Why Did Buffett Buy Google?
When Berkshire Hathaway showed up with a new position in Alphabet, more than a few eyebrows went up. Alphabet, after all, is pursuing everything from autonomous driving to quantum computing, hardly the plain-vanilla playbook Buffett made famous.
But once you dig in, the move becomes far less mysterious. Alphabet is still, above all else,
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Is Apple About to Bail Out Intel?
Big Tech seems to have rediscovered its appetite for Intel, a company that for years has looked more like a laggard than a leader. Billions of dollars are suddenly flowing its way, and the roster of backers is eye-catching.
In the past few weeks alone, the U.S. government committed just shy of $9 billion for roughly a 10% equity stake,
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1 Tech Giant to Own Forever
Amazon doesn’t look like a traditional stock. It’s more like a portfolio hiding inside one ticker. The company spans multiple industries, each one a profit driver in its own right.
The most visible business is e-commerce. In the second quarter of 2025, Amazon pulled in $137 billion in sales.
What many investors miss is that over 60% of those sales now come from third-party sellers.
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Could a Consumer Bull Market Supercharge Shopify?
The SPDR S&P Retail ETF is up about 25% since April 1, putting it within reach of its all-time high from late 2021. That kind of pop isn’t happening in isolation.
Consumer sentiment, which had been stuck near recessionary levels for most of 2022–2023, has recovered to a three-year high in 2025, according to the University of Michigan’s surveys.
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Nvidia’s Next Leg of Growth Could Be Massive
Over the past three years, demand for Nvidia’s GPUs has ballooned so fast that the company has entered a rare feedback loop. Every architecture upgrade sparks a new wave of orders from hyperscalers, which funds even faster improvement, which attracts even more demand. How long can this last?
If Jensen Huang is right,
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Read MoreThe Burst
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.
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Read MoreThe Spotlight
1 Stock to Own for the Next Decade
Every once in a while, a company comes along that feels like the rare exception, a business so well-positioned, diversified, and forward-looking that it could anchor a portfolio for years.
Broadcom is one of those companies and it might be the single best position to hold for the foreseeable future.
Key Points
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Broadcom combines cyclical chip sales with high-margin recurring software revenue from acquisitions like CA,
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Read MoreThe Daily
What Warren Buffett Reveals About the Mindset of the Impatient Investor
Key Takeaways
- Warren Buffett argues that impatience transfers wealth to long-term investors.
- Emotional decisions and frequent trading undermine compounding.
- Staying invested through volatility historically rewards disciplined investors.
Warren Buffett has spent decades warning investors that their own impatience—not the market—poses the greatest threat to their wealth.
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