Wall Street’s Favorite Sleeper in the AI Infrastructure Boom?
Data streaming might sound like a back-office technology, the kind of thing only engineers care about, but it’s quickly becoming a foundational pillar of the digital world. And while most investors are busy chasing flashy AI stocks, one lesser-known name sits quietly at the heart of this infrastructure shift, Confluent (NASDAQ: CFLT).
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3 Stocks Buffett Will Not Sell
When Buffett was asked about his brief foray into buying and subsequently selling McDonald’s stock decades ago he made a comment that offered a rare insight into the framework he uses to evaluate the long-term merits of a firm. While it’s well-known that he likes a company to have an enduring competitive advantage, it’s not as clear to many what that actually means.
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Is Today The Top In The Market?
If one analyst is to be believed, today should mark the top in the market. Cem Karsan pinpointed January 17, 2024 a few months ago as the day when market tailwinds would subside in favor of market headwinds, but how could he be so specific in his date selection? And will be be right?
Key Points
- At VIXperation in January,
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2 Champion Traders Bought This Stock
To be the best sometimes you simply have to follow the best and see what they are doing. That old adage applies to trading Nvidia recently when, on the same day, both Oliver Kell, who posted a 941.1% gain to win the US trading championship a few years ago, and Mark Minervini bought it.
Mark has famously become one of the most successful traders of all time,
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Pepsi’s Dividend Near All-time Highs
PepsiCo just kicked off 2025 on the wrong foot, posting disappointing first-quarter results and slashing its full-year guidance. The market didn’t take it lightly. Shares tumbled to a fresh 52-week low, and are now down over 19.8% over the 6 months, approaching levels not seen in nearly five years.
But here’s the twist,
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Read MoreThe Burst
1 Rare Stock Buffett Is Buying
Warren Buffett has spent 2024 stockpiling cash, even going so far as to sell off sizeable pieces of some of his largest investments. Recently, though, Berkshire Hathaway announced that it had made some modest acquisitions, including the addition of nearly 388,000 shares of domain name registry service Verisign (NASDAQ:VRSN).
These purchases brought Berkshire Hathaway’s holdings in Verisign to 13.2 million shares,
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Read MoreThe Spotlight
Spotlight: What to Buy If Things Get Crazy Soon
Among the first lessons any great investor learns is “Don’t Fight The Fed.” Simply put, it means when the Fed is accommodative and engaging in quantitative easing, money is cheap and economies boom. Some call this the Fed Put because as markets fall, the Federal Reserve acts swiftly to provide liquid support by buying bonds.
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Read MoreThe Daily
Nvidia's 85% GPU Market Share Faces Growing Competition: Is This AI Stock Still a Buy for 2026?
The AI hardware market is heating up with mounting competition. Is Nvidia still the leader of the industry?
When you’re talking about the biggest stock market stories of 2025, Nvidia (NVDA +1.60%) is a name that keeps coming up. The company has been one of the biggest winners of the artificial intelligence (AI) boom.