Can Unity’s Comeback Last?
Unity Software remains a cornerstone of modern game development, powering nearly half of all video games built today. After last year’s dull performance that strained investor patience and damaged developer trust, the company finally appears to be turning a corner.
Shares are up roughly 80% over the past year as Unity works through its turnaround plan and rebuilds credibility.
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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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Why This Billionaire Is Buying Google In Spades
In the second quarter, Bill Ackman’s Pershing Square Capital added another 900,000+ shares of Alphabet Class A (NASDAQ: GOOGL).
Combined with its Class C (NASDAQ: GOOG) shares, Alphabet now makes up about 21% of Pershing Square’s portfolio, one of the fund’s biggest bets.
So what makes Alphabet such a perfect Ackman stock,
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Which AI Stock Is Best?
Over the past year, CoreWeave (NASDAQ: CRWV) and Nebius (NASDAQ: NBIS) have become two of the hottest names in AI infrastructure.
Both run massive GPU cloud platforms that power artificial intelligence training and inference workloads, and both stocks have exploded. CoreWeave is up more than 230%, while Nebius has surged over 500%.
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Is Chipotle Stock Finally Cheap Enough to Bite?
After years of sizzling performance, Chipotle Mexican Grill is suddenly tasting some humble pie. The once-unstoppable restaurant stock shaved almost a quarter off its share price in just a few days, following an earnings report that showed its growth momentum cooling faster than investors expected.
At first glance, the results weren’t catastrophic, revenue still rose,
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Read MoreThe Burst
Why This Might Still Be a Long-Term Winner
Leonardo DRS is one of those under-the-radar defense companies powering some of the most advanced military systems in the world. From sensors and tactical computing to ruggedized networking gear and combat vehicles, DRS builds much of the U.S. military’s digital backbone.
Shares are up more than 20% over the past year but have slipped nearly double digits since Q3 earnings.
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Read MoreThe Spotlight
Why Small-Caps Could Crush Big Tech
Markets were rattled earlier this week after a fresh round of tariff threats reignited tensions between the U.S. and China. For a moment, it looked like the trade war narrative of 2018 was making a comeback. But by midweek, cooler heads prevailed, and stocks came roaring back.
The surprise? Small-cap stocks didn’t just recover,
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Read MoreThe Daily
Why I Still Wouldn't Buy Palantir Stock — Even After Its Recent Sell-Off
Key Points
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Palantir’s stock has fallen sharply from early-November highs but still trades at an extreme premium to its fundamentals.
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