Forget Nvidia, This Under-the-Radar Chip Stock Might Have More Upside
Chances are, you’ve never walked into a store and bought something with the ASML logo on it but almost every smartphone, tablet, or electric vehicle in your life probably wouldn’t exist without ASML’s technology humming away in the background.
This Dutch powerhouse doesn’t make chips, it makes the machines that make the chips.
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Why Bill Ackman Bet $2.3 Billion That the Market Is Dead Wrong
In early 2025, billionaire investor Bill Ackman, CEO of Pershing Square Capital Management, revealed a substantial new position in Uber Technologies. By January, Pershing Square had accumulated 30.3 million Uber shares, a ~1.4% stake worth about $2.3 billion.
Ackman described Uber as “one of the best-managed and highest-quality businesses in the world,” yet still “available at a massive discount to its intrinsic value.”
So is he right about Uber or will the bet flop?
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Will Historic Lows in Market Breadth Trigger a Stocks Crash?
Market concentration refers to periods when a few stocks or a single sector dramatically outperform the rest of the market, driving a disproportionate share of index gains. In such times, market breadth is “narrow” meaning the rally relies on a small cluster of leaders while the majority of stocks lag.
Over the past 50 years,
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Will NVIDIA 2x Over The Next Year?
The introduction of the Chinese generative AI model has created a storm on Wall Street, and tall trees are the first to bear the brunt of it. Big tech names have shown weaknesses and AI-related stocks have faced issues as the fear of the new-gen AI model, DeepSeek, and circumstances surrounding its creation spread through the market.
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Could This $5 Billion Minnow Be the Next Big AI Buyout Target?
SoundHound AI isn’t chasing the same crowded lane as other AI giants. Instead of building general-purpose AI models or chasing flashy headlines, it has carved out a very specific, and potentially lucrative, niche, voice AI.
At its core, SoundHound builds sophisticated voice recognition and natural language processing software that enables real-time, conversational interactions between humans and machines.
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Read MoreThe Ivy
1 Science Powerhouse To Own for the Next Decade
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,
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Read MoreThe Spotlight
Will This AI Goliath Hit $4 Trillion by 2027?
While no company has reached that towering $4 trillion milestone yet, Microsoft, Apple, and Nvidia are all within striking distance.
It’s not inconceivable that any one of them could be first past the post but if you’re asking who not only gets there, but stays there, the strongest case can be made for Microsoft.
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Read MoreThe Daily
Warren Buffett and Bill Gates once shared the secret to their success — why IQ alone might not matter
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