Over the past year, CoreWeave (NASDAQ: CRWV) and Nebius (NASDAQ: NBIS) have become two of the hottest names in AI infrastructure.
Both run massive GPU cloud platforms that power artificial intelligence training and inference workloads, and both stocks have exploded. CoreWeave is up more than 230%, while Nebius has surged over 500%.
When billionaire investor Bill Ackman adds to a position quarter after quarter, investors pay attention.In Q2, his fund Pershing Square bought another 156,000 shares of Brookfield Corporation (NYSE: BN), extending a buying streak that’s now five quarters long.
Brookfield isn’t your typical conglomerate. It’s a $70 billion global powerhouse with interests spanning renewable energy,
Nvidia didn’t just ride the AI wave, it built the surfboard thanks to the graphics processing unit that evolved from powering video games to becoming the computational engine of the AI revolution.
Today, roughly 92% of all AI data center processing runs on Nvidia chips, according to IoT Analytics. That kind of market share is virtually unheard of in hardware.
» Read more about: Why Nvidia Could Still Be in the Early Innings of a Historic Run »
Lately, billionaire Philippe Laffont has been making bold moves. During the second quarter, Laffont sold part of his Amazon stake, trimming it by about 5% and turned his attention to a name most retail investors barely know, CoreWeave, a company that sits at the center of the AI infrastructure explosion.
Laffont slightly reduced Amazon after strong gains,
» Read more about: Billionaire Doubles Down on This AI Powerhouse »
Over the past decade, the S&P 500 has rocketed more than 4x but Realty Income, a mere 2x and change. Not disastrous, you’d still have more than doubled your money, but far from spectacular. Yet this may be exactly where the story gets interesting.
After years of lagging, the company known as “The Monthly Dividend Company” could be sitting at an inflection point,
» Read more about: Why Realty Income May Be Standing on the Edge of a Major Comeback »
Micron Technology soared by more than 42.98% over the last 30 days, a jaw-dropping rally even by tech’s feverish standards. The reason? Artificial intelligence and specifically, the voracious appetite for memory chips powering the world’s new AI data centers.
But beneath the surface of the AI euphoria, do the fundamentals justify the soaring share price?
» Read more about: Is Micron’s AI Gold Rush a Perfect Storm? »
It was President Donald Trump’s social feed that lit the spark on cannabis stocks this past week.
On Sunday, Trump posted a video on Truth Social highlighting the potential health benefits of hemp-derived CBD for seniors. He even floated the idea that Medicare could cover it one day.
The post came on the heels of another Trump remark just weeks ago that he was considering reclassifying marijuana at the federal level,
» Read more about: Trump’s Post Just Sent Cannabis Stocks Soaring »
When Nextracker went public two years ago, few investors expected it to triple so quickly.
But after such a run, is it too late to buy? Or is this “picks and shovels” play on the clean-energy revolution still undervalued?
Nextracker controls about a quarter of the global solar tracker market.
» Read more about: 1 Solar Sleeper Stock That Still Has Room to Shine »
IBM has been tinkering with quantum computing longer than most of today’s retail investors have even been in the market. For decades, the company’s message has been quantum is coming, and when it arrives, it will change everything from chemistry to finance. The problem? The finish line has always felt just out of reach, perpetually ten years away.
» Read more about: IBM’s Quantum Breakthrough Could Be a Turning Point »
Big Tech seems to have rediscovered its appetite for Intel, a company that for years has looked more like a laggard than a leader. Billions of dollars are suddenly flowing its way, and the roster of backers is eye-catching.
In the past few weeks alone, the U.S. government committed just shy of $9 billion for roughly a 10% equity stake,