SoFi Is Up What’s Happening Under the Surface?
In a year when most analysts can’t look away from anything stamped “AI,” SoFi Technologies has become one of the market’s most surprising comeback stories.
The digital-first bank now commands a $30+ billion market cap, yet it still manages to slip past the radar of investors glued to megacap tech.
The stock is closing in on triple-digita gains this year,
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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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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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Brand Name Stock with Room to Run
Entertainment may have expanded well beyond Los Angeles, but its center of gravity hasn’t moved. From its base in Burbank, The Walt Disney Company continues to operate a global engine that spans film, television, streaming, sports, parks, merchandise, and travel. Competitors like Warner Bros.
Discovery and Skydance may circle potential mergers, but even a combined entity wouldn’t approach the depth or global reach Disney has spent generations building.
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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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Read MoreThe Burst
Is This Mag 7 Stock Bucking the AI Trend?
When investors start getting jittery about AI valuations, the instinct is to trim anything tied to artificial intelligence. But that’s tricky when many of the biggest AI beneficiaries are mega-cap tech companies that were thriving long before generative AI existed. Amazon is a perfect example, a business still defined by eCommerce but increasingly central to the global AI build-out.
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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
Analysts See More Upside for this Rallying Cruise Stock
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Even after the VIK stock rallied from about $57.50 to $68.75,
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