Key PointsOracle and Nvidia both have benefited from the AI boom so far.Read More
Key PointsApple’s latest iPhones and wearables refresh the lineup, but the higher-margin services business is doing the real heavy Read More
Key PointsIBM is making a big move into quantum computing.Read More
Key PointsMargin debt is hitting record highs and growing at a pace not seen since 1999 and 2007.Read More
Key PointsMusk has long expressed grand ambitions in the world of artificial intelligence (AI).Read More
Key PointsApple and Eli Lilly have impressive long-term track records of returns.Read More
Opendoor (OPEN) is suddenly the comeback story no one saw coming. Once left for dead as a failed SPAC trading Read More
Key PointsApple and Alphabet both want to maintain the status quo with their businesses.Read More
Key PointsNetflix’s business model is evolving.Read More
Key PointsRoku continues to report strong revenue growth, as it benefits from two powerful secular trends.Read More
Key PointsBillionaire Philippe Laffont runs the highly successful hedge fund Coatue Management, which nearly tripled the S&P 500’s Read More
Key PointsOracle’s data center revenue rose sharply last quarter as demand from AI developers for capacity continued to outstrip Read More
Key PointsNvidia remains the dominant player in AI infrastructure.Read More
Key PointsBerkshire Hathaway CEO Warren Buffett oversees numerous wholly owned subsidiaries and a $302 billion stock portfolio.Read More
Key PointsIndex funds simplify investing by bundling hundreds or even thousands of stocks into a single investment vehicle, effectively creating Read More
Key PointsApple’s powerful ecosystem has been key to its success, driving incredible profitability.Read More
Key PointsPrior to the launch of ChatGPT, big tech’s capital expenditures were around $100 billion annually.Read More
Key PointsTesla’s top line is under pressure with revenue declining through the first half of 2025.Read More
Key PointsNvidia is a leader in AI computing devices.Read More