Nebius Stock Has Soared & Momentum Story Isn’t Finished Yet
Nebius Group has become one of Wall Street’s most explosive AI infrastructure stories.
The company has carved out a valuable niche. It isn’t just selling hardware or renting generic cloud space. Nebius sits right at the bottleneck of the AI boom, the part of the stack where demand vastly exceeds supply.
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Rare Discount on Sports-Betting Powerhouse
DraftKings has been one of the major winners of America’s sports-betting boom. But after dropping more than 30% over the past three months, investors are asking whether the selloff reflects genuine weakness, or a rare buying opportunity.
To answer that, it helps to focus on the bigger question: does DraftKings actually have a moat?
» Read more about: Rare Discount on Sports-Betting Powerhouse »
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1 AI Power Play Most Investors Missed
While analysts chase the next hot AI chipmaker, one company has become indispensable to the AI boom itself, not through computing, but through power.
Bloom Energy, long known for its on-site solid oxide fuel cells, has suddenly become the market’s stealth AI infrastructure play. Shares have rocketed more than 6x this year, and for reasons most investors haven’t yet grasped.
» Read more about: 1 AI Power Play Most Investors Missed »
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Why This Might Still Be a Long-Term Winner
Leonardo DRS is one of those under-the-radar defense companies powering some of the most advanced military systems in the world. From sensors and tactical computing to ruggedized networking gear and combat vehicles, DRS builds much of the U.S. military’s digital backbone.
Shares are up more than 20% over the past year but have slipped nearly double digits since Q3 earnings.
» Read more about: Why This Might Still Be a Long-Term Winner »
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Why Stanley Druckenmiller Took a Swing at StubHub
Stanley Druckenmiller almost never buys newly public stocks, yet his Duquesne Family Office acquired 4.3 million shares of StubHub shortly after its September IPO.
When a macro investor with his track record breaks his own pattern, it usually signals that he sees something the rest of the market hasn’t priced in.
Key Points
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Druckenmiller sees StubHub as a dominant,
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Read MoreThe Ivy
This Hydrogen Stock Is Becoming Critical AI Infrastructure
Bloom Energy doesn’t generate power the way most people think about clean energy. Instead of relying on intermittent sources like wind or solar, Bloom’s solid oxide fuel cells convert natural gas or hydrogen into electricity on-site, 24 hours a day.
There’s no combustion, no dependence on weather, and critically for enterprise customers no exposure to grid instability.
» Read more about: This Hydrogen Stock Is Becoming Critical AI Infrastructure »
Read MoreThe Spotlight
Europe Turns Up the Heat on Google, Again
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 »
Read MoreThe Daily
$800 for Tesla Stock Could Be Reality in 2026. Here’s Why.
Electric vehicle (EV) giant Tesla (TSLA) is heading toward the end of 2025 on a surprisingly strong footing, despite a year filled with speed bumps. Political noise tied to CEO Elon Musk, a cooling EV market in key regions, and intensifying global competition have all weighed on sentiment at various points. And yet,
» Read more about: $800 for Tesla Stock Could Be Reality in 2026. Here’s Why. »