After years of playing defense, Intel surprised investors in 2025 by showing genuine momentum. Shares climbed roughly 80% over the year, a sharp reversal from the stagnation that defined much of the past decade.
Massive U.S. government support tied to domestic chip manufacturing, key backing from SoftBank, and a high-profile partnership with Nvidia have materially strengthened Intel’s balance sheet.
One reason Joby has survived the post-SPAC reckoning is its deepening relationship with the U.S. Department of Defense. The company holds a $131 million contract to deliver up to nine aircraft to the U.S. Air Force, and it has already delivered multiple units.
That relationship does more than generate modest revenue. Military testing accelerates certification,
» Read more about: Will This Airline Upstart Be a Massive Winner? »
At Berkshire Hathaway, cash has swelled to levels that dwarf the market capitalizations of many household-name companies. Estimates put the pile near $400 billion, much of it parked in short-dated U.S. Treasuries.
Berkshire didn’t wake up one morning and decide to sit on mountains of cash. The buildup has been gradual,
Robinhood’s stock has been on a stunning run. Shares have climbed more than 3x over the past year, fueled by rocketing trading activity, higher engagement from existing users, and a steady rollout of new products that go well beyond basic stock trades.
Robinhood’s recent results are undeniably impressive. Revenue roughly doubled year over year and earnings popped nearly 4x.
» Read more about: Robinhood Is Flying High But Will It Last? »
Meta’s recent launch of AR glasses with an integrated display and built-in AI assistant looked modest on the surface. In reality, it marked the point where experimentation turned into execution.
Meta has been investing in smart glasses for more than seven years, giving it a meaningful head start. That lead is already visible in the data.
Broadcom has quietly become one of the biggest winners of the AI boom. Shares have soared over the past two years as demand for AI infrastructure exploded, and even after a recent pullback of more than 5% from November highs, the stock is still up over 50% this year.
That short-term dip raises an obvious question: Is Broadcom finally offering a better entry point,
» Read more about: Broadcom Isn’t Cheap But Will It Still Power Higher? »
Over three decades, Druckenmiller compounded capital at roughly 30% a year without a single losing year, a record I am not sure is matched by anyone, anywhere Buffett included. So what’s this investing maestro doing now?
In the third quarter, Druckenmiller exited Broadcom entirely, a company that is a tollroad in the chip wars of AI.
CEO Elon Musk has made it clear that Tesla’s future won’t be defined by cars alone. The company wants to become a dominant force in autonomous transportation and mass-produced robotics, with Musk floating the idea of producing up to one million Optimus robots annually by the end of the decade.
The ambition is enormous.
» Read more about: Tesla’s Big Bet on Robotaxis Is Getting Pricier »
Over the past 12 months, Berkshire shares have gained just under 6% less than the S&P 500.
With Warren Buffett preparing to step down as CEO at year end, investors are reassessing what Berkshire looks like in its next chapter and whether the stock offers value at today’s price.
Berkshire trades at reasonable levels but not at prices that signal clear undervaluation,
Shares surged after the company revealed a massive agreement reportedly worth up to $300 billion to supply computing capacity to OpenAI. But the excitement didn’t last.
Over the past three months, Oracle stock has fallen by over a third, forcing investors to ask a hard question, did the market overreact on the way up,
