Trump Trade War Reignites With Launch of Sprawling Section 301 Probe
The next tariff tempest is brewing, with the Office of the United States Trade Representative (USTR) announcing Section 301 investigations into more than a dozen U.S. trading partners in a bid to keep President Donald Trump’s duty-driven trade strategy afloat.
On Wednesday evening,
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Read MoreInvestors Worry About The ‘B Word’ With Nvidia Stock at These Levels | NVDA
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Nvidia (NASDAQ:NVDA) just reported $68.1 billion in quarterly revenue, up 73% year over year, and the stock barely moved. Reddit sentiment has fallen 17 points over the past 30 days.
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Read MoreNvidia Just Invested $2 Billion in This AI Cloud Stock — Here's Why It Could Soar in 2026
Nvidia (NASDAQ: NVDA), the world’s largest producer of data center GPUs, is considered a bellwether of the booming artificial intelligence (AI) market. So when the top chipmaker invests in smaller AI companies, those stocks attract a lot more attention from retail investors.
One of those stocks is Nebius (NASDAQ: NBIS).
7ARKG, WGS : Cathie Wood Just Bought This Small Cap Stock…
Cathie Wood‘s Ark Invest makes trades across its ETFs every trading day. Those trades are sometimes closely monitored by investors when they involve new stock picks or large trades. For a small diagnostic testing company, Wood’s buying the stock for seven straight market days should put the company on the radar.
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Read MoreNvidia Just Poured $2 Billion Into This $28 Billion AI Cloud Company — Here's Why It Matters for 2026
In recent years, Nvidia (NVDA 0.88%) has become synonymous with artificial intelligence (AI). The company’s graphics processing units (GPUs) provide the computational horsepower that underpins AI and have become the gold standard for these applications. Nvidia has also been a prolific investor in the AI space,
Read MoreThe Burst
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
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Alphabet’s rally stemmed from deep mispricing,
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Read MoreThe Ivy
Is Buffett’s Biggest Bet On Sale?
Over the past 12 months, Berkshire shares have gained just under 6% less than the S&P 500.
With Warren Buffett preparing to step down as CEO at year end, investors are reassessing what Berkshire looks like in its next chapter and whether the stock offers value at today’s price.
Key Points
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Berkshire trades at reasonable levels but not at prices that signal clear undervaluation,
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Read MoreThe Spotlight
Is Micron the Smartest Way to Ride the AI Chip Boom?
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,
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