The Ivy

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?  »

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.

 » Read more about: Brand Name Stock with Room to Run  »

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  »

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  »

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.

 » Read more about: Can Unity’s Comeback Last?  »

Shares of PayPal haven’t joined the tech sector’s rally. While the S&P 500 has climbed, PayPal has slipped about 15% over the past year. But a new partnership with OpenAI and strong underlying fundamentals could mark the start of a rebound.

Key Points

• PayPal’s integration into ChatGPT positions it as the default payment option for AI-powered shopping—an early lead in conversational commerce.

 » Read more about: Is PayPal About to Stage an AI-Powered Comeback  »

Amazon shares surged nearly 9% within a week of its latest earnings report, extending a 31% gain over the past year.

The strong results reignited investor confidence but the real story goes beyond quarterly numbers to Amazon’s growing role at the center of the AI boom.

Key Points

• Amazon’s earnings beat was impressive,

 » Read more about: Has This Mag 7 Stock Got More Fuel In the Fire?  »

After years of sizzling performance, Chipotle Mexican Grill is suddenly tasting some humble pie. The once-unstoppable restaurant stock shaved almost a quarter off its share price in just a few days, following an earnings report that showed its growth momentum cooling faster than investors expected.

At first glance, the results weren’t catastrophic, revenue still rose,

 » Read more about: Is Chipotle Stock Finally Cheap Enough to Bite?  »

DraftKings and FanDuel have long dominated U.S. online sports betting, thanks to their early entry via daily fantasy sports.

That first-mover advantage, combined with cutting-edge technology and deep brand recognition, let both companies capture the lion’s share of the market as sports betting rolled out state by state.

But a new kind of competitor is emerging that could rewrite the rules of online wagering.

 » Read more about: Will Prediction Markets Disrupt DraftKings?  »

Cameco isn’t just a miner. It’s the world’s largest publicly traded uranium producer, but its reach extends far beyond extraction.

The company refines uranium, manufactures reactor fuel rods, and even owns 49% of Westinghouse Electric, one of the few firms that designs and builds nuclear reactors. This level of integration is rare in the commodity world,

 » Read more about: 1 Stock That Is The Power Behind Nuclear Revival?  »