The Burst

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?  »

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.

 » Read more about: Why Rivian’s Stock Is Suddenly Popping  »

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  »

While analysts chase the next hot AI chipmaker, one company has become indispensable to the AI boom itself, not through computing, but through power.

Bloom Energy, long known for its on-site solid oxide fuel cells, has suddenly become the market’s stealth AI infrastructure play. Shares have rocketed more than 6x this year, and for reasons most investors haven’t yet grasped.

 » Read more about: 1 AI Power Play Most Investors Missed  »

Leonardo DRS is one of those under-the-radar defense companies powering some of the most advanced military systems in the world. From sensors and tactical computing to ruggedized networking gear and combat vehicles, DRS builds much of the U.S. military’s digital backbone.

Shares are up more than 20% over the past year but have slipped nearly double digits since Q3 earnings.

 » Read more about: Why This Might Still Be a Long-Term Winner  »

After an extraordinary run that sent shares soaring nearly 300% over the past year, AppLovin suddenly lost momentum in early October. The sell-off came as a shock to investors who had watched the ad-tech company become one of Wall Street’s brightest stars.

The trigger was a Bloomberg report revealing that the SEC had opened an investigation into AppLovin’s data-collection practices.

 » Read more about: AppLovin’s Rally Hits a Rough Patch  »

Shares of SoFi Technologies have rocketed more than 165% over the past year as the company’s fundamentals have improved dramatically. But with the stock now well above Wall Street’s targets, investors are wondering: has the market gotten ahead of itself?

Key Points

• It’s no longer just a student-loan lender,

 » Read more about: Is SoFi Still a Buy After 2x Bull Run?  »

IonQ has become one of the hottest names in quantum computing. The Maryland-based firm is pioneering trapped-ion technology, which uses charged atoms to process information in ways classical computers can’t.

Since its 2021 debut, IonQ’s stock has rocketed roughly 450%, including nearly 300% over the past year. Such explosive gains raise a tough question of whether IonQ the future of computing,

 » Read more about: Is IonQ’s Meteoric Rise a Breakthrough or Bubble?  »

In the second quarter, Warren Buffett quietly added nearly 1.4 million shares of Constellation Brands, bringing Berkshire Hathaway’s total stake to roughly just shy of $2 billion.

That’s a bold move at a time when the entire alcohol industry is facing a slump in consumption. But if history is any guide, Buffett tends to buy when sentiment is sour and value hides in plain sight.

 » Read more about: Why Buffett’s Buying This Beer Stock  »

Berkshire Hathaway quietly raised its stake in Heico by over 11% last quarter, bringing its total position to about 1.3 million shares. That move turned heads because Heico isn’t a typical Buffett pick. It’s not cheap by traditional value metrics, and it doesn’t sell iconic brands like Coca-Cola or Geico.

So why did Berkshire,

 » Read more about: Why Warren Buffett Loaded Up on Heico  »