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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What’s Buffett Doing With Google Now?
Berkshire Hathaway stunned the market this quarter by initiating a multibillion-dollar position in Alphabet just months before Warren Buffett steps down as CEO.
While Berkshire trimmed its long-held Apple stake yet again, it bought almost 18 million Class A shares of Alphabet at just north of $200 per share, now worth over $5.5 billion.
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Which AI Stock Is Best?
If you follow the market’s biggest winners, you already know Alphabet and NVIDIA sit at the center of the AI boom. But despite being lumped together as “AI beneficiaries,” the two companies couldn’t be more different. One is a diversified digital empire with unmatched cash flow. The other is the indispensable hardware supplier powering the AI build-out.
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AMD Just Raised the Bar With a Bold 5-Year Plan
CEO Lisa Su has unveiled a long-term forecast that forces investors to rethink where AMD could be heading.
The new guidance fundamentally reshapes how AMD’s role in the AI ecosystem should be valued.
Key Points
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AMD forecasts explosive growth, including 60% annual expansion in data centers.
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Why Nvidia Still Looks Like The #1 AI Stock
Nvidia didn’t become the centerpiece of the AI revolution by accident. Its advantage goes well beyond having fast chips. The company spent more than a decade positioning itself as the default computing layer for advanced workloads long before AI became a mainstream investment theme.
Naturally, that raises an uncomfortable question: after a run like this,
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Read MoreThe Burst
Where Is Tesla Headed Next Year?
Tesla has rarely struggled for attention, but in 2025 it quietly fell behind. Over the past year, Tesla returned roughly 13%, trailing the S&P 500 and lagging most of its “Magnificent Seven” peers, a surprising outcome for a stock long viewed as a market leader. As 2026 approaches, the question isn’t whether Tesla has upside potential,
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Read MoreThe Spotlight
Nvidia Just Proved the AI Boom Isn’t Slowing
For months, skeptics have suggested that AI spending was leveling out. Nvidia’s numbers told a very different story. The company reported $57 billion in revenue, a 62.5% jump over the prior year and a 22% increase from the previous quarter.
Profitability soared alongside it, with adjusted EPS climbing 60% and margins reaching an impressive 73.4%.
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Read MoreThe Daily
Cathie Wood Reduced Her Stake in Tesla: Is TSLA Stock a Buy, Hold, or Sell Now?
Cathie Wood is best known for her choice in disruptive stocks with exceptional growth potential, so any move by ARK Invest naturally grabs investor attention. Last week, Wood trimmed her exposure to Tesla (TSLA), sparking fresh debate about whether the electric vehicle and AI giant is still a buy at current levels or if it’s time to dump the stock.
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