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.
» Read more about: AMD Is Positioning Itself for the Next Leg of AI Spending »
Read More
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,
» Read more about: Why Small-Caps Could Crush Big Tech »
Read More
Why Should Investors Pay Attention To This AI Powerhouse
Workiva built its name on simplifying complexity. Its platform acts as a connective layer between dozens of disconnected business tools, from Excel and SAP to cloud databases, bringing them together into one cohesive workspace.
Think of it as a control tower for enterprise reporting, where data flows seamlessly instead of being manually copied and pasted across spreadsheets and systems.
» Read more about: Why Should Investors Pay Attention To This AI Powerhouse »
Read More
Berkshire’s $9.7 Billion OxyChem Deal Means What?
Buffett’s firm has spent years amassing a giant stake in Occidental Petroleum (NYSE: OXY), starting with a $10 billion preferred stock and warrant package in 2019 that helped Occidental fund its acquisition of Anadarko.
By mid-2025, Berkshire had built that into a 32.7% equity position, making OXY one of its six largest holdings.
» Read more about: Berkshire’s $9.7 Billion OxyChem Deal Means What? »
Read More
Is Micron the Smartest Way to Ride the AI Chip Boom?
Micron Technology has been one of the biggest winners of 2025 so far. The stock has rocketed by almost 3x year to date, as investors wake up to the fact that memory chips, once seen as boring, cyclical commodities, are now an indispensable backbone of the AI revolution.
The chipmaker’s DRAM and NAND memory chips are quietly powering the world’s largest data centers,
» Read more about: Is Micron the Smartest Way to Ride the AI Chip Boom? »
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,
» Read more about: Is Oracle a Buy on the Dip? »
Read MoreThe Ivy
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.
» Read more about: Is Meta Having its iPhone Moment? »
Read MoreThe Daily
Why Jerome Powell is pushing back and why the US economy is caught in the middle
Why Jerome Powell is pushing back and why the US economy is caught in the middle