The Ivy

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?  »

Few investors saw it coming. After spending most of the year circling the drain, Beyond Meat suddenly roared back to life last week, climbing more than 5x from its October lows.

At one point, the stock traded below $1, a price level that had many wondering if bankruptcy was next. Then came an eruption of retail enthusiasm that sent shares briefly rocketing toward $8.

 » Read more about: Beyond Meat’s Shocking Rebound  »

For more than a decade, Lululemon has been one of retail’s great success stories. Its yoga pants became a cultural phenomenon, its stores a lifestyle hub, and its stock a compounding machine.

But shares have lost nearly 40% in the past year, their steepest drop since 2008, as tariffs, slowing demand, and new rivals pressure the business.

 » Read more about: Is Lululemon Stock Finally in the Stretch Zone?  »

In the second quarter of 2025, Ken Griffin’s Citadel Advisors sharply reduced its holding in Palantir Technologies, selling nearly half of its position.

The move raised about $75 million in cash and followed a familiar pattern for Griffin, who has been building and trimming his Palantir stake in waves since 2021.

This latest sale has investors wondering: why would one of Wall Street’s most sophisticated fund managers cut exposure to a stock riding the artificial intelligence boom?

 » Read more about: Ken Griffin’s Big Trim in Palantir  »

SoFi Technologies has evolved far beyond its origins as a student loan refinancer. Today, it’s a full-fledged digital financial platform offering everything from brokerage accounts to mortgages, all through a single app.

That simplicity and accessibility have made SoFi a go-to brand for Millennials and Gen Z, who increasingly prefer managing their finances entirely online.

 » Read more about: Is SoFi The Next Fintech Powerhouse?  »

Uber controls as much as 75% of the U.S. ridesharing market, while Lyft holds roughly 25%.

This dominance creates a powerful network effect, more riders attract more drivers, which in turn attracts even more riders. That feedback loop makes Uber’s position extremely difficult to challenge.

Ackman prefers companies with natural barriers to entry,

 » Read more about: Why Bill Ackman Is All-In on Uber  »