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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Beyond Meat’s Shocking Rebound
Few investors saw it coming. After spending most of the year circling the drain, Beyond Meat suddenly roared back to life last week, climbing more than 5x from its October lows.
At one point, the stock traded below $1, a price level that had many wondering if bankruptcy was next. Then came an eruption of retail enthusiasm that sent shares briefly rocketing toward $8.
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Is Lululemon Stock Finally in the Stretch Zone?
For more than a decade, Lululemon has been one of retail’s great success stories. Its yoga pants became a cultural phenomenon, its stores a lifestyle hub, and its stock a compounding machine.
But shares have lost nearly 40% in the past year, their steepest drop since 2008, as tariffs, slowing demand, and new rivals pressure the business.
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Ken Griffin’s Big Trim in Palantir
In the second quarter of 2025, Ken Griffin’s Citadel Advisors sharply reduced its holding in Palantir Technologies, selling nearly half of its position.
The move raised about $75 million in cash and followed a familiar pattern for Griffin, who has been building and trimming his Palantir stake in waves since 2021.
This latest sale has investors wondering: why would one of Wall Street’s most sophisticated fund managers cut exposure to a stock riding the artificial intelligence boom?
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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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Read MoreThe Burst
Warren Buffett’s Surprise Move Into the AI Big Leagues
Berkshire Hathaway’s latest 13F filing confirmed it now owns three Mag 7 companies. Apple, Amazon, and now Alphabet collectively give Berkshire a front-row seat to the AI arms race, and Alphabet’s debut in the portfolio was the standout surprise.
The filing showed Berkshire continued trimming Apple, though it still accounts for about 21% of the equity book,
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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
401(k) Real Chat: Vinnie Allard
Fred Barstein, contributing editor for WealthManagement.com’s RPA channel and CEO at TRAU, TPSU and 401kTV, speaks with Vinnie Allard, Betterment’s head of advisor national accounts, asking:
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We’re hearing a lot about convergence of wealth and retirement at the workplace. Let’s start with RPAs.