Is Oracle a Buy on the Dip?
Shares surged after the company revealed a massive agreement reportedly worth up to $300 billion to supply computing capacity to OpenAI. But the excitement didn’t last.
Over the past three months, Oracle stock has fallen by over a third, forcing investors to ask a hard question, did the market overreact on the way up,
» Read more about: Is Oracle a Buy on the Dip? »
Read More
Warren Buffett’s Surprise Move Into the AI Big Leagues
Berkshire Hathaway’s latest 13F filing confirmed it now owns three Mag 7 companies. Apple, Amazon, and now Alphabet collectively give Berkshire a front-row seat to the AI arms race, and Alphabet’s debut in the portfolio was the standout surprise.
The filing showed Berkshire continued trimming Apple, though it still accounts for about 21% of the equity book,
» Read more about: Warren Buffett’s Surprise Move Into the AI Big Leagues »
Read More
Is This Under-the-Radar Stock Nuclear’s Next Big Thing?
Nuclear power is reentering the center of America’s energy strategy as AI, data centers, and mass electrification push electricity demand to levels not seen in decades. Since nuclear already produces more carbon free electricity than solar and wind combined, the U.S. cannot meet future demand without it.
This shift has put renewed attention on Centrus Energy.
» Read more about: Is This Under-the-Radar Stock Nuclear’s Next Big Thing? »
Read More
Forget Billionaire’s Amazon Buy, Time For This Mag 7 Stock?
Stanley Druckenmiller’s Q3 purchase of nearly half a million Amazon shares drew attention, but the move is more interesting when viewed in context.
Druckenmiller has a long habit of trading Amazon in cycles, buying heavily when sentiment softens and trimming when momentum returns. His last cycle didn’t produce much upside, making his decision to jump back in at a higher cost especially noteworthy.
» Read more about: Forget Billionaire’s Amazon Buy, Time For This Mag 7 Stock? »
Read More
Alphabet’s Comeback Wasn’t Luck, But Classic Mispricing
The speed of Alphabet’s reversal has surprised many investors, but the more interesting story is how such a dominant business ever became that cheap in the first place, and why the momentum it regained isn’t likely to stall heading into 2026.
Key Points
-
Alphabet’s rally stemmed from deep mispricing,
» Read more about: Alphabet’s Comeback Wasn’t Luck, But Classic Mispricing »
Read MoreThe Ivy
Is Meta Having its iPhone Moment?
Meta’s recent launch of AR glasses with an integrated display and built-in AI assistant looked modest on the surface. In reality, it marked the point where experimentation turned into execution.
Meta has been investing in smart glasses for more than seven years, giving it a meaningful head start. That lead is already visible in the data.
» Read more about: Is Meta Having its iPhone Moment? »
Read MoreThe Spotlight
AMD Is Positioning Itself for the Next Leg of AI Spending
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 »
Read MoreThe Daily
Editorial: Why an independent Federal Reserve matters far more than renovations to a building
There’s a time-honored tradition of U.S. presidents, whose electoral fortunes tend to rise or fall with the state of the economy, grumbling about chairmen of the Federal Reserve Board.
Famously, Paul Volcker, who as Fed chair dramatically raised interest rates in the early 1980s to combat inflation rates considerably higher than those that helped doom President Joe Biden’s hopes for reelection,