.