Core Insights - Meridian Growth Fund's third-quarter 2025 performance was negatively impacted by sector positioning and strict investment discipline, resulting in a return of -1.78% compared to the Russell 2500 Growth Index's 10.73% return [1] Company Overview: Align Technology, Inc. (NASDAQ:ALGN) - Align Technology, Inc. is a leader in dental technology, known for its Invisalign clear aligners and iTero intraoral scanners [3] - The stock experienced a one-month return of 6.25% but has lost 37.14% over the past 52 weeks, closing at $147.19 with a market capitalization of $10.669 billion on November 28, 2025 [2] Financial Performance - In Q3 2025, Align Technology reported revenue of $995.7 million, reflecting a 1.7% decline from the previous quarter but a 1.8% increase year-over-year [4] Market Dynamics - The company faced challenges with demand rebound expectations not materializing, particularly in the teen segment where revenue growth slowed to 3% [3] - Market share gains reversed due to a weaker macroeconomic environment affecting discretionary dental procedures and a shift towards lower-cost alternatives [3] Investment Sentiment - Align Technology was held by 48 hedge fund portfolios at the end of Q3 2025, a decrease from 54 in the previous quarter, indicating a decline in popularity among hedge funds [4] - Despite its potential, the company is viewed as less favorable compared to certain AI stocks that are perceived to offer greater upside potential and lower downside risk [4]

Core Insights - Henry Schein One has introduced natively embedded AI and automation workflows in its Dentrix and Dentrix Ascend platforms, focusing on improving clean claims and operational efficiency [1][2][10] Group 1: AI and Automation Integration - The company aims for a comprehensive integration of AI across all practice operations, enhancing time efficiency, accuracy, and profit margins [2][9] - New features include Voice Notes for real-time transcription of chairside conversations, reducing administrative burdens and improving patient care [7][8] Group 2: Enhanced Patient Interaction - The Forms workflow allows for quicker and more accurate patient record entry by capturing insurance data from a photo of the patient's card [3][4] - Eligibility Pro provides real-time insurance benefits, ensuring accurate patient information before appointments [4] Group 3: Diagnostic and Treatment Support - Detect AI, powered by VideaHealth, assists in diagnosing dental issues with FDA-cleared algorithms, enhancing patient understanding and treatment acceptance [5][10] - The integration of AI-driven tools aims to improve clinical documentation and coding for cleaner claims [10] Group 4: Future Developments - Henry Schein One plans to introduce predictive tools for scheduling and case acceptance, along with unified analytics dashboards for comprehensive performance monitoring [10][11]

Core Insights - VideaHealth, a leading dental AI platform, has launched the Impact Panel in collaboration with Henry Schein One, enhancing the Detect AI experience for Dentrix® and Dentrix Ascend® users [1] Company Developments - The Impact Panel integrates VideaHealth's real-time AI findings and patient education tools into Henry Schein One's imaging workflows [1] - This integration aims to improve clinician communication and guide patients towards confident treatment discussions [1]

Core Insights - Henry Schein One has announced a partnership with Amazon Web Services (AWS) to integrate generative AI technologies into its dental technology platform [1] Company Overview - Henry Schein One is a leading global provider of dental technology, focusing on enhancing dental practices through innovative solutions [1] Partnership Details - The collaboration with AWS aims to incorporate generative AI across various platforms, including Dentrix, Dentrix Ascend, and Dentally, marking a significant advancement in AI-powered dentistry [1]

Core Viewpoint - The article emphasizes the importance of enabling Javascript and cookies in browsers to ensure proper functionality and access to content [1] Group 1 - The article suggests that users may face access issues if they have an ad-blocker enabled [1] - It highlights the need to disable ad-blockers and refresh the page for a better experience [1]