The Ivy

CoreWeave sits in a new category analysts now call the neocloud. Rather than operating like traditional cloud providers built for broad, generalized workloads, neoclouds specialize in dense clusters of GPUs designed purely for AI training and inference.

In practical terms, CoreWeave is building industrial-scale AI factories, meaning customized data centers filled with Nvidia’s highest-end accelerators,

 » Read more about: Is This AI Stock a Buy Heading Into 2026?  »

Berkshire Hathaway stunned the market this quarter by initiating a multibillion-dollar position in Alphabet just months before Warren Buffett steps down as CEO.

While Berkshire trimmed its long-held Apple stake yet again, it bought almost 18 million Class A shares of Alphabet at just north of $200 per share, now worth over $5.5 billion.

 » Read more about: What’s Buffett Doing With Google Now?  »

If you follow the market’s biggest winners, you already know Alphabet and NVIDIA sit at the center of the AI boom. But despite being lumped together as “AI beneficiaries,” the two companies couldn’t be more different. One is a diversified digital empire with unmatched cash flow. The other is the indispensable hardware supplier powering the AI build-out.

 » Read more about: Which AI Stock Is Best?  »

CEO Lisa Su has unveiled a long-term forecast that forces investors to rethink where AMD could be heading.

The new guidance fundamentally reshapes how AMD’s role in the AI ecosystem should be valued.

Key Points

• AMD forecasts explosive growth, including 60% annual expansion in data centers.

 » Read more about: AMD Just Raised the Bar With a Bold 5-Year Plan  »

Among the more compelling income opportunities in this corner of the market is Ares Capital, a business development company offering a nearly double-digit yield supported by one of the strongest credit platforms in the country.

That yield isn’t the main reason sophisticated investors pay attention, though. What distinguishes Ares Capital is the durability of the system generating those payouts.

 » Read more about: Is This The Most Reliable Passive-Income Engine?  »

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,

 » Read more about: Why Did Buffett Buy Google?  »

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  »