From Nvidia to Salesforce: Where money is made in Enterprise AI

Forget chatbots, here's where AI is really going to make strides in 2026. In this episode of Stocks in Translation, The Futurum Group Daniel Newman joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to break down where enterprise AI is really making money. Newman highlights top beneficiaries like Nvidia (NVDA), Salesforce (CRM), ServiceNow (NOW), Workday (WDAY), and IBM (IBM), and explains how AI is reshaping healthcare, defense, and SaaS, plus what investors should watch in 2026. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff.

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