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? »
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.
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,
Tesla has rarely struggled for attention, but in 2025 it quietly fell behind. Over the past year, Tesla returned roughly 13%, trailing the S&P 500 and lagging most of its “Magnificent Seven” peers, a surprising outcome for a stock long viewed as a market leader. As 2026 approaches, the question isn’t whether Tesla has upside potential,
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.
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 »
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? »
Stanley Druckenmiller almost never buys newly public stocks, yet his Duquesne Family Office acquired 4.3 million shares of StubHub shortly after its September IPO.
When a macro investor with his track record breaks his own pattern, it usually signals that he sees something the rest of the market hasn’t priced in.
Druckenmiller sees StubHub as a dominant,
» Read more about: Why Stanley Druckenmiller Took a Swing at StubHub »
Berkshire Hathaway’s latest 13F filing confirmed it now owns three Mag 7 companies. Apple, Amazon, and now Alphabet collectively give Berkshire a front-row seat to the AI arms race, and Alphabet’s debut in the portfolio was the standout surprise.
The filing showed Berkshire continued trimming Apple, though it still accounts for about 21% of the equity book,
» Read more about: Warren Buffett’s Surprise Move Into the AI Big Leagues »
Nuclear power is reentering the center of America’s energy strategy as AI, data centers, and mass electrification push electricity demand to levels not seen in decades. Since nuclear already produces more carbon free electricity than solar and wind combined, the U.S. cannot meet future demand without it.
This shift has put renewed attention on Centrus Energy.
» Read more about: Is This Under-the-Radar Stock Nuclear’s Next Big Thing? »