Robinhood Is Flying High But Will It Last?
Robinhood’s stock has been on a stunning run. Shares have climbed more than 3x over the past year, fueled by rocketing trading activity, higher engagement from existing users, and a steady rollout of new products that go well beyond basic stock trades.
Robinhood’s recent results are undeniably impressive. Revenue roughly doubled year over year and earnings popped nearly 4x.
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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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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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Europe Turns Up the Heat on Google, Again
Alphabet shares slipped early Thursday after regulators in Brussels unveiled yet another inquiry into Google’s business practices. The stock was down Friday, and the reason isn’t exactly mysterious because Europe is once again questioning whether the world’s most influential search engine is playing fair.
At the center of the latest dispute is the European Union’s Digital Markets Act,
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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 Burst
Will This Airline Upstart Be a Massive Winner?
One reason Joby has survived the post-SPAC reckoning is its deepening relationship with the U.S. Department of Defense. The company holds a $131 million contract to deliver up to nine aircraft to the U.S. Air Force, and it has already delivered multiple units.
That relationship does more than generate modest revenue. Military testing accelerates certification,
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Read MoreThe Ivy
Is Intel Going to Soar In 2026?
After years of playing defense, Intel surprised investors in 2025 by showing genuine momentum. Shares climbed roughly 80% over the year, a sharp reversal from the stagnation that defined much of the past decade.
Massive U.S. government support tied to domestic chip manufacturing, key backing from SoftBank, and a high-profile partnership with Nvidia have materially strengthened Intel’s balance sheet.
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Read MoreThe Daily
Warren Buffett's simple yet thought-provoking advice for young professionals: 'It’s better to hang out with people…'
Ace investor Warren Buffett, the CEO of Berkshire Hathaway, has placed his trust in successor Greg Abel, to lead the $1.2 trillion empire. At the 2004 annual shareholders’ meeting, a 14-year-old boy from California asked a question from Buffett for which he gave one piece of lasting wisdom. “What advice would you give a young person like me on how to be successful?” asked Justin Fong,