Anthropic’s Rise Has Been Stunning, How Big Can It Get?
A year ago, Anthropic was a specialist name known mostly within AI research circles. Today, the company behind Claude is scaling so quickly that veteran investors openly call its trajectory “almost without precedent.”
Its sharp focus on enterprise AI, and its increasingly intertwined relationship with Microsoft, has made one comparison hard to ignore: is Anthropic quietly positioning itself the way Microsoft did in the early PC era?
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Is AppLovin Still a Buy After Its Incredible Run?
AppLovin (NASDAQ: APP) has had the kind of year investors dream about. The mobile app marketing and advertising platform, best known for its strength in mobile gaming has seen its stock rocket more than 5x over the past 12 months, fueled by relentless revenue growth and eye-popping profits.
With a move that big,
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Which Semi Giant Is the Better AI Stock Right Now?
Two names dominate the foundation layer of the AI economy, ASML Holding and Taiwan Semiconductor Manufacturing. They are not competitors in the traditional sense, ASML makes the tools, while TSMC makes the chips, but investors often find themselves choosing between the two.
Let’s break down the opportunities and risks for each, and see which one looks like the stronger bet for AI investors today.
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Forget Monster and Red Bull, Watch Celsius Now
Shares of Celsius Holdings (NASDAQ: CELH) climbed higher last week after the company unveiled an expanded partnership with PepsiCo (NASDAQ: PEP).
Under the agreement, Celsius will assume ownership of PepsiCo’s Rockstar Energy brand in the U.S. and Canada.
In exchange, PepsiCo will boost its stake in Celsius by investing almost $600 million in 5% convertible preferred stock,
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1 Infrastructure Specialist That’s Suddenly on Sale
Once investors saw how fast CoreWeave revenues were accelerating, hesitation disappeared. Shares didn’t just climb, they exploded, rising more than 4x in a matter of weeks.
That kind of surge rarely lasts forever, and over the past month CoreWeave has given back roughly 35%. The pullback has left investors wondering whether something fundamental has changed or whether this is simply the kind of temporary reset that follows massive gains.
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Read MoreThe Burst
Is SoFi Still a Buy After 2x Bull Run?
Shares of SoFi Technologies have rocketed more than 165% over the past year as the company’s fundamentals have improved dramatically. But with the stock now well above Wall Street’s targets, investors are wondering: has the market gotten ahead of itself?
Key Points
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It’s no longer just a student-loan lender,
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Read MoreThe Spotlight
The Best-Kept Secret in AI Infrastructure? Hint: It’s Not Nvidia
DigitalOcean (NASDAQ: DOCN) just pulled off something few small-cap tech companies have achieved in this market: record revenue, soaring profits, and a guidance hike that caught Wall Street flat-footed. The stock popped by almost a third after Q2 results, and yet, shares remain roughly 12% below where they started the year.
That gap between operational performance and valuation might be the opportunity hiding in plain sight.
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Read MoreThe Daily
Wall Street drifts as Intel tumbles and gold’s price rises to another record
NEW YORK (AP) — The U.S. stock market is drifting in mixed trading on Friday, as a zigzag week punctuated by loud threats and pullbacks heads toward a quieter close.
The S&P 500 was mostly unchanged and remained on track to finish a second straight week with a modest loss.
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