When Berkshire Hathaway showed up with a new position in Alphabet, more than a few eyebrows went up. Alphabet, after all, is pursuing everything from autonomous driving to quantum computing, hardly the plain-vanilla playbook Buffett made famous.
But once you dig in, the move becomes far less mysterious. Alphabet is still, above all else,
A year ago, Anthropic was a specialist name known mostly within AI research circles. Today, the company behind Claude is scaling so quickly that veteran investors openly call its trajectory “almost without precedent.”
Its sharp focus on enterprise AI, and its increasingly intertwined relationship with Microsoft, has made one comparison hard to ignore: is Anthropic quietly positioning itself the way Microsoft did in the early PC era?
» Read more about: Anthropic’s Rise Has Been Stunning, How Big Can It Get? »
Stanley Druckenmiller’s Q3 purchase of nearly half a million Amazon shares drew attention, but the move is more interesting when viewed in context.
Druckenmiller has a long habit of trading Amazon in cycles, buying heavily when sentiment softens and trimming when momentum returns. His last cycle didn’t produce much upside, making his decision to jump back in at a higher cost especially noteworthy.
» Read more about: Forget Billionaire’s Amazon Buy, Time For This Mag 7 Stock? »
Entertainment may have expanded well beyond Los Angeles, but its center of gravity hasn’t moved. From its base in Burbank, The Walt Disney Company continues to operate a global engine that spans film, television, streaming, sports, parks, merchandise, and travel. Competitors like Warner Bros.
Discovery and Skydance may circle potential mergers, but even a combined entity wouldn’t approach the depth or global reach Disney has spent generations building.
Shares have ripped higher recently, and the reason has less to do with flashy announcements and more to do with something far more fundamental, Rivian is fixing the hardest part of the EV business.
On the surface, Rivian Automotive looked like it was catching its breath in 2025. No new models. No headline-grabbing unveilings.
Over the past three years, demand for Nvidia’s GPUs has ballooned so fast that the company has entered a rare feedback loop. Every architecture upgrade sparks a new wave of orders from hyperscalers, which funds even faster improvement, which attracts even more demand. How long can this last?
If Jensen Huang is right,
» Read more about: Nvidia’s Next Leg of Growth Could Be Massive »
Alphabet shares slipped early Thursday after regulators in Brussels unveiled yet another inquiry into Google’s business practices. The stock was down Friday, and the reason isn’t exactly mysterious because Europe is once again questioning whether the world’s most influential search engine is playing fair.
At the center of the latest dispute is the European Union’s Digital Markets Act,
» Read more about: Europe Turns Up the Heat on Google, Again »
Once investors saw how fast CoreWeave revenues were accelerating, hesitation disappeared. Shares didn’t just climb, they exploded, rising more than 4x in a matter of weeks.
That kind of surge rarely lasts forever, and over the past month CoreWeave has given back roughly 35%. The pullback has left investors wondering whether something fundamental has changed or whether this is simply the kind of temporary reset that follows massive gains.
» Read more about: 1 Infrastructure Specialist That’s Suddenly on Sale »
DraftKings has been one of the major winners of America’s sports-betting boom. But after dropping more than 30% over the past three months, investors are asking whether the selloff reflects genuine weakness, or a rare buying opportunity.
To answer that, it helps to focus on the bigger question: does DraftKings actually have a moat?
» Read more about: Rare Discount on Sports-Betting Powerhouse »
Unity Software remains a cornerstone of modern game development, powering nearly half of all video games built today. After last year’s dull performance that strained investor patience and damaged developer trust, the company finally appears to be turning a corner.
Shares are up roughly 80% over the past year as Unity works through its turnaround plan and rebuilds credibility.
