Most people still think of Docusign as a digital signature tool. That’s a mistake, and it’s exactly the gap management is trying to exploit.
Over the last year, Docusign has rolled out its Intelligent Agreement Management platform, which aims to solve a much bigger and more expensive problem: what happens after a contract is signed.
» Read more about: Wall Street Gave Up, The Business Didn’t »
Nvidia didn’t become the centerpiece of the AI revolution by accident. Its advantage goes well beyond having fast chips. The company spent more than a decade positioning itself as the default computing layer for advanced workloads long before AI became a mainstream investment theme.
Naturally, that raises an uncomfortable question: after a run like this,
» Read more about: Why Nvidia Still Looks Like The #1 AI Stock »
Nebius Group has become one of Wall Street’s most explosive AI infrastructure stories.
The company has carved out a valuable niche. It isn’t just selling hardware or renting generic cloud space. Nebius sits right at the bottleneck of the AI boom, the part of the stack where demand vastly exceeds supply.
In a year when most analysts can’t look away from anything stamped “AI,” SoFi Technologies has become one of the market’s most surprising comeback stories.
The digital-first bank now commands a $30+ billion market cap, yet it still manages to slip past the radar of investors glued to megacap tech.
The stock is closing in on triple-digita gains this year,
» Read more about: SoFi Is Up What’s Happening Under the Surface? »
The speed of Alphabet’s reversal has surprised many investors, but the more interesting story is how such a dominant business ever became that cheap in the first place, and why the momentum it regained isn’t likely to stall heading into 2026.
Alphabet’s rally stemmed from deep mispricing,
» Read more about: Alphabet’s Comeback Wasn’t Luck, But Classic Mispricing »
CoreWeave sits in a new category analysts now call the neocloud. Rather than operating like traditional cloud providers built for broad, generalized workloads, neoclouds specialize in dense clusters of GPUs designed purely for AI training and inference.
In practical terms, CoreWeave is building industrial-scale AI factories, meaning customized data centers filled with Nvidia’s highest-end accelerators,
» Read more about: Is This AI Stock a Buy Heading Into 2026? »
For much of the AI boom, Advanced Micro Devices has played the role of the talented understudy, high potential, often overlooked, and inevitably compared to Nvidia’s runaway success.
Over two years, AMD’s stock has surged more than 3x, yet Nvidia has soared over 12x. The gap speaks less to AMD’s capabilities and more to how dramatically AI data center spending favored Nvidia early on.
» Read more about: AMD Is Positioning Itself for the Next Leg of AI Spending »
Berkshire Hathaway stunned the market this quarter by initiating a multibillion-dollar position in Alphabet just months before Warren Buffett steps down as CEO.
While Berkshire trimmed its long-held Apple stake yet again, it bought almost 18 million Class A shares of Alphabet at just north of $200 per share, now worth over $5.5 billion.
When investors start getting jittery about AI valuations, the instinct is to trim anything tied to artificial intelligence. But that’s tricky when many of the biggest AI beneficiaries are mega-cap tech companies that were thriving long before generative AI existed. Amazon is a perfect example, a business still defined by eCommerce but increasingly central to the global AI build-out.
» Read more about: Is This Mag 7 Stock Bucking the AI Trend? »
If you follow the market’s biggest winners, you already know Alphabet and NVIDIA sit at the center of the AI boom. But despite being lumped together as “AI beneficiaries,” the two companies couldn’t be more different. One is a diversified digital empire with unmatched cash flow. The other is the indispensable hardware supplier powering the AI build-out.
