The Ivy

Two names dominate the foundation layer of the AI economy, ASML Holding and Taiwan Semiconductor Manufacturing. They are not competitors in the traditional sense, ASML makes the tools, while TSMC makes the chips, but investors often find themselves choosing between the two.

Let’s break down the opportunities and risks for each, and see which one looks like the stronger bet for AI investors today.

 » Read more about: Which Semi Giant Is the Better AI Stock Right Now?  »

Shares of Celsius Holdings (NASDAQ: CELH) climbed higher last week after the company unveiled an expanded partnership with PepsiCo (NASDAQ: PEP).

Under the agreement, Celsius will assume ownership of PepsiCo’s Rockstar Energy brand in the U.S. and Canada.

In exchange, PepsiCo will boost its stake in Celsius by investing almost $600 million in 5% convertible preferred stock,

 » Read more about: Forget Monster and Red Bull, Watch Celsius Now  »

Cava Group has done what its customers do best: dip. After hitting an all-time high near $172 last November, the shares have slid to the high-$60s, roughly a 60% slide from the peak, even though the business keeps putting up solid numbers.

That kind of disconnect tends to create opportunity for patient investors who care more about unit economics than headlines.

 » Read more about: Cava’s Dip Looks Tasty, Why This Sell-Off Could Be a Gift  »

It’s the rare oil major that seems built to outlast cycles, keep the dividend flowing, and, as Warren Buffett clearly believes, keep getting stronger.

The yield is about 4.4%, nearly four times what the S&P 500 pays and on paper that looks tempting, but high yields in energy can be a trap. The difference here is Chevron’s payout isn’t balanced on a knife’s edge.

 » Read more about: Buffett’s $19 Billion Oil Bet Looks Like a Fortress  »

Every few years, investors rediscover Plug Power (NASDAQ: PLUG) and wonder if the long-suffering hydrogen pioneer is finally about to turn the corner. Today, it’s officially a penny stock, which means under $5 per share technically.

And that’s a painful reminder that, adjusted for reverse splits, Plug’s pre-dot com IPO price of $150 feels almost mythical compared to where the stock sits today.

 » Read more about: From Market Darling to Punchline and Back Again?  »

C3.ai shares are back at price levels investors haven’t seen since early 2023, and the reasons are downright concerning.

The artificial intelligence firm with ticker AI has endured a brutal year that began in January when the share price was cut in half. The torpedos keeping hitting the bow, as evidence by the latest business update that pointed to a steep revenue shortfall.

 » Read more about: Is The Stock with Ticker AI Finally a Buy?  »

Thermo Fisher Scientific has a knack for thriving even in challenging markets. While the company isn’t entirely immune to today’s global headwinds, slower biopharmaceutical spending, tighter budgets in academic labs, and muted demand in China, it has weathered the storm far better than most of its peers.

The reason?

A combination of unmatched scale,

 » Read more about: 1 Science Powerhouse To Own for the Next Decade  »

Over the last five years, Altria’s share price climbed by just over 50%, but that’s only part of the story. When you factor in dividends, a payout the company has raised for 55 consecutive years, total returns swell to over 120%.

That streak includes 59 separate payout bumps, and with today’s yield hovering around 6.36%,

 » Read more about: Can This Stock Double Your Money by 2030?  »

This year, nuclear energy stocks have been some of the market’s best performers. Small modular reactor (SMR) developers like NuScale Power (SMR) and Oklo (OKLO) have been announcing a steady stream of partnerships, and Donald Trump, has pushed fresh executive orders aimed at accelerating the sector’s development.

Investors have plenty of reason to be excited but a surprising new catalyst has emerged,

 » Read more about: Why Nuclear’s Next Frontier Could Be 240,000 Miles Away  »

For more than half a decade, Warren Buffett’s Berkshire Hathaway accumulated the same stock quarter after quarter, 23 straight times, to be exact. Then, without warning, the buying stopped last year.

It wasn’t because Buffett lost faith in the company. In fact, his recent moves suggest he’s been biding his time, waiting for the numbers and the price to line up again.

 » Read more about: Will Buffett’s 23-Quarter Streak Start Again?  »