The Spotlight

For much of the AI boom, Advanced Micro Devices has played the role of the talented understudy, high potential, often overlooked, and inevitably compared to Nvidia’s runaway success.

Over two years, AMD’s stock has surged more than 3x, yet Nvidia has soared over 12x. The gap speaks less to AMD’s capabilities and more to how dramatically AI data center spending favored Nvidia early on.

 » Read more about: AMD Is Positioning Itself for the Next Leg of AI Spending  »

For months, skeptics have suggested that AI spending was leveling out. Nvidia’s numbers told a very different story. The company reported $57 billion in revenue, a 62.5% jump over the prior year and a 22% increase from the previous quarter.

Profitability soared alongside it, with adjusted EPS climbing 60% and margins reaching an impressive 73.4%.

 » Read more about: Nvidia Just Proved the AI Boom Isn’t Slowing  »

Alphabet shares slipped early Thursday after regulators in Brussels unveiled yet another inquiry into Google’s business practices. The stock was down Friday, and the reason isn’t exactly mysterious because Europe is once again questioning whether the world’s most influential search engine is playing fair.

At the center of the latest dispute is the European Union’s Digital Markets Act,

 » Read more about: Europe Turns Up the Heat on Google, Again  »

Micron Technology has been one of the biggest winners of 2025 so far. The stock has rocketed by almost 3x year to date, as investors wake up to the fact that memory chips, once seen as boring, cyclical commodities, are now an indispensable backbone of the AI revolution.

The chipmaker’s DRAM and NAND memory chips are quietly powering the world’s largest data centers,

 » Read more about: Is Micron the Smartest Way to Ride the AI Chip Boom?  »

Meta Platforms just reminded us that building the future of AI doesn’t come cheap.
After a strong third-quarter report, the stock tumbled more than 12% as management unveiled spending plans that even long-term investors found hard to digest.

At first glance, everything looked stellar. Revenue jumped 26% year over year to $51.2 billion,

 » Read more about: Meta Looked Impressive Until You Read the Fine Print  »

In the second quarter, billionaire Steven Cohen exited its entire position in SoundHound AI, a company once touted as one of the purest ways to invest in voice-driven artificial intelligence.

The move came after SoundHound’s stock had surged more than 3x in a year as investors piled into anything labeled “AI.”

So why would one of Wall Street’s most sophisticated investors bail out just as the hype peaked?

 » Read more about: Billionaire Dumps Popular AI Stock  »

Markets were rattled earlier this week after a fresh round of tariff threats reignited tensions between the U.S. and China. For a moment, it looked like the trade war narrative of 2018 was making a comeback. But by midweek, cooler heads prevailed, and stocks came roaring back.

The surprise? Small-cap stocks didn’t just recover,

 » Read more about: Why Small-Caps Could Crush Big Tech  »

Workiva built its name on simplifying complexity. Its platform acts as a connective layer between dozens of disconnected business tools, from Excel and SAP to cloud databases, bringing them together into one cohesive workspace.

Think of it as a control tower for enterprise reporting, where data flows seamlessly instead of being manually copied and pasted across spreadsheets and systems.

 » Read more about: Why Should Investors Pay Attention To This AI Powerhouse  »

Buffett’s firm has spent years amassing a giant stake in Occidental Petroleum (NYSE: OXY), starting with a $10 billion preferred stock and warrant package in 2019 that helped Occidental fund its acquisition of Anadarko.

By mid-2025, Berkshire had built that into a 32.7% equity position, making OXY one of its six largest holdings.

 » Read more about: Berkshire’s $9.7 Billion OxyChem Deal Means What?  »

Beneath the surface, Costco isn’t just about cheap gas, hot dogs, and fancy electronics, but the financial engine is far less obvious, and far more powerful than most casual shoppers realize.

If you’re thinking about buying Costco stock, understanding these three fundamentals could change how you see the company’s long-term investment case.

Key Points

• Annual fees generate the majority of net income,

 » Read more about: Costco’s Secret Profit Engine  »