Billionaire Doubles Down on This AI Powerhouse
Lately, billionaire Philippe Laffont has been making bold moves. During the second quarter, Laffont sold part of his Amazon stake, trimming it by about 5% and turned his attention to a name most retail investors barely know, CoreWeave, a company that sits at the center of the AI infrastructure explosion.
Key Points
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Laffont slightly reduced Amazon after strong gains,
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Nvidia Still Dominates AI, But the Ground Beneath It Is Shifting
Nvidia has been the undisputed king of the AI hardware empire.
But even monarchs can be overthrown, especially when their biggest allies start eyeing the throne.
Who’s threatening NVIDIA now and will they win?
Key Points
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Nvidia still leads AI hardware, but growth is slowing and major clients are building their own chips.
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Datadog Just Cracked the S&P 500, Wall Street Thinks It’s Just Getting Started
Datadog (NASDAQ: DDOG) is officially joining the S&P 500 on July 9. Shares are up by more than 15% since the announcement, adding to what’s already been a stunning multi-year run. Since going public six years ago, Datadog has skyrocketed by over 4x, nearly triple the S&P 500’s return over the same period.
But even after that massive run,
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The Best Way to Bet on China’s AI Boom Might Just Be in South Africa
If someone told you the best way to invest in China’s booming AI ecosystem was through a 100-year-old South African media company, you’d probably do a double take. But here’s the thing that may actually be true, and it all comes down to Tencent and a few brilliantly timed decisions made more than two decades ago.
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Trump’s Post Just Sent Cannabis Stocks Soaring
It was President Donald Trump’s social feed that lit the spark on cannabis stocks this past week.
On Sunday, Trump posted a video on Truth Social highlighting the potential health benefits of hemp-derived CBD for seniors. He even floated the idea that Medicare could cover it one day.
The post came on the heels of another Trump remark just weeks ago that he was considering reclassifying marijuana at the federal level,
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Read MoreThe Burst
Is Figma’s Stock a Falling Knife or a Hidden Bargain?
It didn’t take long for Figma to go from Wall Street’s darling to one of its biggest disappointments.
After a blockbuster debut this summer, the stock has been sliding steadily, leaving many early investors deep in the red. But is the sell-off a warning sign, or has the market simply overreacted?
Key Points
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Figma grew revenue 41% year over year and turned a $178 million cash burn into $62.5 million in positive operating cash flow,
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Read MoreThe Spotlight
Can You Really Earn a 100% Yield From This Tesla-Based ETF?
A wave of funds has popped up promising double-digit income yields, many of them built on familiar covered call tactics. But one issuer, YieldMax, has taken the concept to an entirely different level. Think 30%, 50%, even 100%-plus yields.
The poster child is the YieldMax Tesla Option Income Strategy ETF, ticker TSLY. This fund aims to milk income from Tesla (NASDAQ: TSLA) by trading options,
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Read MoreThe Daily
4 Dividend Stocks to Buy With $5,000 and Hold Forever
If you’re searching for passive income from your portfolio, here are four excellent dividend stocks to scoop up today.
Passive income is the dream for many investors. Who doesn’t want to make money while they sleep? What’s great is that the stock market offers investors an opportunity to generate passive income from their portfolios.
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