Is Meta Having its iPhone Moment?
Meta’s recent launch of AR glasses with an integrated display and built-in AI assistant looked modest on the surface. In reality, it marked the point where experimentation turned into execution.
Meta has been investing in smart glasses for more than seven years, giving it a meaningful head start. That lead is already visible in the data.
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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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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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Is This AI Stock a Buy Heading Into 2026?
CoreWeave sits in a new category analysts now call the neocloud. Rather than operating like traditional cloud providers built for broad, generalized workloads, neoclouds specialize in dense clusters of GPUs designed purely for AI training and inference.
In practical terms, CoreWeave is building industrial-scale AI factories, meaning customized data centers filled with Nvidia’s highest-end accelerators,
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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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Read MoreThe Burst
Is Oracle a Buy on the Dip?
Shares surged after the company revealed a massive agreement reportedly worth up to $300 billion to supply computing capacity to OpenAI. But the excitement didn’t last.
Over the past three months, Oracle stock has fallen by over a third, forcing investors to ask a hard question, did the market overreact on the way up,
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Read MoreThe Spotlight
AMD Is Positioning Itself for the Next Leg of AI Spending
For much of the AI boom, Advanced Micro Devices has played the role of the talented understudy, high potential, often overlooked, and inevitably compared to Nvidia’s runaway success.
Over two years, AMD’s stock has surged more than 3x, yet Nvidia has soared over 12x. The gap speaks less to AMD’s capabilities and more to how dramatically AI data center spending favored Nvidia early on.
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Read MoreThe Daily
Is Upstart Stock Your Ticket to Becoming a Millionaire?
Key Points
Every investor dreams of becoming a millionaire.
In the stock market, there are two primary ways to achieve that status.
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