Why Bill Ackman Is All-In on Uber
Uber controls as much as 75% of the U.S. ridesharing market, while Lyft holds roughly 25%.
This dominance creates a powerful network effect, more riders attract more drivers, which in turn attracts even more riders. That feedback loop makes Uber’s position extremely difficult to challenge.
Ackman prefers companies with natural barriers to entry,
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IBM’s Quantum Breakthrough Could Be a Turning Point
IBM has been tinkering with quantum computing longer than most of today’s retail investors have even been in the market. For decades, the company’s message has been quantum is coming, and when it arrives, it will change everything from chemistry to finance. The problem? The finish line has always felt just out of reach, perpetually ten years away.
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Is Apple About to Bail Out Intel?
Big Tech seems to have rediscovered its appetite for Intel, a company that for years has looked more like a laggard than a leader. Billions of dollars are suddenly flowing its way, and the roster of backers is eye-catching.
In the past few weeks alone, the U.S. government committed just shy of $9 billion for roughly a 10% equity stake,
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1 Tech Giant to Own Forever
Amazon doesn’t look like a traditional stock. It’s more like a portfolio hiding inside one ticker. The company spans multiple industries, each one a profit driver in its own right.
The most visible business is e-commerce. In the second quarter of 2025, Amazon pulled in $137 billion in sales.
What many investors miss is that over 60% of those sales now come from third-party sellers.
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Bill Ackman Keeps Buying This 1 Stock
When billionaire investor Bill Ackman adds to a position quarter after quarter, investors pay attention.In Q2, his fund Pershing Square bought another 156,000 shares of Brookfield Corporation (NYSE: BN), extending a buying streak that’s now five quarters long.
Brookfield isn’t your typical conglomerate. It’s a $70 billion global powerhouse with interests spanning renewable energy,
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Read MoreThe Burst
IBM’s Smart Move To Prove It’s an AI Powerhouse
For years, IBM has worn the “missed opportunity” label in artificial intelligence. The company that built Deep Blue, the chess-playing computer, and Watson, the supercomputer, seemed perfectly positioned to dominate AI before anyone else saw it coming.
And yet, while those early breakthroughs made headlines, IBM failed to cash in.
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Read MoreThe Spotlight
Costco’s Secret Profit Engine
Beneath the surface, Costco isn’t just about cheap gas, hot dogs, and fancy electronics, but the financial engine is far less obvious, and far more powerful than most casual shoppers realize.
If you’re thinking about buying Costco stock, understanding these three fundamentals could change how you see the company’s long-term investment case.
Key Points
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Annual fees generate the majority of net income,
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Read MoreThe Daily
Explainer: Why Sebi wants mutual funds to keep away from pre-IPO deals
The markets regulator has clarified that mutual funds cannot invest in pre-IPO placements. While the liquidity risks in case an IPO is shelved or delayed are behind the restriction, this route allows mutual funds to enhance returns by paying a preferential price before the issue opens, explains Ananya Grover
What is pre-IPO placement?
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